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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 Small-Cap Virtual Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Small-Cap Virtual Conference summary17 Sep, 2025
Leadership transition and strategy
Incoming CEO David Moezidis will take over in March, with outgoing CEO Jeff Bank remaining as an advisor for a year to ensure a seamless transition.
Moezidis brings over 25 years of experience from Flex, focusing on accelerating current strategies rather than initiating major changes.
The leadership team is committed to building on a strong foundation and driving further growth.
Growth outlook and sector performance
A commercial go-to-market pivot has led to record bookings and strong growth, especially by expanding relationships with existing customers and targeting high-margin sectors.
Medical sector has rebounded post-COVID, with inventory issues resolved and new business wins, including competitive takeaways.
Advanced compute and communication (ACC) sector is ramping up with new AI-related wins, expected to drive growth from Q4 onward.
Aerospace and defense (A&D) continues to perform well, while industrial is stabilizing and growing through targeted investments and geographic shifts.
Semiconductor capital equipment sector has outperformed the market despite a broader slowdown, with market recovery timing now expected between 2025 and 2026.
Customer and business development
Account management and business development teams have been expanded to deepen existing relationships and selectively pursue new logos that fit strategic priorities.
Focus remains on sectors with higher margins and less price competition, leveraging engineering and vertical capabilities.
Recent wins include competitive takeaways and geographic shifts, such as moving business from Mexico to Thailand and from Japan to Thailand.
Accelerate existing strategies. What areas?
How does Benchmark participate in the AI ecosystem?
What is your M&A strategy?
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Next Benchmark Electronics earnings date
Q3 20254 Nov, 2025
Next Benchmark Electronics earnings date
Q3 20254 Nov, 2025
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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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