ROG · Rogers Corp
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 28, 2026TL;DR. Rogers delivered Q2 sales of $216.8 million (+6.9% YoY) and raised its Q3 outlook with sales expected to rise ~10% YoY and adjusted EBITDA margin expanding 250 bps, despite Q2 adjusted EPS missing the midpoint on supply chain headwinds and a one-time facility event.
- + Adjusted EBITDA margin expanded 550 bps YoY to 17.3%, with adjusted EPS up 171% to $0.92.
- + Q3 guidance calls for sales up ~10% YoY and adjusted EBITDA margin up 250 bps YoY to ~19.7% at midpoint.
- + Free cash flow improved sharply to $18.3M from $1.1M in Q1, with cash and short-term investments of $211M.
- + Electronics & communications revenue grew at a double-digit YoY rate on wireless infrastructure and smartphone share gains.
- − Adjusted EPS of $0.92 came in below the midpoint of guidance due to more than $0.10 of combined EPS pressure from supply chain headwinds, a one-time facility fire, and higher operating expenses.
- − Ongoing raw material shortages and Middle East-driven freight delays (transit times exceeding 12 weeks vs. historical 4-6 weeks) remain unresolved.
- − Aerospace & defense sales declined slightly YoY on lower defense orders, though expected to improve in 2H.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ROG
this stock
Rogers Corp
|
$2.46B | +67.1% | +7.1% | — | 3.5% |
|
APH
Amphenol Corp /De/
|
$416.11B | — | +51.7% | 84.6 | 0.6% |
|
GLW
Corning Inc /Ny
|
$135.01B | +75.6% | +19.1% | 71.9 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$93.18B | +129.2% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.28B | -7.2% | +8.9% | 21.4 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ROG | +9.7% | +24.4% | +32.4% | +21.8% | +67.1% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +10.4% | +24.3% | +20.2% | +22.4% | +55.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.