Benchmark Electronics, Inc. (BHE)

Benchmark Electronics beat consensus on both the top and bottom line in the second fiscal quarter of 2026, reported on July 29, as adjusted EPS of $0.75 topped the $0.69 estimate by 9.5% and revenue of roughly $756.0 million exceeded the $720.0 million consensus by 5.0%. Revenue rose 17.7% from about $642.3 million a year ago, while gross profit came to about $78.3 million and operating income reached about $30.3 million, leaving gross margin near 10% and operating margin around 4%. Adjusted EPS was also up 36.4% from $0.55 a year earlier, and net income climbed 1945.5% to about $19.9 million from about $972,000. Operating cash flow totaled about $34.7 million, showing the quarter generated more cash than accounting profit. Consensus for the next period calls for EPS of $0.71 on revenue of $743.2 million.