Benchmark Delivers Record Third Quarter Revenue and Strong Earnings Growth Raises Fiscal Year 2026 Outlook
Benchmark Electronics delivered record Q3 2026 revenue of $811 million, up 19% year-over-year, with GAAP diluted EPS of $0.47 (+21%) and non-GAAP EPS of $0.84 (+35%). Demand broadened across all five sectors, led by Semi-Cap at $241 million (30% of revenue), and the cash conversion cycle improved to 54 days from 77 a year ago.
Key figures
- Eps
- 0.47
- Revenue
- 811000000
- Guidance
- Q4 revenue $815M-$855M; GAAP EPS $0.58-$0.64; non-GAAP EPS $0.85-$0.91; FY26 revenue growth ~16% (raised, beyond $3B annual revenue)
- Revenue Yoy
- 19%
- Fcf
- 14435000
- Eps non gaap
- 0.84
- Gross margin
- 10.4%
- Eps non gaap yoy
- 35%
- Operating income
- 30699000
- Semi cap revenue
- 241000000
- Operating cash flow
- 30000000
- Cash conversion cycle days
- 54
AI analysis
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