US · Technology · Electronic Components
EPS came in at 0.92 against a street estimate of 0.99 — a miss of 7.1%.
Analysts rate Rogers Corporation a buy (3 buy, 0 hold, 0 sell out of 3) with an average price target of $173.33.
CONFIDENT Q2 revenue beat at $216.8M (+6.9% YoY). Adjusted EBITDA margin expanded 550bps to 17.3%. Q3 guides 10% growth with 250bps EBITDA margin expansion to 19.7%. Supply chain and one facility fire cost ~$0.10 EPS; resolved. Q2 2026 Foreign currency contributed ~1/3 of Q2 sales growth. FX tailwind decelerating into Q3. Geopolitical shifts favor Rogers' global footprint for localized supply. Analysts pressed on supply chain resolution (mostly resolved except freight), growth sustainability (non-seasonal, design-win driven), and margin bridge accounting for China ramp drag. Management assured no customer pause, cited geopolitical localization as Rogers advantage, and signaled M&A pipeline active. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 18.54% |
| Vanguard Portfolio Management, LLC | 7.55% |
| Capital Research Global Investors | 6.23% |
| NORGES BANK | 5.33% |
| Vanguard Capital Management, LLC | 4.47% |
| State Street Corp | 3.95% |
| Dimensional Fund Advisors, Inc. | 3.37% |
| Starboard Value LP | 3.27% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ROGERS CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales (6 months): $417.3 million vs. $393.3 million (2025) – up 6.1% • Net sales (3 | 2026-07-29 |
| Results announced · Q3 2026 ROGERS CORPORATION Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net sales of $216.8 million, up 6.9% year-over-year ($14.0 million increase) • Gross m | 2026-07-28 |
| Board / officer change · Q2 2026 ROGERS CORPORATION (ROG) – FORM 8-K SUMMARY HEADLINE NUMBERS • Ali El-Haj appointed as President, Chief Executive Officer, and Board Director effect | 2026-05-19 |
| Board / officer change · Q2 2026 ROGERS CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 6, 2026 • Total votes cast: approximately 16.88 million s | 2026-05-07 |
| Quarterly report · Q1 2026 ROGERS CORPORATION — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales: $200.5 million (Q1 2026) vs. $190.5 million (Q1 2025) — increase of $10.0 mi | 2026-04-29 |
| Results announced · Q2 2026 ROGERS CORPORATION Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net sales of $200.5 million, up 5.2% year-over-year (+$10.0 million) • Gross margin 32 | 2026-04-28 |
| Proxy statement · Q2 2026 ROGERS CORPORATION 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 9 directors to serve until next annual meeting • | 2026-03-24 |
| Annual report FY2025 ROGERS CORPORATION - 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Company operates two strategic segments: Advanced Electronics Solutions (AES) and Ela | 2026-02-19 |
Readable in the app.
| Announcement | Date |
|---|---|
| Q2 2026 results; third quarter improvement expected across all metrics Rogers Corporation reported strong Q2 2026 results with improving financial performance. Net sales reached $216.8 million, up 6.9% year-over-year, driven by demand in industrial and electron | 2026-07-28 |
| Q1 2026 results met guidance; stronger Q2 guidance provided Rogers Corporation reported strong Q1 2026 results with improving profitability. Net sales increased 5.2% year-over-year to $200.5 million, driven by industrial and electronics/communication | 2026-04-28 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Rogers Corporation — free to start.
Google PlayApp StoreData updated 2026-09-18.