Benchmark Electronics (BHE) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.84
- Estimate
- $0.79
- Surprise
- +6.8%
- Revenue (period 2026-09-30)
- $834.1M
- Score at report (before → after)
- 5.3 → 5.6/10
Revenue source: xbrl.
How the report landed
Benchmark Electronics (BHE) beat the $0.79 estimate with adjusted EPS of $0.84 — a clear 6.8% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.3/10) to Sell at 5.6/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates BHE Sell at 5.6/10.
4 of the last 4 quarters beat the estimate; this quarter's +6.8% surprise compares with a +7.9% four-quarter average.
What supports the rating
- Strong earnings beat streak (4/4)
What argues against it
- Concentration risk — Customer: ten largest customers (51.0%)
- Concentration risk — Geographic: international operations (64.0%)
- Analyst target reached - limited upside remaining
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $73.36
- Stop
- $68.22
The stock trades at 50.2× trailing but 21.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
BHE at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Electronic Components
- Market cap
- $2.64B
- P/E (fwd)
- 21.9
- P/E (ttm)
- 50.2
- 52-week range
- $41.69–$100.41
- Off 52-week high
- 26.9%
- RSI (14)
- 35
- Volume vs avg
- 1.17×
- Score today
- 5.6/10