Benchmark Electronics Set to Announce Q4 Earnings on February 3rd
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Should l Buy BHE?
Source: seekingalpha
- Earnings Announcement Date: Benchmark Electronics (BHE) is scheduled to release its Q4 2023 earnings on February 3rd after market close, with consensus EPS estimate at $0.64, reflecting a 4.9% year-over-year increase, and revenue estimate at $696.67 million, indicating a 6.1% year-over-year growth.
- Historical Performance: Over the past two years, BHE has consistently beaten EPS estimates 100% of the time and revenue estimates 63% of the time, showcasing the company's stability in profitability and strong market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced two upward revisions and one downward adjustment, indicating market divergence and uncertainty regarding the company's future performance.
- Revenue Target: Benchmark Electronics has set a revenue target for Q4 2023 between $670 million and $720 million, reflecting a cautious optimism about future revenue growth while advancing sector diversification strategies.
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Analyst Views on BHE
Wall Street analysts forecast BHE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BHE is 49.00 USD with a low forecast of 47.00 USD and a high forecast of 51.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 56.010
Low
47.00
Averages
49.00
High
51.00
Current: 56.010
Low
47.00
Averages
49.00
High
51.00
About BHE
Benchmark Electronics, Inc. provides comprehensive solutions across the entire product life cycle through its technology and engineering design services, leveraging its global supply chain and delivering manufacturing services in various industries. It provides design engineering and advanced manufacturing services that include both electronic manufacturing services (EMS) and precision technology (PT) services. Its advanced manufacturing services include printed circuit board assembly (PCBA) and test, component engineering services, systems assembly and test development, and failure analysis. In addition to traditional EMS, it offers complex PT services, including full electromechanical assembly and test services. It offers a full spectrum of new product design, automation, test development, prototype and related engineering services. It provides its customers with a comprehensive range of custom circuit and functional test equipment, process automation and replication solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Benchmark Electronics Q4 2025 Earnings Highlights
- Significant Revenue Growth: Benchmark Electronics reported Q4 2025 revenue of $704 million, a 7% year-over-year increase, with double-digit growth in the Medical, Aerospace & Defense (A&D), and Automation & Control & Communication (AC&C) sectors, indicating strong performance across key areas.
- Earnings Exceed Expectations: The company achieved a non-GAAP EPS of $0.71 in Q4, surpassing the prior guidance range of $0.62 to $0.68, reflecting successful cost control and operational efficiency, which further bolstered investor confidence.
- Strong Cash Flow Performance: Q4 operating cash flow was $59 million with free cash flow at $48 million, and the cash conversion cycle improved to 67 days, a 22-day year-over-year enhancement, demonstrating ongoing progress in capital management and operational efficiency.
- Optimistic Future Outlook: The company guided for Q1 2026 revenue between $655 million and $695 million, a 7% year-over-year growth, with expectations of double-digit growth in the Medical sector, showcasing management's confidence in future market demand and positive growth prospects.
See More
Benchmark Electronics Reports Q4 2025 Earnings Beat
- Strong Earnings Report: Benchmark Electronics reported a Q4 2025 non-GAAP EPS of $0.71, beating expectations by $0.07, indicating robust profitability despite ongoing challenges in the semiconductor sector.
- Revenue Growth: The company achieved $704 million in revenue for Q4, reflecting a 7.2% year-over-year increase and surpassing market expectations by $7.33 million, showcasing positive growth momentum amid recovering market demand.
- Cash Flow Performance: Operating cash flow for Q4 was $59 million, with free cash flow at $48 million, demonstrating effective cash management that supports future investments and shareholder returns.
- Annual Performance Overview: For the full year 2025, total revenue reached $2.659 billion, with diluted GAAP EPS at $0.68 and non-GAAP EPS at $2.40, indicating resilience despite the weak profitability trends in the semiconductor market.
See More
Benchmark Electronics Reports Strong Q4 and Full Year 2025 Financial Results
- Quarterly Revenue Growth: In Q4 2025, Benchmark Electronics reported revenue of $704 million, reflecting a 3.4% year-over-year increase, indicating the company's stable growth potential and likely boosting investor confidence.
- Earnings Performance: The diluted GAAP earnings per share for Q4 stood at $0.17, while non-GAAP earnings per share reached $0.71, showing that despite a decline in GAAP earnings, the growth in non-GAAP earnings highlights ongoing improvements in the company's core profitability.
- Cash Flow Position: For Q4 2025, operating cash flow was $59 million with free cash flow at $48 million, demonstrating robust cash management and operational efficiency, which will support future investments and expansion efforts.
- Leadership Transition: CEO Jeff Benck will step down at the end of the quarter, with David Moezidis taking over, who expressed confidence in continuing the growth strategy, ensuring Benchmark's strong leadership position in future market competition.
See More
Benchmark Electronics Set to Announce Q4 Earnings on February 3rd
- Earnings Announcement Date: Benchmark Electronics (BHE) is scheduled to release its Q4 2023 earnings on February 3rd after market close, with consensus EPS estimate at $0.64, reflecting a 4.9% year-over-year increase, and revenue estimate at $696.67 million, indicating a 6.1% year-over-year growth.
- Historical Performance: Over the past two years, BHE has consistently beaten EPS estimates 100% of the time and revenue estimates 63% of the time, showcasing the company's stability in profitability and strong market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced two upward revisions and one downward adjustment, indicating market divergence and uncertainty regarding the company's future performance.
- Revenue Target: Benchmark Electronics has set a revenue target for Q4 2023 between $670 million and $720 million, reflecting a cautious optimism about future revenue growth while advancing sector diversification strategies.
See More
Lake Street Raises Benchmark Electronics (BHE) Price Target to $57, Maintains Buy Rating
- Price Target Increase: Lake Street raised Benchmark Electronics' price target from $51 to $57, reflecting confidence in the company's future growth potential and anticipating stock price appreciation as semiconductor orders ramp up.
- Positive Industry Outlook: Analysts believe Benchmark is well-positioned for long-term growth in the aerospace & defense, AI, and medical sectors, showcasing the company's competitive advantages across multiple high-growth markets.
- Semiconductor Order Growth: The company is expected to begin ramping semiconductor orders throughout 2026, a strategy that will drive revenue growth and enhance market share, further solidifying its industry position.
- Sustained Buy Rating: Lake Street maintains a Buy rating on Benchmark, indicating analysts' optimistic outlook on the company's future performance, which is likely to attract more investor interest in the stock.
See More
Ionq Inc (IONQ) Options Volume Hits 86,309 Contracts, 48.8% of Average Daily Volume
- Active Options Trading: Ionq Inc's options volume today reached 86,309 contracts, equivalent to approximately 8.6 million shares, representing 48.8% of its average daily trading volume of 17.7 million shares over the past month, indicating strong market interest in its future performance.
- High Volume Analysis: Among Ionq's options, the $55 strike call option expiring on January 30, 2026, has seen particularly high activity with 7,062 contracts traded, representing about 706,200 underlying shares, suggesting bullish sentiment among investors at this price level.
- Benchmark Electronics Activity: Benchmark Electronics, Inc. has recorded an options trading volume of 1,367 contracts today, equivalent to approximately 136,700 shares, which is about 48.6% of its average daily trading volume of 281,015 shares over the past month, reflecting notable market attention.
- Bullish Options Trend: For Benchmark, the $55 strike call option expiring on April 17, 2026, has seen 1,201 contracts traded, representing around 120,100 shares, indicating investor confidence in the company's future growth prospects.
See More
Benchmark Electronics Q4 2025 Earnings Highlights
- Significant Revenue Growth: Benchmark Electronics reported Q4 2025 revenue of $704 million, a 7% year-over-year increase, with double-digit growth in the Medical, Aerospace & Defense (A&D), and Automation & Control & Communication (AC&C) sectors, indicating strong performance across key areas.
- Earnings Exceed Expectations: The company achieved a non-GAAP EPS of $0.71 in Q4, surpassing the prior guidance range of $0.62 to $0.68, reflecting successful cost control and operational efficiency, which further bolstered investor confidence.
- Strong Cash Flow Performance: Q4 operating cash flow was $59 million with free cash flow at $48 million, and the cash conversion cycle improved to 67 days, a 22-day year-over-year enhancement, demonstrating ongoing progress in capital management and operational efficiency.
- Optimistic Future Outlook: The company guided for Q1 2026 revenue between $655 million and $695 million, a 7% year-over-year growth, with expectations of double-digit growth in the Medical sector, showcasing management's confidence in future market demand and positive growth prospects.
See More
Benchmark Electronics Reports Q4 2025 Earnings Beat
- Strong Earnings Report: Benchmark Electronics reported a Q4 2025 non-GAAP EPS of $0.71, beating expectations by $0.07, indicating robust profitability despite ongoing challenges in the semiconductor sector.
- Revenue Growth: The company achieved $704 million in revenue for Q4, reflecting a 7.2% year-over-year increase and surpassing market expectations by $7.33 million, showcasing positive growth momentum amid recovering market demand.
- Cash Flow Performance: Operating cash flow for Q4 was $59 million, with free cash flow at $48 million, demonstrating effective cash management that supports future investments and shareholder returns.
- Annual Performance Overview: For the full year 2025, total revenue reached $2.659 billion, with diluted GAAP EPS at $0.68 and non-GAAP EPS at $2.40, indicating resilience despite the weak profitability trends in the semiconductor market.
See More
Benchmark Electronics Reports Strong Q4 and Full Year 2025 Financial Results
- Quarterly Revenue Growth: In Q4 2025, Benchmark Electronics reported revenue of $704 million, reflecting a 3.4% year-over-year increase, indicating the company's stable growth potential and likely boosting investor confidence.
- Earnings Performance: The diluted GAAP earnings per share for Q4 stood at $0.17, while non-GAAP earnings per share reached $0.71, showing that despite a decline in GAAP earnings, the growth in non-GAAP earnings highlights ongoing improvements in the company's core profitability.
- Cash Flow Position: For Q4 2025, operating cash flow was $59 million with free cash flow at $48 million, demonstrating robust cash management and operational efficiency, which will support future investments and expansion efforts.
- Leadership Transition: CEO Jeff Benck will step down at the end of the quarter, with David Moezidis taking over, who expressed confidence in continuing the growth strategy, ensuring Benchmark's strong leadership position in future market competition.
See More
Benchmark Electronics Set to Announce Q4 Earnings on February 3rd
- Earnings Announcement Date: Benchmark Electronics (BHE) is scheduled to release its Q4 2023 earnings on February 3rd after market close, with consensus EPS estimate at $0.64, reflecting a 4.9% year-over-year increase, and revenue estimate at $696.67 million, indicating a 6.1% year-over-year growth.
- Historical Performance: Over the past two years, BHE has consistently beaten EPS estimates 100% of the time and revenue estimates 63% of the time, showcasing the company's stability in profitability and strong market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced two upward revisions and one downward adjustment, indicating market divergence and uncertainty regarding the company's future performance.
- Revenue Target: Benchmark Electronics has set a revenue target for Q4 2023 between $670 million and $720 million, reflecting a cautious optimism about future revenue growth while advancing sector diversification strategies.
See More
Lake Street Raises Benchmark Electronics (BHE) Price Target to $57, Maintains Buy Rating
- Price Target Increase: Lake Street raised Benchmark Electronics' price target from $51 to $57, reflecting confidence in the company's future growth potential and anticipating stock price appreciation as semiconductor orders ramp up.
- Positive Industry Outlook: Analysts believe Benchmark is well-positioned for long-term growth in the aerospace & defense, AI, and medical sectors, showcasing the company's competitive advantages across multiple high-growth markets.
- Semiconductor Order Growth: The company is expected to begin ramping semiconductor orders throughout 2026, a strategy that will drive revenue growth and enhance market share, further solidifying its industry position.
- Sustained Buy Rating: Lake Street maintains a Buy rating on Benchmark, indicating analysts' optimistic outlook on the company's future performance, which is likely to attract more investor interest in the stock.
See More
Ionq Inc (IONQ) Options Volume Hits 86,309 Contracts, 48.8% of Average Daily Volume
- Active Options Trading: Ionq Inc's options volume today reached 86,309 contracts, equivalent to approximately 8.6 million shares, representing 48.8% of its average daily trading volume of 17.7 million shares over the past month, indicating strong market interest in its future performance.
- High Volume Analysis: Among Ionq's options, the $55 strike call option expiring on January 30, 2026, has seen particularly high activity with 7,062 contracts traded, representing about 706,200 underlying shares, suggesting bullish sentiment among investors at this price level.
- Benchmark Electronics Activity: Benchmark Electronics, Inc. has recorded an options trading volume of 1,367 contracts today, equivalent to approximately 136,700 shares, which is about 48.6% of its average daily trading volume of 281,015 shares over the past month, reflecting notable market attention.
- Bullish Options Trend: For Benchmark, the $55 strike call option expiring on April 17, 2026, has seen 1,201 contracts traded, representing around 120,100 shares, indicating investor confidence in the company's future growth prospects.
See More
