ROG Stock - Rogers Corporation
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $830.10M | $908.40M | $971.20M | $932.90M | $802.58M |
| Gross Profit | $277.10M | $307.10M | $321.00M | $349.10M | $291.82M |
| Gross Margin | 33.4% | 33.8% | 33.1% | 37.4% | 36.4% |
| Operating Income | $24.90M | $85.30M | $144.40M | $117.20M | $67.33M |
| Net Income | $26.10M | $56.60M | $116.60M | $108.10M | $49.99M |
| Net Margin | 3.1% | 6.2% | 12.0% | 11.6% | 6.2% |
| EPS | $1.40 | $3.04 | $6.21 | $5.77 | $2.68 |
Rogers Corporation designs, develops, manufactures, and sells engineered materials and components worldwide. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles (EV/HEV), wireless infrastructure, automotive, telematics and thermal solutions, aerospace and defense, mass transit, clean energy, connected devices, and wired infrastructure markets. This segment sells its products under the curamik, ROLINX, RO4000, RO3000, RT/duroid, CLTE Series, TMM, AD Series, DiClad, CuClad Series, Kappa, COOLSPAN, TC Series, 92ML, IsoClad, MAGTREX, XTremeSpeed RO1200, IM Series, 2929 Bondply, 3001 Bondply Film, and SpeedWave names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSORBA, Griswold, XRD, Silicone Engineering, and R/bak names. The Other segment provides elastomer components; and elastomer floats for level sensing in fuel tanks, motors, and storage tanks for applications in the general industrial and automotive markets under the ENDUR and NITROPHYL names. Rogers Corporation was founded in 1832 and is headquartered in Chandler, Arizona.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| March 31st 2025 | CL King | Initiation | Buy | $85 |
| March 14th 2023 | CJS Securities | Initiation | Market Outperform | $185 |
| February 14th 2023 | B. Riley Securities | Resumed | Buy | $180 |
Earnings History & Surprises
ROGEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 27, 2026 | — | — | — | — |
Q1 2026 | Feb 18, 2026 | $0.60 | — | — | — |
Q4 2025 | Oct 29, 2025 | $0.70 | $0.90 | +28.6% | ✓ BEAT |
Q3 2025 | Jul 31, 2025 | $0.50 | $0.34 | -32.0% | ✗ MISS |
Q2 2025 | Apr 29, 2025 | $0.24 | $0.27 | +12.5% | ✓ BEAT |
Q1 2025 | Feb 19, 2025 | $0.43 | $0.46 | +7.0% | ✓ BEAT |
Q4 2024 | Oct 24, 2024 | $0.85 | $0.98 | +15.3% | ✓ BEAT |
Q3 2024 | Jul 25, 2024 | $0.60 | $0.69 | +15.0% | ✓ BEAT |
Q2 2024 | Apr 25, 2024 | $0.55 | $0.58 | +5.5% | ✓ BEAT |
Q1 2024 | Feb 21, 2024 | $1.00 | $0.60 | -40.0% | ✗ MISS |
Q4 2023 | Oct 26, 2023 | $1.14 | $1.24 | +8.8% | ✓ BEAT |
Q3 2023 | Aug 3, 2023 | $1.02 | $1.07 | +4.9% | ✓ BEAT |
Q2 2023 | Apr 27, 2023 | $0.70 | $0.87 | +24.3% | ✓ BEAT |
Q1 2023 | Feb 28, 2023 | $0.86 | $1.04 | +20.9% | ✓ BEAT |
Q4 2022 | Nov 8, 2022 | $1.27 | $1.11 | -12.6% | ✗ MISS |
Q3 2022 | Aug 3, 2022 | $1.43 | $1.22 | -14.7% | ✗ MISS |
Q2 2022 | Apr 28, 2022 | $1.14 | $1.53 | +34.2% | ✓ BEAT |
Q1 2022 | Feb 22, 2022 | $1.65 | $1.92 | +16.4% | ✓ BEAT |
Q4 2021 | Nov 2, 2021 | $1.78 | $1.64 | -7.9% | ✗ MISS |
Q3 2021 | Jul 29, 2021 | $1.89 | $1.72 | -9.0% | ✗ MISS |
Latest News
Rogers Non-GAAP EPS of $0.90 beats by $0.21, revenue of $216M beats by $8.47M
📈 PositiveRogers Sees Q4 Adj EPS $0.40-$0.80 vs $0.46 Est; Sees Sales $190.000M-$205.000M vs $196.250M Est
📈 PositiveRogers Q3 Adj. EPS $0.90 Beats $0.70 Estimate, Sales $216.000M Beat $207.550M Estimate
📈 PositiveRogers Corporation Peter Wallace Will Not Stand For Re-Election As Board Chair; Co. Elects Armand Lauzon As New Board Chair Effective Immediately
➖ NeutralActivist Starboard Value builds 9%-plus stake in Rogers - WSJ
📈 PositiveFrequently Asked Questions about ROG
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