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BHE vs TEL
Which Stock Would AI Choose? Benchmark Electronics (BHE) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- Benchmark Electronics (BHE) focuses on electronics manufacturing services (EMS) across aerospace, defense, medical, and industrial sectors, with upcoming second-quarter 2026 results scheduled for late July.
- TE Connectivity (TEL) specializes in connectivity and sensor solutions, reporting strong second-quarter fiscal 2026 sales growth of 15% and adjusted earnings per share (EPS) growth exceeding 20% in its most recent reported period.
- Both companies operate in the broader technology and industrial components space, exposing them to similar macroeconomic factors including supply chain dynamics and end-market demand in transportation and computing.
- Recent market activity shows TEL with demonstrated earnings momentum from prior quarters, while BHE awaits fresh quarterly data amid ongoing sector trends.
- Relative positioning highlights trade-offs between BHE’s diversified EMS model and TEL’s emphasis on high-margin connectivity products serving automotive and industrial applications.
- Sentiment for both remains influenced by broader technology sector performance and specific catalysts such as earnings releases and industry partnerships.
Introduction
Benchmark Electronics (BHE) and TE Connectivity (TEL) represent two distinct approaches within the electronics and connectivity markets. Investors and traders seeking exposure to industrial technology often compare these names to assess differences in business models, growth trajectories, and risk profiles. This analysis examines their recent performance, sector positioning, and observable market factors, providing context for those evaluating relative opportunities in the current environment. The comparison appeals to portfolio managers, active traders, and analysts monitoring technology hardware and components equities.
Benchmark Electronics (BHE) Overview and Recent Performance
Benchmark Electronics (BHE) provides product design, engineering services, technology solutions, and electronics manufacturing services (EMS) to original equipment manufacturers in aerospace and defense, advanced computing, industrial, medical, and semiconductor capital equipment industries. In recent weeks, market attention has centered on the company’s upcoming second-quarter 2026 earnings release scheduled after market close on July 29, 2026. Earlier in the year, Benchmark reported first-quarter results showing revenue of $677 million and raised its full-year outlook, reflecting operational execution amid evolving demand. Sentiment has been shaped by these forward-looking updates and broader industry conditions affecting manufacturing services providers.
TE Connectivity (TEL) Overview and Recent Performance
TE Connectivity (TEL) manufactures and sells connectivity and sensor solutions serving transportation, industrial, and communications end markets across multiple regions. In its most recently reported second-quarter fiscal 2026 period, the company delivered net sales of $4.74 billion, representing 15% reported growth year over year, with adjusted earnings per share (EPS) rising more than 20%. Recent market activity has incorporated these results alongside announcements such as product launches for data center and electric vehicle applications. Performance has reflected strength in key segments, with ongoing developments in connectivity technologies influencing investor focus during the period.
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Head-to-Head Comparison
Benchmark Electronics (BHE) operates primarily as an electronics manufacturing services (EMS) provider with integrated design and engineering capabilities, creating exposure to a wide array of end markets including defense and medical devices. TE Connectivity (TEL), by contrast, emphasizes proprietary connectivity and sensor products that often command higher margins within automotive, industrial, and data center applications. Recent momentum for TEL has been supported by reported double-digit sales growth and margin expansion in prior quarters, while BHE’s trajectory remains tied to its forthcoming quarterly update. Risk factors differ in emphasis: BHE faces variability in manufacturing volumes and customer concentration, whereas TEL contends with cyclical demand in transportation sectors and competition in connectivity solutions. Sector exposure overlaps in industrial and technology areas, yet TEL’s product-focused model versus BHE’s service-oriented approach presents distinct sensitivities to supply chain and innovation cycles. Market sentiment reflects these contrasts, with both equities influenced by macroeconomic indicators and technology spending trends.
Tickeron AI Verdict
Based on observable factors including recent earnings consistency, segment growth, and positioning ahead of upcoming releases, Tickeron’s AI models currently assign a higher probability of favorable relative performance to TE Connectivity (TEL). TEL’s demonstrated sales and adjusted earnings per share (EPS) expansion in the latest reported period, combined with product momentum in high-growth areas such as data centers and electric vehicles, provide measurable trend support. Benchmark Electronics (BHE) shows stability through its diversified services model but awaits confirmatory data from its second-quarter report. This assessment remains probabilistic and tied to evolving market conditions rather than guarantees of future outcomes.
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 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 whileTEL’s FA Score has 0 green FA rating(s).
- BHE’s FA Score: 2 green, 3 red.
- TEL’s FA Score: 0 green, 5 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 2 bullish TA indicator(s).
- BHE’s TA Score: 3 bullish, 6 bearish.
- TEL’s TA Score: 2 bullish, 6 bearish.
Price Growth
BHE (@Electronic Components) experienced а +8.33% price change this week, while TEL (@Electronic Components) price change was -1.87% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -1.31%. For the same industry, the average monthly price growth was -10.92%, and the average quarterly price growth was +10.88%.
Reported Earning Dates
BHE is expected to report earnings on Aug 05, 2026.
TEL is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Electronic Components (-1.31% 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 | TEL | BHE / TEL | |
| Capitalization | 2.91B | 58.8B | 5% |
| EBITDA | 138M | 4.73B | 3% |
| Gain YTD | 97.071 | -12.017 | -808% |
| P/E Ratio | 86.28 | 19.88 | 434% |
| Revenue | 2.71B | 18.7B | 14% |
| Total Cash | N/A | 1.11B | - |
| Total Debt | 304M | 5.66B | 5% |
BHE | TEL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 67 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 37 Fair valued | |
PROFIT vs RISK RATING 1..100 | 13 | 36 | |
SMR RATING 1..100 | 89 | 42 | |
PRICE GROWTH RATING 1..100 | 37 | 59 | |
P/E GROWTH RATING 1..100 | 4 | 94 | |
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.
TEL's Valuation (37) in the Electronic Components industry is in the same range as BHE (57). This means that TEL’s stock grew similarly to BHE’s over the last 12 months.
BHE's Profit vs Risk Rating (13) in the Electronic Components industry is in the same range as TEL (36). This means that BHE’s stock grew similarly to TEL’s over the last 12 months.
TEL's SMR Rating (42) in the Electronic Components industry is somewhat better than the same rating for BHE (89). This means that TEL’s stock grew somewhat faster than BHE’s over the last 12 months.
BHE's Price Growth Rating (37) in the Electronic Components industry is in the same range as TEL (59). This means that BHE’s stock grew similarly to TEL’s over the last 12 months.
BHE's P/E Growth Rating (4) in the Electronic Components industry is significantly better than the same rating for TEL (94). This means that BHE’s stock grew significantly faster than TEL’s over the last 12 months.
| BHE | TEL | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 52% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 57% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 52% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 54% |
| Advances ODDS (%) | 4 days ago 66% | 8 days ago 60% |
| Declines ODDS (%) | 9 days ago 58% | 2 days ago 55% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 51% |
| Aroon ODDS (%) | 2 days ago 66% | 2 days ago 49% |
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