The earnings call presented a balanced view with notable successes in sales growth across key markets and strategic cost-saving initiatives. However, these were countered by significant challenges such as a net loss due to impairment charges and market dynamics affecting the EV segment.

Company Guidance

During the Rogers Corporation Second Quarter 2025 Earnings Conference Call, the company reported that their sales, gross margins, and adjusted EPS were within guidance ranges, with sales increasing by 6.5% from the previous quarter. The company expects a more modest revenue increase in the third quarter, but anticipates stronger increases in gross margin and adjusted EPS due to cost containment initiatives. The call highlighted a $13 million annual run rate savings from rebalancing capacity between Europe and China, amidst challenges in the curamik business due to shifts in the EV market. In Q2, AES revenues increased by 4.6%, while EMS revenues were up 8.2%. Adjusted EPS rose to $0.34 from $0.27 in Q1. Looking forward, Q3 revenues are projected to be between $200 million and $215 million, with a gross margin range of 31.5% to 33.5%, and adjusted EPS expected to be between $0.50 to $0.90.

Sales Growth in Key Markets

Sales increased by 6.5% from the prior quarter, led by stronger industrial, portable electronics, A&D, and ADAS end markets. AES revenues increased by 4.6% and EMS revenues were 8.2% higher on a quarter-on-quarter basis.

Cost Savings and Efficiency Initiatives

The company announced restructuring actions projected to save in excess of $13 million annually, with additional initiatives totaling $32 million in annual run rate savings.

Strength in Aerospace and Defense

Aerospace and Defense sales increased in both AES and EMS operating segments, with strong demand from U.S. and European primes.

Strong Cash Position and Share Repurchases

Cash at the end of the second quarter was $157 million, with $28.1 million used for share repurchases.

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.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing