Benchmark Named HPE's Manufacturing Partner of the Year for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: Newsfilter
- Award Recognition: Benchmark Electronics, Inc. has been named HPE's Manufacturing Partner of the Year for 2026, acknowledging its exemplary performance in quality, cost, and delivery, which further solidifies its leadership in AI infrastructure.
- Support for AI Programs: Benchmark played a critical role in supporting HPE's production of high-profile AI platforms, including the assembly, testing, and validation of high-power, liquid-cooled server blades, showcasing its capability in executing complex projects.
- Team Contribution: CEO David Moezidis stated that this award reflects the trust HPE has placed in Benchmark, highlighting the exceptional work of its team in supporting the world's most advanced computing platforms.
- Global Manufacturing Network: The collaboration between Benchmark's team in Winona, Minnesota, and its global network demonstrates the capabilities of its cross-functional and production teams, ensuring daily support for HPE programs.
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Analyst Views on BHE
Wall Street analysts forecast BHE stock price to fall
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 91.050
Low
47.00
Averages
49.00
High
51.00
Current: 91.050
Low
47.00
Averages
49.00
High
51.00
About BHE
Benchmark Electronics, Inc. provides comprehensive solutions across the entire product life cycle through its technology and engineering design services, leveraging its global supply chain and delivering manufacturing services in various industries. It provides design engineering and advanced manufacturing services that include both electronic manufacturing services (EMS) and precision technology (PT) services. Its advanced manufacturing services include printed circuit board assembly (PCBA) and test, component engineering services, systems assembly and test development, and failure analysis. In addition to traditional EMS, it offers complex PT services, including full electromechanical assembly and test services. It offers a full spectrum of new product design, automation, test development, prototype and related engineering services. It provides its customers with a comprehensive range of custom circuit and functional test equipment, process automation and replication solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Benchmark Named HPE's Manufacturing Partner of the Year for 2026
- Award Recognition: Benchmark Electronics, Inc. has been named HPE's Manufacturing Partner of the Year for 2026, acknowledging its exemplary performance in quality, cost, and delivery, which further solidifies its leadership in AI infrastructure.
- Support for AI Programs: Benchmark played a critical role in supporting HPE's production of high-profile AI platforms, including the assembly, testing, and validation of high-power, liquid-cooled server blades, showcasing its capability in executing complex projects.
- Team Contribution: CEO David Moezidis stated that this award reflects the trust HPE has placed in Benchmark, highlighting the exceptional work of its team in supporting the world's most advanced computing platforms.
- Global Manufacturing Network: The collaboration between Benchmark's team in Winona, Minnesota, and its global network demonstrates the capabilities of its cross-functional and production teams, ensuring daily support for HPE programs.
See More
Ouster Launches World's First Patented Native Color Lidar Sensors
- New Sensor Launch: Ouster has announced the release of its new Rev8 OS lidar sensors, claiming to be the world's first patented native color lidar sensors, which provide unprecedented double the range and resolution, significantly enhancing performance for industrial, robotics, automotive, and smart infrastructure applications.
- Manufacturing Partnership Expansion: Ouster has expanded its existing manufacturing agreement with Benchmark Electronics, leveraging its highly automated production line capable of meeting commercial needs and producing over 100,000 units annually, ensuring efficient production and delivery of the new sensors.
- Positive Market Reaction: Following the announcement of the partnership expansion, Ouster's stock surged over 7% in pre-market trading, making it one of the top ten trending tickers on Stocktwits, reflecting strong market interest and investor confidence in the new product.
- Long-Term Collaboration: Ouster's COO Darien Spencer stated that Benchmark has been a foundational partner in Ouster's growth story, and their collaboration will ensure the efficient and reliable delivery of advanced lidar sensors through a well-honed supply chain ecosystem, supporting customers' long-term program needs.
See More
Ouster and Benchmark Expand Partnership for Rev8 Sensor Production
- Partnership Expansion: Ouster and Benchmark Electronics announced the expansion of their long-term manufacturing partnership to support high-volume production of the Rev8 OS sensor family, which is expected to drive market demand across industrial, robotics, automotive, and smart infrastructure applications.
- Production Capacity Enhancement: The Rev8 sensor family is designed for low-cost, high-volume production with an established capacity exceeding 100,000 units per year, ensuring a resilient supply source for OEMs and enhancing market competitiveness.
- Long-Term Stability: With a planned production life of 10 years, Rev8 sensors provide structural longevity and scalability required for major global commercial rollouts, further solidifying Ouster's position in the industry.
- Global Manufacturing Network: Benchmark's network includes 20 facilities across eight countries, offering flexible multi-site production capabilities that ensure Ouster can achieve standardized manufacturing processes globally, supporting future capacity expansion.
See More
Benchmark Electronics Stock Shows Strong Performance
- Significant Stock Returns: Benchmark Electronics has achieved a 55.6% stock return over the past 90 days and a total shareholder return of 125.4% over the past year, indicating strong momentum in the market despite a recent pullback.
- Valuation Debate: With the current stock price at $83.92, exceeding the average analyst price target of $78, the question of whether the market is accurately pricing in future growth has become a focal point for investors, reflecting differing views on the company's future performance.
- Capital Allocation Strategy: The company continues to engage in disciplined capital allocation, evidenced by debt refinancing, cash repatriation, and consistent share repurchases, and with strong free cash flow and a replenished repurchase authorization, this is expected to support EPS growth and shareholder returns.
- Future Risk Considerations: Despite the company's display of confidence, prolonged softness in semiconductor capital equipment or a slower AC&C recovery could undermine the earnings and margin assumptions, thereby impacting market perceptions of the company's valuation.
See More
Benchmark Electronics Q1 2026 Earnings Exceed Expectations
- Strong Performance: Benchmark Electronics reported Q1 revenue of $677 million, a 7% year-over-year increase that exceeded the midpoint of prior guidance, indicating robust growth potential in the medical and semiconductor sectors.
- Improved Profitability: Non-GAAP EPS reached $0.58, at the high end of previous guidance, reflecting ongoing improvements in cost control and operational efficiency, which bolster investor confidence.
- Healthy Cash Flow: The company generated $47 million in operating cash flow and $29 million in free cash flow during Q1, despite investments in inventory and capital equipment, showcasing strong financial health.
- Optimistic Outlook: For Q2 2026, the company expects revenue between $700 million and $740 million, with non-GAAP EPS projected at $0.65 to $0.71, indicating increased confidence from management regarding future growth prospects.
See More
Benchmark Electronics Reports Decline in Q1 Earnings
- Earnings Decline: Benchmark Electronics reported a net income of $3.64 million for Q1, translating to $0.10 per share, a significant drop from last year's $13.02 million and $0.36 per share, indicating mounting profitability pressures.
- Revenue Decrease: The company's revenue fell by 6.7% to $631.76 million compared to $677.28 million last year, reflecting weakened market demand and intensified competition.
- Adjusted Earnings: Excluding special items, Benchmark reported adjusted earnings of $19.21 million, or $0.52 per share, which, despite a decline from last year, still demonstrates a degree of profitability.
- Future Guidance: The company provided guidance for the next quarter with EPS expected between $0.65 and $0.71, and revenue projected between $700 million and $740 million, suggesting a cautiously optimistic outlook from management.
See More
Benchmark Named HPE's Manufacturing Partner of the Year for 2026
- Award Recognition: Benchmark Electronics, Inc. has been named HPE's Manufacturing Partner of the Year for 2026, acknowledging its exemplary performance in quality, cost, and delivery, which further solidifies its leadership in AI infrastructure.
- Support for AI Programs: Benchmark played a critical role in supporting HPE's production of high-profile AI platforms, including the assembly, testing, and validation of high-power, liquid-cooled server blades, showcasing its capability in executing complex projects.
- Team Contribution: CEO David Moezidis stated that this award reflects the trust HPE has placed in Benchmark, highlighting the exceptional work of its team in supporting the world's most advanced computing platforms.
- Global Manufacturing Network: The collaboration between Benchmark's team in Winona, Minnesota, and its global network demonstrates the capabilities of its cross-functional and production teams, ensuring daily support for HPE programs.
See More
Ouster Launches World's First Patented Native Color Lidar Sensors
- New Sensor Launch: Ouster has announced the release of its new Rev8 OS lidar sensors, claiming to be the world's first patented native color lidar sensors, which provide unprecedented double the range and resolution, significantly enhancing performance for industrial, robotics, automotive, and smart infrastructure applications.
- Manufacturing Partnership Expansion: Ouster has expanded its existing manufacturing agreement with Benchmark Electronics, leveraging its highly automated production line capable of meeting commercial needs and producing over 100,000 units annually, ensuring efficient production and delivery of the new sensors.
- Positive Market Reaction: Following the announcement of the partnership expansion, Ouster's stock surged over 7% in pre-market trading, making it one of the top ten trending tickers on Stocktwits, reflecting strong market interest and investor confidence in the new product.
- Long-Term Collaboration: Ouster's COO Darien Spencer stated that Benchmark has been a foundational partner in Ouster's growth story, and their collaboration will ensure the efficient and reliable delivery of advanced lidar sensors through a well-honed supply chain ecosystem, supporting customers' long-term program needs.
See More
Ouster and Benchmark Expand Partnership for Rev8 Sensor Production
- Partnership Expansion: Ouster and Benchmark Electronics announced the expansion of their long-term manufacturing partnership to support high-volume production of the Rev8 OS sensor family, which is expected to drive market demand across industrial, robotics, automotive, and smart infrastructure applications.
- Production Capacity Enhancement: The Rev8 sensor family is designed for low-cost, high-volume production with an established capacity exceeding 100,000 units per year, ensuring a resilient supply source for OEMs and enhancing market competitiveness.
- Long-Term Stability: With a planned production life of 10 years, Rev8 sensors provide structural longevity and scalability required for major global commercial rollouts, further solidifying Ouster's position in the industry.
- Global Manufacturing Network: Benchmark's network includes 20 facilities across eight countries, offering flexible multi-site production capabilities that ensure Ouster can achieve standardized manufacturing processes globally, supporting future capacity expansion.
See More
Benchmark Electronics Stock Shows Strong Performance
- Significant Stock Returns: Benchmark Electronics has achieved a 55.6% stock return over the past 90 days and a total shareholder return of 125.4% over the past year, indicating strong momentum in the market despite a recent pullback.
- Valuation Debate: With the current stock price at $83.92, exceeding the average analyst price target of $78, the question of whether the market is accurately pricing in future growth has become a focal point for investors, reflecting differing views on the company's future performance.
- Capital Allocation Strategy: The company continues to engage in disciplined capital allocation, evidenced by debt refinancing, cash repatriation, and consistent share repurchases, and with strong free cash flow and a replenished repurchase authorization, this is expected to support EPS growth and shareholder returns.
- Future Risk Considerations: Despite the company's display of confidence, prolonged softness in semiconductor capital equipment or a slower AC&C recovery could undermine the earnings and margin assumptions, thereby impacting market perceptions of the company's valuation.
See More
Benchmark Electronics Q1 2026 Earnings Exceed Expectations
- Strong Performance: Benchmark Electronics reported Q1 revenue of $677 million, a 7% year-over-year increase that exceeded the midpoint of prior guidance, indicating robust growth potential in the medical and semiconductor sectors.
- Improved Profitability: Non-GAAP EPS reached $0.58, at the high end of previous guidance, reflecting ongoing improvements in cost control and operational efficiency, which bolster investor confidence.
- Healthy Cash Flow: The company generated $47 million in operating cash flow and $29 million in free cash flow during Q1, despite investments in inventory and capital equipment, showcasing strong financial health.
- Optimistic Outlook: For Q2 2026, the company expects revenue between $700 million and $740 million, with non-GAAP EPS projected at $0.65 to $0.71, indicating increased confidence from management regarding future growth prospects.
See More
Benchmark Electronics Reports Decline in Q1 Earnings
- Earnings Decline: Benchmark Electronics reported a net income of $3.64 million for Q1, translating to $0.10 per share, a significant drop from last year's $13.02 million and $0.36 per share, indicating mounting profitability pressures.
- Revenue Decrease: The company's revenue fell by 6.7% to $631.76 million compared to $677.28 million last year, reflecting weakened market demand and intensified competition.
- Adjusted Earnings: Excluding special items, Benchmark reported adjusted earnings of $19.21 million, or $0.52 per share, which, despite a decline from last year, still demonstrates a degree of profitability.
- Future Guidance: The company provided guidance for the next quarter with EPS expected between $0.65 and $0.71, and revenue projected between $700 million and $740 million, suggesting a cautiously optimistic outlook from management.
See More
