Benchmark Electronics Q2 revenue up 9% YoY to $642mln.

• Benchmark Electronics Q2 2025 revenue: $642 million • GAAP operating income: $20 million • Non-GAAP operating income: $30 million • GAAP EPS: $0.03 • Non-GAAP EPS: $0.55 • Revenue grows sequentially in most sectors, with A&D and Industrial & Medical showing strength • Benchmark remains the partner of choice for complex product execution.

Benchmark Electronics, Inc. (NYSE: BHE) reported its second-quarter 2025 financial results, showcasing strong performance across multiple sectors. The company's revenue for the quarter reached $642 million, exceeding analyst expectations of $639 million [1]. This growth was driven by sequential improvements in most sectors, particularly in the aerospace and defense (A&D), Industrial, and Medical sectors.

The company's GAAP operating income for the quarter was $20 million, while non-GAAP operating income stood at $30 million. GAAP earnings per share (EPS) were $0.03, and non-GAAP EPS were $0.55 [2]. These results reflect the company's strategic execution and customer commitment, leading to margin improvements and increased bookings.

Benchmark Electronics' President and CEO, Jeff Benck, expressed confidence in the company's strategy and execution, highlighting the multi-year record in new bookings during the quarter. He also noted the company's momentum in bookings and margin improvements, which are expected to drive growth in the coming quarters.

The company provided guidance for the third quarter 2025, expecting revenue between $635 million and $685 million, with GAAP EPS between $0.28 and $0.34, and non-GAAP EPS between $0.56 and $0.62 [2]. These forecasts indicate continued growth and operational leverage.

Analysts remain optimistic about Benchmark Electronics, with the current average analyst rating being "buy" and a median 12-month price target of $45.50, about 11.7% above its July 29 closing price of $40.19 [1]. The stock is currently trading at 16 times the next 12-month earnings compared to a P/E of 16 three months ago.

In summary, Benchmark Electronics' Q2 2025 financial results demonstrate strong performance across multiple sectors, driven by strategic execution and customer commitment. The company's guidance for the third quarter indicates continued growth and operational leverage.

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_PLX622FC6:0-benchmark-electronics-q2-profit-sales-beats-expectations/
[2] https://www.stocktitan.net/news/BHE/benchmark-reports-second-quarter-2025-ceu1ocxevmu6.html