BHE
Benchmark Electronics Inc10 customers — 54% of revenue (the three months ended March 31, 2025)
“Sales to our ten largest customers represented 50% and 54% of our total sales during the three months ended March 31, 2026 and 2025, respectively.”
10 customers — 50% of revenue (the three months ended March 31, 2026)
“Sales to our ten largest customers represented 50% and 54% of our total sales during the three months ended March 31, 2026 and 2025, respectively.”
Price & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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 its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Free cash flow non-GAAP | 29M | Q1 2026 | — |
| A&D revenue growth | -2% | Q1 2026 call | — |
| AC&C revenue growth | 41% | Q1 2026 call | — |
| available borrowing capacity | $486M | Q1 2026 call | — |
| cash conversion cycle | 67 | Q1 2026 call | — |
| cash dividends distributed | $6M | Q1 2026 call | — |
| industrial revenue growth | -3% | Q1 2026 call | — |
| inventory days improvement | -14 | Q1 2026 call | — |
| inventory turns | 4.8 | Q1 2026 call | — |
| medical revenue growth | 24% | Q1 2026 call | — |
| net cash position | $120M | Q1 2026 call | — |
| non-GAAP effective tax rate non-GAAP | 27.4% | Q1 2026 call | — |
| non-GAAP gross margin non-GAAP | 10.3% | Q1 2026 call | — |
| non-GAAP operating margin non-GAAP | 4.8% | Q1 2026 call | — |
| remaining share repurchase authorization | $117M | Q1 2026 call | — |
| Semi-Cap revenue growth (sequential) | 2% | Q1 2026 call | — |
| share repurchases | $6M | Q1 2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
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
|
$3.05B | +100.0% | +0.1% | 90.5 | 4.0% |
|
APH
Amphenol Corp /De/
|
$199.59B | +17.5% | +51.7% | 46.6 | 1.4% |
|
GLW
Corning Inc /Ny
|
$165.57B | +110.6% | +19.1% | 92.5 | 2.8% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$111.25B | +173.9% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$58.06B | -13.5% | -1.5% | 20.3 | 2.8% |
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% | -1.7% | +78.1% | -13.6% | +100.0% |
| SPY | -0.2% | +0.8% | +7.4% | -0.2% | +9.3% |
| vs SPY | -10.1% | -2.5% | +70.6% | -13.4% | +90.7% |
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.