Benchmark Electronics Q4 revenue and adj EPS beat estimates

Benchmark Electronics

03/02/2026 21:16

Overview

Electronics solutions provider's Q4 revenue rose, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

CEO Jeff Benck to transition out, David Moezidis to take over

Outlook

Benchmark Electronics forecasts Q1 2026 revenue between $655 mln and $695 mln

Company expects Q1 2026 diluted GAAP EPS between $0.31 and $0.37

Benchmark sees Q1 2026 non-GAAP EPS between $0.53 and $0.59

Result Drivers

SECTOR GROWTH - Revenue growth in Q4 was driven by the Semi-Cap and A&D sectors

GROSS MARGIN IMPROVEMENT - Gross margin improved to 10.5% in Q4, attributed to operational efficiencies

OPERATING MARGIN DECLINE - Operating margin fell to 2.9% due to higher restructuring charges and other costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$704 mln
$696.25 mln (4 Analysts)
Q4 Adjusted EPS
Beat
$0.71
$0.64 (4 Analysts)
Q4 EPS
$0.17


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 is $55.00, about 2.1% above its February 2 closing price of $53.88

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nBw3qlrmJa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)