secwatch.observer — SEC 8-K summary
======================================

Issuer:     BENCHMARK ELECTRONICS INC (BHE)
CIK:        0000863436
Form:       8-K
Filed at:   2026-07-29T20:47:02+00:00
Accession:  0001193125-26-324117
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Benchmark Electronics Q2 revenue $756M (+18% YoY), raises FY guidance to record $3B
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/863436/000119312526324117/0001193125-26-324117-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/863436/000119312526324117/bhe-20260729.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-324117

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer