Rogers Corporation Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy ROG?
Source: seekingalpha
- Sales Performance Exceeds Expectations: Rogers Corporation reported Q4 2025 sales of $202 million, approaching the high end of guidance, with adjusted EPS at $0.89 and adjusted EBITDA margin at 17.1%, both surpassing expectations, reflecting the effectiveness of gradual market improvements and structural changes.
- Optimistic 2026 Outlook: Management anticipates Q1 2026 revenues between $193 million and $208 million, representing a 5% year-over-year growth, while adjusted EBITDA margins are expected to increase by 530 basis points, indicating the company's potential for growth and sustained profitability in new markets.
- New Market Opportunities: Rogers has identified data centers as a significant new market and secured initial design wins in the EMS business, demonstrating a strategic shift towards diversifying market presence aimed at accelerating revenue growth.
- Cost Control and Innovation: Management emphasized maintaining adjusted operating expenses in line with 2025 and expects capital expenditures between $30 million and $40 million, showcasing ongoing efforts in innovation and cost management to support future profitability objectives.
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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: 111.110
Low
105.00
Averages
281.18
High
457.36
Current: 111.110
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 Q4 2025 Earnings Call Highlights
- Sales Performance Exceeds Expectations: Rogers Corporation reported Q4 2025 sales of $202 million, approaching the high end of guidance, with adjusted EPS at $0.89 and adjusted EBITDA margin at 17.1%, both surpassing expectations, reflecting the effectiveness of gradual market improvements and structural changes.
- Optimistic 2026 Outlook: Management anticipates Q1 2026 revenues between $193 million and $208 million, representing a 5% year-over-year growth, while adjusted EBITDA margins are expected to increase by 530 basis points, indicating the company's potential for growth and sustained profitability in new markets.
- New Market Opportunities: Rogers has identified data centers as a significant new market and secured initial design wins in the EMS business, demonstrating a strategic shift towards diversifying market presence aimed at accelerating revenue growth.
- Cost Control and Innovation: Management emphasized maintaining adjusted operating expenses in line with 2025 and expects capital expenditures between $30 million and $40 million, showcasing ongoing efforts in innovation and cost management to support future profitability objectives.
See More
Rogers Q4 Earnings Beat Expectations
- Earnings Beat: Rogers Corporation reported a Q4 non-GAAP EPS of $0.89, exceeding expectations by $0.29, indicating strong profitability that may bolster investor confidence.
- Revenue Decline: The revenue of $201.5 million represents a 6.7% year-over-year decline, yet it surpassed expectations by $5 million, demonstrating the company's resilience in a challenging market environment.
- Positive Market Reaction: The earnings and revenue beats are likely to positively impact Rogers' stock price, attracting more investor interest in its future growth potential.
- Mixed Outlook: Despite the strong current performance, analysts have mixed views on the company's prospects for 2026, suggesting that investors should closely monitor future market dynamics and strategic adjustments.
See More
Rogers Corporation Set to Release Q4 Earnings on February 16
- Earnings Announcement Date: Rogers Corporation is set to announce its Q4 2023 earnings on February 16 after market close, with a consensus EPS estimate of $0.60, reflecting a 30.4% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: Analysts project revenues of $196.5 million, representing a 2.2% year-over-year growth, which suggests the company's ability to achieve modest growth in a stable market environment, highlighting its business resilience.
- Historical Performance: Over the past two years, Rogers has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, showcasing its reliability in financial forecasting and adaptability to market conditions.
- Market Reaction Anticipation: Given Rogers' historical performance and the upcoming earnings report, investors are cautiously optimistic about its future performance, which may influence its stock price movements, especially in the current economic climate.
See More
ACK Asset Management Acquires Rogers Shares Worth $39.99 Million
- New Investment Position: On February 13, 2026, ACK Asset Management disclosed a new position by acquiring 436,707 shares of Rogers, valued at approximately $39.99 million, indicating confidence in the company's future growth prospects.
- Asset Allocation Insight: This acquisition represents 5.0% of ACK's total 13F assets under management as of December 31, 2025, highlighting a concentrated investment strategy in industrial and infrastructure sectors.
- Performance Momentum: Rogers reported third-quarter sales of $216 million, a sequential increase of 6.5%, with gross margins expanding to 33.5%, reflecting strong demand in the electric vehicle and wireless infrastructure markets.
- Future Outlook: Management anticipates fourth-quarter sales between $190 million and $205 million, with typical seasonality potentially tempering sequential growth; however, long-term investors remain optimistic about recovery in the EV and aerospace sectors.
See More
ACK Asset Management Acquires $40M Stake in Rogers
- 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.
See More
ACK Asset Management Acquires Rogers Shares
- New Investment Disclosure: ACK Asset Management disclosed the acquisition of 436,707 shares of Rogers in Q4 2026, valued at approximately $39.99 million, establishing a new position that represents 5% of the fund's AUM, albeit outside its top five holdings.
- Financial Performance Improvement: Rogers reported $216 million in Q3 sales, a 6.5% sequential increase, with gross margins expanding to 33.5%, and adjusted EPS soaring from $0.34 to $0.90, indicating robust performance in the high-performance engineered materials sector.
- Growing Market Demand: The Advanced Electronics Solutions segment benefited from strong demand in EVs, wireless infrastructure, and industrial sectors, while the Elastomeric Material Solutions segment saw gains in aerospace, defense, and portable electronics, suggesting significant future growth potential.
- Investment Risk Consideration: Despite a 25% rise in Rogers' stock price over the past year, it still trades below peak margins seen in stronger cycles, prompting long-term investors to focus on margin sustainability and exposure to EV and aerospace recoveries.
See More
Rogers Corporation Q4 2025 Earnings Call Highlights
- Sales Performance Exceeds Expectations: Rogers Corporation reported Q4 2025 sales of $202 million, approaching the high end of guidance, with adjusted EPS at $0.89 and adjusted EBITDA margin at 17.1%, both surpassing expectations, reflecting the effectiveness of gradual market improvements and structural changes.
- Optimistic 2026 Outlook: Management anticipates Q1 2026 revenues between $193 million and $208 million, representing a 5% year-over-year growth, while adjusted EBITDA margins are expected to increase by 530 basis points, indicating the company's potential for growth and sustained profitability in new markets.
- New Market Opportunities: Rogers has identified data centers as a significant new market and secured initial design wins in the EMS business, demonstrating a strategic shift towards diversifying market presence aimed at accelerating revenue growth.
- Cost Control and Innovation: Management emphasized maintaining adjusted operating expenses in line with 2025 and expects capital expenditures between $30 million and $40 million, showcasing ongoing efforts in innovation and cost management to support future profitability objectives.
See More
Rogers Q4 Earnings Beat Expectations
- Earnings Beat: Rogers Corporation reported a Q4 non-GAAP EPS of $0.89, exceeding expectations by $0.29, indicating strong profitability that may bolster investor confidence.
- Revenue Decline: The revenue of $201.5 million represents a 6.7% year-over-year decline, yet it surpassed expectations by $5 million, demonstrating the company's resilience in a challenging market environment.
- Positive Market Reaction: The earnings and revenue beats are likely to positively impact Rogers' stock price, attracting more investor interest in its future growth potential.
- Mixed Outlook: Despite the strong current performance, analysts have mixed views on the company's prospects for 2026, suggesting that investors should closely monitor future market dynamics and strategic adjustments.
See More
Rogers Corporation Set to Release Q4 Earnings on February 16
- Earnings Announcement Date: Rogers Corporation is set to announce its Q4 2023 earnings on February 16 after market close, with a consensus EPS estimate of $0.60, reflecting a 30.4% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: Analysts project revenues of $196.5 million, representing a 2.2% year-over-year growth, which suggests the company's ability to achieve modest growth in a stable market environment, highlighting its business resilience.
- Historical Performance: Over the past two years, Rogers has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, showcasing its reliability in financial forecasting and adaptability to market conditions.
- Market Reaction Anticipation: Given Rogers' historical performance and the upcoming earnings report, investors are cautiously optimistic about its future performance, which may influence its stock price movements, especially in the current economic climate.
See More
ACK Asset Management Acquires Rogers Shares Worth $39.99 Million
- New Investment Position: On February 13, 2026, ACK Asset Management disclosed a new position by acquiring 436,707 shares of Rogers, valued at approximately $39.99 million, indicating confidence in the company's future growth prospects.
- Asset Allocation Insight: This acquisition represents 5.0% of ACK's total 13F assets under management as of December 31, 2025, highlighting a concentrated investment strategy in industrial and infrastructure sectors.
- Performance Momentum: Rogers reported third-quarter sales of $216 million, a sequential increase of 6.5%, with gross margins expanding to 33.5%, reflecting strong demand in the electric vehicle and wireless infrastructure markets.
- Future Outlook: Management anticipates fourth-quarter sales between $190 million and $205 million, with typical seasonality potentially tempering sequential growth; however, long-term investors remain optimistic about recovery in the EV and aerospace sectors.
See More
ACK Asset Management Acquires $40M Stake in Rogers
- 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.
See More
ACK Asset Management Acquires Rogers Shares
- New Investment Disclosure: ACK Asset Management disclosed the acquisition of 436,707 shares of Rogers in Q4 2026, valued at approximately $39.99 million, establishing a new position that represents 5% of the fund's AUM, albeit outside its top five holdings.
- Financial Performance Improvement: Rogers reported $216 million in Q3 sales, a 6.5% sequential increase, with gross margins expanding to 33.5%, and adjusted EPS soaring from $0.34 to $0.90, indicating robust performance in the high-performance engineered materials sector.
- Growing Market Demand: The Advanced Electronics Solutions segment benefited from strong demand in EVs, wireless infrastructure, and industrial sectors, while the Elastomeric Material Solutions segment saw gains in aerospace, defense, and portable electronics, suggesting significant future growth potential.
- Investment Risk Consideration: Despite a 25% rise in Rogers' stock price over the past year, it still trades below peak margins seen in stronger cycles, prompting long-term investors to focus on margin sustainability and exposure to EV and aerospace recoveries.
See More
