BHE eps jumped 28% from the previous Q and margins were up 50%.
I see a doubling of margins going into Q4.
So a doubling of earnings possible.
BHE has big upside potential imo.

BHE can now bid for defense jobs in the U.S. and abroad.
Defense and aerospace industry contracts are flowing in. New biz in Thailand (recently AS9100 certified). Also medical and automotive.

Benchmark also has four U.S. ITAR-compliant facilities.
ITAR is a US federal regulation governing the export or import defense-related articles and services as designated on the US Munitions List.
Can bid for U.S. military and aerospace programs.
IRobot became a new customer with a U.S. military contract.

Tax break deals overseas like China give them a low tax rate in the single didgits till 2012.

BHE has almost $500M cash and no debt except for building leases.