Core Insights - Rogers Bank and Mastercard have launched the Rogers Red World Legend Mastercard, a unique offering in Canada that combines Rogers services with Mastercard's global benefits [1][2] Group 1: Product Features - The Rogers Red World Legend Mastercard provides a suite of connectivity, travel, and dining benefits, catering to Canadians' demand for personalized experiences and VIP treatment [2] - Cardholders earn 3% cash back on Rogers products and services, along with global cash back and no foreign exchange fees while traveling [7] - The card includes a $200 annual entertainment credit for streaming and TV services, and access to exclusive dining reservations [7] Group 2: Exclusive Experiences - Cardholders have the opportunity to win a trip to the McLaren Technology Centre in England, which includes exclusive access, airfare, hotel accommodations, and premium culinary experiences [4] Group 3: Additional Offerings - The Rogers Red World Legend Mastercard is introduced alongside The Mastercard Collection, which offers globally connected benefits for dining, entertainment, and travel, with local benefits to be added throughout 2026 [3]

- Patchwork jersey will tour the country visiting the teams and communities it represents - TORONTO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Rogers announced today The Great Canadian Jersey will be featured in an exhibit at the Hockey Hall of Fame beginning March 2. The Great Canadian Jersey is the latest installment of the Rogers This Is Our Game campaign, which brought together patches of hockey jerseys from every province and territory across Canada. “The response to The Great Canadian Jersey has been phenomen ...

Business Segments - The company operates two strategic segments: Advanced Electronics Solutions (AES) and Elastomeric Material Solutions (EMS), with non-core businesses reported in an Other segment[16]. - As of December 31, 2025, the AES segment had manufacturing and administrative facilities in multiple locations including Chandler, Arizona, and Suzhou, China, while the EMS segment had facilities in Rogers, Connecticut, and Blackburn, England[18][19]. - The company sold to approximately 2,800 customers worldwide in 2025, with no individual customer representing more than 10% of total net sales[20]. Innovation and Development - The company emphasizes innovation as a key component of its business strategy, supported by Rogers Innovation Centers in Chandler, Arizona, and Suzhou, China, focusing on the development of new high-tech materials[24]. - The company has a history of innovation and holds numerous domestic and foreign patents, which provide a competitive advantage in its operating segments[25][26]. Raw Materials and Supply Chain - Key raw materials for the AES segment include copper, polymer, and ceramic materials, while the EMS segment relies on polyol and silicone materials[27]. - The company faces risks related to supply chain disruptions and reliance on sole or limited-source suppliers for key raw materials, which could adversely impact operations[28]. - The company utilizes hedging strategies to mitigate fluctuations in the cost of copper, a key raw material, but does not currently hedge other commodity-based raw materials[151]. Workforce and Employee Safety - The company employs approximately 3,000 people globally, with 1,100 in North America, 900 in EMEA, and 1,000 in APAC as of December 31, 2025[30]. - The company is committed to promoting employee health and safety, aiming to minimize lost workdays and recordable incidents[32]. Financial Risks and Currency Exposure - The company is exposed to foreign currency risk primarily in Europe and Asia, with a potential impact of approximately $38.9 million decrease in net sales and $1.2 million decrease in net income from a 10% strengthening of the U.S. dollar[149]. - A 10% weakening of the U.S. dollar could result in an increase of approximately $47.6 million in net sales and $1.7 million in net income[149]. - As of December 31, 2025, the interest rate on the company's revolving credit facility was 5.64%, with no borrowings outstanding, meaning a 100-basis point increase in SOFR had no impact for the year[150]. Sales and Orders - The company’s sales are primarily made through short-term purchase orders, which can be modified or canceled on short notice[23].

分组1 - Rogers Corp. reported quarterly earnings of $0.89 per share, exceeding the Zacks Consensus Estimate of $0.6 per share, and showing an increase from $0.46 per share a year ago, resulting in an earnings surprise of +48.33% [1] - The company achieved revenues of $201.5 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.03%, and up from $192.2 million year-over-year [2] - Over the last four quarters, Rogers Corp. has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] 分组2 - The stock has increased approximately 17.7% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.75 on revenues of $206.4 million, and for the current fiscal year, it is $3.20 on revenues of $851.9 million [7] - The Electronics - Miscellaneous Components industry, to which Rogers Corp. belongs, is currently in the top 20% of over 250 Zacks industries, indicating a favorable outlook [8]

Financial Data and Key Metrics Changes - Q4 2025 sales reached $202 million, a 5% increase compared to Q4 2024, and adjusted EPS was $0.89, nearly double the prior year [4][13] - Adjusted EBITDA margin improved by 500 basis points to 17.1%, with adjusted EBITDA of $34.4 million compared to $23.3 million in Q4 2024 [14][4] - Free cash flow for the year was $71 million, with $52 million in share repurchases and $197 million in net cash at year-end [9][16] Business Line Data and Key Metrics Changes - Industrial sales, the largest segment, accounted for 27% of total revenue, with high single-digit growth year-over-year [5][6] - Aerospace and Defense sales represented 16% of revenue, growing at a high single-digit rate for the full year despite a slight decline in Q4 [6] - EV and HEV sales remained at 14% of revenue, with Q4 sales declining year-over-year due to challenges in certain regions [7] - ADAS sales grew at a double-digit rate for the full year, benefiting from increased adoption and vehicle autonomy [8] Market Data and Key Metrics Changes - The company noted gradual improvements in end markets, particularly in industrial, ADAS, and renewable energy sectors [4][5] - Portable electronics sales declined in Q4 and for the full year, primarily due to a product reaching end of life [8] Company Strategy and Development Direction - The company aims to improve multi-year growth outlook and profitability initiatives, with a focus on securing design wins across various market segments [5][10] - Data centers have been identified as a significant new market opportunity, with initial design wins in the EMS business [10][26] - The company plans to maintain disciplined capital allocation and continue investing in facilities and operating structures [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for Q1 2026, expecting continued growth in industrial sales but uncertainty in automotive and EV sectors [23][24] - The company anticipates significant year-over-year improvements in Q1 2026 sales and profitability, with guidance for revenues between $193 million and $208 million [17][18] Other Important Information - The company realized $25 million in cost and operating expense improvements in 2025, with an additional $20 million expected by the end of 2026 [9][11] - Restructuring costs related to Curamik operations in Germany are expected to deliver $13 million in annual savings [19][38] Q&A Session Summary Question: Guidance for Q1 and near-term outlook for ADAS and renewables - Management expects stronger growth in industrial sales but sees uncertainty in automotive and EV sectors, with guidance reflecting these conditions [22][23] Question: Key applications in data centers - The company is focusing on thermal management and signal integrity technologies, with opportunities expected to materialize in 2026 and 2027 [25][26] Question: Broader initiatives for growth beyond data centers - Management highlighted growth targets across all business segments, with efforts to engage directly with OEMs and develop new technologies for EV and renewables [32][34] Question: Profitability improvement initiatives for 2026 - Current initiatives are in progress, with expected benefits from restructuring in Germany anticipated in the second half of 2026 [36][38] Question: Impact of tariffs on business operations - The company's global manufacturing capabilities help mitigate tariff impacts, allowing for local supply to customers in various regions [56][57]

Financial Data and Key Metrics Changes - Q4 2025 sales reached $202 million, a 5% increase compared to Q4 2024, approaching the high end of guidance [4] - Adjusted EPS for Q4 was $0.89, nearly double the prior year, with adjusted EBITDA margins improving by 500 basis points to 17.1% [4][13] - Free cash flow generated in Q4 was $71 million, with $14 million allocated for share repurchase [9][16] Business Line Data and Key Metrics Changes - Industrial sales, the largest segment, accounted for 27% of total revenue, increasing at a high single-digit rate year-over-year [5] - Aerospace and Defense sales represented 16% of revenue, with a slight decline in Q4 but a high single-digit growth for the full year [6] - EV and HEV sales remained at 14% of revenue, with Q4 sales lower year-over-year due to challenges in certain regions [7] - ADAS sales grew at a double-digit rate for the full year, benefiting from increased adoption [8] Market Data and Key Metrics Changes - The company noted gradual improvements in end markets, particularly in industrial, ADAS, and renewable energy sectors [5] - Portable electronics sales declined in Q4 and for the full year, primarily due to a product reaching end of life [8] Company Strategy and Development Direction - The company aims to improve multi-year growth outlook and profitability initiatives in 2026, focusing on securing design wins and expanding market share [10][11] - Data centers have been identified as a significant new market opportunity, with initial design wins secured [10] - The company plans to maintain a disciplined capital allocation strategy, with capital expenditures expected to be comparable to 2025 [12] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding uncertainties in the automotive sector, particularly for EVs and portable electronics [24] - The company anticipates continued growth in industrial sales and is focused on addressing macroeconomic challenges [24] - Management highlighted the importance of innovation and new product introductions to drive future growth [39] Other Important Information - The company achieved $25 million in cost and operating expense improvements in 2025, with an additional $20 million expected by the end of 2026 [9] - The restructuring of ceramic operations in Germany is on track, with anticipated annual savings of $13 million [19] Q&A Session Summary Question: Guidance for Q1 and near-term outlook for ADAS and renewables - Management expects continued growth in industrial sales but notes uncertainty in the automotive sector, particularly for EVs [24] Question: Key applications in data centers - Management highlighted opportunities in thermal management and signal integrity technologies, with potential revenue impacts expected in 2026 or 2027 [27] Question: Broader initiatives for growth beyond data centers - Management indicated growth targets across all business segments, with a focus on new technologies for EV and renewables [35] Question: Profitability improvement initiatives for 2026 - Management confirmed ongoing initiatives are in place, with expected benefits from restructuring activities in the second half of 2026 [39] Question: Impact of tariffs on business operations - Management stated that the company's global manufacturing capabilities mitigate tariff-related issues, allowing for local supply to customers [57]

Financial Data and Key Metrics Changes - Q4 2025 sales reached $202 million, a 5% increase compared to Q4 2024, and adjusted EBITDA margins improved by 500 basis points to 17.1% [4][13] - Adjusted EPS for Q4 was $0.89, nearly double the prior year period, driven by higher sales and improved operating expenses [13][14] - Free cash flow for the year was $71 million, with $52 million allocated for share repurchases [9][16] Business Line Data and Key Metrics Changes - Industrial sales, the largest segment, accounted for 27% of total revenue, with a high single-digit growth year-over-year [5][6] - Aerospace and Defense sales represented 16% of revenue, growing at a high single-digit rate for the full year despite a slight decline in Q4 [6] - EV and HEV sales remained at 14% of revenue, with Q4 sales declining year-over-year due to challenges in certain regions [6][7] - ADAS sales grew at a double-digit rate for the full year, benefiting from increased adoption and vehicle autonomy [7] Market Data and Key Metrics Changes - The company noted a gradual improvement in end markets, particularly in industrial, ADAS, and renewable energy sectors [5][6] - Portable electronics sales declined in both Q4 and for the full year, primarily due to a product reaching end of life [7] Company Strategy and Development Direction - The company aims to improve multi-year growth and profitability initiatives, with a focus on securing design wins across various market segments [10][11] - Data centers have been identified as a significant new market opportunity, with initial design wins secured in the EMS business [10][26] - The company plans to maintain disciplined capital allocation and keep capital expenditures comparable to 2025 levels [11][16] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for Q1 2026, expecting continued growth in industrial sales but uncertainty in the automotive and EV sectors [22][23] - The company anticipates significant year-over-year improvements in Q1 2026 sales and profitability, with adjusted EPS expected to range from $0.45 to $0.85 [18][19] - Management highlighted the importance of innovation and new product development to drive future growth [49][50] Other Important Information - The company achieved $25 million in cost improvements in 2025, with an additional $20 million expected by the end of 2026 [9][11] - The restructuring of ceramic operations in Germany is on track, with anticipated annual savings of $13 million [11][36] Q&A Session Summary Question: Guidance for Q1 and near-term outlook for ADAS and renewables - Management expects stronger growth in the industrial sector but sees uncertainty in automotive and EV markets, with guidance reflecting these conditions [22][23] Question: Key applications in data centers - Management emphasized opportunities in thermal management and signal integrity technologies, with larger brand name OEMs qualifying these technologies [25][26] Question: Broader initiatives for multi-year growth - Management indicated growth targets across all business segments, with specific initiatives aimed at expanding market share and engaging directly with OEMs [32][33] Question: Profitability improvement initiatives - Management confirmed ongoing initiatives are in place, with expected benefits from restructuring efforts in the second half of 2026 [35][36] Question: Impact of tariffs on business operations - Management noted that the company's global manufacturing capabilities mitigate tariff impacts, allowing for local supply to customers [54][55]

Q4 2025 Earnings Call FEBRUARY 17, 2026 1 Forward-looking statements Safe Harbor Statement Statements included in this presentation that are not a description of historical facts are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are generally accompanied by words or phrases such as "anticipate," "assume," "believe," "could," "estimate," "expect," "foresee," "goal," ...

| GAAP Results (dollars in millions, except per share amounts) | Q4 2025 | Q3 2025 | Q4 2024 | 2025 | 2024 | | --- | --- | --- | --- | --- | --- | | Net Sales | $201.5 | $216.0 | $192.2 | $810.8 | $830.1 | | Gross Margin | 31.5% | 33.5% | 32.1% | 31.7% | 33.4% | | Net Income (Loss) | $4.6 | $8.6 | $(0.5) | $(61.8) | $26.1 | | Diluted Earnings (Loss) Per Share | $0.26 | $0.48 | $(0.03) | $(3.40) | $1.40 | | 1 Adjusted Earnings Per Diluted Share | $0.89 | $0.90 | $0.46 | $2.39 | $2.72 | | 1 Adjusted EBITDA | ...

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