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Rogers Corp (ROG)
NYSE:ROG
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.67Last Year’s EPS
0.27Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful operational and financial progress: mid-single-digit revenue growth, sizable margin expansion (500 bps), near-term EPS improvement, strong free cash flow, balance-sheet strength ($197M cash), and material cost savings realized. Management acknowledged remaining challenges — notably EMS and EV/HEV revenue weakness, portable electronics end-of-life impact, slower-than-expected ramp at the ceramic China facility, and near-term restructuring charges and higher tax rate — but presented clear initiatives (design wins, new market focus on data centers, continued cost programs) to drive multiyear growth. On balance, the positives (profitability gains, cash generation, cost savings, constructive guidance) outweigh the negatives (demand pockets and execution timing risks), supporting a constructive outlook while recognizing execution and market risks in 2026.Company Guidance
Quarterly Revenue Near High End of Guidance
Q4 sales of $202 million approached the high end of guidance and improved 5% versus Q4 2024, with the midpoint of Q1 2026 guidance implying a similar ~5% year-over-year sales increase.
Strong Margin and Profitability Improvement
Q4 adjusted EBITDA was $34.4 million (17.1% margin), up from $23.3 million in Q4 2024 — a +$11.1 million increase (≈+47.6%) and a 500 basis-point margin improvement year-over-year.
Adjusted EPS Nearly Doubled Year‑over‑Year
Q4 adjusted EPS was $0.89, nearly double the prior-year period; Q1 2026 adjusted EPS guidance midpoint is $0.65 versus $0.27 in Q1 2025.
Segment Growth Drivers — AES, ADAS, Industrial, Aerospace & Defense
AES Q4 revenues rose 14.6% year-over-year. ADAS sales increased and grew at a double-digit rate for the full year. Industrial sales (largest segment at 27% of revenue) increased at a high single-digit rate in Q4. Aerospace & defense represented 16% of revenue and grew at a high single-digit rate for the full year.
Cash Generation, Net Cash Position and Share Repurchases
Generated $71 million of free cash flow for the year; cash at Q4 end was $197 million (an increase of $29.2 million from Q3); cash provided by operations in Q4 was $46.9 million. Repurchased $52 million of stock in 2025 (including $14.3 million in Q4).
Material Cost and Operating Expense Savings Realized
Realized $25 million of cost and operating expense improvements in 2025, representing an 8% reduction in full-year operating expenses versus prior year; company expects an additional ~$20 million of annualized savings to be complete by end of 2026 (company also cited a $32 million full-year benefit for announced initiatives when fully realized).
Improved Q1 2026 Profitability Outlook
Q1 2026 guidance projects gross margin 30.5%–32.5% (midpoint +160 bps YoY), adjusted EBITDA $27M–$35M (midpoint 15.5% margin, +530 bps YoY) and adjusted EPS $0.45–$0.85 (midpoint $0.65 vs $0.27 in Q1 2025).
Strategic Focus on New Markets and Design Wins
Management is prioritizing top-line growth via design wins, targeting data centers (thermal management and signal integrity), pursuing M&A selectively, and accelerating new product introductions to capture new and adjacent markets.
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 |
|---|---|---|---|
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% |
Apr 29, 2025 | $59.43 | $61.81 | +4.00% |
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 Apr 23, 2026, After Close (Confirmed).
What is Rogers Corp (ROG) earnings time?
Rogers Corp (ROG) earnings time is at Apr 23, 2026, 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 2026 (Q1) is 0.67.