ROG
Rogers Corporation92.34
+0.59+0.64%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Data center details, slower China ramp
Q&A elaborated on data centers, revealing brand-name OEMs qualifying thermal management and signal integrity tech for larger wins, with revenue eyed late 2026 or 2027—beyond initial EMS design wins flagged in remarks. Management detailed three unique innovation projects targeting EV batteries, renewables, and comms to drive double-digit growth, plus direct OEM engagement. China ceramic ramp is slower than hoped, yet plans hold without chasing prices. No fresh cost initiatives; focus stays on executing $13M Germany savings in H2 and prior $32M run-rate. Global footprint neutralizes tariff risks, even aiding local shifts. Q&A reaffirmed growth push. Design wins matter next.
Key Stats
Market Cap
1.67BP/E (TTM)
-Basic EPS (TTM)
-3.66Dividend Yield
0%Recent Filings
8-K
Webb exits as CAO March 13
10-K
FY2025 results
Rogers posted FY2025 net sales of $810.8M, down 2.3% y/y, with AES at $445.2M (-1.5%) and EMS at $349.7M (-3.1%), hit by EV/HEV inventory adjustments and a completed wireless program, though ADAS and aerospace/defense grew. Gross margin slipped to 31.7% from 33.4% on volume headwinds and yields, yet AES held steady at 29.6% via Belgium consolidation savings. Q4 bore heavy restructuring ($23.4M) and curamik impairment ($71.8M) from market shifts, swinging operating income to -5.6%. Cash swelled to $197M on $101M ops flow; repurchased $52.4M shares. Q4 momentum faltered. Curamik demand volatility looms.
8-K
Q4 sales up, adj. EPS jumps
Rogers Corporation reported Q4 2025 net sales of $201.5 million, up 4.8% from Q4 2024 on stronger industrial, ADAS, and renewable energy demand, with adjusted EPS surging to $0.89 from $0.46. Full-year sales hit $810.8 million but swung to a $61.8 million net loss amid $97.1 million restructuring charges. Cost initiatives boosted profitability. Q1 2026 guidance eyes 5% sales growth.
10-Q
Q3 FY2025 results
Rogers posted Q3 sales up 2.7% y/y to $216.0M, with AES and EMS both gaining ground amid aerospace/defense and industrial strength, yet gross margin slipped 170bps to 33.5% from tariff costs and mix shifts. Operating income rose to $15.7M despite $7.1M restructuring for Belgium footprint cuts and leadership changes; YTD tells a tougher story with $89.1M impairments (derived: $71.8M curamik® goodwill hit from competition) driving operating loss. Cash climbed to $167.8M, operations generated $54.3M YTD (FCF $28.9M derived), revolver undrawn with covenants met. Share repurchases totaled $38.1M YTD. curamik® faces persistent supply competition.
8-K
Q3 sales up 6.5%, EPS surges
Rogers Corporation posted Q3 2025 net sales of $216.0 million, up 6.5% sequentially, with gross margin expanding to 33.5% and adjusted EPS hitting $0.90 from $0.34 prior quarter. AES and EMS segments grew on EV/HEV, wireless infrastructure, and portable electronics demand, fueled by $3.0 million currency tailwind. Cash swelled to $167.8 million. Q4 sales guide $190-$205 million; seasonal dip ahead.
IPO
Website
Employees
Sector
Industry
APH
Amphenol Corporation
129.13-0.52
ARW
Arrow Electronics, Inc.
112.76-0.70
CPSH
CPS Technologies Corp.
3.25-0.05
CTS
CTS Corporation
44.52+0.39
MRAAF
Murata Manufacturing Inc.
20.76-0.94
RELL
Richardson Electronics, Ltd.
11.00+0.04
ROHCF
Rohm Co. Ltd.
13.11+0.00
TEL
TE Connectivity plc
226.91-3.79
TTMI
TTM Technologies, Inc.
67.63-4.42
VICR
Vicor Corporation
93.45-2.14