The earnings call highlighted positive sales growth and improvements in gross margin, alongside strategic initiatives for cost savings and growth in new markets. However, significant challenges such as a notable net loss, impairment charges, and difficulties in the EV market due to regional disparities and pricing pressure were also addressed.

Company Guidance -

Q3 2025

During the Rogers Corporation Second Quarter 2025 Earnings Conference Call, guidance for the upcoming fiscal period was provided with several key metrics. Rogers reported a 6.5% quarter-over-quarter increase in sales, driven by strong performance in industrial, portable electronics, aerospace and defense (A&D), and advanced driver-assistance systems (ADAS) markets. For Q3, they anticipate a modest revenue increase, with stronger improvements in gross margin and adjusted EPS due to cost and expense containment initiatives. Specifically, the Q3 revenue is expected to range from $200 million to $215 million, with gross margins projected to be between 31.5% and 33.5%. Adjusted EPS is forecasted to be between $0.50 and $0.90. Additionally, the company announced restructuring plans, including a $13 million annual cost savings initiative, which follows a previously announced $32 million cost-saving effort, bringing the total expected savings to $45 million by 2026.

Q2 Sales Increase

Sales increased by 6.5% from the prior quarter, led by stronger industrial, portable electronics, aerospace and defense (A&D), and advanced driver-assistance systems (ADAS) end markets.

Revenue Growth in Key Segments

AES revenues increased by 4.6% and EMS revenues were 8.2% higher on a quarter-on-quarter basis.

Gross Margin Improvement

Q2 gross margin was 31.6%, an increase of 170 basis points from the first quarter.

Cost Savings Initiatives

Expected full year run rate savings from restructuring actions are projected to be in excess of $13 million.

New Market Opportunities

Identified growth opportunities in industrial markets such as battery energy storage systems and data centers, and in A&D and ADAS markets.

Rogers (ROG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ROG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.70 / -	0.98	―	―	―
Jul 31, 2025	2025 (Q2)	0.50 / 0.34	0.69	-50.72% (-0.35)
Apr 29, 2025	2025 (Q1)	0.25 / 0.27	0.58	-53.45% (-0.31)
Feb 19, 2025	2024 (Q4)	0.43 / 0.46	0.6	-23.33% (-0.14)
Oct 24, 2024	2024 (Q3)	0.85 / 0.98	1.24	-20.97% (-0.26)
Jul 25, 2024	2024 (Q2)	0.60 / 0.69	1.07	-35.51% (-0.38)
Apr 25, 2024	2024 (Q1)	0.55 / 0.58	0.87	-33.33% (-0.29)
Feb 21, 2024	2023 (Q4)	1.00 / 0.60	1.04	-42.31% (-0.44)
Oct 26, 2023	2023 (Q3)	1.14 / 1.24	1.11	11.71% (+0.13)
Aug 03, 2023	2023 (Q2)	1.02 / 1.07	1.22	-12.30% (-0.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ROG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$65.58	$67.30	+2.62%
Apr 29, 2025	$59.43	$61.81	+4.00%
Feb 19, 2025	$89.88	$89.59	-0.32%
Oct 24, 2024	$99.50	$101.32	+1.83%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rogers Corp. (ROG) report earnings?

Rogers Corp. (ROG) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Rogers Corp. (ROG) earnings time?

Rogers Corp. (ROG) earnings time is at Oct 23, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ROG EPS forecast?

ROG EPS forecast for the fiscal quarter 2025 (Q3) is 0.7.

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