Overview

* Benchmark Electronics ( BHE ) Q3 revenue grows 3.5% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 beats consensus, reaching $0.62

* Company sees improved performance across market sectors, optimistic about enterprise AI growth

Outlook

* Company forecasts Q4 2025 revenue between $670 mln and $720 mln

* Benchmark expects Q4 2025 GAAP EPS between $0.44 and $0.50

* Company anticipates continued growth into 2026 due to enterprise AI opportunities

Result Drivers

* MARKET SECTOR PERFORMANCE - Co reports improved performance across most market sectors, contributing to revenue growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $681 mln $661.25

mln (4

Analysts

)

Q3 Beat $0.62 $0.57 (4

Adjusted Analysts

EPS )

Q3 EPS $0.39

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electronic equipment & parts peer group is "buy"

* Wall Street's median 12-month price target for Benchmark Electronics Inc ( BHE ) is $45.50, about 3.3% above its November 3 closing price of $44.00

* The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)