Brief: Benchmark Electronics Q2 Adjusted EPS USD 0.55 Vs. IBES Estimate USD 0.54

Benchmark Electronics

30/07/2025 21:07

Overview

Benchmark Electronics Q2 2025 revenue of $642 mln beats analyst expectations, per LSEG data

Adjusted EPS for Q2 2025 exceeds analyst estimates, per LSEG data

Company achieved multi-year record in new bookings during Q2 2025

Outlook

Benchmark expects Q3 revenue between $635 mln and $685 mln

Company anticipates Q3 GAAP EPS between $0.28 and $0.34

Benchmark forecasts Q3 non-GAAP EPS between $0.56 and $0.62

Company sees bookings momentum driving growth in coming quarters

Result Drivers

SECTOR GROWTH - Sequential growth in most sectors, with strength in A&D and recovery in Industrial and Medical sectors

NEW BOOKINGS - Achieved multi-year record in new bookings during Q2, indicating strong demand

MARGIN IMPROVEMENT - Margin improvement driven by strategic execution and customer commitment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$642 mln
$639 mln (4 Analysts)
Q2 Adjusted EPS
Beat
$0.55
$0.54 (4 Analysts)
Q2 EPS
$0.03


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 $45.50, about 11.7% above its July 29 closing price of $40.19

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBwbJKtKda

(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.)