Benchmark Electronics
Designs and manufactures high-complexity electronics and precision systems for specialized OEM markets.
Something off on this page? Send us feedback.
Profile
Provides design, engineering, electronics manufacturing, precision machining, fulfillment, and aftermarket services for OEMs in semiconductor equipment, aerospace and defense, medical, industrial, and advanced computing and communications. Revenue comes from customer programs delivered across the Americas, Asia, and Europe, with the ten largest customers generating roughly half of sales.
Provides electronics manufacturing and precision technology services for original equipment manufacturers in semiconductor capital equipment, aerospace and defense, medical, industrial, and advanced computing and communications. Work spans product design and engineering, printed circuit board assembly and testing, complex system integration, precision machining, automation, fulfillment, and aftermarket support.
Operates manufacturing and engineering sites across the Americas, Asia, and Europe, combining regional production with an international component supply chain. Specializes in complex, high-reliability products supported by prototyping, test development, cleanroom assembly, microelectronics, and precision machining.
Customer forecasts drive production schedules, component commitments, staffing, and capacity. Medical and aerospace-and-defense programs require regulated processes and facilities. The ten largest customers generate roughly half of annual sales, while short customer commitments can leave program-specific inventory exposed to demand changes.
Company facts
Key statistics
Year to date +62.6% · Average volume (30d) 340.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 30, 2026 | Needham | Reiterate | Buy | $80 | $90 |
| Apr 30, 2026 | Needham | Reiterate | Buy | $62 | $80 |
| Apr 30, 2026 | Lake Street | Target | $62 | $92 | |
| Feb 4, 2026 | Lake Street | Target | $57 | $62 | |
| Feb 4, 2026 | Needham | Reiterate | Buy | $34 | $62 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.69 | $0.75 | +9.5% | $720.0M | $756.0M | +5.0% | +7.17% |
| Apr 29, 2026Q1 FY26 | $0.56 | $0.58 | +4.5% | $676.3M | $677.0M | +0.1% | +13.33% |
| Feb 3, 2026Q4 FY25 | $0.64 | $0.71 | +10.4% | $696.3M | $704.0M | +1.1% | −0.07% |
| Nov 4, 2025Q3 FY25 | $0.65 | $0.62 | −4.6% | $696.3M | $680.7M | −2.2% | +8.60% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $631.8M | $642.3M | $680.7M | $704.3M | $677.3M | $756.0M | |
| Gross profit | $61.0M | $63.3M | $67.3M | $73.3M | $69.3M | $78.4M | |
| Operating income | $22.2M | $22.7M | $25.8M | $35.7M | $26.9M | $30.3M | |
| Net income | $3.6M | $972.0K | $14.3M | $6.0M | $13.0M | $19.9M | |
| Diluted EPS | $0.10 | $0.03 | $0.39 | $0.17 | $0.36 | $0.55 | |
| Gross margin | 9.7% | 9.8% | 9.9% | 10.4% | 10.2% | 10.4% | |
| Operating margin | 3.5% | 3.5% | 3.8% | 5.1% | 4.0% | 4.0% |
Fiscal years (4-quarter sums)FY21 $2.26B · FY22 $2.89B · FY23 $2.84B · FY24 $2.66B · FY25 $2.66B
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $314.8M · Total debt $277.3M · Total assets $2.21B · Shareholders' equity $1.12B
Dividends
Raised for 7 straight years — most recently to $0.17 from $0.165 in Sep 2024. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 30, 2026 | Jun 30 | Jul 10 | $0.17 | |
| Mar 31, 2026 | Mar 31 | Apr 10 | $0.17 | |
| Dec 31, 2025 | Dec 31 | Jan 13 | $0.17 | |
| Sep 30, 2025 | Sep 30 | Oct 13 | $0.17 | |
| Jun 30, 2025 | Jun 30 | Jul 11 | $0.17 | |
| Mar 31, 2025 | Mar 31 | Apr 11 | $0.17 | |
| Dec 31, 2024 | Dec 31 | Jan 14 | $0.17 | |
| Sep 30, 2024 | Sep 30 | Oct 11 | $0.17 | raised from $0.165 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 35.92M · Float 35.18M · 97.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.88M | 16.36% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.24M | 9.01% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 2.23M | 6.20% | 13G | Jul 14, 2026 |
| American Century Companies Inc | 1.87M | 5.21% | 13F | Aug 12, 2026 |
| Stowers Institute for Medical Research | 1.87M | 5.20% | 13G | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Anne de Greef-Safft | director | −6,000 | $82.10 |
| Jun 11, 2026 | Stephen J. Beaver | officer: SVP, General Counsel and CLO | −20,000 | $86.25 |
| May 26, 2026 | David Moezidis | director, officer: President and CEO | −12,500 | $87.57 |
| May 13, 2026 | David W. Scheible | director | −22,989 | $85.00 |
| May 12, 2026 | Kenneth T. Lamneck | director | −24,263 | $81.49 |
Peers
- Plexus
High-complexity EMS provider targeting medical, industrial, and A&D markets
- Sanmina
Tier-1 EMS competitor across A&D, medical, industrial, and semi-cap verticals
- Jabil
World's largest EMS provider competing across semi-cap, healthcare, and defense
- Celestica
Canadian EMS giant pivoting to AI/cloud; retains semi-cap and A&D within ATS arm
- Flex
Global-scale EMS leader spanning industrial, medical, and advanced computing
- Ducommun
Defense-focused PCBA and wire harness manufacturer for A&D prime contractors
- Kimball Electronics
Medical CMO-pivoting mid-tier EMS; ~49% automotive, no A&D or semi-cap exposure
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Benchmark Electronics | $72.70 | +1.88% | $2.56B | 48.5 | 22.3 | 0.9 | +17.7% |
| Plexus | $240.87 | +0.00% | $6.44B | 35.6 | 24.0 | 1.4 | +28.1% |
| Sanmina | $194.01 | +0.01% | $10.40B | 34.7 | 15.4 | 0.8 | +69.7% |
| Jabil | $303.90 | +0.82% | $31.59B | 37.6 | 19.1 | 0.9 | +11.8% |
| Celestica | $299.55 | +0.25% | $34.35B | 31.0 | 19.7 | 2.2 | +61.3% |
| Flex | $110.65 | +0.15% | $40.82B | 42.7 | 21.2 | 1.4 | +20.6% |
| Ducommun | $176.30 | 0.00% | $2.66B | — | 36.1 | 3.1 | +11.0% |
| Kimball Electronics | $23.46 | +0.17% | $564.2M | 20.8 | 15.0 | 0.4 | −2.3% |
| Median | 35.1 | 19.7 | 1.4 | +20.6% |