Benchmark Electrs Inc Stock Price, News & Analysis

Benchmark Electronics (NYSE:BHE) reported Q2 2025 financial results with revenue of $642 million, showing sequential growth across most sectors. The company achieved GAAP operating income of $20 million and non-GAAP operating income of $30 million, resulting in GAAP EPS of $0.03 and non-GAAP EPS of $0.55.

Sector performance showed strength in Aerospace & Defense and recovery in Industrial and Medical sectors. Semi-Cap remained the largest segment at 30% of revenue. The company improved its cash conversion cycle to 85 days and provided Q3 2025 guidance of $635-685 million in revenue with non-GAAP EPS of $0.56-$0.62.

Benchmark Electronics (NYSE:BHE) has announced its successful completion of manufacturing and testing for Intel's Aurora exascale supercomputer at Argonne National Laboratory. The company was selected for its expertise in building liquid-cooled, high-performance computing subsystems and test development capabilities.

Aurora, capable of performing one quintillion calculations per second, will serve the U.S. scientific community and Department of Energy. The supercomputer represents a significant advancement in the nation's computing capabilities, following predecessors Intrepid, Mira, Theta, and Polaris. All of Benchmark's work for the project was completed within the United States, including manufacturing system blades and developing tests for liquid-cooled components.

Benchmark Electronics (NYSE:BHE) has scheduled its second quarter fiscal year 2025 earnings release and conference call for Wednesday, July 30, 2025. The company will release its financial results after market close, followed by a conference call at 5:00 p.m. Eastern Time.

Investors can access the live audio webcast and supporting materials through the company's investor relations website at ir.bench.com or via the provided webcast link. A replay will be available on the company's website following the call. Participants can join via phone using the toll-free number 800-549-8228 with conference ID 97813.

Benchmark Electronics (NYSE: BHE) has inaugurated a new 321,000-square-foot manufacturing facility in Guadalajara, Mexico, expanding its regional footprint by 50%. The state-of-the-art facility, located in Parque Industrial San Jorge in Tlajomulco, consolidates operations to serve medical, industrial, advanced computing, and next-gen communications sectors. The purpose-built facility features optimized layout and robust IT infrastructure to enhance production efficiency and collaboration. Under CEO Jeff Benck's leadership, this expansion represents a strategic investment in Mexico, aimed at scaling operations for new and existing customers. The facility emphasizes community engagement through job creation and educational partnerships with local universities and technical schools, positioning Benchmark for growth in high-tech manufacturing while supporting their mission of innovation for a healthier, safer, and better-connected world.

Benchmark Electronics (NYSE: BHE) has appointed Glynis A. Bryan to its Board of Directors. Bryan brings extensive financial and operational expertise from her recent role as Chief Financial Officer of Insight Enterprises (2007-2024). Her background includes senior financial leadership positions at Swift Transportation, APL Logistics, and Ryder System. Bryan currently serves on the boards of Ameriprise Financial, Pinnacle West Capital Corporation, and WESCO International. Her 20+ years of CFO experience, particularly in financial planning, M&A, and strategic growth initiatives, will contribute to Benchmark's board governance and strategic decision-making.

Benchmark Electronics (NYSE: BHE) has declared a quarterly cash dividend of $0.17 per share for the second quarter of 2025. The dividend will be paid on July 11, 2025, to shareholders who are registered as of the close of business on June 30, 2025. This dividend announcement demonstrates the company's commitment to returning value to shareholders through regular cash distributions.

Benchmark Electronics reported its Q1 2025 financial results, achieving $632 million in revenue and maintaining a non-GAAP gross margin above 10% for the sixth consecutive quarter. The company posted GAAP earnings per share of $0.10 and non-GAAP earnings per share of $0.52.

Key financial metrics include:

• GAAP Operating Income: $12 million
• Non-GAAP Operating Income: $29 million
• Free cash flow: Over $27 million

Sector revenue breakdown shows Semi-Cap leading at 32% ($195M), followed by Industrial at 22% ($137M), Aerospace & Defense at 19% ($122M), Medical at 16% ($104M), and Advanced Computing & Communications at 11% ($74M).

For Q2 2025, Benchmark projects revenue between $615-665 million and diluted non-GAAP earnings per share of $0.52-0.58. CEO Jeff Benck highlighted the company's strong positioning with 10 U.S. manufacturing facilities and global capacity to support customer needs amid tariff-related uncertainties.

Benchmark Electronics (NYSE: BHE) has scheduled its first quarter fiscal year 2025 earnings release for Tuesday, April 29, 2025, after market close. The company will host a conference call and webcast at 5:00 p.m. Eastern Time on the same day to discuss the results.

Investors can access the live audio webcast and supporting materials through the company's investor relations website at ir.bench.com. A toll-free dial-in number (800-549-8228) with conference ID 93896 will be available for participants. The webcast replay will remain accessible on the company's website for 12 months following the call.

Benchmark Electronics (NYSE: BHE) has declared a quarterly cash dividend for the first quarter of 2025. The company will distribute $0.17 per share to shareholders. The dividend will be paid on April 11, 2025, to stockholders who are registered as shareholders by the close of business on March 31, 2025.