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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
56 South Rockford Drive, Tempe, AZ, 85281, United States
623-300-7000
www.bench.com
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
78%
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)

CNXN stock ticker logoCNXN
$2.87B
+2.5%
PLTK stock ticker logoPLTK
$2.76B
+8.1%
BHE stock ticker logoBHE
$2.66B
+0.1%

粗利益率 (最新四半期)

ADEA stock ticker logoADEA
92.2%
-0.4pp
ATEN stock ticker logoATEN
78.7%
-0.3pp
PRCH stock ticker logoPRCH
77.0%
+16.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
BELFB$2.65B7.215.1%25.4%
ADEA$2.57B23.126.3%41.9%
NYAX$2.24B63.617.5%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
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EPS:-
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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