BHE close: $25.2 on 2023-08-21 to $72.6 on 2026-08-21.
Split-adj closes · 240 of 5,310 · price returnⓘ
At a glance
Short interest4.0% of sh out
Days to cover3.1d
13F net flow (QoQ)−0.92%
Top-10 13F concentration59.5%
Next report (est.)2026-10-28
SI 2026-07-31 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
P/E (FY)106.8×
Sales (TTM)$2.82B
Earnings (TTM)$53.1M
ROE2.3%
Net margin0.9%
ROIC3.0%
Debt / equity0.19×
Total debt / EBITDA1.70×
EPS growth 3Y−29.1%
Sales growth 3Y−2.7%
FY ratios · TTM sales/earnings (USD)ⓘ
Trailing returns
YTD+70.7%
1Y+91.7%
3Y+204.3%
5Y+212.1%
10Y+263.3%
Since incept. (ann.)+7.0%
Total return · from 2005-07-11ⓘ
Risk
Ann. volatility (1Y)43.5%
Ann. volatility (3Y)40.8%
Sharpe (1Y)1.74
Sharpe (3Y)1.12
Max drawdown (1Y)−26.4%
Max drawdown (3Y)−36.7%
Beta (3Y vs SPY)1.80
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
BlackRock, Inc.
5.6M
$316M
15.82%
+1.1%
VANGUARD PORTFOLIO MANAGEMENT LLC
3.1M
$176M
8.81%
new
FRANKLIN RESOURCES INC
2.8M
$155M
7.74%
−5.0%
DIMENSIONAL FUND ADVISORS LP
2.5M
$140M
6.99%
−0.9%
EARNEST PARTNERS LLC
1.7M
$96M
4.78%
−2.8%
VANGUARD CAPITAL MANAGEMENT LLC
1.6M
$87M
4.37%
new
AMERICAN CENTURY COMPANIES INC
1.5M
$84M
4.18%
+11.6%
STATE STREET CORP
1.4M
$78M
3.88%
−0.3%
Δ vs 2025-Q4 · Institutional 13F holdings sum to 102.9% of shares outstanding. Readings above 100% reflect securities-lending double counting: shares on loan to short sellers are reported long by both the lending institution and the one that bought them. FINRA short interest of 1,406,074 shares (settlement 2026-05-15) accounts for the excess.ⓘ
Latest reported quarterslast report 2026-07-29
Period end
Reported
EPS
EPS YoY
Revenue
Rev YoY
2026-06-30
2026-07-29
$0.55
+1733.3%
$756.0M
+17.7%
2026-03-31
2026-04-29
$0.36
+260.0%
$677.3M
+7.2%
2025-12-31
2026-02-03
$0.16
−62.8%
$704.3M
+7.2%
2025-09-30
2025-11-04
$0.39
−7.1%
$680.7M
+3.5%
As-reported XBRL · next 2026-10-28 est.ⓘ
Segment mixFY2025 (ended Dec 2025)
US 28% · Americas 24% · Asia 23% · SG 10% · Europe 9%
geographic · TAGGED revenueⓘ
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
