Rogers Corp (ROG)
NYSE:ROG
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.99Last Year’s EPS
0.34Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear operational and commercial progress: revenue growth, significant margin expansion, strong design-win momentum, and a credible multi-year cost-savings path (cumulative run-rate savings ~ $45M). Management issued constructive Q2 guidance with continued margin improvement and outlined R&D and commercialization opportunities (notably in data centers and automotive). Offsetting risks include near-term impacts from weather and supplier disruptions, automotive softness (especially U.S. EV and China near-term weakness), lower operating cash flow in the quarter, restructuring charges, and the fact that data center revenues remain largely prospective and timing-dependent. Overall, the positives in profitability improvement, guidance, design wins and cost savings outweigh the near-term operational and market headwinds.Company Guidance
Revenue Growth in Q1
Q1 sales of $201 million, up 5% year-over-year (includes a $7.9 million foreign currency benefit). Management said sales would have been higher absent weather and supplier disruptions.
Significant Profitability Improvement
Adjusted EPS rose to $0.75 in Q1 (more than doubled; +178% YoY), and adjusted EBITDA was $32 million, representing a 16.0% margin—an increase of 580 basis points year-over-year.
Positive Q2 Outlook
Q2 revenue guidance of $210–$220 million (midpoint +6% YoY). Q2 gross margin expected at 32.5%–33.5% (midpoint ~+140 bps YoY). Q2 adjusted EPS guidance $0.90–$1.10 (midpoint $1.00 vs $0.34 in Q2 2025) and adjusted EBITDA guidance $35–$41 million (midpoint margin 17.7%, ~+590 bps YoY).
Strong Segment Performance — Industrial and Electronics
Industrial (37% of sales) grew at a double-digit rate YoY driven by higher manufacturing PMI activity and share gains. Electronics & Communications (18% of sales) also grew double digits, supported by higher smartphone volumes, favorable mix toward higher-end devices, and increased share.
Commercial Wins and R&D Progress
Multiple design wins: AES high-frequency circuit material designed into a new automotive radar program (production to start in Q2) and AMS EV battery design wins with leading OEMs (production across Q2–Q4). Continued R&D progress on microchannel cooler technology and high-frequency materials for data centers with customer sampling/testing expected in the next two quarters.
Material Cost & Operational Improvements
Margin expansion driven by higher volumes, improved product mix and reductions in manufacturing costs, start-up expenses and G&A. New factory ramp-related performance costs decreased versus Q4 2025.
Capital Allocation and Liquidity
Cash balance of $196 million at quarter end. Q1 capex $4.7 million; full-year 2026 capex guidance $30–$40 million (midpoint $35 million), with focus on maintenance, automation and selective growth investments.
Cost Savings Run Rate
Company described cumulative annualized savings trajectory that annualizes to $32 million from prior initiatives and expects an incremental $13 million annualized savings from the Curamik (Germany) restructuring—bringing cumulative expected annual run-rate savings to approximately $45 million when fully realized.
ROG Earnings History
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 |
|---|---|---|---|
Apr 28, 2026 | $129.42 | $127.35 | -1.60% |
Feb 17, 2026 | $103.13 | $107.20 | +3.95% |
Oct 29, 2025 | $83.59 | $88.27 | +5.60% |
Jul 31, 2025 | $65.58 | $67.30 | +2.62% |
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 Jul 30, 2026, After Close (Confirmed).
What is Rogers Corp (ROG) earnings time?
Rogers Corp (ROG) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ROG EPS forecast?
ROG EPS forecast for the fiscal quarter 2026 (Q2) is 0.99.