Benchmark Electronics, Inc., together with its subsidiaries, operates as a global provider, delivering a comprehensive suite of product design, engineering, technology solutions, ...
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Est. EPS $0.79 · Revenue $776.25M · 3 analysts
Est. EPS $0.84 · Revenue $793.00M · 3 analysts
Est. EPS $2.96 · Revenue $3.00B · 2 analysts
Est. EPS $0.74 · Revenue $758.33M · 1 analysts
$0.68 per share
$0.68 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.7B | +0.1% | +11.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $24.9M | -60.8% | +52.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +10.0% | -2.0% | +1.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +4.0% | -3.9% | +0.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +0.9% | -60.8% | +36.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $85.4M | -45.2% | -16.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +3.2% | -45.3% | -24.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 28.1% | -14.5% | -10.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.28x | -1.7% | -8.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.1B | -3.2% | +5.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.68 vs 2.33 | -70.9% | 0.55 vs 0.69 | -19.7% |
| Revenue Surprise | $2.7B vs $2.7B | +0.3% | $756.0M vs $720.0M | +5.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Valkanoff David | officer: EVP, Chief Operating Officer | Common Stock | D | 2,078 | $84.17 |
| Aug 17, 2026 | Moezidis David | director, officer: President and CEO | Common Stock | D | 4,569 | $84.17 |
| Aug 11, 2026 | De Greef-Safft Anne | director | Common Stock | D | 2,116 | $82.26 |
| Aug 11, 2026 | De Greef-Safft Anne | director | Common Stock | D | 3,884 | $82.02 |
| Jun 11, 2026 | Beaver Stephen J | officer: SVP, General Counsel and CLO | Common Stock | D | 20,000 | $86.25 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Benchmark Electronics Q2 2026 Earnings Call. I will now hand the conference over to Paul Mansky, Benchmark Investor Relations. Please go ahead. Paul Mansky: Thank you, Piercy, and thanks, everyone, for joining us today for Benchmark's Second Quarter 2026 Earnings Call. With us today are David Moezidis, our President and CEO; and Bryan Schumaker, our CFO. After the market closed, we issued an earnings release pertaining to our financial performance for the second quarter of 2026, along with a presentation, which we will reference on this call. Both are available under the Investor Relations section of our website. This call is being webcast live, a replay of which will be available approximately 1 hour after we conclude. The company has provided a reconciliation of our GAAP to non-GAAP measures in the earnings release as well as in the appendix to the presentation. Please take a moment to review the forward-looking statements disclosure on Slide 2 of the presentation. During our call, we will discuss forward-looking information. As a reminder, any of today's remarks which are not statements of historical fact are forward-looking statements, which involve risks and uncertainties as described in our press releases and SEC filings. Actual results may differ materially from these statements. Benchmark undertakes no obligation to update any forward-looking statements. For today's call, David will start with highlights from the quarter, followed by Bryan with further detail on our results and guidance. We'll then turn the call back to David to share his perspective on sector trends and closing remarks. I'll now turn the call over to our CEO, David Moezidis, to discuss Slides 4 and 5. David Moezidis: Thank you, Paul. Good afternoon, and thank you for joining us today. I'm pleased to report that our second quarter results reflect strong execution and continued broadening of demand across the markets we serve. Revenue of $756 million was up 18% compared to last year, while EPS of $0.75 grew at more than twice that rate. Both were above the high end of our guidance from last April. We saw healthy double-digit growth in 4 of our 5 sectors with A&D undergoing previously discussed program transitions. I would note that with another strong quarter of bookings in Q2, A&D led the way, which speaks to our optimism around the sector in the coming quarters. At the same time, our focus on execution allowed us to deliver operating income and EPS growth of 30% and 36%, respectively, well within our objective to grow both at 1.5x to 2x the pace of revenue throughout 2026. I'll let Bryan speak to our expectations for the September quarter in a moment. But relative to the full year, I would leave you with this. Demand in the majority of our markets continues to improve. We are winning. And while there's always room for improvement, we are executing well operationally. Combined, this gives us the …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Bryan R. Schumaker | Executive Vice President, Chief Financial Officer & Principal Accounting Officer | USD 1,003,470 | Male | 1976 | Active |
David A. Valkanoff | Executive Vice President & Chief Operating Officer | USD 970,068 | Male | 1964 | Active |
David Moezidis | President, Chief Executive Officer & Director | USD 957,977 | Male | 1972 | Active |
Stephen J. Beaver | Senior Vice President, Corporate Secretary, General Counsel & Chief Legal Officer | USD 830,391 | Male | 1972 | Active |
Rhonda R. Buseman | Senior Vice President & Chief Human Resources Officer | USD 556,942 | Female | 1973 | Active |
Josh Hollin | Senior Vice President & Chief Technology Officer | USD 422,967 | Male | 1973 | Active |
Bipin Jayaraj | Senior Vice President and Chief Digital & Information Officer | — | Male | 1977 | Active |
Paul Mansky | Investor Relations & Corporate Development Officer | — | Male | — | Active |
David A. Clark | Senior Vice President & Chief Procurement Officer | — | Male | 1961 | Active |
David L. Cummings | Senior VP & Chief Commercial Officer | — | Male | 1961 | Active |
Benchmark Electronics NYSE: BHE reported second-quarter 2026 results above its prior guidance, supported by double-digit revenue growth in four of its five operating sectors and expanding profitability. The company also raised its full-year revenue outlook to $3 billion, which would represent approximately 13% growth and a historical revenue high, according to President and Chief Executive Officer David Moezidis.
Benchmark Electronics, Inc. (BHE) Q2 2026 Earnings Call Transcript
TEMPE, Ariz.--(BUSINESS WIRE)--Benchmark Electronics, Inc. (NYSE: BHE) today announced financial results for the second quarter ended June 30, 2026. Second quarter 2026 results: Revenue of $756 million, up 18% year-over-year Diluted GAAP earnings per share of $0.55 Diluted non-GAAP earnings per share of $0.75, up 36% year-over-year Operating cash flow of $35 million with free cash flow of $22 million "Our second quarter results reflect continued momentum across the business, highlighted by reve.
TEMPE, Ariz.--(BUSINESS WIRE)--Benchmark Electronics, Inc. (NYSE: BHE) will report second quarter fiscal year 2026 results after the market closes on Wednesday, July 29, 2026. Following the announcement, the Company will host a conference call to discuss the quarter at 5:00 p.m. Eastern Time. A live webcast of the call, along with supporting materials, will be available on the Investor Relations section of our website at ir.bench.com. A replay will be available at this same location shortly aft.
On July 09, 2026, Benchmark Electronics Inc (BHE) shares rose 4.2% to a current price of $85.26. This movement comes amid a 52-week range of $34.44 to $100.41,
