Rogers (NYSE:ROG) Announces Earnings Results, Misses Expectations By $0.07 EPS

Rogers (NYSE:ROG) announced its earnings results on Tuesday. The electronics maker reported $0.92 earnings per share for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.07), FiscalAI reports. Rogers had a negative net margin of 6.81% and a positive return on equity of 4.31%. The company had revenue of $216.80 million during the quarter, compared to analysts’ expectations of $215.00 million. Rogers updated its Q3 2026 guidance to 1.100-1.300 EPS.

Rogers Stock Performance

ROG traded down $9.97 during midday trading on Tuesday, hitting $119.35. The stock had a trading volume of 337,113 shares, compared to its average volume of 231,217. Rogers has a 1 year low of $61.17 and a 1 year high of $169.00. The business has a fifty day moving average of $144.82 and a 200 day moving average of $122.91. The company has a market cap of $2.13 billion, a P/E ratio of -39.65 and a beta of 0.48.

Rogers News Summary

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Second-quarter revenue reached $216.8 million, exceeding analysts’ $215.0 million estimate and rising nearly 7% year over year. Management also reported a significant improvement in adjusted EPS and a 550-basis-point expansion in EBITDA margin, citing improving customer demand and progress on commercial initiatives. Rogers Corporation Reports Second Quarter 2026 Results
• Positive Sentiment: Rogers Corporation issued third-quarter 2026 EPS guidance of $1.10 to $1.30, indicating management expects earnings to improve from the reported quarter and potentially exceed current-year analyst expectations if achieved.
• Neutral Sentiment: The stock’s trading volume was above its recent average, suggesting heightened investor attention following the earnings release. Shares remain below their 50-day moving average, while the price is near the 200-day moving average, reflecting continued volatility.
• Negative Sentiment: Second-quarter EPS was $0.92, below the consensus estimate of $0.99. The company also reported a negative net margin of 6.81%, which may be raising concerns about profitability despite stronger revenue and EBITDA trends. Rogers Corporation Second Quarter 2026 Results
• Negative Sentiment: The earnings shortfall appears to be the primary near-term pressure on ROG, with investors likely looking for evidence that the improved margins and third-quarter outlook can translate into consistent bottom-line profitability.

Insider Buying and Selling at Rogers

In other news, SVP Brian Keith Larabee sold 830 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $135.91, for a total value of $112,805.30. Following the completion of the sale, the senior vice president directly owned 5,515 shares in the company, valued at approximately $749,543.65. The trade was a 13.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 1.08% of the company’s stock.

Hedge Funds Weigh In On Rogers

Several institutional investors and hedge funds have recently made changes to their positions in ROG. HRT Financial LP bought a new stake in Rogers in the fourth quarter worth $809,000. Amundi increased its holdings in shares of Rogers by 181.6% in the fourth quarter. Amundi now owns 8,091 shares of the electronics maker’s stock worth $741,000 after buying an additional 5,218 shares during the period. WINTON GROUP Ltd lifted its stake in shares of Rogers by 24.5% in the 2nd quarter. WINTON GROUP Ltd now owns 8,965 shares of the electronics maker’s stock valued at $614,000 after acquiring an additional 1,762 shares during the last quarter. State of Wisconsin Investment Board bought a new stake in shares of Rogers in the 4th quarter valued at about $604,000. Finally, AQR Capital Management LLC boosted its holdings in Rogers by 121.3% during the 1st quarter. AQR Capital Management LLC now owns 8,376 shares of the electronics maker’s stock valued at $566,000 after acquiring an additional 4,591 shares during the period. Institutional investors own 96.02% of the company’s stock.

Wall Street Analyst Weigh In

ROG has been the topic of a number of research analyst reports. Weiss Ratings raised shares of Rogers from a “sell (d)” rating to a “sell (d+)” rating in a report on Monday, May 18th. B. Riley Financial upped their target price on shares of Rogers to $200.00 and gave the stock a “buy” rating in a research report on Monday, June 15th. Finally, Zacks Research downgraded Rogers from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 23rd. One research analyst has rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Rogers currently has a consensus rating of “Hold” and a consensus price target of $200.00.

Rogers Company Profile

Rogers Corporation (NYSE: ROG) is a global technology and materials company specializing in the development and manufacture of engineered materials and components. The company designs and produces a broad portfolio of high-performance elastomeric, foam, silicone, adhesive and thermal management solutions, as well as advanced circuit board laminates. Its products are engineered to meet stringent requirements in areas such as electrical insulation, thermal performance and electromagnetic shielding.

Rogers serves a diverse range of end markets, including automotive, aerospace and defense, telecommunications, consumer electronics and industrial applications.