Benchmark Electronics, Inc. · NYSE:BHE
Benchmark Electronics — Raymond James TMT and Consumer Conference 2024
10 slides from Benchmark Electronics's conference presentation, Dec 10, 2024
Slide 1: Benchmark Electronics
Benchmark Benchmark Electronics Raymond James TMT and Consumer Conference Dec 10, 2024 | 1
Slide 2: Forward-Looking Statements and Non-GAAP Financial Information
Forward-Looking 2024 Statements Non-GAAP Financial Information This document contains forward-looking statements within the meaning of Section 27A of the Management discloses certain non‐GAAP information to provide investors with additional Securities Act of 1933, as amended and Section 21E of the S
Slide 3: Benchmark By the Numbers
Benchmark By the Numbers Sector Exposure* $ 2.7 billion* 26% Semi-Cap 16% 21% Industrial 21% 17% Medical A&D AC&C 22 Global Manufacturing 13,500+ Experts in complex and highly regulatory solutions Team Members Worldwide Locations 7 Global Design 400+ Product Design Engaged from inception through pro
Slide 4: Global Services Locations
Global Services Locations Product Design & United States Engineering Centers Europe Electronics 1. Concord, CA Manufacturing 1. Almelo, The Netherlands 2. Santa Ana, CA 2. Brasov, Romania Precision Technologies 3. Phoenix, AZ Manufacturing 4. Tempe, AZ (2) Centers of Excellence 5. Mesa, AZ 6. Winona
Slide 5: Our Evolution to Higher Value Sectors
Our Evolution to Higher Value Sectors FY12 10% 5% 27% 25% 32% Medical Semi-Cap Industrials Telco Computing LTM * 17% HC/LS 26% 21% I/C 16% A/D 20% N/C 21% 30% 17% 14% Medical Semi-Cap Industrials A&D AC&C LTM = last 12-month revenue as of September 2024; figures may not foot due to rounding Transit
Slide 6: Trended Non-GAAP Results
Trended Non-GAAP* Results (Dollars in Millions, except EPS) * See APPENDIX 1 for a reconciliation of GAAP to non-GAAP Financial Results | 6
Slide 7: Fourth Quarter 2024 Guidance
Fourth Quarter 2024 Guidance Q4 2024 Net Sales $640 - $680 million Gross Margin – non-GAAP ~10.2% Operating Margin – non-GAAP 4.9% – 5.1% Other Expenses, Net ~$6.4 million Restructuring Charges $1.0 million Amortization of Intangibles $1.2 million Stock-Based Compensation Expense $3.5 million Effect
Slide 8: Our Leadership Team
Our Leadership Team Jeff Benck Bryan Schumaker David Moezidis President and EVP, EVP, Chief Executive Officer Chief Financial Officer Chief Commercial Officer Dave Valkanoff Stephen Beaver Rhonda Buseman EVP, SVP, General Counsel and SVP, Chief Human Chief Operating Officer Chief Legal Officer Resou
Slide 9: Appendix
Appendix Benchmark Copyright © 2024 by original author Benchmark Electronics, Inc. Not to be reproduced, distributed, or used in any means without written permission by Benchmark.
Slide 10: Reconciliation of GAAP to non-GAAP Financial Results
APPENDIX 1 - Reconciliation of GAAP to non-GAAP Financial Results (Dollars in Thousands, Except Per Share Data) – (UNAUDITED) Three Months Ended Nine Months Ended September 30, June 30, March 31, December 31, September 30, June 30, March 31, September 30, 2024 2024 2024 2023 2023 2023 2023 2024 2023
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