Inferra AI / Company / ROG

Rogers Corp

ROG · Materials

Last earnings Oct 27, 2026

Key results

Gross marginquarter

33.5%

Gross margin of 33.5% increased 190 basis points sequentially

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

EPSquarter

$0.48

Earnings per share of $0.48 compared to $(4.00) in the prior quarter

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Adjusted earnings per share of $0.90 compared to $0.34 in the prior quarter

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Revenuequarter

$216.0 million

Net sales $ 216.0 $ 210.3 $ 609.3 $ 637.9

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Selling, general, and administrativequarter

$41.6 million

Selling, general and administrative expenses 41.6 45.1 134.6 143.5

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Research and developmentquarter

$7.4 million

Research and development expenses 7.4 8.1 21.5 26.5

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Net incomequarter

$8.6 million

Net income (loss) $ 8.6 $ 10.7 $ (66.4) $ 26.6

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$216.0M
EX-99 · Oct 29, 2025
EPS · Q3 2025
$0.48
EX-99 · Oct 29, 2025
Gross margin · Q3 2025
33.5%
EX-99 · Oct 29, 2025
Net income · Q3 2025
$8.6M
EX-99 · Oct 29, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Gross margin33.5%——
EPS$0.48——
Revenue$216.0 million——
Selling, general, and administrative$41.6 million——
Research and development$7.4 million——
Net income$8.6 million——

EX-99 · Oct 29, 2025

Guidance · company-stated

No guidance located in the held release

Stated figure32.5% to 33.5%
Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin33.5%

Capital allocation

Capex$7.7M

Net cash provided by operating activities in the third quarter was $28.9 million and capital expenditures were $7.7 million.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Third quarter results were at the upper end of guidance due to improved end-market demand and good execution on cost improvement initiatives, stated Ali El-Haj, Rogers' Interim President and CEO

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Net cash provided by operating activities in the third quarter was $28.9 million and capital expenditures were $7.7 million.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Share repurchases totaled $10.0 million in the third quarter.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

This release contains forward-looking statements regarding our plans, objectives, outlook, goals, strategies, future events, future net sales or performance, capital expenditures, future restructuring, plans or intentions relating to expansions, business trends and other information that is not historical information.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

Third quarter results were at the upper end of guidance due to improved end-market demand and good execution on cost improvement initiatives, stated Ali El-Haj, Rogers' Interim President and CEO.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

We are executing on critical initiatives to improve growth, reduce manufacturing and operating costs and drive meaningfully improved results for shareholders.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

This release contains forward-looking statements regarding our plans, objectives, outlook, goals, strategies, future events, future net sales or performance, capital expenditures, future restructuring, plans or intentions relating to expansions, business trends and other information that is not historical information.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Other risks and uncertainties that could cause such results to differ include the following, without limitation failure to capitalize on, volatility within, or other adverse changes with respect to our growth drivers, such as delays in adoption or implementation of new technologies failure to successfully execute on our long-term growth strategy uncertain business, economic and political conditions in the U.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

6 Reconciliation of GAAP Earnings (Loss) Per Diluted Share to Adjusted Earnings Per Diluted Share* 2025 2024 Q3 Q2 Q3 GAAP Earnings (Loss) Per Diluted Share $ 0.48 $ (4.00) $ 0.58 Acquisition Divestiture Related Costs Intangible Amortization 0.15 0.15 0.17 Restructuring, Business Realignment Other Cost Saving Initiatives Restructuring, Severance, Impairment Other Related Costs 0.39 4.14 0.37 Valuation Allowances against Deferred Tax Assets 0.21 Estimated Income Tax Impacts of Adjustments (0.13) (0.16) (0.13) Impact of Including Dilutive Securities Total Adjustments $ 0.41 $ 4.33 $ 0.40 Adjusted Earnings Per Diluted Share $ 0.90 $ 0.34 $ 0.98 *Values in table may not add due to rounding.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

Rogers delivers innovative solutions to help our customers solve their toughest material challenges.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Such statements are generally accompanied by words or phrases such as anticipate, assume, believe, could, estimate, expect, foresee, goal, intend, may, might, plan, potential, predict, project, should, seek, target or similar expressions that convey uncertainty as to the future events or outcomes.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

All forward-looking statements are based upon information available to us on the date of this release and are subject to risks, uncertainties and other factors, many of which are outside of our control, which could cause actual results to differ materially from those indicated by the forward-looking statements.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Other risks and uncertainties that could cause such results to differ include the following, without limitation failure to capitalize on, volatility within, or other adverse changes with respect to our growth drivers, such as delays in adoption or implementation of new technologies failure to successfully execute on our long-term growth strategy uncertain business, economic and political conditions in the U.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

and other countries where we do business, in particular China, as reflected in tariff impositions and associated countermeasures, as well as the potential for U.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Should any risks and uncertainties develop into actual events, these developments could have a material adverse effect on the Company.

SEC original ↗Rogers Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

32 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Rogers Corp are held in this edition of the library.

Transcripts

0 documents

No transcripts for Rogers Corp are held in this edition of the library.

Mentioned by

10 companies

Other tracked companies whose held documents mention Rogers Corp by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.