Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+4.79%
$76.72
100% positive prob.
5-Day Prediction
+8.83%
$79.68
100% positive prob.
20-Day Prediction
+8.95%
$79.76
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q3 2026 | BUY | +4.79% | +8.83% | +8.95% | 100.0% | Pending |
| Q2 2026 | SELL | -2.69% | -4.18% | -1.42% | 100.0% | Pending |
| Q1 2026 | BUY | +3.58% | +7.13% | +9.34% | 100.0% | +19.61% |
| Q4 2025 | SELL | -2.69% | -4.18% | -1.42% | 100.0% | +4.02% |
SEC 8-K filings with transcript text
Oct 28, 2026 · 100% conf.
1D
+4.79%
$76.72
Act: -1.42%
5D
+8.83%
$79.68
20D
+8.95%
$79.76
2 bhe-ex99_1.htm
Exhibit 99.1
TEMPE, AZ, October 28, 2026 – Benchmark Electronics, Inc. (NYSE: BHE) today announced financial results for the third quarter ended September 30, 2026.
Third quarter 2026 results:
• Revenue of $811 million, up 19% year-over-year
• Diluted GAAP earnings per share of $0.47, up 21% year-over-year
• Diluted non-GAAP earnings per share of $0.84, up 35% year-over-year
• Operating cash flow of $30 million with free cash flow of $14 million
"Our third quarter results reflect the continued transformation of Benchmark into a higher-performing company," said David Moezidis, Benchmark's President and CEO.
Moezidis continued, "Demand is broadening across our portfolio, bookings momentum remains healthy, and our teams continue to execute at a high level. As a result, we delivered record quarterly revenue, grew earnings at nearly twice the rate of sales, and are once again raising our outlook for the year. We now expect 2026 revenue growth of approximately 16%, further increasing our outlook beyond the $3 billion annual revenue level we established last quarter."
Three Months Ended
Summary GAAP Items
September 30,
June 30,
September 30,
(in millions, except per share data)
2025
2026
2026
Revenue
$
681
$
756
$
811
Gross Margin
10.0
%
10.4
%
10.4
%
Operating Margin
3.5
%
4.0
%
3.8
%
Diluted EPS
$
0.39
$
0.55
$
0.47
Three Months Ended
Summary non-GAAP Items(1)
September 30,
June 30,
September 30,
(in millions, except per share data)
2025
2026
2026
Revenue
$
681
$
756
$
811
Gross Margin
10.1
%
10.5
%
10.5
%
Operating Margin
4.8
%
5.2
%
5.5
%
Diluted EPS
$
0.62
$
0.75
$
0.84
(1) A reconciliation of non-GAAP results to the most directly comparable GAAP measures and a discussion of why management believes these non-GAAP results are useful are included below.
1
Sector Performance
Three Months Ended
September 30,
June 30,
September 30,
(in millions)
2025
2026
2026
Semi-Cap
$
185
27
%
$
223
29
%
$
241
30
%
Industrial
153
22
161
21
172
21
Medical
126
19
134
18
138
17
88
13
127
17
132
16
A&D
129
19
111
15
128
16
Total
$
681
100
%
$
756
100
%
$
811
100
%
Cash Conversion Cycle
Three Months Ended
September 30,
June 30,
September 30,
2025
2026
2026
Accounts Receivable Days
50
54
48
Contract Asset Days
26
23
25
Inventory Days
75
72
78
Accounts Payable Days
(56
)
(73
)
(82
)
Customer Advance Payment Days
(18
)
(17
)
(15
)
Cash Conversion Cycle Days
77
59
54
Fourth Quarter 2026 Guidance
• Revenue between $815 million and $855 million
• Diluted GAAP earnings per share between $0.58 and $0.64
• Diluted non-GAAP earnings per share between $0.85 and $0.91
• Diluted non-GAAP earnings per share guidance excludes stock-based compensation expense of approximately $7.8 million and other non-operating expenses of $2.7 million to $3.2 million, which includes restructuring, amortization of intangibles and other expenses
Third Quarter 2026 Earnings Conference Call
The Company will host a conference call to discuss the results today at 5:00 p.m. Eastern Time. The live webcast of the call and accompanying reference materials will be accessible by logging on to the Company’s website at www.bench.com. A replay of the broadcast will also be available on the Company’s website.
About Benchmark Electronics, Inc.
Benchmark provides comprehensive solutions across the entire product lifecycle by leading through its innovative technology and engineering design services, leveraging its optimized global supply chain, and delivering world-class manufacturing services in the following industries: advanced computing and communications, aerospace and defense, industrial, medical, and semiconductor capital equipment. Benchmark’s global operations include facilities in eight countries and its common shares trade on the New York Stock Exchange under the symbol BHE.
For More Information, Please Contact:
Benchmark Investor Relations at investor.relations@bench.com
2
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are identified as any statement that does not relate strictly to historical or current facts and may include words such as “anticipate,” “believe,” “intend,” “plan,” “project,” “forecast,” “strategy,” “position,” “continue,” “estimate,” “expect,” “may,” “will,” “could,” “predict,” and similar expressions of the negative or other variations thereof. In particular, statements, expressed or implied, concerning the Company’s outlook and guidance for fourth quarter and fiscal year
Jul 29, 2026 · 100% conf.
1D
-2.69%
$72.12
Act: +7.17%
5D
-4.18%
$71.02
20D
-1.42%
$73.06
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Apr 29, 2026 · 100% conf.
1D
+3.58%
$74.99
Act: +13.33%
5D
+7.13%
$77.56
Act: +19.61%
20D
+9.34%
$79.16
Act: +16.78%
2 bhe-ex99_1.htm
Exhibit 99.1
TEMPE, AZ, April 29, 2026 – Benchmark Electronics, Inc. (NYSE: BHE) today announced financial results for the first quarter ended March 31, 2026.
First quarter 2026 results and 2026 outlook:
• Revenue of $677 million
• Diluted GAAP earnings per share of $0.36
• Diluted non-GAAP earnings per share of $0.58
• Operating cash flow of $47 million with free cash flow of $29 million
• Increasing full year revenue growth outlook to 9-10%
“Our first quarter results have increased our confidence in 2026 and are a clear sign of the benefits from the customer‑first initiatives we began implementing over two years ago and continue to build on today,” said David Moezidis, Benchmark’s President and CEO.
Moezidis continued, “We are seeing improvement across a broad cross‑section of our business, led by strengthening in Semi‑Cap and continued momentum in AC&C and Medical. This positions us for sequential and year‑over‑year growth through the remainder of the year, with full year revenue now expected to be in the 9–10% range, up from prior expectations of mid‑single‑digit growth."
Three Months Ended
Summary GAAP Items
March 31,
December 31,
March 31,
(Amounts in millions, except per share data)
2025
2025
2026
Revenue
$
632
$
704
$
677
Gross Margin
10.0
%
10.5
%
10.2
%
Operating Margin
1.9
%
2.9
%
3.2
%
Diluted EPS
$
0.10
$
0.17
$
0.36
Three Months Ended
Summary Non-GAAP Items(1)
March 31,
December 31,
March 31,
(Amounts in millions, except per share data)
2025
2025
2026
Revenue
$
632
$
704
$
677
Gross Margin
10.1
%
10.6
%
10.3
%
Operating Margin
4.6
%
5.5
%
4.8
%
Diluted EPS
$
0.52
$
0.71
$
0.58
(1) A reconciliation of non-GAAP results to the most directly comparable GAAP measures and a discussion of why management believes these non-GAAP results are useful are included below.
1
First Quarter and Fiscal Year Revenue by Sector
Three Months Ended
March 31,
December 31,
March 31,
(In millions)
2025
2025
2026
Semi-Cap
$
195
32
%
$
171
24
%
$
191
28
%
Industrial
137
22
144
20
133
20
A&D
122
19
137
20
120
18
Medical
104
16
144
21
128
19
74
11
108
15
105
15
Total
$
632
100
%
$
704
100
%
$
677
100
%
Cash Conversion Cycle
Three Months Ended
March 31,
December 31,
March 31,
2025
2025
2026
Days in accounts receivable
53
50
50
Days in contract asset
25
23
25
Days in inventory
89
69
75
Days in accounts payable
(61
)
(58
)
(67
)
Days in advance payments from customers
(20
)
(17
)
(16
)
Days in cash conversion cycle
86
67
67
Second Quarter 2026 Guidance
• Revenue between $700 million and $740 million
• Diluted GAAP earnings per share between $0.51 and $0.57
• Diluted non-GAAP earnings per share between $0.65 and $0.71
• Non-GAAP earnings per share guidance excludes stock-based compensation expense of approximately $6.1 million and other non-operating expenses of $0.8 million to $1.2 million, which includes restructuring, amortization of intangibles and other expenses.
First Quarter 2026 Earnings Conference Call
The Company will host a conference call to discuss the results today at 5:00 p.m. Eastern Time. The live webcast of the call and accompanying reference materials will be accessible by logging on to the Company’s website at www.bench.com. A replay of the broadcast will also be available on the Company’s website.
About Benchmark Electronics, Inc.
Benchmark provides comprehensive solutions across the entire product lifecycle by leading through its innovative technology and engineering design services, leveraging its optimized global supply chain, and delivering world-class manufacturing services in the following industries: advanced computing and communications (AC&C), aerospace and defense (A&D), industrial, medical, and semiconductor capital equipment (Semi-Cap). Benchmark’s global operations include facilities in seven countries and its common shares trade on the New York Stock Exchange under the symbol BHE.
2
For More Information, Please Contact:
Paul Mansky, Investor Relations and Corporate Development
1-623-300-7052 or paul.mansky@bench.com
3
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are identified as any statement that does not relate strictly to historical or current facts and may include words such as “anticipate,” “believe,” “intend,” “plan,” “project,” “forecast,” “strategy,” “position,” “continue,” “estimate,” “expect,” “may,” “will,” “could,” “predict,” and similar expressions of the negative or other variations thereof. In particular, statements, expressed
This page provides Benchmark Electronics Inc. (BHE) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on BHE's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.