ACK Asset Management Acquires $40M Stake in Rogers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 14 2026
0mins
Should l Buy ROG?
Source: Yahoo Finance
- New Investment Disclosure: On February 13, 2026, ACK Asset Management LLC disclosed a new position in Rogers (NYSE: ROG), acquiring 436,707 shares in an estimated $39.99 million trade, reflecting confidence in the company's future prospects.
- Asset Allocation Insight: This acquisition represents 5.0% of ACK's 13F assets under management as of December 31, 2025, indicating a significant concentration in industrial and infrastructure investments within their portfolio.
- Performance Highlights: Rogers reported $216.0 million in third-quarter sales, a 6.5% sequential increase, with gross margins expanding to 33.5%, showcasing strong performance driven by robust demand in electric vehicles and wireless infrastructure.
- Market Outlook: Despite a 25% increase in Rogers' stock price over the past year, it still trades below peak margins seen in stronger cycles, prompting long-term investors to monitor margin sustainability and recovery potential in the EV and aerospace sectors.
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Analyst Views on ROG
Wall Street analysts forecast ROG stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 137.260
Low
105.00
Averages
281.18
High
457.36
Current: 137.260
Low
105.00
Averages
281.18
High
457.36
About ROG
Rogers Corporation designs, develops, manufactures, and sells engineered materials and components. Its segments include Advanced Electronics Solutions (AES) and Elastomeric Material Solutions (EMS) and Other. The AES segment designs, develops, manufactures, and sells circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in the EV/HEV, automotive, aerospace and defense, renewable energy, wireless infrastructure, mass transit, industrial, connected devices and wired infrastructure markets. The EMS segment designs, develops, manufactures, and sells engineered material solutions for a variety of applications and markets. These include polyurethane and silicone materials used in cushioning, gasketing and sealing, and vibration management applications for EV/HEV, general industrial, portable electronics, automotive, mass transit, and other markets. The Other segment consists of elastomer components for applications in the general industrial market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rogers Corporation Appoints New Board Members
- New Board Members: Rogers Corporation has announced the appointment of Brett Cope and Eric Starkloff to its Board of Directors, both of whom bring extensive executive leadership experience and deep expertise in relevant markets, which is expected to provide critical insights for the company's long-term success.
- Brett Cope's Background: Currently the Chairman and CEO of Powell Industries, Brett Cope has progressively advanced since joining in 2011, demonstrating exceptional value creation capabilities, which are anticipated to drive growth and profitability at Rogers.
- Eric Starkloff's Experience: Formerly the CEO of National Instruments, Eric Starkloff has 27 years of industry experience and has led key business initiatives, with his extensive marketing and sales management background expected to provide strategic advantages for Rogers.
- Board's Strategic Goals: Board Chair Armand Lauzon stated that the board is committed to achieving higher levels of growth and profitability, and the addition of Cope and Starkloff is expected to further strengthen the board's capabilities, helping the company stand out in a competitive market.
See More
Rogers Corporation Executive Sells Shares
- Executive Stock Sale: Brian Keith Larabee, Senior VP at Rogers Corporation, sold 830 shares on May 1 for approximately $113,000, marking his largest single sale to date, surpassing his previous maximum of 775 shares sold in October 2025, indicating confidence in the stock's performance and market sentiment.
- Updated Holdings: Post-transaction, Larabee retains 5,515 shares valued at about $741,400, reflecting his long-term investment confidence in Rogers Corporation despite realizing some gains in the short term through this sale.
- Performance Highlights: Rogers reported over $200 million in net sales for Q1 2026, a 5% year-over-year increase, with net income of $4.5 million, a significant turnaround from a $1.4 million loss in the same quarter last year, showcasing strong growth potential in electric vehicles and advanced electronics.
- Optimistic Market Outlook: Analysts maintain a positive outlook on Rogers, with an average price target of $150, suggesting further upside potential for the stock, and Larabee's transaction may prompt investors to closely monitor the company's future performance and market dynamics.
See More
Rogers (ROG) Q1 2026 Earnings Call Transcript
See More
Rogers Corporation Q1 2026 Earnings Call Highlights
- Strong Financial Performance: Rogers Corporation reported Q1 sales of $201 million and adjusted EPS exceeding $0.75, more than doubling year-over-year, which significantly enhances investor confidence and reflects robust profitability improvements.
- Mixed Market Performance: While automotive sales declined year-over-year due to lower global light vehicle production, electronics and communications sales increased at a double-digit rate, indicating the company's competitive strength and adaptability in high-growth markets.
- R&D-Driven Growth: The company secured important design wins in microchannel cooler technology, with encouraging customer feedback expected to drive demand in data center and AI applications, further solidifying its technological leadership.
- Optimistic Outlook: Management anticipates Q2 adjusted EPS between $0.90 and $1.10, with revenue guidance of $210 million to $220 million, reflecting confidence in future growth, particularly driven by new program launches and seasonal smartphone demand recovery.
See More
Rogers Reports Q1 2026 Earnings with Positive Outlook
- Earnings Highlights: Rogers Corporation reported a Q1 Non-GAAP EPS of $0.75, beating expectations by $0.07, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Revenue Growth: The company achieved Q1 revenue of $200.5 million, representing a 5.2% year-over-year increase, aligning with market expectations and demonstrating solid market performance amid stable growth.
- Future Outlook: Rogers anticipates Q2 2026 net sales between $210 million and $220 million, with a gross margin target of 32.5% to 33.5%, laying a strong foundation for future profitability.
- Capital Expenditure Plans: The company plans to invest $30 million to $40 million in capital expenditures in 2026, aimed at supporting business expansion and technological innovation, thereby enhancing its competitive edge in the market.
See More
Rogers Corp Reports Strong Q1 Earnings Growth
- Significant Earnings Growth: Rogers Corp reported a net income of C$438 million for Q1, translating to earnings per share of C$0.80, which marks a substantial increase from last year's C$280 million and C$0.50 per share, indicating improved profitability.
- Revenue Continues to Rise: The company's revenue for the first quarter grew by 10.2% to C$5.482 billion, compared to C$4.976 billion last year, reflecting strong market demand and effective sales strategies.
- Adjusted EBITDA Outlook: Rogers has reaffirmed its adjusted EBITDA growth outlook of 1% to 3% for fiscal 2026, demonstrating confidence in future profitability despite facing intensified competition.
- Capital Expenditure Adjustment: The company revised its capital expenditure guidance for fiscal 2025 down from C$3.3 billion to C$3.5 billion to C$2.5 billion to C$2.7 billion, reflecting adaptations to competitive pressures and regulatory changes, aiming to optimize resource allocation for long-term growth.
See More
Rogers Corporation Appoints New Board Members
- New Board Members: Rogers Corporation has announced the appointment of Brett Cope and Eric Starkloff to its Board of Directors, both of whom bring extensive executive leadership experience and deep expertise in relevant markets, which is expected to provide critical insights for the company's long-term success.
- Brett Cope's Background: Currently the Chairman and CEO of Powell Industries, Brett Cope has progressively advanced since joining in 2011, demonstrating exceptional value creation capabilities, which are anticipated to drive growth and profitability at Rogers.
- Eric Starkloff's Experience: Formerly the CEO of National Instruments, Eric Starkloff has 27 years of industry experience and has led key business initiatives, with his extensive marketing and sales management background expected to provide strategic advantages for Rogers.
- Board's Strategic Goals: Board Chair Armand Lauzon stated that the board is committed to achieving higher levels of growth and profitability, and the addition of Cope and Starkloff is expected to further strengthen the board's capabilities, helping the company stand out in a competitive market.
See More
Rogers Corporation Executive Sells Shares
- Executive Stock Sale: Brian Keith Larabee, Senior VP at Rogers Corporation, sold 830 shares on May 1 for approximately $113,000, marking his largest single sale to date, surpassing his previous maximum of 775 shares sold in October 2025, indicating confidence in the stock's performance and market sentiment.
- Updated Holdings: Post-transaction, Larabee retains 5,515 shares valued at about $741,400, reflecting his long-term investment confidence in Rogers Corporation despite realizing some gains in the short term through this sale.
- Performance Highlights: Rogers reported over $200 million in net sales for Q1 2026, a 5% year-over-year increase, with net income of $4.5 million, a significant turnaround from a $1.4 million loss in the same quarter last year, showcasing strong growth potential in electric vehicles and advanced electronics.
- Optimistic Market Outlook: Analysts maintain a positive outlook on Rogers, with an average price target of $150, suggesting further upside potential for the stock, and Larabee's transaction may prompt investors to closely monitor the company's future performance and market dynamics.
See More
Rogers (ROG) Q1 2026 Earnings Call Transcript
See More
Rogers Corporation Q1 2026 Earnings Call Highlights
- Strong Financial Performance: Rogers Corporation reported Q1 sales of $201 million and adjusted EPS exceeding $0.75, more than doubling year-over-year, which significantly enhances investor confidence and reflects robust profitability improvements.
- Mixed Market Performance: While automotive sales declined year-over-year due to lower global light vehicle production, electronics and communications sales increased at a double-digit rate, indicating the company's competitive strength and adaptability in high-growth markets.
- R&D-Driven Growth: The company secured important design wins in microchannel cooler technology, with encouraging customer feedback expected to drive demand in data center and AI applications, further solidifying its technological leadership.
- Optimistic Outlook: Management anticipates Q2 adjusted EPS between $0.90 and $1.10, with revenue guidance of $210 million to $220 million, reflecting confidence in future growth, particularly driven by new program launches and seasonal smartphone demand recovery.
See More
Rogers Reports Q1 2026 Earnings with Positive Outlook
- Earnings Highlights: Rogers Corporation reported a Q1 Non-GAAP EPS of $0.75, beating expectations by $0.07, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Revenue Growth: The company achieved Q1 revenue of $200.5 million, representing a 5.2% year-over-year increase, aligning with market expectations and demonstrating solid market performance amid stable growth.
- Future Outlook: Rogers anticipates Q2 2026 net sales between $210 million and $220 million, with a gross margin target of 32.5% to 33.5%, laying a strong foundation for future profitability.
- Capital Expenditure Plans: The company plans to invest $30 million to $40 million in capital expenditures in 2026, aimed at supporting business expansion and technological innovation, thereby enhancing its competitive edge in the market.
See More
Rogers Corp Reports Strong Q1 Earnings Growth
- Significant Earnings Growth: Rogers Corp reported a net income of C$438 million for Q1, translating to earnings per share of C$0.80, which marks a substantial increase from last year's C$280 million and C$0.50 per share, indicating improved profitability.
- Revenue Continues to Rise: The company's revenue for the first quarter grew by 10.2% to C$5.482 billion, compared to C$4.976 billion last year, reflecting strong market demand and effective sales strategies.
- Adjusted EBITDA Outlook: Rogers has reaffirmed its adjusted EBITDA growth outlook of 1% to 3% for fiscal 2026, demonstrating confidence in future profitability despite facing intensified competition.
- Capital Expenditure Adjustment: The company revised its capital expenditure guidance for fiscal 2025 down from C$3.3 billion to C$3.5 billion to C$2.5 billion to C$2.7 billion, reflecting adaptations to competitive pressures and regulatory changes, aiming to optimize resource allocation for long-term growth.
See More
