Benchmark Electrs Inc SEC Filings

A shareholder of BHE has filed a Form 144 notice to potentially sell 10,000 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an indicated aggregate market value of 468000.00. The filing lists approximately 35,678,935 shares of this class of stock outstanding as a reference point.

The shares to be sold were acquired on 08/01/2022 as restricted stock units from the issuer, in an amount of 10,000 shares. The planned sale date is noted as around 12/05/2025, and the form includes the standard representation that the seller is not aware of undisclosed material adverse information about the issuer’s operations.

Benchmark Electronics (BHE)8,967 shares of common stock at a price of $42.66 per share. After this sale, Janick directly beneficially owns 53,401 shares of Benchmark Electronics common stock.

Benchmark Electronics (NYSE: BHE) filed its Q3 2025 10‑Q, reporting sales of $680.7 million, up modestly from $657.7 million a year ago, while diluted EPS was $0.39 versus $0.42. Net income was $14.3 million compared with $15.4 million. For the first nine months, sales were $1.95 billion versus $2.00 billion, with net income of $18.9 million versus $44.9 million as a higher tax burden weighed on results.

The company refinanced its debt on June 27, 2025 with a $700 million credit agreement comprising a $550 million revolver and a $150 million term loan, both maturing in 2030. As of September 30, it had $149.1 million outstanding on the term loan, $70.0 million on the revolver, and $475.6 million available; a $149.1 million notional swap fixes a portion at 3.965% plus spread. Operating cash flow was $65.3 million year‑to‑date versus $143.3 million last year; cash and equivalents were $285.4 million, and inventories declined to $509.0 million.

The effective tax rate rose to 30.7% in Q3 and 58.6% year‑to‑date, driven by foreign withholding taxes on repatriated dividends and deferred taxes on China earnings. BHE repurchased $10.0 million of shares in Q3 ($26.0 million year‑to‑date) and paid a $0.17 quarterly dividend declared on September 9, 2025.

Benchmark Electronics (BHE) furnished an 8-K to announce its results of operations for the quarter ended September 30, 2025. The company issued a press release and an accompanying investor presentation, which are provided as Exhibits 99.1 and 99.2 and incorporated by reference. The disclosure under Item 2.02, including these exhibits, is furnished and not deemed filed under the Exchange Act.

Benchmark Electronics (BHE): Schedule 13G/A (Amendment No. 2) reports that Franklin Mutual Advisers, LLC beneficially owns 2,656,002 shares of common stock, representing 7.4% of the class as of the event date. The filer reports sole voting power over 2,500,522 shares and sole dispositive power over 2,656,002 shares, with no shared voting or dispositive power.

The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control. Dividends and sale proceeds are attributable to clients of Franklin Mutual Advisers, including registered investment companies and other managed accounts.

Benchmark Electronics (BHE): Schedule 13G/A Amendment No. 1 filed by First Trust entities. The filing reports beneficial ownership of 1,544,630 shares of common stock, representing 4.30% of the class as of the stated event date. The reporting persons are First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation.

The group reports zero sole voting and dispositive power, with shared voting power over 1,504,678 shares and shared dispositive power over 1,544,630 shares. The shares are largely held within unit investment trusts sponsored by First Trust, whose trustee votes the shares to mirror outside holders. The filers certify the holdings were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.

Benchmark Electronics (BHE) reported an insider transaction by EVP and Chief Financial Officer Bryan Robert Schumaker on 10/14/2025. A Form 4 shows a Code F transaction in which 2,204 shares of common stock were withheld at $37.77 per share to cover taxes related to the vesting of restricted stock units. Following this administrative withholding, Schumaker directly beneficially owns 22,479 shares of BHE common stock.

Initial Form 3 filing: Mike Slessor, listed as a Director of Benchmark Electronics Inc (BHE), filed an initial Section 16 Form 3 reporting beneficial ownership status for the event dated 10/07/2025. The form shows 0 shares of Common Stock owned directly and no derivative securities reported. The filing was signed by Jason Eastburn by Power of Attorney for Mike Slessor on 10/10/2025 and includes Exhibit 24 (Power of Attorney).