Inferra AI / Company / BHE
Benchmark Electronics Inc
BHE · Information Technology
Last earnings Oct 28, 2026
Key results
Revenuequarter
$681 million
Revenue of $681 million, up 3.5% year-over-year •
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Growthquarter
up 3.5%
Revenue of $681 million, up 3.5% year-over-year •
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
GAAP operating incomequarter
$24 million
GAAP Operating Income of $24 million •
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Non-GAAP operating incomequarter
$33 million
Non-GAAP Operating Income of $33 million •
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Diluted EPSquarter
$0.39
Diluted GAAP earnings per share of $0.39 •
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
EPSquarter
$0.62
earnings per share of $0.62 “
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Gross marginquarter
10%
Disciplined market focus Eight consecutive quarters of 10% or greater non-GAAP gross margin Continued bookings momentum validates our sector focus and value proposition across both new and existing customers 3.
SEC original ↗Benchmark Electronics Inc — Presentation / slide deck (8-K exhibit)EX-99Nov 4, 2025
AI analysis
Q3 2025 · reported Nov 4, 2025
Based on: Earnings release + Q3 2025 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $681 million | — | — |
| Growth | up 3.5% | — | — |
| GAAP operating income | $24 million | — | — |
| Non-GAAP operating income | $33 million | — | — |
| Diluted EPS | $0.39 | — | — |
| EPS | $0.62 | — | — |
| Gross margin | 10% | — | — |
Guidance · company-stated
Direction: raised
No guidance located in the held release
“We now expect 2026 revenue growth of approximately 16%, further increasing our outlook beyond the $3 billion annual revenue level we established last quarter.”
Margin
Capital allocation
In particular, statements, expressed or implied, concerning the Company’s outlook and guidance for fourth quarter and fiscal year 2025 results, future operating results or margins, the ability to generate sales and income or cash flow, expected revenue mix, the Company’s business strategy and strategic initiatives, the Company’s expectations regarding enterprise AI opportunities, anticipated growth in bookings, and the Company’s expectations regarding restructuring charges, stock-based compensation expense, amortization of intangibles, and capital expenditures, among others, are forward-looking statements.
Event summary
Benchmark Electronics Inc Q3 2025 — Revenue of $681 million, up 3.5% year-over-year •
Based on: Earnings release + Q3 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
In particular, statements, expressed or implied, concerning the Company’s outlook and guidance for fourth quarter and fiscal year 2025 results, future operating results or margins, the ability to generate sales and income or cash flow, expected revenue mix, the Company’s business strategy and strategic initiatives, the Company’s expectations regarding enterprise AI opportunities, anticipated growth in bookings, and the Company’s expectations regarding restructuring charges, stock-based compensation expense, amortization of intangibles, and capital expenditures, among others, are forward-looking statements.
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
For the three and nine months ended September 30, 2025, $0.8 million and $11.3 million, respectively, in discrete tax charges relating to foreign withholding tax paid on repatriated dividends, net of anticipated recoveries, and the recognition of deferred tax liabilities on remaining unremitted earnings in China.
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
The Credit Agreement is comprised of a five-year $ 550 million revolving credit facility (the Revolving Credit Facility) and a five-year $ 150 million term loan facility (the Term Loan Facility), both with a maturity date of June 27, 2030 .
SEC original ↗Benchmark Electronics Inc — 10-Q Quarterly report10-QOct 28, 2026
On September 2, 2026, the Company s Malaysian subsidiary entered into a separate credit agreement (the Malaysia Agreement) for a $ 45 million revolving credit facility (the Malaysia Facility and, together with the Revolving Credit Facility, the Revolving Borrowing Facilities) with Bank of America Malaysia Berhad, as contemplated by the Credit Agreement.
SEC original ↗Benchmark Electronics Inc — 10-Q Quarterly report10-QOct 28, 2026
As part of the debt refinancing transaction, the Company repatriated net dividends of $ 136.4 million to the United States from its operations in China and Thailand during the quarter ended June 30, 2025.
SEC original ↗Benchmark Electronics Inc — 10-Q Quarterly report10-QOct 28, 2026
This amount represented gross dividends of $ 151.6 million, less $ 15.2 million in withholding taxes paid in those jurisdictions.
SEC original ↗Benchmark Electronics Inc — 10-Q Quarterly report10-QOct 28, 2026
Strategy & priorities
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.
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
In particular, statements, expressed or implied, concerning the Company’s outlook and guidance for fourth quarter and fiscal year 2025 results, future operating results or margins, the ability to generate sales and income or cash flow, expected revenue mix, the Company’s business strategy and strategic initiatives, the Company’s expectations regarding enterprise AI opportunities, anticipated growth in bookings, and the Company’s expectations regarding restructuring charges, stock-based compensation expense, amortization of intangibles, and capital expenditures, among others, are forward-looking statements.
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Enterprise AI traction includes the quarter’s 2nd largest booking Starting ramp of two AI-related programs in the current quarter Advanced Computing & Communications Sequential and Y/Y growth is expected to continue in the fourth quarter 2026 well positioned for continued growth Expansion into MedTech markets continues, led by engineering Medical Expect double-digit Y/Y growth to continue in the fourth quarter Significant award in control systems used in space applications Aerospace & Defense Summary 1.
SEC original ↗Benchmark Electronics Inc — Presentation / slide deck (8-K exhibit)EX-99Nov 4, 2025
15 Note 11 Segment and Geographic Information The Company s Chief Executive Officer is our Chief Operating Decision Maker (CODM) who evaluates how resources are allocated, assesses performance and makes strategic and operational decisions.
SEC original ↗Benchmark Electronics Inc — 10-Q Quarterly report10-QOct 28, 2026
Risks & headwinds
Although the Company believes these statements are based on and derived from reasonable assumptions, they involve risks, uncertainties and assumptions that are beyond the Company’s ability to control or predict, relating to operations, markets and the business environment generally, including those discussed under Part I, Item 1A of the Company's Annual Report on Form 10-K for the year ended December 31, 2024, and in any of the Company’s subsequent reports filed with the Securities and Exchange Commission.
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
government shutdown and the economic impacts, volatility and uncertainty resulting therefrom, geopolitical uncertainties including continuing hostilities and tensions, trade restrictions and sanctions, tariffs and retaliatory countermeasures, the ability to utilize the Company’s manufacturing facilities at sufficient levels to cover its fixed operating costs, or write-downs or write-offs of obsolete or unsold inventory, may have resulting impacts on the Company’s business, financial condition, results of operations, and the Company’s ability (or inability) to execute on its plans.
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual outcomes, including the future results of the Company ’ s operations, may vary materially from those indicated.
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
In situations where a non-GAAP reconciliation has not been provided, the Company was unable to provide such a reconciliation without unreasonable effort due to the uncertainty and inherent difficulty predicting the occurrence, the financial impact and the periods in which the non-GAAP adjustments may be recognized.
SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual outcomes, including the future results of the Company’s operations, may vary materially from those indicated.
SEC original ↗Benchmark Electronics Inc — Presentation / slide deck (8-K exhibit)EX-99Nov 4, 2025
Legal Proceedings 34 Item 1A.
SEC original ↗Benchmark Electronics Inc — 10-Q Quarterly report10-QOct 28, 2026
Earnings deck slides
0 decks with slide viewBenchmark Electronics Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Benchmark Electronics Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Benchmark Electronics Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Benchmark Electronics Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KBHE
Oct 28, 2026
- 10-QBHE
- Q2 2026
- 8-KBHE
- 8-KBHE
Jul 29, 2026
- 10-QBHE
- Q1 2026
- 8-KBHE
- 8-KBHE
May 29, 2026
- 10-QBHE
- 8-KBHE
Apr 29, 2026
- Q4 2025
- 8-KBHE
Mar 16, 2026
- 10-KBHE
Feb 24, 2026
- 8-KBHE
Feb 24, 2026
- 8-KBHE
- Q3 2025
- 8-KBHE
Dec 29, 2025
- 8-KBHE
Dec 16, 2025
- 8-KBHE
Dec 15, 2025
- 8-KBHE
Dec 10, 2025
- 10-QBHE
- 8-KBHE
- 8-KBHE
- Q2 2025
- 8-KBHE
- 8-KBHE
- 8-KBHE
- 10-QBHE
- 8-KBHE
Jul 30, 2025
- Q1 2025
- 8-KBHE
Jun 30, 2025
- 8-KBHE
- 8-KBHE
May 15, 2025
- 10-QBHE
- 8-KBHE
Apr 29, 2025
- 8-KBHE
- Q4 2024
- 8-KBHE
Mar 10, 2025
Earnings releases
12 documentsPresentations
4 documentsTranscripts
0 documentsNo transcripts for Benchmark Electronics Inc are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Benchmark Electronics Inc by name or ticker. A mention is counted once per document, from the document text the library holds.
“4.5 million to $57.5 million in total revenue.… …key third party suppliers, in particular Benchmark Electronics, Inc., Fabrinet, and other suppliers; supply chain constraints and challenges; conditions in the industries the Company targets or the glo”
“t wildfires 24 PacifiCorp Regulatory Update • Pacific Power – A 2022 … …2019A 2020A BHE Cash Flow from Operations 2023 – 2025: ($3.0) Billion Free Cash Flow above Total Capex 2021A 2022A BHE Total Capital Expenditures + 2023F 2024F 2025”
See also the earnings calendar for every tracked company’s next earnings date.