ROG logo

ROGERS CORP

ROGNYSE
πŸ† #1854 by market capEarnings Oct 27US Equity
$138.14β–² $1.45 (+1.05%)
Market closed Β· at close
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24hβ–² 1.1%
7dβ–Ό 1.1%
14dβ–² 7.4%
30dβ–² 11.2%
ytdβ–² 50.7%
1yβ–² 71.4%
🏦Market Cap
$2.47B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+4.9%
Slowing
πŸ“ŠGross Margin
32.4%
Moderate
πŸ’΅FCF Margin
9.9%
Moderate
βš–οΈP/S Ratio
2.9x
Cheap
Otter Score
56
Weak

Trading Snapshot

Day Range
$136.03 – $139.09
52-Week Range
$75.14 – $169.00
Volume
$1.82B
Avg Volume
$1.45B
Shares Outstanding
17.9M
Next Earnings
Dec 2, 2026

Fundamentals Snapshot

Annual Revenue
$811M
Last Q Revenue
$217M
P/E Ratio
77.2
P/S Ratio
2.9x
EPS (TTM)
$1.74
Dividend Yield
β€”
Dilution (1yr)
βˆ’1.1%

Why Investors Own ROG

  • βœ“High-growth profile β€” revenue up -1.0% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 71% gross margin and 15% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

ROG logo

ROGERS CORP

ROG
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$811Mβ–Ό βˆ’2.3% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
31.7%β–Ό βˆ’5.1% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$52Mβ–² +109.2% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$71Mβ–² +0.1% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
18.4Mβ–Ό βˆ’1.1% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$175Mβ–² +$40M YoY
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About ROGERS CORP

Rogers Corporation, established in 1832 and headquartered in Chandler, Arizona, operates as a global enterprise specializing in the engineering, production, and sale of advanced materials and components. Its business activities are organized into three primary divisions: Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other. The Advanced Electronics Solutions (AES) division manufactures and supplies circuit materials, ceramic substrate materials, busbars, and innovative cooling solutions. These offerings cater to a diverse array of industries and applications, including electric and hybrid electric vehicles (EV/HEV), wireless infrastructure, general automotive use, telematics, thermal management, aerospace and defense, mass transit systems, clean energy initiatives, connected devices, and wired infrastructure. The products in this segment are distributed under a wide range of brand names, specifically curamik, ROLINX, RO4000, RO3000, RT/duroid, CLTE Series, TMM, AD Series, DiClad, CuClad Series, Kappa, COOLSPAN, TC Series, 92ML, IsoClad, MAGTREX, XTremeSpeed RO1200, IM Series, 2929 Bondply, 3001 Bondply Film, and SpeedWave. The Elastomeric Material Solutions (EMS) segment delivers specialized material solutions primarily utilizing polyurethane and silicone. These are employed for cushioning, gasketing, sealing, and vibration management applications. This segment also provides tailored silicones for flexible heaters and semiconductor thermal solutions, alongside polytetrafluoroethylene (PTFE) and ultra-high molecular weight polyethylene (UHMW-PE) materials. These latter materials find utility in safeguarding wires and cables, electrical insulation, conduction, and shielding, protecting hoses and belts, vibration management, cushioning, gasketing, sealing, and venting. Its portfolio of products is sold under the brand identities of PORON, BISCO, DeWAL, ARLON, eSORBA, Griswold, XRD, Silicone Engineering, and R/bak. Finally, the Other segment is responsible for providing various elastomer components and specialized elastomer floats. These floats are critical for level sensing in fuel tanks, motors, and other storage tanks, primarily serving the general industrial and automotive markets. Offerings from this division are marketed under the ENDUR and NITROPHYL trademarks.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Weak
56/100

Analyst Price Target

β“˜
Average Target
$148.11
β–² +7.2% Upside
High Target$162.92
Low Target$122.80
Based on 37 analysts

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