$BHE

Rep. Josh Gottheimer, involved in AI policy, disclosed purchases of AI-linked stocks (Benchmark Electronics, Applied Materials, Advanced Micro Devices) worth up to $15,000 each, despite supporting a congressional trading ban. His investments are managed by a third party. Democrats are preparing to regulate the AI industry. Benchmark's Q3 revenue included 30% from semiconductor equipment. AI stocks recently experienced a selloff.

Benchmark Electronics (BHE) reported Q3 revenue of $810.9M, beating estimates by 4.6%, with adjusted EPS of $0.84, a 6.8% beat. Q4 2026 guidance was raised above estimates. Key growth areas were Semi-Cap and AC&C, with Medical and Industrial segments also showing improvement. The company is expanding capacity and managing costs to support future growth.

Benchmark Electronics (BHE) is expanding its partnership with Oxide Computer Company to support Oxide's cloud computing infrastructure. The collaboration, which began in 2023, focuses on manufacturing and scaling Oxide's high-density rack-scale systems. Benchmark's expertise in engineering, supply chain, and manufacturing has helped Oxide improve yields and quality, leading to a second U.S. site to meet growing demand.

Benchmark Electronics reported 3Q 2026 revenue of $810.9M, up 19.1% YoY, with net income rising 20.2% to $17.1M and EPS increasing 20.5% to $0.47. Growth was driven by semiconductor, industrial, medical, and computing markets, while aerospace and defense sales declined 1%.

BENCHMARK ELECTRONICS INC (BHE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE BENCHMARK DELIVERS RECORD THIRD QUARTER REVENUE AND STRONG EARNINGS GROWTH RAISES FISCAL YEAR 2026 OUTLOOK TEMPE, AZ, October 28, 2026 – Benchmark Electronics, Inc. (NYSE: BHE) today announced financial results for the third quarter ended Septem

Benchmark Electronics reported record Q3 revenue and raised its 2026 revenue growth outlook to approximately 16%, above the $3B level cited last quarter, according to the company.

Needham kept its Buy rating on Benchmark Electronics with a $85 price target, suggesting a 28.2% upside. The firm cites strong revenue and earnings growth, driven by semiconductor, AI, and aerospace demand, and improving margins.

Benchmark Electronics (BHE) CEO David Moezidis had 4,569 shares withheld to cover taxes from RSU vesting at $84.17 per share. He holds 80,995 shares after the transaction. The withholding was not an open-market sale.

American Century entities and the Stowers Institute filed a Schedule 13G for Benchmark Electronics (BHE), reporting beneficial ownership as of June 30, 2026. American Century Investment Management, American Century Companies, and Stowers each reported 1,870,433 shares, 5.2% of the class. American Century ETF Trust reported 1,793,588 shares, 5.0%.

De Greef-Safft Anne sold 3,884 indirectly-held shares of BENCHMARK ELECTRONICS INC (BHE) at $82.02 ($0.32M total) on 2026-08-11.