Rogers Corporation reported third-quarter 2026 net sales of $236.1 million, up 9.3%, gross margin of 34.2% and operating margin of 12.7%; it repurchased 73.4 thousand shares for $9.3 million.
ROG · Rogers Corp
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Rogers Corporation third-quarter sales were $236.1 million, up 9%, adjusted EPS was $1.39, up 54%, and adjusted EBITDA was $47.7 million, up 28%; fourth-quarter guidance is $215 million to $225 million and 90 cents to $1.10 adjusted EPS.
Rogers Corporation reported third quarter 2026 net sales of $236.1 million, up 9.3% year-over-year, net income of $22.6 million and adjusted EBITDA of $47.7 million. Q4 2026 guidance calls for net sales of $215 to $225 million and adjusted EBITDA of $37 to $43 million.
Rogers targets sales over $1.5 billion by 2030, with over $450 million expected from data centers, battery systems, and AMI shielding; data center design awards are expected to generate revenue starting the second half of 2027.
Metrics snapshot
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Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 27, 2026TL;DR. Rogers delivered Q3 sales, adjusted EPS, adjusted EBITDA margin and free-cash-flow growth, and guides to further year-over-year improvement in Q4 sales, adjusted EPS and adjusted EBITDA, with 2026 capital expenditures of $30 to $35 million. Risks include a slight Q3 midpoint miss, supply constraints, higher commodity and Keramic China facility costs, sequential Q4 sales seasonality and asbestos-related litigation.
- + Sales increased across all end markets, with particular strength in electronics and communications. new
- + Rogers secured new design wins in core markets. new
- + Q4 guidance anticipates year-over-year growth in sales, adjusted EPS and adjusted EBITDA. new
- + The $45 million restructuring program is largely complete and is expected to be fully achieved exiting 2026. new
- + 2026 capital expenditures are guided at $30 million to $35 million. new
- − Q3 sales slightly missed the guidance midpoint amid pockets of supply constraints. new
- − Higher commodity costs partially offset gross-margin improvement and remain a Q4 headwind. new
- − Higher year-over-year costs associated with the new Keramic China facility partially offset adjusted EBITDA improvements. new
- − Q4 sales are expected to decline sequentially because of seasonality and customers’ end-of-year operating patterns. new
- − Asbestos-related product-liability litigation remains an ongoing risk that could materially affect the company. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
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Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
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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
|
$2.24B | +37.2% | +7.1% | — | 2.4% |
|
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$193.17B | — | +51.7% | 34.1 | 1.1% |
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$98.27B | +30.3% | +19.1% | 46.4 | 1.9% |
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$62.02B | -4.9% | +15.2% | 19.6 | 2.0% |
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$57.31B | +41.0% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 28, 2026
- This year
- 14
Rogers Corporation reported third-quarter 2026 net sales of $236.1 million, up 9.3%, gross margin of 34.2% and operating margin of 12.7%; it repurchased 73.4 thousand shares for $9.3 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ROG | +3.0% | -5.8% | -12.8% | -5.6% | +37.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.4% | -4.6% | -13.3% | -5.4% | +26.6% |
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.