BHE at a glance
BENCHMARK ELECTRONICS INC (BHE, SEC CIK 863436) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as August 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), BENCHMARK ELECTRONICS INC (BHE) reported revenue of $2.7 billion (down 0.4% from FY2024) and net income of $24.9 million. Diluted EPS was $0.68.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding BENCHMARK ELECTRONICS INC (BHE) shares worth $2.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by De Greef-Safft Anne on August 11, 2026 of 3,884 shares at $82.02 per share.
- In the last 90 days, BHE insiders reported 0 open-market purchases ($0) and 2 open-market sales ($493K) on Form 4, a net sale of $493K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.7B
- −0.4% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$493K
- 13F holders
- 32 funds
- $2.1B · +3 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Electronic manufacturing services and integrated manufacturing solutions
- Emphasis on forward-looking guidance for fiscal 2026 results, including revenue mix and operating margins
- Strategic focus on share repurchases, restructuring charges, and tax incentive awards in upcoming fiscal year
- No new products or segments introduced; primary focus on operational and financial outlook transparency
- Noteworthy focus on managing uncertainties and risks beyond company control affecting future results
Risk Factors
- Legal risk from indirect tax assessment settlement causing increased restructuring charges and impairment, reducing Americas operating income 38% to $24.8M in 2025
- Geopolitical risk in Americas region with sales down 8% to $1.2B driven by semi-cap, industrial, and AC&C sector declines
- Operational risk from restructuring and impairment charges impacting profitability in Americas, contributing to 2025 income from operations decline to $76.0M from $109.4M
- Competitive risk from increased cost pressures potentially impacting margins amid stable 10.2% gross profit margin despite sales fluctuations
- Financial risk from large corporate intersegment eliminations expenses increasing to $125.3M in 2025, affecting total operating income
Management Discussion & Analysis
- No revenue, profitability, segment, or cash flow details provided in the MD&A excerpt
- No forward-looking guidance or risk disclosures mentioned
AI summary of the BHE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; changes from the most recent 10-K cannot be assessed
- Share-repurchase authorization $116.9 million remaining as of June 30, 2026
- No equity repurchases during the three months ended June 30, 2026
- No director or officer trading-plan adoptions or terminations during the quarter
AI summary of the BHE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Quarterly cash dividend declared at $0.17 per share for third quarter 2026
- Payment scheduled October 13, 2026, to shareholders of record September 30, 2026
Item 8.01: Other Events
- Quarterly dividend declared at $0.17 per share
- Payable October 13, 2026, to shareholders of record September 30, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results covered quarter ended June 30, 2026
- Press release and investor presentation attached as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 revenue $756M, up 18% YoY, while non-GAAP EPS rose 36% to $0.75
- GAAP operating margin improved to 4.0% from 3.2%; non-GAAP margin reached 5.2%
Item 8.01: Other Events
- Quarterly dividend declared at $0.17 per share
- Payment scheduled for July 10, 2026
AI summaries of BHE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BHE
Don't miss the next BHE filing
- Alerts as it files. A push when BHE files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BHE, by share count.
- Ask anything. An AI agent that reads every BHE filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Moezidis David | F | Aug 17, 2026 | 4,569 | $84.17 |
| Valkanoff David | F | Aug 17, 2026 | 2,078 | $84.17 |
| De Greef-Safft Anne | Sell | Aug 11, 2026 | 3,884 | $82.02 |
| De Greef-Safft Anne | Sell | Aug 11, 2026 | 2,116 | $82.26 |
| Beaver Stephen J | Sell | Jun 11, 2026 | 20,000 | $86.25 |
| SCHEIBLE DAVID W | A | May 27, 2026 | 2,093 | - |
| De Greef-Safft Anne | A | May 27, 2026 | 2,093 | - |
| SWOBODA CHARLES M | A | May 27, 2026 | 2,093 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.8B | $2.7B |
| Gross Profit | - | $270.0M | $270.1M |
| Operating Income | - | $109.4M | $76.0M |
| Net Income | - | $63.3M | $24.9M |
| Gross Margin | - | 9.8% | 9.8% |
| Op. Margin | - | 4.0% | 2.8% |
| Net Margin | - | 2.3% | 0.9% |
| Balance Sheet | |||
| Total Assets | $2.3B | $2.1B | $2.1B |
| Equity | $1.1B | $1.1B | $1.1B |
| ROE | - | 5.7% | 2.3% |
| Per Share | |||
| EPS | - | $1.72 | $0.68 |
| Cash Flow | |||
| Operating CF | - | $189.2M | $124.0M |
| CapEx | - | $31.3M | $35.6M |
Source: XBRL data in BENCHMARK ELECTRONICS INC (BHE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BHE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $2.08B |
| Q1 2026 | 29 | $1.19B |
| Q4 2025 | 26 | $804.1M |
| Q3 2025 | 28 | $838.5M |
| Q2 2025 | 27 | $837.6M |
| Q1 2025 | 25 | $599.7M |
| Q4 2024 | 21 | $653.8M |
| Q3 2024 | 19 | $406.1M |
- Invesco Ltd+688.7K (+212%)
- Goldman Sachs Group+573.8K (+156%)
- BlackRock+233.1K (+4%)
- Prudential Financial+112.8K (+216%)
- Vanguard Portfolio Management LLC+95.2K (+3%)
- Franklin Resources−1.71M (-62%)
- Dimensional Fund Advisors−262.6K (-11%)
- Morgan Stanley−58.5K (-10%)
- D.E. Shaw & Co−41.9K (-74%)
- Ameriprise Financial−13.5K (-6%)
- Renaissance Technologies LLC+29.3K
- Raymond James Financial+9.7K
- Hilltop Holdings Inc.+6.3K
- M&T Bank+3.1K
- Citadel Advisors LLC−242.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BHE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 11, 2026 | - | - | - |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - |
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BHE SEC filings: frequently asked questions
Are BHE insiders buying or selling?
In the last 90 days, BENCHMARK ELECTRONICS INC (BHE) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $492,628 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BHE stock?
As of June 30, 2026, the largest BENCHMARK ELECTRONICS INC (BHE) holders among the 13F filers tracked by SignalX were BlackRock ($579.8 million), Vanguard Portfolio Management LLC ($319.4 million), Dimensional Fund Advisors ($220.2 million), Vanguard Capital Management LLC ($153.4 million), State Street Corp ($141.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BHE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BENCHMARK ELECTRONICS INC (BHE) reported revenue of $2.7 billion (down 0.4% from FY2024) and net income of $24.9 million. Diluted EPS was $0.68. The figures come from the XBRL data in the 10-K.
What are the main risks in BHE's latest 10-K?
In the 10-K filed February 24, 2026, BENCHMARK ELECTRONICS INC (BHE) flagged: Legal risk from indirect tax assessment settlement causing increased restructuring charges and impairment, reducing Americas operating income 38% to $24.8M in 2025. Geopolitical risk in Americas region with sales down 8% to $1.2B driven by semi-cap, industrial, and AC&C sector declines. (AI summary of the Risk Factors section.)
What did BHE report in its latest 8-K?
BENCHMARK ELECTRONICS INC (BHE) filed an 8-K on September 8, 2026 reporting Item 8.01 (Other Events). Quarterly cash dividend declared at $0.17 per share for third quarter 2026.
What are the latest BHE SEC filings?
BENCHMARK ELECTRONICS INC (BHE) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on August 18, 2026.
What is BHE's SEC CIK number?
BENCHMARK ELECTRONICS INC (BHE)'s SEC Central Index Key (CIK) is 863436. EDGAR lists every BHE filing under that number.
Ask anything about BHE
The research agent reads BHE's filings, financials, insider trades and 13F holders, then answers with sources.