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BHE vs TTMI
Which Stock Would AI Choose? Benchmark Electronics (BHE) vs. TTM Technologies (TTMI) Stock Comparison
Key Takeaways
- TTMI has delivered superior year-to-date (YTD) performance at 116% compared to BHE's 63%, driven by strong momentum in recent weeks.
- TTMI exhibits faster quarterly revenue growth of 19% year-over-year (YoY) versus BHE's 7%, reflecting robust demand in aerospace and defense segments.
- TTMI commands a larger market capitalization of $15.5 billion and higher P/E ratio (price-to-earnings) of 89 versus BHE's $2.5 billion and 102.
- Recent trading shows TTMI hitting 52-week highs with 12% daily gains, while BHE has risen steadily by about 6-8% weekly.
- Tickeron's AI comparison rates TTMI stronger short-term but BHE preferable long-term based on valuation and profit-risk metrics.
- Both stocks appear in high-performing AI trading bots, including one with 89% annualized returns targeting AI infrastructure themes.
Introduction
Benchmark Electronics (BHE) and TTM Technologies (TTMI) are key players in the electronic manufacturing services (EMS) sector, providing essential components and assemblies for industries like aerospace, defense, computing, and semiconductors. This comparison is particularly relevant for investors and traders navigating the current market environment, where demand for advanced electronics amid AI infrastructure buildout and defense spending has fueled sector gains. Growth-oriented traders may eye TTMI's explosive momentum, while those prioritizing stability might assess BHE's consistent performance. With both stocks showing strong relative gains in recent market activity, understanding their contrasts aids informed positioning in electronics stock comparisons.
BHE Overview and Recent Performance
Benchmark Electronics (BHE) provides end-to-end product design, engineering, and manufacturing services across the Americas, Asia, and Europe. Serving original equipment manufacturers (OEMs) in advanced computing, communications, aerospace and defense, industrial, medical, and semiconductor capital equipment, BHE focuses on complex assemblies, testing, and supply chain management. In recent market activity, BHE shares have climbed steadily, posting 63% YTD and 87% one-year returns as of late April 2026, with the stock trading around $69.50 near its 52-week high. Sentiment has been bolstered by solid quarterly revenue growth of 7% YoY, though earnings dipped, amid broader demand for electronics manufacturing. The stock's beta of 0.98 indicates lower volatility relative to the market, appealing to stability-focused investors.
TTMI Overview and Recent Performance
TTM Technologies (TTMI) specializes in mission systems, radio frequency (RF) components, microwave assemblies, printed circuit boards (PCBs), and substrates, operating through aerospace & defense (A&D), commercial, and RF&S segments. It caters to data centers, automotive, medical, and networking markets with engineered systems and advanced RF testing. Recent weeks have seen TTMI surge dramatically, achieving 116% YTD and over 640% one-year gains, with shares at $149 hitting new 52-week highs on elevated volume. Performance reflects 19% YoY quarterly revenue growth and explosive 880% earnings expansion, fueled by optimism around defense contracts and an upcoming investor day. Higher beta of 1.76 signals greater volatility tied to sector catalysts.
Trending AI Robots
Tickeron’s Trending AI Robots page curates the top 25 performers from over 350 AI trading bots that analyze thousands of tickers across diverse strategies, timeframes, and market conditions. These bots employ AI/ML models for real-time signals, showcasing annualized returns up to 168%, win rates exceeding 87%, profit factors over 6.9, and profit-to-drawdown ratios as high as 21.5. Styles range from short-term 15-minute volatility plays to multi-day holds in sectors like semiconductors, aerospace & defense, and AI infrastructure—including one agent trading both BHE and TTMI with 89% returns. Ideal for traders seeking data-driven edges, explore the page to match bots to your risk profile and current trends.
Head-to-Head Comparison
Both BHE and TTMI operate in electronic components but differ in focus: BHE offers broad EMS with design and automation emphasis, while TTMI excels in specialized RF/PCBs for A&D and data centers. Growth drivers favor TTMI's 19% revenue pace and $403 million EBITDA versus BHE's $137 million, though BHE maintains lower debt at 30% debt-to-equity versus TTMI's 58%. Recent momentum tilts to TTMI's rapid highs amid defense tailwinds, contrasting BHE's steadier climb. Risk profiles highlight BHE's stability (beta 0.98, fair valuation score 46) over TTMI's volatility (beta 1.76, overvalued at 73). Market sentiment is positive for both, with analyst targets trailing current prices, positioning TTMI for short-term trades and BHE for balanced sector exposure.
Tickeron AI Verdict
Tickeron’s AI currently favors TTMI in the short term due to its superior trend consistency, explosive catalysts like earnings growth and investor events, and stronger recent positioning amid electronics momentum. While BHE scores higher long-term on stability and valuation, TTMI's relative outperformance suggests higher probability of near-term gains for momentum traders, as reflected in AI agent inclusion and technical scores.
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 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 TTMI is a StrongBuy.
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 whileTTMI’s FA Score has 2 green FA rating(s).
- BHE’s FA Score: 2 green, 3 red.
- TTMI’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 TTMI’s TA Score has 4 bullish TA indicator(s).
- BHE’s TA Score: 3 bullish, 5 bearish.
- TTMI’s TA Score: 4 bullish, 4 bearish.
Price Growth
BHE (@Electronic Components) experienced а +7.16% price change this week, while TTMI (@Electronic Components) price change was +15.77% 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.
TTMI is expected to report earnings on Aug 05, 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 | TTMI | BHE / TTMI | |
| Capitalization | 3.23B | 20.2B | 16% |
| EBITDA | 138M | 422M | 33% |
| Gain YTD | 110.983 | 181.232 | 61% |
| P/E Ratio | 95.67 | 105.46 | 91% |
| Revenue | 2.71B | 3.1B | 87% |
| Total Cash | 325M | 410M | 79% |
| Total Debt | 304M | 1.05B | 29% |
BHE | TTMI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 34 | 80 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 54 Fair valued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 2 | |
SMR RATING 1..100 | 89 | 67 | |
PRICE GROWTH RATING 1..100 | 36 | 34 | |
P/E GROWTH RATING 1..100 | 4 | 9 | |
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 TTMI (71). This means that BHE’s stock grew similarly to TTMI’s over the last 12 months.
TTMI's Profit vs Risk Rating (2) in the Electronic Components industry is in the same range as BHE (9). This means that TTMI’s stock grew similarly to BHE’s over the last 12 months.
TTMI's SMR Rating (67) in the Electronic Components industry is in the same range as BHE (89). This means that TTMI’s stock grew similarly to BHE’s over the last 12 months.
TTMI's Price Growth Rating (34) in the Electronic Components industry is in the same range as BHE (36). This means that TTMI’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 TTMI (9). This means that BHE’s stock grew similarly to TTMI’s over the last 12 months.
| BHE | TTMI | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 60% | 4 days ago 66% |
| Stochastic ODDS (%) | 4 days ago 63% | 4 days ago 79% |
| Momentum ODDS (%) | 4 days ago 68% | 4 days ago 88% |
| MACD ODDS (%) | 4 days ago 65% | 4 days ago 77% |
| TrendWeek ODDS (%) | 4 days ago 66% | 4 days ago 77% |
| TrendMonth ODDS (%) | 4 days ago 65% | 4 days ago 78% |
| Advances ODDS (%) | 4 days ago 65% | 4 days ago 78% |
| Declines ODDS (%) | 18 days ago 60% | 6 days ago 67% |
| BollingerBands ODDS (%) | 4 days ago 68% | 4 days ago 78% |
| Aroon ODDS (%) | 4 days ago 56% | 4 days ago 79% |
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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 74% 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% | +1.06% | ||
| PLXS - BHE | 74% Closely correlated | +2.46% | ||
| CTS - BHE | 71% Closely correlated | -2.58% | ||
| KN - BHE | 69% Closely correlated | +0.84% | ||
| TTMI - BHE | 68% Closely correlated | +3.65% | ||
| LFUS - BHE | 66% Loosely correlated | +1.98% | ||
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