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BHE BENCHMARK ELECTRONICS INC

Trailing twelve months to 2026-06-30 · as filed 2026-07-29, not restated
Technology

Scale

Market cap
$2.6bn
Revenue TTM
$2.9bn
Net income TTM
$53m
Free cash flow
$126m
Composite score
53.3
Sector rank
#1480

Valuation

P / E
49.6
EV / EBITDA
17.4
EV / sales
0.9
FCF yield
4.79%
Earnings yield vs 10-yr
-2.71pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
1.8%
EBITDA margin
5.0%
ROE
4.8%
ROIC
9.8%
Revenue growth
8.2%

Insider activity, last 90 days

Net open-market
$-2.22m
Buyers
0
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

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. Industry supply conditions have reflected varying demand dynamics across end markets and component categories, including periods of imbalance across certain technologies, notably in the memory market. For the three and six months ended June 30, 2026, the Company recorded in the consolidated statement of income tariff refunds of $11.8 million as a reduction to cost of sales, reflecting the recovery of previously incurred tariff costs, and recorded a corresponding reduction to sales for amounts reimbursable to customers. …BENCHMARK ELECTRONICS INC, 10-Q, period ended 2026-06-30, filed 2026-07-29

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