Rogers Corp
NYSE:ROG

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Rogers Corp
NYSE:ROG
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Price: 94.67 USD 3.24% Market Closed
Market Cap: 1.7B USD

Rogers Corp
Investor Relations

Rogers Corporation, an engineering and technology powerhouse, has long established itself at the intersection of innovation and industry. Founded in 1832, the company had humble beginnings as a paper manufacturer in Connecticut. Over the years, its metamorphosis into a leader in advanced materials and components has been nothing short of remarkable. The core of its business is centered around producing high-performance specialty materials, which cater to a diverse array of sectors including telecommunications, automotive, and aerospace. By first identifying niche materials challenges, Rogers has strategically positioned itself as a critical supplier for industries demanding high reliability and technological innovation.

At the heart of Rogers Corp.’s value proposition lies its Advanced Connectivity Solutions and Elastomeric Material Solutions divisions. The former specializes in laminates and circuit materials, vital for the performance of wireless communications and advanced radar systems — effectively profiting from the global surge in connectivity and communication demands. The latter focuses on engineered materials that offer effective vibration management, such as those used in electric vehicles and energy-efficient buildings. By integrating deep material science expertise with robust manufacturing capabilities, Rogers Corp. sustains its revenue through a balanced mix of market expansion, product innovation, and meeting the rising demand for more efficient and sustainable technology solutions.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 29, 2025
AI Summary
Q3 2025

Q3 Beat: Rogers posted Q3 sales, gross margin, and adjusted EPS at the high end of guidance, exceeding Street consensus.

Revenue Growth: Q3 sales rose 6.5% sequentially and 2.7% year-over-year, mainly driven by portable electronics, industrial, and aerospace & defense end markets.

Margin Expansion: Gross margin improved to 33.5%, up 190 basis points quarter-over-quarter.

Cost Savings: Expense reductions and restructuring delivered significant improvement in adjusted EBITDA margin, with further savings expected from ongoing initiatives.

Q4 Guidance: Q4 revenue expected between $190 million and $205 million (up 3% YoY, down 9% QoQ), with gross margin guided to 30–32%.

Share Repurchase: Company repurchased $10 million of shares in Q3 and expects higher buyback activity in Q4.

Optimism Ahead: Management expressed confidence in continued growth into 2026, especially as new products launch and customer service improvements take hold.

Key Financials
Gross Margin
33.5%
Adjusted EBITDA
$37.2 million (17.2% of sales)
EPS
$0.48
Adjusted EPS
$0.90
Cash
$168 million
Cash provided by operations
$20.9 million
Share Repurchases
$10 million in Q3
Capital Expenditures
$7.7 million in Q3
Full Year Non-GAAP Tax Rate
35%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Randall Colin Gouveia
President, CEO & Director
No Bio Available
Mr. Lawrence E Schmid
Senior Vice President of Global Operations & Supply Chain
No Bio Available
Mr. Michael Reed Webb B.Sc.
Senior VP & Chief Administrative Officer
No Bio Available
Ms. Jessica Ann Morton
VP, General Counsel & Secretary
No Bio Available
Ms. Laura Russell
Interim CFO
No Bio Available
Raymond Sean Reeder
Chief Accounting Officer & Corporate Controller
No Bio Available
Mr. Griffin Melaney Gappert Ph.D.
VP & CTO
No Bio Available
Mr. Stephen Haymore
Director of Investor Relations
No Bio Available
Amy Kweder
Senior Director of Brand, Culture & Communications
No Bio Available
Mr. Jeff Tsao
Senior VP & GM of Advanced Electronics Solutions and Senior VP of Asia
No Bio Available

Contacts

Address
ARIZONA
Chandler
2225 W Chandler Blvd
Contacts
+14809176000.0
www.rogerscorp.com