BHE BENCHMARK ELECTRONICS INC
Last updated: May 11, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 2/4 quarters. Q1 2026: $8M, Q3 2025: $5M, Q2 2025: $0M, Q1 2025: $0M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $8M vs trailing avg $2M (+370%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Buyback $13M / FCF $43M = 31% of FCF
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Missing shares repurchased or outstanding data
Insider Buying
Are officers and directors buying stock with their own money on the open market?
No insider open-market purchases in the last 12 months
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Need both buyback and insider purchase data
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $3M in the last 90 days (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 6054973.7x more than bought. 3 C-suite officers among sellers
- Turner Rhonda R (SVP, Chief HR Officer) sold 6,600 shares on 2026-05-06
- Benck Jeff (CEO) sold 9,066 shares on 2026-02-24
- Benck Jeff (CEO) sold 100 shares on 2026-02-12
- Benck Jeff (CEO) sold 834 shares on 2026-02-13
- Benck Jeff (CEO) sold 25,000 shares on 2026-02-06
- Benck Jeff (CEO) sold 100 shares on 2026-01-20
- Benck Jeff (CEO) sold 14,900 shares on 2026-01-21
- Turner Rhonda R (SVP, Chief HR Officer) sold 10,000 shares on 2025-12-12
- Turner Rhonda R (SVP, Chief HR Officer) sold 10,000 shares on 2025-12-05
- Benck Jeff (President and CEO) sold 10,000 shares on 2025-12-08