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Benchmark Electronics Inc

Benchmark Electronics, Inc., together with its subsidiaries, offers product design, engineering services, technology solutions, and manufacturing services in the Americas, Asia, and Europe. It provides design and engineering services and technology solutions, including new product design, prototype, testing, and related engineering services; and custom test and automation equipment design services. The company also offers electronics manufacturing and testing services, such as printed circuit board assembly and test solutions, assembly of subsystems, circuitry and functionality testing of printed assemblies, environmental and stress testing, and component reliability testing; component engineering services; failure analysis; and systems assembly and test development solutions include subsystem and system-level integration, configuration, and testing for various industries, as well as in-circuit test, functional test, defect analysis, environmental stress screening, reliability testing, and custom test solutions. In addition, it provides precision metal machining, complex vertically integrated assemblies, e-beam welding, full electromechanical assembly of machined subsystems, and system integration and test services. Further, the company provides value-added support systems; supply chain management solutions; direct order fulfillment; and aftermarket non-warranty services, including repair, replacement, refurbishment, remanufacturing, exchange, systems upgrade, and spare parts manufacturing throughout a product's life cycle. It serves original equipment manufacturers in the advanced computing and communications, aerospace and defense, industrial, medical, and semiconductor capital equipment industries. The company markets its services and solutions primarily through a direct sales force. Benchmark Electronics, Inc. was founded in 1979 and is headquartered in Tempe, Arizona.

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Benchmark Electronics projects $3 billion 2026 revenue after Q2 beat

Benchmark Electronics raised its full-year 2026 revenue outlook to $3 billion, representing approximately 13% growth and a historical high for the company. The guidance increase follows second-quarter revenue of $756 million, up 18% year-over-year, and non-GAAP earnings per share of $0.75, which grew 36% and exceeded the high end of prior guidance. For the third quarter, the company expects revenue between $755 million and $795 million and non-GAAP diluted earnings per share of $0.76 to $0.82, with non-GAAP gross margin of 10.5% to 10.7% and non-GAAP operating margin of 5.3% to 5.5%. CEO David Moezidis cited improving demand across most markets and record bookings, while CFO Bryan Schumaker noted that the Advanced Computing and Communications segment grew 71% year-over-year driven by AI-related program wins. Management also flagged a tight supply chain with component lead times extending to as long as 12 months in some areas.
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Two Services Stocks Worth Investigating and One Facing Headwinds

Business services providers are critical for enterprises, assisting with hardware integrations, consulting, and marketing, and the industry has returned 17.1% over the past six months while the S&P 500 gained 8%. However, investors should be cautious as many companies in this space are cyclical. Benchmark Electronics, with a market cap of $3.19 billion, has seen annual sales declines of 2.1% over the past two years, lacks free cash flow generation, and has an underwhelming 7.3% return on capital, making it a stock to sell. In contrast, Crane NXT, with a market cap of $2.36 billion, has a backlog growing at an average of 15.3% over two years, a revenue base of $1.71 billion, and projected revenue growth of 16.3% for the next 12 months, making it a stock to watch. Omnicom Group, with a market cap of $21.54 billion, has achieved 15.4% annual revenue growth over the last two years, a massive revenue base of $19.82 billion, and a free cash flow margin that expanded by 6.8 percentage points over five years, positioning it to outperform.
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Ouster shares surge 28% on manufacturing and partnership deals for Rev8 lidar platform

Ouster shares jumped more than 28% on June 29, extending a multi-week rally that has taken the stock to near $55. The move follows an expanded manufacturing partnership with Benchmark Electronics, under which Ouster is committed to building more than 100,000 Rev8 OS digital lidar sensors per year over a 10-year horizon, targeting industrial, robotics, automotive, and smart infrastructure customers. Ouster also signed a multi-year agreement with AIM Intelligent Machines to supply Rev8 native-color lidar for autonomous heavy equipment, targeting retrofitting mining, construction, and defense machinery into self-driving fleets. A separate collaboration with FieldAI puts Rev8 lidar into general-purpose robots built for unstructured environments, broadening Ouster's addressable market beyond passenger vehicles. Additionally, Ouster's BlueCity traffic management platform has gone live at more than 40 highway sites near MetLife Stadium ahead of FIFA World Cup matches, adding roughly 4% to the stock on the announcement. Despite the rally, Ouster remains unprofitable, with about $169 million in revenue over the past year and ongoing cash burn, though it has little debt and ample cash on hand.
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