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 &#x2022

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 &#x2022

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 &#x2022

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 &#x2022

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 &#x2022

SEC original ↗Benchmark Electronics Inc — Earnings release (8-K exhibit)EX-99Nov 4, 2025

EPSquarter

$0.62

earnings per share of $0.62 &#x201c

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

Revenue · Q3 2025
$681M
EX-99 · Nov 4, 2025
Diluted EPS · Q3 2025
$0.39
EX-99 · Nov 4, 2025
Gross margin · Q3 2025
10%
EX-99 · Nov 4, 2025
GAAP operating income · Q3 2025
$24M
EX-99 · Nov 4, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$681 million——
Growthup 3.5%——
GAAP operating income$24 million——
Non-GAAP operating income$33 million——
Diluted EPS$0.39——
EPS$0.62——
Gross margin10%——

EX-99 · Nov 4, 2025

Guidance · company-stated

Direction: raised

No guidance located in the held release

Stated figure16%

“We now expect 2026 revenue growth of approximately 16%, further increasing our outlook beyond the $3 billion annual revenue level we established last quarter.”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin10%

Capital allocation

Dividend$ 136.4M

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.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Benchmark Electronics Inc Q3 2025 — Revenue of $681 million, up 3.5% year-over-year &#x2022

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

Documents

Earnings deck slides

0 decks with slide view

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.

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

Earnings releases

12 documents

Presentations

4 documents

Transcripts

0 documents

No transcripts for Benchmark Electronics Inc are held in this edition of the library.

Mentioned by

2 companies

Other 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.

See also the earnings calendar for every tracked company’s next earnings date.