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BHE vs FLEX
Which Stock Would AI Choose? Benchmark Electronics, Inc. (BHE) vs. Flex Ltd. (FLEX) Stock Comparison
Key Takeaways
- Both BHE and FLEX operate in the electronics manufacturing services (EMS) sector, benefiting from AI infrastructure and semiconductor capital equipment demand in recent market activity.
- BHE reported Q1 2026 revenue of $677 million, up 7.2% year-over-year, and raised its full-year outlook, driving a 21.5% stock rise post-earnings.
- FLEX, a larger peer with $33.7 billion market cap versus BHE's $3 billion, posted Q3 2026 revenue of $7.06 billion, up 7.7% year-over-year, amid data center growth.
- Over the past year, FLEX delivered 159% returns compared to BHE's 155%, with both outperforming the S&P 500 significantly.
- FLEX shows higher profitability with 3.18% profit margin and 16.85% return on equity (ROE), versus BHE's 1.27% margin and 3.11% ROE.
- Recent momentum favors BHE with year-to-date gains of 98% versus FLEX's 52%, reflecting smaller-cap volatility.
Introduction
This stock comparison examines BHE and FLEX, two providers of electronics manufacturing services amid surging demand for AI infrastructure, data centers, and semiconductor equipment. Traders seeking exposure to technology supply chain growth and investors evaluating relative performance in the EMS sector will find value in analyzing their business models, recent financial results, and market positioning. Both stocks have shown robust gains in recent market activity, highlighting sector tailwinds while revealing differences in scale, diversification, and momentum.
BHE Overview and Recent Performance
Benchmark Electronics, Inc. (BHE) delivers design, engineering, and manufacturing services to original equipment manufacturers (OEMs) in advanced computing, aerospace and defense, industrial, medical, and semiconductor capital equipment sectors. Headquartered in Tempe, Arizona, the company focuses on printed circuit board assembly, systems integration, precision machining, and supply chain management.
In recent weeks, BHE shares have surged, trading around $84.50 with a 52-week range of $33.69 to $85.00, reflecting over 140% annual gains. Q1 2026 results showed revenue of $677 million, a 7.2% year-over-year increase, with earnings per share (EPS) of $0.58 beating estimates. The company raised its full-year revenue outlook, citing AI and semiconductor capital equipment demand, which propelled shares up 21.5% post-earnings and fostered positive sentiment amid broader tech supply chain strength.
FLEX Overview and Recent Performance
Flex Ltd. (FLEX) offers end-to-end manufacturing solutions across Flex Agility Solutions for communications, cloud, and consumer devices, and Flex Reliability Solutions for automotive, industrial, and health applications. Based in Austin, Texas, it serves diverse industries including data centers, enterprise computing, and renewables with design, supply chain, and fulfillment services.
Recently, FLEX stock has traded near $91.70, within a 52-week range of $34.94 to $93.53, delivering about 150% one-year returns. Q3 2026 revenue reached $7.06 billion, up 7.7% year-over-year, with EPS of $0.87 surpassing expectations. Shares rose 6.2% on early margin goal achievement and data center demand acceleration, supporting sustained investor interest in its scale and diversification.
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Head-to-Head Comparison
BHE and FLEX share EMS exposure but differ in scale and focus: FLEX's $26.8 billion trailing twelve months (TTM) revenue dwarfs BHE's $2.7 billion, enabling broader diversification into automotive and consumer versus BHE's niche in aerospace and semis. Growth drivers align on AI/data center demand, but FLEX exhibits superior ROE (16.85% vs. 3.11%) and profit margins, trading at a forward P/E of 24.94 versus BHE's 14.14.
Recent momentum shows BHE with sharper YTD gains amid earnings beats, while FLEX offers steadier long-term compounding. Risk factors include FLEX's higher beta (1.20 vs. 0.98) and debt levels, contrasting BHE's conservative balance sheet (debt-to-equity 27.75% vs. 98%). Market sentiment tilts toward FLEX for scale, but BHE appeals for relative value.
Tickeron AI Verdict
Tickeron’s AI currently leans toward FLEX with higher probability for sustained outperformance, driven by its larger scale, diversified revenue streams, stronger profitability metrics, and consistent catalysts in data centers and cloud infrastructure. While BHE displays impressive recent momentum and value appeal, FLEX's relative positioning suggests greater trend consistency in the current EMS landscape.
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 Disclaimers and Limitations.
To 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 FLEX is a Hold.
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 whileFLEX’s FA Score has 2 green FA rating(s).
- BHE’s FA Score: 2 green, 3 red.
- FLEX’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 3 TA indicator(s) are bullish while FLEX’s TA Score has 3 bullish TA indicator(s).
- BHE’s TA Score: 3 bullish, 5 bearish.
- FLEX’s TA Score: 3 bullish, 5 bearish.
Price Growth
BHE (@Electronic Components) experienced а +7.16% price change this week, while FLEX (@Electronic Components) price change was -1.45% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +5.17%. For the same industry, the average monthly price growth was +8.59%, and the average quarterly price growth was +54.39%.
Reported Earning Dates
BHE is expected to report earnings on Aug 05, 2026.
FLEX is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Electronic Components (+5.17% 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 | FLEX | BHE / FLEX | |
| Capitalization | 3.23B | 54.9B | 6% |
| EBITDA | 138M | 1.92B | 7% |
| Gain YTD | 110.983 | 147.782 | 75% |
| P/E Ratio | 95.67 | 64.25 | 149% |
| Revenue | 2.71B | 27.9B | 10% |
| Total Cash | 325M | 2.39B | 14% |
| Total Debt | 304M | 4.32B | 7% |
BHE | FLEX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 34 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 54 Fair valued | 62 Fair valued | |
PROFIT vs RISK RATING 1..100 | 9 | 2 | |
SMR RATING 1..100 | 89 | 51 | |
PRICE GROWTH RATING 1..100 | 36 | 35 | |
P/E GROWTH RATING 1..100 | 4 | 5 | |
SEASONALITY SCORE 1..100 | 50 | 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 (54) in the Electronic Components industry is in the same range as FLEX (62). This means that BHE’s stock grew similarly to FLEX’s over the last 12 months.
FLEX's Profit vs Risk Rating (2) in the Electronic Components industry is in the same range as BHE (9). This means that FLEX’s stock grew similarly to BHE’s over the last 12 months.
FLEX's SMR Rating (51) in the Electronic Components industry is somewhat better than the same rating for BHE (89). This means that FLEX’s stock grew somewhat faster than BHE’s over the last 12 months.
FLEX's Price Growth Rating (35) in the Electronic Components industry is in the same range as BHE (36). This means that FLEX’s stock grew similarly to BHE’s over the last 12 months.
BHE's P/E Growth Rating (4) in the Electronic Components industry is in the same range as FLEX (5). This means that BHE’s stock grew similarly to FLEX’s over the last 12 months.
| BHE | FLEX | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 60% | 3 days ago 60% |
| Stochastic ODDS (%) | 3 days ago 63% | 3 days ago 81% |
| Momentum ODDS (%) | 3 days ago 68% | 3 days ago 72% |
| MACD ODDS (%) | 3 days ago 65% | 3 days ago 55% |
| TrendWeek ODDS (%) | 3 days ago 66% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 65% | 3 days ago 78% |
| Advances ODDS (%) | 3 days ago 65% | 12 days ago 77% |
| Declines ODDS (%) | 17 days ago 60% | 5 days ago 61% |
| BollingerBands ODDS (%) | 3 days ago 68% | 3 days ago 57% |
| Aroon ODDS (%) | 3 days ago 56% | 3 days ago 81% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPHD | 51.59 | 0.56 | +1.10% |
| Invesco S&P 500® High Div Low Vol ETF | |||
| GQRE | 65.12 | 0.42 | +0.65% |
| FlexShares Glbl Quality Real Estate ETF | |||
| FCEF | 23.61 | 0.12 | +0.52% |
| First Trust Income Opportunity ETF | |||
| NNOV | 31.10 | 0.10 | +0.32% |
| Innovator Growth-100 Pwr Buffr ETF - Nov | |||
| FTNY | 7.90 | -0.02 | -0.25% |
| Franklin New York Municipal Income ETF | |||
FLEX and
Correlation & Price change
A.I.dvisor indicates that over the last year, FLEX has been closely correlated with JBL. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if FLEX jumps, then JBL could also see price increases.
| Ticker / NAME | Correlation To FLEX | 1D Price Change % | ||
|---|---|---|---|---|
| FLEX | 100% | -1.50% | ||
| JBL - FLEX | 74% Closely correlated | +2.10% | ||
| GLW - FLEX | 61% Loosely correlated | +1.50% | ||
| BHE - FLEX | 60% Loosely correlated | +1.06% | ||
| TTMI - FLEX | 56% Loosely correlated | +3.65% | ||
| PLXS - FLEX | 55% Loosely correlated | +2.46% | ||
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