BHE BENCHMARK ELECTRONICS INC

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Feb 24, 2026 Processed 3mo ago SEC 0001193125-26-067236
8-K context-dependent: Items 5.02
Final — all horizons settled through T+60d
BHE ▲ +38.69% at T+60d
NEUTRAL call ✓ call won +38.69% · α vs SPY +31.74% · entry $60.17 → $83.45
Last close $89.93 (close Jun 12) · +49.46% from $60.17 entry
Entry anchored
Feb 24, 03:59 PM ET
via Databento tick
T+1d
-1.95%
call -1.95% · α -1.41%
$58.99
settled 4mo ago
T+5d
-5.00%
call -5.00% · α -3.90%
$57.16
settled 3mo ago
T+20d
-2.20%
call -2.20% · α +3.03%
$58.84
settled 3mo ago
T+60d
+38.69%
call +38.69% · α +31.74%
$83.45
settled 26d ago

Price Chart

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Executive Summary

Benchmark Electronics appointed David Moezidis as President and CEO effective March 31, 2026, and entered into an employment agreement detailing his compensation and severance terms. The agreement includes a $900,000 base salary, target annual bonus of 115%, and significant equity awards totaling $4 million in value at hire, with enhanced severance benefits if terminated without cause or following a change in control.

Actionable Insight

Monitor for any changes in executive leadership stability and assess the potential dilution impact from the significant equity grants. The generous change-in-control severance terms could influence takeover dynamics.

Key Facts

  • David Moezidis appointed President and CEO effective March 31, 2026
  • Employment agreement includes $900,000 annual base salary and 115% target annual bonus
  • Receives $2.5 million in equity awards in February 2026 and $1.5 million upon start date, with future annual equity opportunity of $4 million
  • Entitled to two times total cash compensation (salary + target bonus) if terminated without cause or for good reason
  • Severance increases to three times total cash compensation if termination occurs within 24 months of a change in control
  • Agreement automatically renews for successive two-year terms unless either party provides 90 days' notice

Financial Impact

Approximately $4 million in initial equity awards plus $900,000 annual cash compensation, with potential severance package valued at approximately $3.7 million (2x total cash compensation) or $5.6 million (3x) if terminated under specified conditions

equity compensationexecutive compensationdilutionseverance liability

Risk Factors

  • Potential shareholder dilution from substantial equity awards
  • Increased severance liability, particularly the enhanced change-in-control package
  • Risk of executive turnover if performance expectations are not met

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-067236
Document: bhe-20260219.htm0001193125-26-067236
Document: 0001193125-26-067236-index-headers.html0001193125-26-067236
Document: 0001193125-26-067236-index.html0001193125-26-067236
Document: 0001193125-26-067236.txt0001193125-26-067236
6 reports for BHE
Performance horizon

Track record builds as more directional reports settle.

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Reports for BHE — sortable, filterable
Type Now
May 15, 2026
4w ago
Insider Cluster
NEUTRAL ★ 4/10
$84.94 $85.12▲ +0.21%▼ −0.75%$89.93 (+5.87%)
May 15, 2026
4w ago
Insider Cluster
NEUTRAL ★ 4/10
$84.94 $85.12▲ +0.21%▼ −0.75%$89.93 (+5.87%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$86.60 $83.38▼ −3.72%▼ −4.85%$89.93 (+3.85%)
Apr 29, 2026
6w ago
8-K
BULLISH ★ 8/10
$82.05 $83.78▲ +2.11%▲ +0.38%$89.93 (+9.60%)
Apr 17, 2026
8w ago
DEFA14A
NEUTRAL ★ 2/10
$65.73 $69.26▲ +5.37%▲ +4.46%$89.93 (+36.82%)
Feb 24, 2026
15w ago
8-K
NEUTRAL ★ 4/10
$60.17 $57.16▼ −5.00%▼ −3.90%$89.93 (+49.46%)
Showing 6 of 6

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