earnings
confidence high
sentiment positive
materiality 0.85
Benchmark Electronics Q2 revenue $756M (+18% YoY), raises FY guidance to record $3B
BENCHMARK ELECTRONICS INC
- Revenue $756M, up 18% YoY; GAAP EPS $0.55, non-GAAP EPS $0.75 (+36% YoY).
- Raises FY 2026 revenue guidance to ~$3B (record), implying ~13% growth; Q3 guidance $755-795M.
- Cash conversion cycle improved to 59 days from 85 days a year ago; operating cash flow $35M.
- Record bookings; strength across all sectors with Semi-Cap up 17% YoY to $223M.
- Non-GAAP EPS guidance for Q3 $0.76-0.82; excludes stock-based comp and other items.