Benchmark Electronics, Inc.
Q3 2021 Earnings Call Transcript

Published:

  • Disclaimer*:
    This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps within the transcript are designed to help you navigate the audio should the corresponding text be unclear. The machine-assisted output provided is partly edited and is designed as a guide.
  • Operator:
    00
  • Lisa Weeks:
    00
  • Jeff Benck:
    02
  • Roop Lakkaraju:
    08
  • Jeff Benck:
    17
  • Operator:
    25
  • Jaeson Schmidt:
    26
  • Roop Lakkaraju:
    Hey, Jason good to talk to you. So, I'll start, and I have Jeff add. Really from a constraint and, we did call it some comments on medical, but the constraints we're seeing really across all the sectors to some degree because again, the constraints are cutting across all commodity areas of this supply chain. And so, that's also part of the reason we've invested in the inventory that we have to help support demand we're seeing from an end market standpoint. As we move forward, and I think that investment will allow us to address the demand we're seeing as we move forwarded. Let me just add a little bit on the Semi-Cap. Obviously, not as many components necessarily because we do precision machining of metal a lot of the work, we do there. 27
  • Jaeson Schmidt:
    28
  • Roop Lakkaraju:
    28
  • Jeff Benck:
    29
  • Jaeson Schmidt:
    29
  • Jeff Benck:
    30
  • Jaeson Schmidt:
    30
  • Jeff Benck:
    30
  • Operator:
    30
  • James Ricchiuti:
    31
  • Jeff Benck:
    31
  • James Ricchiuti:
    31
  • Jeff Benck:
    31
  • James Ricchiuti:
    32
  • Jeff Benck:
    32
  • James Ricchiuti:
    33
  • Roop Lakkaraju:
    34
  • Jeff Benck:
    34
  • James Ricchiuti:
    35
  • Jeff Benck:
    36
  • James Ricchiuti:
    36
  • Operator:
    36
  • Anja Soderstrom:
    37
  • Jeff Benck:
    37
  • Roop Lakkaraju:
    38
  • Anja Soderstrom:
    39
  • Roop Lakkaraju:
    39
  • Anja Soderstrom:
    40
  • Roop Lakkaraju:
    40
  • Anja Soderstrom:
    41
  • Roop Lakkaraju:
    41
  • Operator:
    41
  • Lisa Weeks:
    41
  • Operator:
    42

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