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BHE vs TEL
Which Stock Would AI Choose? Benchmark Electronics (BHE) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- BHE is a mid-cap electronics manufacturing services (EMS) provider, while TEL is a large-cap connectivity and sensor components maker — a significant difference in scale and market positioning.
- Both companies are benefiting from AI-driven demand, but TEL has shown stronger, more consistent revenue and earnings growth across recent quarters.
- BHE has delivered accelerating revenue growth and upward guidance revisions, yet its operating margins remain thin relative to TEL.
- TEL enjoys greater profitability, robust free cash flow, and broader analyst coverage than its smaller peer.
- Both stocks carry a consensus "Buy" rating, suggesting analysts see further upside for each.
Introduction
Investors evaluating the electronics and technology supply chain often weigh companies of very different sizes and business models. This stock comparison examines Benchmark Electronics (BHE), a contract manufacturer and engineering partner, against TE Connectivity (TEL), a global maker of connectors and sensors. Both play supporting roles in the AI buildout and industrial electrification, yet their relative performance and risk profiles differ meaningfully. Growth-oriented traders may find BHE's turnaround momentum compelling, while investors seeking scale, margin stability, and diversified exposure may favor TEL. Understanding these contrasts can help clarify each company's market positioning.
BHE Overview and Recent Performance
Benchmark Electronics is a mid-cap EMS company headquartered in Tempe, Arizona. It provides design, engineering, and manufacturing services across advanced computing and communications, aerospace and defense, industrial, medical, and semiconductor capital equipment. In recent market activity, BHE has shown notable momentum, driven by a sharp improvement in top-line growth. Recent quarterly results have outpaced guidance, with revenue growth accelerating from roughly 7% to nearly 18% year over year in successive periods, alongside above-consensus earnings and guidance. Management has cited customer-first initiatives and record bookings as drivers, while the company was also named a manufacturing partner of the year by a major computing customer. Despite this momentum, BHE operates with relatively thin adjusted operating margins in the low single digits, reflecting the cost structure typical of contract manufacturing.
TEL Overview and Recent Performance
TE Connectivity is a large-cap manufacturer of connectors, sensors, and related components serving transportation and industrial markets worldwide. In recent quarters, TEL has reported double-digit sales and earnings growth, supported by strong demand in digital data networks, energy, and AI-related connectivity. Recent results featured record orders, a book-to-bill ratio above 1.0, and expanding adjusted operating margins above 20%. The company has also raised its dividend and continued share repurchases, underscoring consistent capital returns. While transportation markets such as automotive have been more mixed, industrial and AI-driven segments have delivered outsized growth. TEL's scale, profitability, and free cash flow generation provide a stability that smaller peers generally do not match.
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Head-to-Head Comparison
The clearest contrast between these two names is scale and business model. TEL is a diversified components supplier with adjusted operating margins above 20% and billions in annual free cash flow, while BHE is a contract manufacturer earning low-single-digit margins on a much smaller revenue base. This structural difference shapes their risk profiles: TEL offers margin resilience and capital returns, whereas BHE is more leveraged to execution and demand cycles. On growth, both are benefiting from AI infrastructure spending, though TEL's momentum has been broader and more sustained. Sector exposure also differs — TEL is tied to automotive and industrial end markets, while BHE leans into aerospace, defense, medical, and semiconductor capital equipment. From a relative performance standpoint, BHE has delivered a sharper recent rally, but TEL offers greater earnings quality and market positioning.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor TEL for its combination of trend consistency, margin stability, robust free cash flow, and broad-based order momentum. BHE's accelerating growth and improving guidance are notable catalysts, but its thin margins and smaller scale introduce more variability. In probabilistic terms, TEL currently presents a more durable and lower-volatility positioning, while BHE may appeal to traders seeking higher-beta turnaround exposure. This assessment reflects relative positioning rather than a recommendation to buy or sell any security.
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.
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 Hold and TEL is a Buy.
BHE in downward trend: price dove below 50-day moving average on October 14, 2026
BHE moved below its 50-day moving average on October 14, 2026 date and that indicates a change from an upward trend to a downward trend. In 33 of 48 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are 69%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 40 of 69 cases where BHE's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 58%.
The Momentum Indicator moved below the 0 level on October 08, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BHE as a result. In 54 of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 60%.
The Moving Average Convergence Divergence Histogram (MACD) for BHE turned negative on October 09, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 53 similar instances when the indicator turned negative. In 34 of the 53 cases the stock turned lower in the days that followed. This puts the odds of success at 64%.
The 10-day moving average for BHE crossed bearishly below the 50-day moving average on October 20, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 62%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BHE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
The Aroon Indicator for BHE entered a downward trend on November 02, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where BHE's RSI Indicator exited the oversold zone, 18 of 23 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 78%.
Following a +9.57% 3-day Advance, the price is estimated to grow further. Considering data from situations where BHE advanced for three days, in 231 of 341 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
BHE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 33 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 33 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock better than average.
The Tickeron Valuation Rating of 61 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.210) is normal, around the industry mean (4.205). P/E Ratio (46.412) is within average values for comparable stocks, (5.559). BHE's Projected Growth (PEG Ratio) (0.010) is slightly lower than the industry average of (0.930). Dividend Yield (0.010) settles around the average of (0.020) among similar stocks. P/S Ratio (0.950) is also within normal values, averaging (4.422).
The Tickeron Price Growth Rating for this company is 61 (best 1 - 100 worst), indicating steady price growth. BHE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 83 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
TEL in upward trend: price rose above 50-day moving average on October 26, 2026
TEL moved above its 50-day moving average on October 26, 2026 date and that indicates a change from a downward trend to an upward trend. In 38 of 56 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 68%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 27, 2026. You may want to consider a long position or call options on TEL as a result. In 62 of 100 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 62%.
The Moving Average Convergence Divergence (MACD) for TEL just turned positive on October 27, 2026. Looking at past instances where TEL's MACD turned positive, the stock continued to rise in 25 of 48 cases over the following month. The odds of a continued upward trend are 52%.
Following a +8.31% 3-day Advance, the price is estimated to grow further. Considering data from situations where TEL advanced for three days, in 204 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
The Aroon Indicator entered an Uptrend today. In 126 of 210 cases where TEL Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 60%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 34 of 66 cases where TEL's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 52%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TEL declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 53%.
TEL broke above its upper Bollinger Band on October 27, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 27 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock better than average.
The Tickeron SMR rating for this company is 41 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 52 (best 1 - 100 worst), indicating steady price growth. TEL’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 60 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.754) is normal, around the industry mean (4.205). P/E Ratio (21.179) is within average values for comparable stocks, (5.559). Projected Growth (PEG Ratio) (0.919) is also within normal values, averaging (0.930). Dividend Yield (0.014) settles around the average of (0.020) among similar stocks. P/S Ratio (3.089) is also within normal values, averaging (4.422).
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
BHE | TEL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 69 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 61 Fair valued | 60 Fair valued | |
PROFIT vs RISK RATING 1..100 | 33 | 27 | |
SMR RATING 1..100 | 83 | 41 | |
PRICE GROWTH RATING 1..100 | 61 | 52 | |
P/E GROWTH RATING 1..100 | 33 | 88 | |
SEASONALITY SCORE 1..100 | 34 | n/a |
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.
TEL's Valuation (60) in the Electronic Components industry is in the same range as BHE (61). This means that TEL’s stock grew similarly to BHE’s over the last 12 months.
TEL's Profit vs Risk Rating (27) in the Electronic Components industry is in the same range as BHE (33). This means that TEL’s stock grew similarly to BHE’s over the last 12 months.
TEL's SMR Rating (41) in the Electronic Components industry is somewhat better than the same rating for BHE (83). This means that TEL’s stock grew somewhat faster than BHE’s over the last 12 months.
TEL's Price Growth Rating (52) in the Electronic Components industry is in the same range as BHE (61). This means that TEL’s stock grew similarly to BHE’s over the last 12 months.
BHE's P/E Growth Rating (33) in the Electronic Components industry is somewhat better than the same rating for TEL (88). This means that BHE’s stock grew somewhat faster than TEL’s over the last 12 months.
| BHE | TEL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 78% | N/A |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 52% |
| Momentum ODDS (%) | 2 days ago 60% | 2 days ago 62% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 52% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 57% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 54% |
| Advances ODDS (%) | 7 days ago 68% | 8 days ago 61% |
| Declines ODDS (%) | 5 days ago 59% | 12 days ago 53% |
| BollingerBands ODDS (%) | 2 days ago 70% | 2 days ago 56% |
| Aroon ODDS (%) | 2 days ago 47% | 2 days ago 60% |
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 overvalued. 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 while TEL’s FA Score has 1 green FA rating(s).
- BHE’s FA Score: 2 green, 3 red.
- TEL’s FA Score: 1 green, 4 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 TEL’s TA Score has 5 bullish TA indicator(s).
- BHE’s TA Score: 3 bullish, 7 bearish.
- TEL’s TA Score: 5 bullish, 3 bearish.
Price Growth
BHE (@Electronic Components) experienced а +2.60% price change this week, while TEL (@Electronic Components) price change was +1.71% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -2.74%. For the same industry, the average monthly price growth was -17.41%, and the average quarterly price growth was -14.72%.
Reported Earning Dates
BHE is expected to report earnings on Feb 03, 2027.
TEL is expected to report earnings on Jan 27, 2027.
Industries' Descriptions
@Electronic Components (-2.74% 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.
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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 78% 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% | +0.47% | ||
| PLXS - BHE | 78% Closely correlated | +0.70% | ||
| LFUS - BHE | 74% Closely correlated | +0.37% | ||
| TTMI - BHE | 73% Closely correlated | -7.67% | ||
| VSH - BHE | 70% Closely correlated | -4.56% | ||
| CTS - BHE | 70% Closely correlated | +2.60% | ||
More | ||||
TEL and
Correlation & Price change
A.I.dvisor indicates that over the last year, TEL has been closely correlated with APH. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEL jumps, then APH could also see price increases.