BHE · Benchmark Electronics Inc
10 customers — 50% of revenue (the six months ended June 30, 2026)
“Sales to our ten largest customers represented 50% and 53% of our total sales during the six months ended June 30, 2026 and 2025, respectively.”
10 customers — 53% of revenue (the six months ended June 30, 2025)
“Sales to our ten largest customers represented 50% and 53% of our total sales during the six months ended June 30, 2026 and 2025, respectively.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Accounts Payable Days | -73 | Q2-26 | — |
| Accounts Receivable Days | 54 | Q2-26 | — |
| Contract Asset Days | 23 | Q2-26 | — |
| Days in cash conversion cycle | 59 | Three Months Ended June 30, 2026 | — |
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| Free cash flow non-GAAP | 50.51M | Six Months Ended June 30, 2026 | — |
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| Inventory Days | 72 | Q2-26 | — |
| Operating cash flow | $35M | second quarter ended June 30, 2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BHE
this stock
Benchmark Electronics Inc
|
$2.76B | +71.9% | +0.1% | 52.5 | 4.0% |
|
APH
Amphenol Corp /De/
|
$393.49B | — | +51.7% | 80.0 | 1.3% |
|
GLW
Corning Inc /Ny
|
$131.21B | +74.1% | +19.1% | 73.3 | 2.1% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$95.24B | +113.2% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$59.34B | -10.5% | +8.9% | 20.1 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BHE | -10.3% | -12.0% | +24.2% | -7.8% | +71.9% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -9.8% | -14.9% | +12.7% | -10.8% | +59.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.