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Rogers Corp (ROG) stock

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NYSE: ROG NYSE Electronic Components Next results ~February 16, 2027

C+ Fundamentals grade

Rogers Corp is a US-listed company in the electronic components industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$84

Cash-flow model

Base case. Range ~$67–$110 across our lower- and higher-growth cases (-3%–7% a year).

Price vs value

Overvalued

The price is above our entire value range; our base value is 34% below it.

Price used: $128.36, November 2, 2026

Rogers Corp valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds175 adding, 103 cuttingOf 58 active managers that changed their stake, 34 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Rogers files

Where Rogers stands after its latest 10-Q

Revenue for the twelve months to September 2026 was $855m, up 6.7% on a year earlier, faster than the 4.9% growth a quarter earlier. That puts it 14 of 16 for growth among the electronic components companies we cover. Free-cash-flow margin rose to 11.3% from 5.9% a year earlier. Operating margin widened to 7.9% from -8.1%. The diluted share count is down 2.6% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 1 of our 1 financial-health checks. Our cash-flow model value is $79.67 a share, against a share price of $142. At that price, our model says the market is pricing in about 13.7% a year of cash-flow growth for five years, faster than the -1.7% a year revenue growth it has delivered.

Source: 10-Q filed October 28, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~February 16, 2027 (estimated)

Rogers Corp's trailing-twelve-month revenue grew 6.7% year on year, with a free-cash-flow margin of 11.3%. Where it stands out: change in share count of -2.6% ranks 3 of 22 electronic components companies we cover. Where it lags: revenue growth of 6.7% ranks 22 of 26 electronic components companies we cover.

Our discounted-cash-flow model values the business at ~$84 per share in the base case (~$67–$110 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Operating margin expanding: TTM operating margin reached 7.9%, up 16.0pp year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 16.0 points on a year ago.
  • Shrinking share count. Diluted shares fell 2.6% in a year, so each share owns more of the business.
  • Net cash. Cash exceeds long-term debt by $0.2bn.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 5.7% over 90 days.

Things to watch

  • Priced above our value. The share price of $128.36 is 34% above our value per share of $84.
  • High earnings multiple. The shares trade at 51 times the last 12 months' earnings, so expectations are demanding.
  • Volatile shares. Over the past year the shares showed annualised volatility of 45% and a beta of 1.6 against the S&P 500.
  • Below peers: revenue growth. Revenue growth of 6.7% ranks 22 of 26 electronic components companies we cover (median 16.1%).

Latest results: FY2026 Q3

Filed October 28, 2026
Earnings per share
$1.39 against an average estimate of $1.19: beat by 16.5%
Revenue
$236m, up 9.3% on a year earlier
Share reaction
+10.2% in the first session after the results on October 27, 2026, against +0.9% for the S&P 500
Next report
October 27, 2026; average EPS estimate $1.00

Rogers' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-3.5%
  • 1 week+0.5%
  • 1 month-19.8%
  • This year+40.2%
  • 1 year+46.6%
  • 5 years-52.4%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$855M
Operating margin
7.9%
Net margin
5.3%
EPS (TTM, diluted)
$2.53

Growth

Revenue growth
+6.7%
Change in growth rate
+1.8 pts
Share count change
−2.6%

Cash

Free cash flow (TTM)
$97M
FCF margin
11.3%
Stock pay % of revenue
1.1%

Earnings

Last results
October 27, 2026
Next results (est.)
February 16, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Rogers Corp valuation models and calculator

What the price is pricing in

The share price implies about 12.6% a year of cash-flow growth for five years.That is faster than the -1.7% a year revenue growth Rogers has delivered.

  • Priced in12.6%
  • Last 12 months6.7%
  • 3 years a year-2.7%
  • 5 years a year-1.7%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($134.99, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Sell12-month view
12-month price target
~$84
Price used
$134.99close November 3, 2026
Implied change
▼ 37%
Uncertainty
Low

How we got here: a discounted-cash-flow model of Rogers Corp's free cash flow after stock-based pay with after-tax interest added back ($71.7M, FY2026 Q3 TTM), growing 5.8% and 3.5% in the next two years (forecasts, guidance and its record), then back to 2% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$67–~$110 ; that spread sets a 15% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Rogers Corp's free cash flow after stock-based pay ( $71.7M, FY2026 Q3 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Rogers Corp as an operating company, with every model that fits that kind of business. Cost of equity 10.4%: the 10-year Treasury yield (4.9%) plus a beta of 1.22 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$84 ~$67–$110 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$84 ~$68–$120 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$24 ~$16–$38 Left out: out of range vs price (0.19x)
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$5.0 ~$4.4–$5.8 Left out: out of range vs price (0.04x)
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$84 ~$84–$84 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Rogers Corp with Electronic Components in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −22%
  • Revenue growth 5 points higher ▲ +29%
  • Free-cash-flow margin 1 point lower ▼ −8%
  • Last year's free-cash-flow margin change, if it persists ▲ +76%
  • Discount rate 1 point higher ▼ −13%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $71$92$120$156$203$264
8.5% $58$73$93$119$152$196
10% $50$61$76$96$122$155

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$51.57$76.81$161.92$99.06$124.73$155.29$273.00$119.34$132.07$101.61$91.57$128.36
Market value$963m$1.4bn$3.0bn$1.8bn$2.3bn$2.9bn$5.2bn$2.3bn$2.5bn$1.9bn$1.7bn$2.3bn
+ Net debt (− = net cash)−$28m$12m−$50m$61m−$44m−$167m−$42m−$21m−$102m−$160m−$197m−$206m
Enterprise value$935m$1.4bn$3.0bn$1.9bn$2.3bn$2.7bn$5.1bn$2.2bn$2.4bn$1.7bn$1.5bn$2.1bn
Multiples
Price / sales 1.5x2.1x3.7x2.1x2.6x3.6x5.5x2.3x2.7x2.3x2.1x2.7x
Price / earnings 20.8x29.0x37.3x21.1x49.3x58.1x47.7x19.4x43.6x72.4x—50.7x
Price / free cash flow 19.6x14.2x26.9x93.8x21.3x23.3x96.8x178.5x33.2x26.6x23.4x23.7x
EV / EBITDA 8.5x11.9x17.0x11.7x14.3x19.7x31.9x11.8x17.4x23.3x158.0x17.1x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

52 /100

Moderate moat

How hard Rogers's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 10 / 20

    Cash operating profit has been a median 8.8% of total assets over 10 years.

  • Pricing power 12 / 20

    Gross margin has been a median 34.3%, moving by 2.3 percentage points (standard deviation) across 10 years.

  • Durability 2 / 20

    Operating margin has been a median 10.1%; its worst year was -8.1%.

  • Cash conversion 15 / 20

    Free cash flow was positive in 9 of 10 years, at a median 11.3% of revenue.

  • Discipline 18 / 20

    The diluted share count fell 4.8% over five years; stock-based pay has been a median 1.4% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (57 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $4.05 +70% $873m +8%
Next $4.70 +16% $943m +8%

Next year's EPS estimate has moved +5.7% in 90 days, across 3 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +8.1% on 90 days ago. In the last 30 days, 1 analyst raised Rogers Corp's forecast and 0 cut it.

Consensus EPS forecast Rogers Corp, last 90 days
$3.50 $4.00 $4.50 $5.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $3.75 Current fiscal year, 60 days ago: $3.75 Current fiscal year, 30 days ago: $3.75 Current fiscal year, 7 days ago: $3.77 Current fiscal year, Now: $4.05 $4.05 Next fiscal year, 90 days ago: $4.45 Next fiscal year, 60 days ago: $4.45 Next fiscal year, 30 days ago: $4.45 Next fiscal year, 7 days ago: $4.55 Next fiscal year, Now: $4.70 $4.70

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $3.75$4.45
60 days ago $3.75$4.45
30 days ago $3.75$4.45
7 days ago $3.77$4.55
Now $4.05$4.70

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $1.19 $1.39 +16.5%
Jun 2026 $0.99 $0.92 −6.8%
Mar 2026 $0.68 $0.75 +9.8%
Dec 2025 $0.60 $0.89 +48.3%

Adjusted EPS as companies report it, against the average analyst estimate.

How our valuation uses these forecasts

Our cash-flow model grows Rogers Corp's revenue by +5.8% next year and +3.5% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+8.4%, weight 60%) and the company's own record (+2.0%, weight 40%) . How the weights are set.

Analyst recommendations

3 analysts, Oct 2026
Buy3100%
Hold00%
Sell00%

Monthly trend

  1. Oct 2026123
  2. Sep 2026123
  3. Aug 2026123

Counts of recommendations published by analysts covering Rogers Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
4.5%
of tradable shares
Days to cover
1.98
at average volume
Short interest, 1 month
−10%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
1.2%
of shares
Employees
3,000
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +46.6%

$87.54 on October 31, 2025 to $128.36

ThenNowEffect
Revenue (last 12 months) $796m $835m +4.9%
P/S multiple 2.0x 2.8x +35.6%
Share count 19m 18m +3.1%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years +8.1%

$118.76 on November 3, 2023 to $128.36

ThenNowEffect
Revenue (last 12 months) $946m $835m −11.7%
Net margin 10.2% 3.7% −63.3%
P/E multiple 23.2x 73.6x +217.8%
Share count 19m 18m +4.9%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
ROG+76%−56%+11%−23%−10%+40%
Industry peers (median)+16%−12%+10%+11%+8%+19%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
ROG75%25%58%50%50%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
ROG−15%−64%−31%−27%−49%−30%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 81% from January 7, 2022 to April 16, 2025. Getting back needed a 420% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$75.56 – $167.09
From 52-week high
−23.2%
vs 50-day average
−5.6%
vs 200-day average
+0.3%
Volatility (1 year)
45%
Beta vs S&P 500
1.60

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±4.6%
After a week
6 up, 5 down
typical move ±4.8%
After a month
5 up, 6 down
typical move ±9.2%
Results releasedNext dayS&P 500 next day5 days21 days
October 27, 2026 +10.2% +0.9% — —
July 28, 2026 −9.7% −1.3% +2.4% −2.5%
April 28, 2026 −3.9% −0.5% +4.3% +9.4%
February 17, 2026 −0.5% +0.7% +0.4% −6.5%
October 29, 2025 +2.9% −1.1% −0.1% −2.3%
July 31, 2025 +1.4% −2.0% +8.7% +18.2%
April 29, 2025 +7.1% +0.7% +9.0% +16.7%
February 19, 2025 −1.3% −0.2% −6.1% −17.9%
October 24, 2024 +0.7% +0.2% −0.4% +5.3%
July 25, 2024 −2.1% +0.6% −7.3% −14.2%
April 25, 2024 +11.0% +0.6% +10.0% +7.0%
February 21, 2024 −3.9% +2.2% −4.0% −0.8%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Rogers Corp’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: rated Sell.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: no liquid put and call pair for the same expiry.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Rogers Corp in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Rogers Corp
$750M $800M $850M $900M $950M FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $908.4M Revenue (TTM), FY24 Q1: $878M Revenue (TTM), FY24 Q2: $861.3M Revenue (TTM), FY24 Q3: $842.5M Revenue (TTM), FY24 Q4: $830.1M Revenue (TTM), FY25 Q1: $807.2M Revenue (TTM), FY25 Q2: $795.8M Revenue (TTM), FY25 Q3: $801.5M Revenue (TTM), FY25 Q4: $810.8M Revenue (TTM), FY26 Q1: $820.8M Revenue (TTM), FY26 Q2: $834.8M Revenue (TTM), FY26 Q3: $854.9M $854.9M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $908.4M
FY24 Q1 $878M
FY24 Q2 $861.3M
FY24 Q3 $842.5M
FY24 Q4 $830.1M
FY25 Q1 $807.2M
FY25 Q2 $795.8M
FY25 Q3 $801.5M
FY25 Q4 $810.8M
FY26 Q1 $820.8M
FY26 Q2 $834.8M
FY26 Q3 $854.9M
Revenue growth, TTM YoY Rogers Corp
-10% -5% 0% 5% 10% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -6.5% Revenue growth, TTM YoY, FY24 Q1: -9.2% Revenue growth, TTM YoY, FY24 Q2: -8.9% Revenue growth, TTM YoY, FY24 Q3: -9.2% Revenue growth, TTM YoY, FY24 Q4: -8.6% Revenue growth, TTM YoY, FY25 Q1: -8.1% Revenue growth, TTM YoY, FY25 Q2: -7.6% Revenue growth, TTM YoY, FY25 Q3: -4.9% Revenue growth, TTM YoY, FY25 Q4: -2.3% Revenue growth, TTM YoY, FY26 Q1: 1.7% Revenue growth, TTM YoY, FY26 Q2: 4.9% Revenue growth, TTM YoY, FY26 Q3: 6.7% 6.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -6.5%
FY24 Q1 -9.2%
FY24 Q2 -8.9%
FY24 Q3 -9.2%
FY24 Q4 -8.6%
FY25 Q1 -8.1%
FY25 Q2 -7.6%
FY25 Q3 -4.9%
FY25 Q4 -2.3%
FY26 Q1 1.7%
FY26 Q2 4.9%
FY26 Q3 6.7%
Operating margin (TTM) Rogers Corp
-10% -5% 0% 5% 10% 15% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: 9.4% Operating margin (TTM), FY24 Q1: 11.1% Operating margin (TTM), FY24 Q2: 9.4% Operating margin (TTM), FY24 Q3: 8.1% Operating margin (TTM), FY24 Q4: 3.0% Operating margin (TTM), FY25 Q1: 1.6% Operating margin (TTM), FY25 Q2: -8.3% Operating margin (TTM), FY25 Q3: -8.1% Operating margin (TTM), FY25 Q4: -5.6% Operating margin (TTM), FY26 Q1: -4.1% Operating margin (TTM), FY26 Q2: 6.4% Operating margin (TTM), FY26 Q3: 7.9% 7.9%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 9.4%
FY24 Q1 11.1%
FY24 Q2 9.4%
FY24 Q3 8.1%
FY24 Q4 3.0%
FY25 Q1 1.6%
FY25 Q2 -8.3%
FY25 Q3 -8.1%
FY25 Q4 -5.6%
FY26 Q1 -4.1%
FY26 Q2 6.4%
FY26 Q3 7.9%
FCF margin (TTM) Rogers Corp
4% 6% 8% 10% 12% 14% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 8.2% FCF margin (TTM), FY24 Q1: 12.3% FCF margin (TTM), FY24 Q2: 13.1% FCF margin (TTM), FY24 Q3: 12.1% FCF margin (TTM), FY24 Q4: 8.6% FCF margin (TTM), FY25 Q1: 6.7% FCF margin (TTM), FY25 Q2: 6.4% FCF margin (TTM), FY25 Q3: 5.9% FCF margin (TTM), FY25 Q4: 8.8% FCF margin (TTM), FY26 Q1: 8.5% FCF margin (TTM), FY26 Q2: 9.9% FCF margin (TTM), FY26 Q3: 11.3% 11.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 8.2%
FY24 Q1 12.3%
FY24 Q2 13.1%
FY24 Q3 12.1%
FY24 Q4 8.6%
FY25 Q1 6.7%
FY25 Q2 6.4%
FY25 Q3 5.9%
FY25 Q4 8.8%
FY26 Q1 8.5%
FY26 Q2 9.9%
FY26 Q3 11.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 292 373 548 499 537 611 641 656 821 879 898 803 933 971 908 830 811 855
Gross profit 82 137 179 159 189 235 235 249 319 311 314 292 349 321 307 277 257 279
EBITDA −9 47 80 53 76 108 110 119 173 163 160 139 161 190 136 74 9 122
Operating income −26 32 53 26 50 81 76 81 129 113 110 67 117 144 85 25 −45 68
Net income −63 35 37 69 38 53 46 48 80 88 47 50 108 117 57 26 −62 45
Diluted EPS −$4.01 $2.16 $2.21 $4.04 $2.16 $2.86 $2.48 $2.65 $4.34 $4.70 $2.53 $2.67 $5.73 $6.15 $3.03 $1.40 −$3.40 $2.53
Growth (year on year)
Revenue — +28.0% +46.9% −9.0% +7.8% +13.7% +5.0% +2.3% +25.1% +7.1% +2.2% −10.7% +16.2% +4.1% −6.5% −8.6% −2.3% +6.7%
EBITDA — — +68.8% −33.8% +44.8% +40.6% +2.6% +7.6% +45.9% −6.0% −1.9% −13.1% +15.7% +18.6% −28.3% −45.5% −87.5% —
Operating income — — +69.4% −52.0% +95.3% +62.1% −6.1% +6.1% +59.6% −12.7% −2.0% −39.1% +74.1% +23.2% −40.9% −70.8% −280.7% —
Net income — — +7.2% +85.4% −44.2% +39.4% −13.3% +4.2% +66.6% +8.9% −46.0% +5.6% +116.2% +7.9% −51.5% −53.9% −336.8% —
Diluted EPS — — +2.3% +82.8% −46.5% +32.4% −13.3% +6.9% +63.8% +8.3% −46.2% +5.5% +114.6% +7.3% −50.7% −53.8% −342.9% —
Margins
Gross margin 28.2% 36.7% 32.6% 31.8% 35.1% 38.4% 36.7% 38.0% 38.8% 35.4% 35.0% 36.4% 37.4% 33.1% 33.8% 33.4% 31.7% 32.7%
EBITDA margin −3.0% 12.7% 14.6% 10.6% 14.2% 17.6% 17.2% 18.1% 21.1% 18.5% 17.8% 17.3% 17.2% 19.6% 15.0% 9.0% 1.1% 14.3%
Operating margin −8.9% 8.5% 9.8% 5.1% 9.3% 13.3% 11.9% 12.3% 15.7% 12.8% 12.3% 8.4% 12.6% 14.9% 9.4% 3.0% −5.6% 7.9%
Net margin −21.6% 9.3% 6.8% 13.8% 7.1% 8.7% 7.2% 7.4% 9.8% 10.0% 5.3% 6.2% 11.6% 12.0% 6.2% 3.1% −7.6% 5.3%
Free-cash-flow margin −3.2% 9.0% −0.8% 3.3% 11.4% 9.2% 7.7% 15.1% 13.6% 2.2% 12.2% 15.5% 5.7% 1.3% 8.2% 8.6% 8.8% 11.3%
Cash flow
Cash from operations 3 46 17 40 78 85 74 117 139 67 161 165 124 130 131 127 101 119
Capital spending 12 12 21 24 17 29 25 18 27 47 52 40 71 117 57 56 30 22
Free cash flow −9 34 −4 16 61 56 49 99 112 20 110 125 53 13 74 71 71 97
Stock-based pay 5 7 8 5 5 8 10 11 12 11 12 14 17 12 14 15 11 10
Free cash flow after stock pay −14 27 −13 11 56 49 39 88 100 8 97 111 36 1 60 56 60 88
Balance sheet
Cash 58 80 80 115 192 237 205 228 181 168 167 192 232 236 132 160 197 206
Total debt 0 0 123 98 78 60 177 240 131 228 123 25 190 215 30 0 0 0
Net debt (negative = net cash) −58 −80 43 −17 −114 −177 −28 12 −50 61 −44 −167 −42 −21 −102 −160 −197 −206
Diluted shares 16m 16m 17m 17m 18m 19m 19m 18m 19m 19m 19m 19m 19m 19m 19m 19m 18m 18m
Returned to shareholders
Buybacks — — — — 0 0 40 8 0 3 0 0 0 25 0 20 52 —
Total returned — — — — 0 0 40 8 0 3 0 0 0 25 0 20 52 —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

1 of 1 checks passed · September 30, 2026
What it owns · $1.5bn
Short-term assets $573mLonger-term assets $887m
What it owes, and who funded it · $1.4bn
Short-term liabilities $139mShareholders' equity $1.2bn
  • Short-term assets cover short-term liabilities $573m of assets due within a year against $138m of liabilities due within a year.
  • Short-term assets cover long-term liabilities Not assessable from the reported split. Not assessable.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Rogers Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2025 Q4 TTM
Buybacks (TTM)
$52.4M
Returned to shareholders
74%
of free cash flow
Buybacks, last 3 fiscal years
$72.2M
Diluted share count
−2.6%
year over year
Total shareholder yield
2.3%
dividends 0.0% + buybacks 2.3% of market value
R&D spending
3.2%
of revenue
Sales & admin spending
19.7%
of revenue
Days sales outstanding
66 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in electronic components
Last 12 months unless stated ROG BELFA NOVT MEI KN OLED Median
Revenue, last 12 months $855m $744m $1.0bn $1.0bn $666m $628m $647m
Revenue growth, last 12 months 6.7% 25.3% 7.6% 1.4% 16.1% −1.9% 15.0%
Revenue growth, 3-year average −2.7% 2.6% 5.0% −4.2% 25.5% 2.3% 5.6%
Revenue growth, latest quarter 9.3% 25.2% 10.3% 10.4% 20.3% 14.9% 18.4%
Gross margin 32.7% 39.5% 44.5% 19.8% 44.4% 74.9% 36.5%
Operating margin 7.9% 15.9% 9.0% 0.4% 14.6% 34.6% 8.5%
Operating margin, 3-year average 2.6% 14.6% 10.5% −4.2% 11.2% 36.7% 8.3%
Net margin 5.3% 7.2% 6.0% −3.5% 10.8% 36.7% 5.8%
Cash from operations / revenue 13.9% 11.2% 13.0% 0.5% — 42.2% 10.4%
Free-cash-flow margin 11.3% 9.9% 11.1% −1.3% — 36.9% 3.7%
Free-cash-flow margin, 3-year average 9.8% 11.7% 12.7% 0.2% — 32.0% 8.9%
Stock pay / revenue 1.1% 1.2% 3.4% 0.9% 4.4% 3.9% 1.9%
Change in share count −2.6% — 8.6% 0.8% −0.4% −1.8% 2.9%

Median of all 26 companies we cover in electronic components. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

26 electronic components companies
Measure Company Peer median Rank
Revenue growth Growth 6.7% 16.1% 22 of 26
Change in growth rate Growth +1.8pp +3.5pp 18 of 26
Gross margin Profitability 32.7% 36.8% 17 of 24
Operating margin Profitability 7.9% 9.0% 14 of 25
Net margin Profitability 5.3% 6.0% 15 of 26
Free-cash-flow margin Cash generation 11.3% 5.6% 8 of 24
Stock pay as % of revenue Cash generation 1.1% 2.1% 8 of 24
Change in share count Balance sheet -2.6% 3.5% 3 of 22
Days sales outstanding Balance sheet 66 days 69 days 11 of 24

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Advanced Electronics Solutions $445M 54.9% ▼ 1.5%
Elastomeric Material Solutions $350M 43.1% ▼ 3.1%
All Other Segments $15.9M 2.0% ▼ 6.5%
Geography
Region Revenue Share YoY
Asia Pacific $336M 41.5% ▼ 8.5%
China $251M 74.7% ▲ 3.0%
Other Asia Pacific $84.9M 25.3% ▼ 31.2%
Americas $243M 29.9% ▲ 0.6%
United States $229M 94.4% ▲ 3.6%
Other Americas $13.7M 5.6% ▼ 32.2%
EMEA $232M 28.6% ▲ 4.7%
Other EMEA $154M 66.3% ▲ 28.9%
Germany $78.2M 33.7% ▼ 23.5%

From Rogers Corp's 10-K filed February 19, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$3B
Institutions reporting
309
Shares held vs prior quarter
▲ 9.4%
Positions opened / closed
68 / 19

Top buyers and sellers, Q2 2026: 175 institutions bought and 103 sold ; the biggest buyer was Thrivent Financial For Lutherans (+323K shares) and the biggest seller Starboard Value LP (−584K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $556M 3.4M 18.6% ▲ 2.6%
Vanguard Portfolio Management LLC $223M 1.4M 7.5% ▲ 1.0%
Capital Research Global Investors $182M 1.1M 6.1% ▼ 26.7%
Norges Bank $156M 952K 5.2% —
Vanguard Capital Management LLC $129M 790K 4.3% ▼ 1.1%
State Street Corp $115M 702K 3.8% ▼ 0.4%
Dimensional Fund Advisors LP $98.5M 602K 3.3% ▼ 16.5%
Geode Capital Management, LLC $81.9M 500K 2.7% ▲ 18.0%
First Eagle Investment Management, LLC $61.7M 377K 2.1% ▲ 185.6%
Goldman Sachs Group Inc $57.7M 352K 1.9% ▲ 64.2%
Clearline Capital LP $57M 348K 1.9% ▼ 25.7%
Thrivent Financial For Lutherans $54.7M 334K 1.8% ▲ 2894.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Rogers Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 6 trades and filings

No trades in Rogers Corp disclosed in the last 12 months; 6 earlier trades on record.

  • Josh Gottheimer(D-NJ 5):Sale (full), $1,001 - $15,000, traded March 9, 2021, filed April 21, 2021
  • Josh Gottheimer(D-NJ 5):Sale (partial), $1,001 - $15,000, traded October 29, 2020, filed November 5, 2020
  • Josh Gottheimer(D-NJ 5):Purchase, $1,001 - $15,000, traded October 26, 2020, filed November 5, 2020

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around February 16, 2027 estimated from the company's past filing pattern, not announced

  • October 27, 2026
  • July 28, 2026
  • April 28, 2026
  • February 17, 2026
  • October 29, 2025
  • July 31, 2025

Recent SEC filings

Data status

When each part of this page on Rogers Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Rogers Corp in brief

What does Rogers Corp do?
Rogers Corp is a US-listed company in the electronic components industry. Its financial year ends in December.
What is Rogers Corp's stock ticker?
Rogers Corp trades under the ticker ROG on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Rogers Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Rogers Corp reported revenue of $855M, 6.7% higher than a year earlier, according to its SEC filings.
What is Rogers Corp's free cash flow?
Rogers Corp's free-cash-flow margin is 11.3% of revenue over the trailing twelve months, ranking 8 of the 24 electronic components companies we cover.
What is Rogers Corp's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Rogers Corp's free cash flow after stock-based pay gives ~$84 per share in the base case, and ~$67–$110 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Rogers Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Capital Research Global Investors. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Rogers Corp buying back stock, and does it pay a dividend?
Rogers Corp spent $52.4M on share repurchases over the trailing twelve months, and its diluted share count fell 2.6% over the year.
What is Rogers Corp's market cap?
On November 2, 2026, Rogers Corp's market capitalisation was about $2.3B, with a price-to-earnings ratio of 50.7 and net debt of -$206M. Market figures come from third-party market data and may be delayed.
Who are Rogers Corp's competitors?
In our Electronic Components peer group, the companies closest to Rogers Corp are BEL Fuse Inc, Novanta Inc, Methode Electronics Inc, Knowles Corp and Universal Display Corp \pa\. The side-by-side comparison below sets their revenue, margins and growth against Rogers Corp's.
When is Rogers Corp's next earnings date?
Around February 16, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Rogers Corp announces its own schedule.