Rogers
Makes circuit materials, power substrates, busbars, and performance elastomers.
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Profile
Designs and sells circuit materials, ceramic substrates, busbars, cooling solutions, elastomers, and specialty films for automotive, electronics, energy, aerospace, and industrial uses. Revenue comes mainly through direct sales to global OEMs and component suppliers, with demand tied to customers specifying its materials into successful products.
Designs and manufactures high-performance engineered materials through Advanced Electronics Solutions, Elastomeric Material Solutions, and a small non-core Other segment. AES supplies high-frequency circuit materials, curamik ceramic substrates, ROLINX busbars, and cooling solutions for automotive, aerospace and defense, renewable-energy, wireless, industrial, and connected-device applications. EMS makes PORON polyurethanes, BISCO and ARLON silicones, and DeWAL films for cushioning, sealing, insulation, shielding, and vibration management.
Serves OEMs, suppliers, and fabricators through direct channels across North America, Europe, and Asia. Materials and process expertise are paired with design engineering, testing, and technical support that help customers specify products into their systems. Demand depends on those design-in decisions and the commercial success of customers’ products; orders are generally short term and can be changed or canceled, while some raw materials have sole or limited sources.
Company facts
Key statistics
Year to date +36.6% · Average volume (30d) 221.1K
Analysts
Ratings
Target range
Latest analyst notes
No analyst notes in the last 24 months.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $0.99 | $0.92 | −6.8% | $215.0M | $216.8M | +0.8% | −2.01% |
| Apr 28, 2026Q1 FY26 | $0.68 | $0.75 | +10.3% | $200.5M | $200.5M | 0.0% | −1.60% |
| Feb 17, 2026Q4 FY25 | $0.60 | $0.89 | +48.3% | $196.5M | $201.5M | +2.5% | +3.95% |
| Oct 29, 2025Q3 FY25 | $0.70 | $0.90 | +28.6% | $196.5M | $208.4M | +6.1% | +5.60% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $190.5M | $202.8M | $208.4M | $201.5M | $200.5M | $216.8M | |
| Gross profit | $57.0M | $64.0M | $64.7M | $63.5M | $64.6M | $70.4M | |
| Operating income | −$300.0K | −$67.5M | $15.7M | $14.9M | $16.7M | $20.0M | |
| Net income | −$1.4M | −$73.6M | $8.6M | $4.6M | $4.5M | $13.6M | |
| Diluted EPS | −$0.08 | −$4.00 | $0.48 | $0.25 | $0.24 | $0.76 | |
| Gross margin | 29.9% | 31.6% | 31.0% | 31.5% | 32.2% | 32.5% | |
| Operating margin | -0.2% | -33.3% | 7.5% | 7.4% | 8.3% | 9.2% |
Fiscal years (4-quarter sums)FY21 $932.9M · FY22 $971.2M · FY23 $908.4M · FY24 $830.1M · FY25 $803.2M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $211.4M · Total debt $20.6M · Total assets $1.45B · Shareholders' equity $1.20B
Dividends
No dividends on record.
Ownership
Shares outstanding 17.87M · Float 17.65M · 98.8% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.40M | 19.02% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.36M | 7.62% | 13F | Aug 13, 2026 |
| Capital Research Global Investors | 1.11M | 6.23% | 13F | Aug 12, 2026 |
| Norges Bank | 952.2K | 5.33% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 789.6K | 4.42% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 30, 2026 | Peter C. Wallace | director | −2,397 | $132.20 |
| May 1, 2026 | Brian Keith Larabee | officer: SVP & GM - EMS | −830 | $135.91 |
| Mar 2, 2026 | Michael Reed Webb | officer: SVP & Chief Admin Officer | −954 | $111.31 |
| Feb 20, 2026 | Michael Reed Webb | officer: SVP & Chief Admin Officer | −673 | $107.28 |
| Feb 19, 2026 | Michael Reed Webb | officer: SVP & Chief Admin Officer | −1,197 | $106.25 |
Peers
- DuPont
Broad electronics and industrial materials overlap
- 3M
Large materials rival in industrial and electronics uses
- UFP Technologies
Specialty foam and engineered-component overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rogers | $125.52 | −0.09% | $2.24B | 72.6 | 29.6 | 2.7 | +6.9% |
| DuPont | $136.98 | −0.01% | $18.49B | 304.4 | 18.2 | 2.2 | −44.2% |
| 3M | $174.82 | +0.27% | $89.91B | 31.0 | 18.8 | 3.6 | +2.5% |
| UFP Technologies | $300.05 | −0.05% | $2.32B | 32.4 | 29.7 | 3.7 | +15.1% |
| Median | 32.4 | 18.8 | 3.6 | +2.5% |