Benchmark Electronics, Inc.
NYSE•BHE
CEO: Mr. Jeffrey W. Benck
セクター: Technology
業種: Hardware, Equipment & Parts
上場日: 1990-06-27
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. It also offers electronics manufacturing and testing services, such as printed circuit board assembly and test solutions, assembly of subsystems, circuitry and functionality testing of printed assemblies, environmental and stress testing, and component reliability testing; component engineering services; manufacturing defect analysis, in-circuit testing, functional testing, and life cycle testing services, as well as environmental stress tests of assemblies of boards or systems; and failure analysis. In addition, the company provides precision machining and electromechanical assembly services; and subsystem and system integration services, including assembly, configuration, and testing for various industries. Further, it provides value-added support systems; supply chain management solutions; direct order fulfillment; and aftermarket non-warranty services, including repair, replacement, refurbishment, remanufacturing, exchange, systems upgrade, and spare parts manufacturing throughout a product's life cycle. The company serves original equipment manufacturers in the aerospace and defense, medical technologies, complex industrials, semiconductor capital equipment, telecommunications, and advanced computing industries. It markets its services and solutions primarily through a direct sales force. The company was formerly known as Electronics, Inc. Benchmark Electronics, Inc. was founded in 1979 and is headquartered in Tempe, Arizona.
連絡先情報
時価総額
$1.94B
PER (TTM)
78.1
58.1
配当利回り
1.3%
52週高値
$61.12
52週安値
$30.73
52週レンジ
順位46Top 59.5%
3.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$704.33M+7.22%
直近4四半期の推移
EPS
$0.17-66.67%
直近4四半期の推移
フリーCF
$47.38M-100.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Total Sales Flat Total sales remained stable at $2.66 B for 2025, matching 2024 results, driven by mixed sector performance across segments.
Aerospace Defense Sales Surge Aerospace and Defense sales increased 19% to $514.4 M, showing strong market growth in commercial and defense sectors.
Gross Margin Held Steady Gross profit margin remained consistent at 10.2% for 2025, matching 2024, despite significant restructuring activities recorded.
AC&C Sales Declined Advanced Computing and Communications sales decreased 27% to $344.9 M in 2025 due to lower demand from existing customers.
リスク要因
Net Income Fell Sharply Net income decreased $36.2 M to $24.9 M, impacted by $11.1 M asset impairment and $11.0 M tax settlement.
Elevated Restructuring Charges Restructuring charges totaled $29.5 M in 2025, up sharply from $6.3 M in 2024, related to facility closures and exits.
Major Customer Dependency Sales to ten largest customers accounted for 51% of total sales in 2025; loss of a major customer poses material risk.
Effective Tax Rate Spiked Effective tax rate rose to 59.6% in 2025 from 27.1% in 2024, driven by discrete foreign withholding tax expense.
見通し
Focus Complex Product Markets Strategy emphasizes complex, regulated markets like A&D, semi-cap, and medical, avoiding low-value commoditized opportunities.
Capital Allocation Priorities Maintaining focus on cash conversion, deploying capital for organic growth, dividends, and share repurchases totaling $122.7 M remaining.
ERP System Upgrade Underway Upgrading enterprise resource planning system over several years; completed implementation at certain locations already.
ESG Strategy Evolution Continuing to evolve sustainability strategy, expecting 2025 report to highlight progress across Environmental, People, Governance tenets.
同業比較
売上高 (TTM)
$2.87B
$2.76B
$2.66B
粗利益率 (最新四半期)
92.2%
78.7%
77.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| BELFB | $2.65B | 7.2 | 15.1% | 25.4% |
| ADEA | $2.57B | 23.1 | 26.3% | 41.9% |
| NYAX | $2.24B | 63.6 | 17.5% | 39.6% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.7%
緩やかな成長
4四半期純利益CAGR
17.9%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年4月27日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし