BHE

• Q2 2026 revenue was $756 million, up 18% year-over-year.
• Operating cash flow was $35 million; free cash flow was $22 million.
• Company raises fiscal 2026 revenue guidance to approximately $3 billion, a record.
• Q3 2026 guidance: revenue $755M-$795M; non-GAAP EPS $0.76-$0.82.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• On June 8, 2026, Benchmark Electronics, Inc. announced its Board of Directors declared a quarterly dividend of $0.17 per share.
• The dividend is payable on July 10, 2026, to shareholders of record at the close of business on June 30, 2026.
• The report was filed under Item 8.01 (Other Events) as a routine disclosure of the dividend declaration.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• Annual meeting held May 28, 2026; all proposals approved.
• Advisory say-on-pay resolution approved with 32,118,770 votes for.
• Ratification of KPMG LLP as independent auditor for 2026 approved.
• Amendment to 2019 Omnibus Incentive Compensation Plan approved.

5.07 Submission of Matters to a Vote of Security Holders

• Diluted GAAP EPS was $0.36; diluted non-GAAP EPS was $0.58.
• Operating cash flow was $47 million; free cash flow was $29 million.
• Full-year 2026 revenue growth outlook raised to 9-10%, up from mid-single-digit.
• Q2 2026 guidance: revenue $700-$740 million, GAAP EPS $0.51-$0.57, non-GAAP EPS $0.65-$0.71.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• On March 16, 2026, Benchmark Electronics, Inc. announced its Board of Directors declared a quarterly dividend of $0.17 per share.
• The dividend is payable on April 10, 2026, to shareholders of record at the close of business on March 31, 2026.
• The company's common stock trades on the New York Stock Exchange under the symbol BHE.
• The report was filed under Item 8.01 (Other Events) as a routine dividend declaration disclosure.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• David Moezidis, 54, will start as President and CEO on March 31, 2026, and will also serve as a director.
• Annual base salary is $900,000, with target cash bonus of 115% and maximum bonus of 200% of base salary.
• Equity awards: $2.5M in February 2026 (50% RSUs, 50% PSUs) and $1.5M on the Effective Date (50% RSUs, 50% PSUs).
• Severance: two times total cash amount for without-cause/good-reason termination, three times after a change in control.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• Q4 2025 diluted GAAP EPS was $0.17; non-GAAP diluted EPS was $0.71.
• Full-year 2025 revenue was $2,659 million, with GAAP diluted EPS of $0.68 and non-GAAP diluted EPS of $2.40.
• Q4 2025 operating cash flow was $59 million and free cash flow was $48 million.
• Q1 2026 guidance: revenue $655-$695 million, GAAP EPS $0.31-$0.37, non-GAAP EPS $0.53-$0.59.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Jan Janick will retire as Chief Technology Officer of Benchmark Electronics, Inc., effective January 16, 2026.
• Mr. Janick's departure is not due to any disagreement with the company or its Board of Directors regarding operations, policies, or practices.
• The company trades on the NYSE under the ticker symbol BHE.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits