Benchmark Electronics (NYSE:BHE) Releases Q3 2025 Earnings Guidance

Key Points

• Benchmark Electronics has updated its Q3 2025 earnings guidance, projecting earnings per share between $0.560 and $0.620, which is below the consensus estimate of $0.590.
• The company anticipates revenue of $635.0 million to $685.0 million, compared to a consensus revenue estimate of $667.8 million.
• Recent brokerages have adjusted their ratings, with Needham & Company setting a price target of $48.00, while Wall Street Zen upgraded the stock to a "buy" rating.

Benchmark Electronics (NYSE:BHE - Get Free Report) updated its third quarter 2025 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.560-0.620 for the period, compared to the consensus earnings per share estimate of 0.590. The company issued revenue guidance of $635.0 million-$685.0 million, compared to the consensus revenue estimate of $667.8 million.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on BHE. Wall Street Zen raised Benchmark Electronics from a "hold" rating to a "buy" rating in a research report on Saturday, June 21st. Lake Street Capital lowered their price target on Benchmark Electronics from $52.00 to $46.00 and set a "buy" rating on the stock in a report on Wednesday, April 30th. Finally, Needham & Company LLC decreased their price objective on Benchmark Electronics from $50.00 to $48.00 and set a "buy" rating on the stock in a report on Wednesday, April 30th.

Benchmark Electronics Stock Down 1.5%

Shares of NYSE BHE traded down $0.59 during mid-day trading on Friday, reaching $37.92. 198,322 shares of the company were exchanged, compared to its average volume of 326,924. The firm has a 50-day moving average of $38.49 and a 200 day moving average of $39.07. The company has a quick ratio of 1.48, a current ratio of 2.37 and a debt-to-equity ratio of 0.24. Benchmark Electronics has a 1 year low of $30.73 and a 1 year high of $52.57. The stock has a market cap of $1.37 billion, a price-to-earnings ratio of 36.16 and a beta of 0.95.

Benchmark Electronics (NYSE:BHE - Get Free Report) last posted its earnings results on Wednesday, July 30th. The technology company reported $0.55 EPS for the quarter, topping the consensus estimate of $0.54 by $0.01. Benchmark Electronics had a return on equity of 6.08% and a net margin of 1.48%. The firm had revenue of $642.34 million for the quarter, compared to analyst estimates of $638.67 million. During the same period last year, the company earned $0.57 earnings per share. Benchmark Electronics's revenue for the quarter was down 3.6% compared to the same quarter last year.

Benchmark Electronics Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 11th. Investors of record on Monday, June 30th were issued a $0.17 dividend. This represents a $0.68 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Monday, June 30th. Benchmark Electronics's payout ratio is currently 46.90%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. Jane Street Group LLC grew its holdings in shares of Benchmark Electronics by 99.8% in the 1st quarter. Jane Street Group LLC now owns 107,802 shares of the technology company's stock worth $4,100,000 after acquiring an additional 53,840 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Benchmark Electronics by 12.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 104,673 shares of the technology company's stock valued at $3,981,000 after buying an additional 11,369 shares during the last quarter. Caxton Associates LLP acquired a new stake in Benchmark Electronics during the 1st quarter valued at $202,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Benchmark Electronics by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,239 shares of the technology company's stock valued at $808,000 after buying an additional 931 shares during the last quarter. Finally, Royal Bank of Canada grew its holdings in Benchmark Electronics by 30.2% during the 1st quarter. Royal Bank of Canada now owns 14,420 shares of the technology company's stock valued at $548,000 after buying an additional 3,341 shares during the last quarter. 92.29% of the stock is owned by institutional investors and hedge funds.

About Benchmark Electronics

Benchmark Electronics, Inc, together with its subsidiaries, offers product design, engineering services, technology solutions, and manufacturing services in the Americas, Asia, and Europe. The company provides engineering services and technology solutions, including new product design, prototype, testing, and related engineering services; and custom testing and technology solutions, as well as automation equipment design and build services.