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BHE vs CLS
Which Stock Would AI Choose? Benchmark Electronics, Inc. (BHE) vs. Celestica Inc. (CLS) Stock Comparison
Key Takeaways
- Benchmark Electronics, Inc. (BHE) and Celestica Inc. (CLS) operate in the electronics manufacturing services (EMS) sector, providing design, engineering, and production solutions to original equipment manufacturers across industries including aerospace, defense, communications, and advanced computing.
- CLS has delivered substantially stronger long-term returns, with 1-year total returns exceeding 86% as of late July 2026, compared with more moderate gains for BHE, though both have experienced recent market volatility.
- Recent market activity shows CLS facing sharper short-term price pressure amid broader AI-related sector rotations, while BHE has maintained relatively steadier positioning ahead of its upcoming quarterly results.
- CLS maintains greater exposure to high-growth AI infrastructure and data-center supply chains, contributing to elevated momentum but also higher volatility relative to BHE’s more diversified industrial and aerospace focus.
- Sector sentiment remains constructive for EMS providers overall, supported by ongoing technology adoption, though near-term performance differences reflect varying customer concentration and end-market exposure.
- Both stocks trade with notable sensitivity to macroeconomic conditions, supply-chain dynamics, and technology spending trends, making relative performance a key consideration for sector-focused investors.
Introduction
Benchmark Electronics, Inc. (BHE) and Celestica Inc. (CLS) represent two established players in the electronics manufacturing services industry. Investors and traders often compare these stocks to assess differences in growth exposure, operational scale, and market positioning within a sector benefiting from secular technology trends. This analysis examines recent price behavior, business fundamentals, and relative momentum to help market participants evaluate trade-offs between the two equities in the prevailing environment.
BHE Overview and Recent Performance
Benchmark Electronics, Inc. (BHE) delivers product design, engineering services, technology solutions, and electronics manufacturing services primarily to customers in aerospace and defense, industrial, medical, advanced computing, and semiconductor capital equipment markets. The company’s diversified end-market exposure has supported relatively stable operations amid fluctuating demand patterns.
In recent market activity, BHE shares have shown measured movements consistent with broader technology and industrial sector trends. Investor sentiment has been influenced by anticipation surrounding the company’s second-quarter 2026 earnings release scheduled for late July, alongside recognition of a manufacturing partnership award from a major technology client. Price behavior reflects steady positioning without pronounced swings, aligning with BHE’s role as a diversified EMS provider.
CLS Overview and Recent Performance
Celestica Inc. (CLS) provides electronics manufacturing, supply-chain management, and design services with notable emphasis on communications, enterprise computing, and emerging AI infrastructure applications. Its positioning within high-growth technology supply chains has contributed to significant historical appreciation.
Recent market activity for CLS has featured heightened volatility, including sharp daily movements amid sector-wide rotations in AI-related equities. Performance reflects both strong underlying demand in data-center and networking segments and sensitivity to broader market sentiment shifts. The stock’s trajectory continues to track developments in artificial intelligence hardware deployment and associated capital spending cycles.
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Head-to-Head Comparison
Both companies operate similar EMS business models yet differ in customer concentration and growth drivers. CLS derives substantial revenue from AI-enabling hardware and communications equipment, producing higher revenue growth potential alongside greater earnings volatility. BHE maintains broader exposure across aerospace, defense, and industrial segments, supporting more consistent revenue streams but typically lower peak growth rates.
Recent momentum favors CLS on a multi-month basis due to AI tailwinds, though short-term price action has been more pronounced. BHE has exhibited comparatively muted volatility, appealing to investors seeking steadier sector participation. Risk factors for CLS include customer concentration in fast-evolving technology markets, while BHE faces exposure to longer-cycle defense and industrial spending. Market sentiment currently assigns higher valuation multiples to CLS, reflecting growth expectations, whereas BHE trades at a comparatively modest premium consistent with its diversified profile.
Tickeron AI Verdict
Based on observable trend consistency, stability metrics, and relative positioning within the EMS sector, Tickeron’s AI models currently assign a modest probabilistic edge to BHE for investors prioritizing lower volatility and diversified end-market exposure. CLS retains stronger growth momentum tied to AI infrastructure but carries elevated short-term fluctuation risk. Outcomes remain contingent on upcoming earnings data, sector rotation patterns, and macroeconomic conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Disclaimers and LimitationsTo compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BHE is a StrongBuy and CLS is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BHE’s FA Score shows that 2 FA rating(s) are green whileCLS’s FA Score has 2 green FA rating(s).
- BHE’s FA Score: 2 green, 3 red.
- CLS’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BHE’s TA Score shows that 4 TA indicator(s) are bullish while CLS’s TA Score has 5 bullish TA indicator(s).
- BHE’s TA Score: 4 bullish, 4 bearish.
- CLS’s TA Score: 5 bullish, 4 bearish.
Price Growth
BHE (@Electronic Components) experienced а -2.52% price change this week, while CLS (@Electronic Components) price change was -6.42% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +3.21%. For the same industry, the average monthly price growth was +3.98%, and the average quarterly price growth was +20.63%.
Reported Earning Dates
BHE is expected to report earnings on Oct 28, 2026.
CLS is expected to report earnings on Oct 26, 2026.
Industries' Descriptions
@Electronic Components (+3.21% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| BHE | CLS | BHE / CLS | |
| Capitalization | 2.94B | 42.8B | 7% |
| EBITDA | 147M | 1.36B | 11% |
| Gain YTD | 92.582 | 14.834 | 624% |
| P/E Ratio | 56.12 | 36.40 | 154% |
| Revenue | 2.82B | 13.8B | 20% |
| Total Cash | 315M | 536M | 59% |
| Total Debt | 277M | 810M | 34% |
BHE | CLS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 73 | 20 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 50 Fair valued | 62 Fair valued | |
PROFIT vs RISK RATING 1..100 | 17 | 24 | |
SMR RATING 1..100 | 86 | 20 | |
PRICE GROWTH RATING 1..100 | 41 | 59 | |
P/E GROWTH RATING 1..100 | 17 | 78 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BHE's Valuation (50) in the Electronic Components industry is in the same range as CLS (62). This means that BHE’s stock grew similarly to CLS’s over the last 12 months.
BHE's Profit vs Risk Rating (17) in the Electronic Components industry is in the same range as CLS (24). This means that BHE’s stock grew similarly to CLS’s over the last 12 months.
CLS's SMR Rating (20) in the Electronic Components industry is significantly better than the same rating for BHE (86). This means that CLS’s stock grew significantly faster than BHE’s over the last 12 months.
BHE's Price Growth Rating (41) in the Electronic Components industry is in the same range as CLS (59). This means that BHE’s stock grew similarly to CLS’s over the last 12 months.
BHE's P/E Growth Rating (17) in the Electronic Components industry is somewhat better than the same rating for CLS (78). This means that BHE’s stock grew somewhat faster than CLS’s over the last 12 months.
| BHE | CLS | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 65% | 2 days ago 79% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 83% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 62% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 66% | 2 days ago 71% |
| Advances ODDS (%) | 2 days ago 66% | 10 days ago 84% |
| Declines ODDS (%) | 7 days ago 58% | 3 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 75% | 2 days ago 78% |
| Aroon ODDS (%) | 2 days ago 54% | 2 days ago 66% |
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BHE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BHE has been closely correlated with PLXS. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if BHE jumps, then PLXS could also see price increases.
| Ticker / NAME | Correlation To BHE | 1D Price Change % | ||
|---|---|---|---|---|
| BHE | 100% | +0.76% | ||
| PLXS - BHE | 75% Closely correlated | +0.60% | ||
| TTMI - BHE | 72% Closely correlated | +5.63% | ||
| CTS - BHE | 71% Closely correlated | -0.81% | ||
| LFUS - BHE | 68% Closely correlated | +1.13% | ||
| FLEX - BHE | 67% Closely correlated | +1.73% | ||
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CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been loosely correlated with FN. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if CLS jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | +9.37% | ||
| FN - CLS | 65% Loosely correlated | +8.75% | ||
| TTMI - CLS | 61% Loosely correlated | +5.63% | ||
| FLEX - CLS | 54% Loosely correlated | +1.73% | ||
| GLW - CLS | 52% Loosely correlated | +5.18% | ||
| BHE - CLS | 51% Loosely correlated | +0.76% | ||
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