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Benchmark Electronics, Inc.

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
$2.08B
PER (TTM)
83.3
54.6
配当利回り
1.2%
52週高値
$60.51
52週安値
$30.73
52週レンジ
92%
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 Q3 決算ハイライト

主なハイライト

Q3 Sales Increased 3% Q3 Sales $680.7M, up 3% driven by strong demand in Aerospace and Defense and Medical sectors.
YTD Profitability Declined Sharply Nine months Net Income $18.9M, down 58% from $44.9M prior period due to higher costs and tax charges.
A&D and Medical Lead Growth Aerospace and Defense sales grew 26% Q3; Medical sales increased 18% Q3 on successful new program wins.
Strong Liquidity Position Maintained Cash reserves totaled $285.4M as of September 30, 2025; $475.6M available under credit facility for future needs.

リスク要因

Elevated Nine Month Tax Rate Nine months effective tax rate reached 58.6% primarily due to a discrete $10.4M tax expense recorded in Q2.
Restructuring Activities Ongoing Restructuring charges recognized $4.5M YTD related to facility closures in Fremont and old Guadalajara operations.
Customer Sales Concentration Risk Sales to ten largest customers represented 53% of total sales YTD, indicating reliance on key accounts.
Component Supply Constraints Persist Shortages of older technology components could constrain ability to produce full demand forecasts received from customers.

見通し

New Credit Facility Secured Completed $700M Credit Agreement refinancing, including a $150M Term Loan facility maturing in June 2030.
Capital Spending Planned Expect capital expenditures approximately $60M to $70M next 12 months, focused on production capacity expansion.
Share Repurchase Authorization $123.5M remains authorized for share repurchases funded by available cash, with $26.0M used in Q3.
Intention to Pay Dividends Board intends to continue quarterly dividends; recently declared $0.17 per share, paid October 2025.

同業比較

売上高 (TTM)

PC Connection, Inc.CNXN
$2.87B
+2.5%
Playtika Holding Corp.PLTK
$2.73B
+7.5%
Benchmark Electronics, Inc.BHE
$2.66B
+0.1%

粗利益率 (最新四半期)

Adeia Inc.ADEA
83.2%
-0.4pp
A10 Networks, Inc.ATEN
78.7%
-0.3pp
Porch Group, Inc.PRCH
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$2.97B8.111.5%23.7%
PLAB$2.28B16.312.0%0.0%
NYAX$2.10B91.912.7%25.3%

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:-
財務レポート
財務データ
ニュース
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月5日|
    売上高: $680.68M+3.5%
    |
    EPS: $0.40-7.0%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月31日|
    売上高: $642.34M-3.5%
    |
    EPS: $0.03-93.0%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月1日|
    売上高: $631.76M-6.5%
    |
    EPS: $0.10-74.4%
    予想を下回る
  • Form 10-K/A - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月27日|
    売上高: $2.66B-6.4%
    |
    EPS: $1.76-2.8%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月24日|修正版データを参照
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月1日|
    売上高: $657.75M-8.6%
    |
    EPS: $0.43-24.6%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月1日|
    売上高: $665.90M-9.2%
    |
    EPS: $0.43+10.3%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月3日|
    売上高: $675.58M-2.8%
    |
    EPS: $0.39+11.4%
    予想を下回る