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Company Research4 Apr 2024
Companies That Had Their IPO in 1990: The Recession Kicks Off
An overview of the stock market and IPO landscape in 1990 as the early 90s recession started.
Benchmark Electronics (BHE) investor relations material
Benchmark Electronics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Q3 2025 revenue reached $681 million, a 3.5% year-over-year increase and at the high end of guidance, with non-GAAP EPS of $0.62 and GAAP EPS of $0.39; gross margin exceeded 10% for the eighth consecutive quarter.
Broad-based sector growth was led by double-digit increases in Medical and A&D, while AC&C saw sequential gains and Semi-Cap faced near-term softness.
Bookings momentum and early ramping of enterprise AI opportunities position the company for continued growth into 2026.
Succession planning announced: David Moezidis to become CEO effective March 31, 2026.
Net income for Q3 2025 was $14.3 million, down from $15.4 million in Q3 2024, primarily due to higher SG&A and restructuring costs.
Financial highlights
Q3 2025 revenue was $681 million, up 6% sequentially and 3.5% year-over-year, with non-GAAP EPS of $0.62 at the top of guidance.
Non-GAAP gross margin was 10.1%, and non-GAAP operating margin was 4.8%; GAAP operating income was $24 million.
Generated $37 million in operating cash flow and $25 million in free cash flow in Q3; cash balance increased to $286 million.
Distributed $6 million in dividends and repurchased $10 million in stock in Q3; $124 million remains in repurchase authorization.
Interest expense decreased to $4.4 million in Q3 2025 due to lower borrowings and rates.
Outlook and guidance
Q4 2025 revenue expected between $670 million and $720 million; non-GAAP gross margin guidance is 10.1%–10.3% and non-GAAP EPS is $0.62–$0.68.
Non-GAAP operating margin expected between 5% and 5.2%; positive free cash flow anticipated in Q4 and 2026.
CapEx for 2026 anticipated to increase slightly, focused on growth and completion of the PT4 facility.
Management expects restructuring activities in Fremont, CA and Guadalajara, Mexico to be complete in 2025.
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Next Benchmark Electronics earnings date
28th Annual Needham Growth Conference13 Jan, 2026
Next Benchmark Electronics earnings date
28th Annual Needham Growth Conference13 Jan, 2026
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Frequently asked questions
Benchmark Electronics Inc. provides engineering, manufacturing, and supply chain services to original equipment manufacturers. The company serves various industries, including medical, aerospace and defense, industrial, semiconductor capital equipment, and advanced computing. Benchmark offers product design, printed circuit board assembly, testing, and after-market services. The company is headquartered in Tempe, Arizona, and its shares are listed on the NYSE.
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