TORVANTA
Other · S&P 500 · data as of 2026-10-05

BHE stock analysis: BHE

BHE (BHE) is an S&P 500 company in Other. It grades weakest on value and profitability.

The model's view of BHE · subscribers

Where BHE ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with BHE · updated 2026-10-05 · from prices and SEC filings

BHE price performance

BHE against the S&P 500, one year
+0%+50%+100%+150%BHE +130%S&P 500 +18%2025-09-292026-10-05
Year to date+102.8%S&P 500 +14.5% · ahead by 88.2 pts
1 year+128.2%S&P 500 +17.0% · ahead by 111.2 pts
3 years+273.9%S&P 500 +89.3% · ahead by 184.6 pts
5 years+251.0%S&P 500 +91.3% · ahead by 159.7 pts

Total returns with dividends reinvested.

BHE factor grades

Each grade compares BHE with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

D+ValueP/E 59.0x (industry 20.1x)FCF yield 4.1% (industry 6.0%)
B+GrowthRevenue growth +9% (industry +8%)EPS growth +40% (industry +10%)
D+ProfitabilityOperating margin 3.4% (industry 9.6%)ROIC 6.3% (industry 10.1%)
B+Momentum12-month change +128%From 52-wk high -13%

BHE in plain numbers

BHE key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$3.1B
Revenue growth (y/y)+9%
Free-cash-flow yield4.1%
Dividend yield0.8%
Next earnings (expected)2026-11-03
Valuation measures
Market value$3.1B
Enterprise value$3.0B
P/E (trailing)59.0x
Forward P/E (Torvanta estimate)39.3x
PEG (Torvanta estimate)0.79
Price / sales1.1x
Price / book2.8x
EV / revenue1.1x
EV / EBITDA20.6x
Financial highlights
Revenue, last 12 months$2.8B
Net income, last 12 months$53.1M
EPS, last 12 months (GAAP)$1.46
Gross margin10.3%
Operating margin3.4%
Net margin1.9%
Return on equity4.8%
Return on invested capital6.3%
Cash$314.8M
Total debt$181.0M
Debt / equity0.16x
Free cash flow, last 12 months$126.1M
Interest cover6.0x
Current ratio1.99x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

BHE earnings trends

Revenue vs earnings
$0$189.0M$378.0M$567.0M$756.0MSep 2024 Revenue: $657.7MDec 2024 Revenue: $656.9MMar 2025 Revenue: $631.8MJun 2025 Revenue: $642.3MSep 2025 Revenue: $680.7MDec 2025 Revenue: $704.3MMar 2026 Revenue: $677.3MJun 2026 Revenue: $756.0MSep 2024 Net income: $15.4MDec 2024 Net income: $18.4MMar 2025 Net income: $3.6MJun 2025 Net income: $1.0MSep 2025 Net income: $14.3MDec 2025 Net income: $6.0MMar 2026 Net income: $13.0MJun 2026 Net income: $19.9MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 2.3%Net margin: 2.8%Net margin: 0.6%Net margin: 0.2%Net margin: 2.1%Net margin: 0.8%Net margin: 1.9%Net margin: 2.6%0%1%3%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.1$0.3$0.4$0.6Sep 2024 EPS (GAAP, diluted): $0.4Dec 2024 EPS (GAAP, diluted): $0.5Mar 2025 EPS (GAAP, diluted): $0.1Jun 2025 EPS (GAAP, diluted): $0.0Sep 2025 EPS (GAAP, diluted): $0.4Dec 2025 EPS (GAAP, diluted): $0.2Mar 2026 EPS (GAAP, diluted): $0.4Jun 2026 EPS (GAAP, diluted): $0.6Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -7% · Dec 2025 -67% · Mar 2026 +260% · Jun 2026 +1733%

From the company's 10-Q and 10-K filings with the SEC.

BHE financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$2.3B$2.9B$2.8B$2.7B$2.7B
Net income$35.8M$68.2M$64.3M$63.3M$24.9M
EPS (GAAP)$1.00$1.92$1.80$1.72$0.68
Free cash flow-$43.7M-$223.5M$100.9M$157.0M$86.3M

BHE earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-29$0.55+1733%+18%+3.1%
2026-04-29$0.36+260%+7%+18.3%
2026-02-03$0.16-67%+7%+5.2%
2025-11-04$0.39-7%+3%+7.0%
2025-07-30$0.03-93%-4%-3.7%
2025-04-29$0.10-74%-6%-15.3%

About BHE

HeadquartersTempe, AZ
Industry (SEC code)Printed Circuit Boards
Fiscal year endsDecember 31
Incorporated inTX
Listed onNYSE

From the company's SEC registration record.

Companies similar to BHE

CompanyMarket valueP/ERevenue growthOperating margin12-month change
BHE BHE$3.1B59.0x+9%3.4%+128%
WSC WSC$3.1Bn/a-3%6.5%-20%compare
LEU LEU$3.1B65.8x+8%1.6%-59%compare
ABG ABG$3.1B6.4x+4%4.4%-32%compare
BKU BKU$3.1B11.8x+15%n/a+16%
BTU BTU$3.1Bn/a-1%-5.6%-19%
PENG PENG$3.1B43.4x+12%7.2%+119%

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Frequently asked questions

Is BHE stock a buy?

Torvanta does not tell individuals what to buy. Its grades for BHE are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is BHE's P/E ratio?

BHE trades at about 59.0 times its last 12 months of GAAP earnings reported to the SEC, and about 39.3 times Torvanta's own estimate of the next 12 months.

When does BHE report earnings next?

Based on its filing history, Torvanta expects BHE to report around 2026-11-03.

Does BHE pay a dividend?

Yes. Its dividend yield is about 0.8%, and it has raised its dividend 2 years in a row.

How has BHE performed against the S&P 500?

Over the past year BHE returned +128.2%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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