BENCHMARK ELECTRONICS INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Benchmark Electronics reported Q3 2026 revenue of $811M (up 19% YoY from $681M), diluted GAAP EPS of $0.47 (up 21% YoY), and non-GAAP EPS of $0.84 (up 35% YoY). Operating cash flow was $30M with free cash flow of $14M. The company raised FY2026 revenue guidance to approximately 16% growth, targeting beyond $3B annual revenue. Q4 2026 guidance: revenue $815–855M; diluted GAAP EPS $0.58–0.64; non-GAAP EPS $0.85–0.91. Nine-month 2026 net income reached $50.1M vs. $18.9M in 9M 2025.
Why this rating
Strong double-digit revenue growth (+19% Q3, +16% FY outlook), EPS growing faster than sales, and multiple margin expansion are material for a $1.4B company. Raised guidance signals execution confidence. Working capital improved (cash cycle down to 54 days). Not transformational but a meaningful operational turnaround narrative.
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