Core Insights - Rogers Corporation has been upgraded to a "Buy" rating by B. Riley, with a price target increase from $85 to $105, reflecting confidence in the company's future performance [1][5] - The Q3 2025 earnings call provided insights into the company's financial health and strategic plans, emphasizing transparency and strong investor relations [2][5] Stock Performance - Currently, Rogers Corporation's stock is priced at $95.95, showing a notable increase of 14.79% or $12.36 [3][5] - The stock has experienced volatility, with a trading range between $90.66 and $98.08 on the day of reporting [3] - Over the past year, the stock reached a high of $114.05 and a low of $51.43, indicating dynamic market conditions [3] Market Capitalization and Trading Activity - Rogers Corporation's market capitalization is approximately $1.74 billion, highlighting its significant presence in the industry [4][5] - The trading volume for the stock today is 69,791 shares, suggesting active investor interest [4]

Key Points Rogers' third-quarter earnings of $0.90 per share beat analyst expectations of $0.69 by a wide margin. Industrial, electric vehicle, and aerospace segments drove double-digit sales growth for the engineered materials company. The company is still searching for a permanent CEO after Colin Gouveia stepped down in July without explanation. 10 stocks we like better than Rogers › Shares of Rogers (NYSE: ROG) gained as much as 17.3% on Thursday morning, peaking just after 10 a.m. ET. The Ari ...

Includes next-gen WiFi 7 technology and our best equipment to power Canadians’ connected homes TORONTO, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Rogers today announced that Rogers Xfinity is bringing next-generation WiFi to more Canadians with Rogers Xfinity Pro. Our most elevated WiFi experience, available as an optional add-on for all Rogers Xfinity Internet plans, includes an upgrade to our best-in-class WiFi 7-enabled gateway with device prioritization and WiFi back up with Storm Ready WiFi to keep customers c ...

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Rogers Corp. (ROG) came out with quarterly earnings of $0.9 per share, beating the Zacks Consensus Estimate of $0.7 per share. This compares to earnings of $0.98 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +28.57%. A quarter ago, it was expected that this specialty materials company would post earnings of $0.5 per share when it actually produced earnings of $0.34, delivering a surprise of -32%.Over the last four quarters, ...

Rogers (NYSE:ROG) Q3 2025 Earnings Call October 29, 2025 05:00 PM ET Speaker2Good afternoon. My name is Alicia, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Rogers Corporation third quarter 2025 earnings conference call. I will now turn the call over to your host, Mr. Steve Haymore, Senior Director of Investor Relations. Mr. Haymore, you may begin.Speaker3Good afternoon and welcome to the Rogers Corporation's third quarter 2025 earnings conference call. T ...

Financial Performance - Net sales for Q3 2025 were $216.0 million, a 2.7% increase from $210.3 million in Q3 2024[13] - Gross margin decreased to $72.3 million in Q3 2025, down from $74.1 million in Q3 2024, reflecting a decline of 2.4%[13] - Net income for Q3 2025 was $8.6 million, compared to $10.7 million in Q3 2024, representing a decrease of 19.7%[15] - Comprehensive income for Q3 2025 was $5.3 million, significantly lower than $36.6 million in Q3 2024, a decline of 85.5%[15] - Operating income for Q3 2025 was $15.7 million, slightly up from $14.6 million in Q3 2024, an increase of 7.5%[13] - Basic earnings per share for Q3 2025 were $0.48, down from $0.58 in Q3 2024, a decrease of 17.2%[13] - For the first nine months of 2025, net sales decreased by 4.5% to $609.3 million compared to the same period in 2024, with significant declines in wireless infrastructure and EV/HEV markets[136] - Gross margin for the first nine months of 2025 was 31.7%, down 210 basis points from 33.8% in the same period of 2024, attributed to lower volumes and higher costs[138] Expenses and Costs - Research and development expenses were $7.4 million in Q3 2025, down from $8.1 million in Q3 2024, a reduction of 8.6%[13] - Selling, general and administrative (SG&A) expenses decreased by 7.8% in Q3 2025 to $41.6 million, representing 19.3% of net sales, down from 21.4% in Q3 2024[139] - The company incurred $7.1 million in restructuring charges for the three months ended September 30, 2025, compared to $6.3 million in the same period of 2024[92] - Restructuring and impairment charges totaled $89.1 million for the first nine months of 2025, primarily related to the AES operating segment[142] Assets and Liabilities - Total assets decreased to $1,446.0 million as of September 30, 2025, from $1,481.1 million at the end of 2024, a decline of 2.4%[17] - Total shareholders' equity was $1,202.7 million as of September 30, 2025, down from $1,251.6 million at the end of 2024, a decrease of 3.9%[17] - Total accounts receivable increased to $145.5 million as of September 30, 2025, compared to $135.3 million at the end of 2024, reflecting a growth of 14.9%[33] - Total inventories remained relatively stable at $142.9 million as of September 30, 2025, compared to $142.3 million at the end of 2024[36] - The company reported a total of 482 outstanding asbestos claims as of September 30, 2025, down from 523 at the beginning of the year[60] Cash Flow and Capital Expenditures - Net cash provided by operating activities decreased to $54.3 million for the nine months ended September 30, 2025, down from $93.4 million in 2024, representing a decline of approximately 41.9%[21] - Capital expenditures for the nine months ended September 30, 2025, were $25.4 million, a decrease from $40.7 million in the same period of 2024, representing a reduction of 37.5%[21] - Cash and cash equivalents at the end of the period increased to $167.8 million as of September 30, 2025, up from $146.4 million in 2024, marking an increase of 14.8%[21] Shareholder Activities - Share repurchases totaled $38.1 million for the nine months ended September 30, 2025, compared to $7.9 million in 2024, indicating a significant increase in buyback activity[21] - The company repurchased 563,869 shares for a total value of $38.1 million during the nine months ended September 30, 2025, with $66.1 million remaining available for future repurchases[70] - The company repurchased shares worth $10.0 million under a $200.0 million program, with $66.1 million remaining for future repurchases[181] Impairment and Charges - The company reported impairment charges of $71.8 million for the nine months ended September 30, 2025, with no such charges reported in the same period of 2024[21] - Goodwill decreased to $303.5 million as of September 30, 2025, down from $357.6 million on December 31, 2024, primarily due to a $67.3 million impairment charge[43] - The company recorded non-cash impairment charges of $67.3 million for goodwill and $4.5 million for indefinite-lived other intangible assets in Q2 2025[48] Taxation - The effective tax rate for the third quarter of 2025 was 47.2%, negatively impacted by an increase in valuation allowance and reserves for uncertain tax positions[108] - The effective tax rate for the nine months ended September 30, 2025, was -21.6%, primarily due to a $67.3 million goodwill impairment with no tax benefit available[110] Strategic Focus and Growth - The company’s growth strategy focuses on market-driven organization, innovation leadership, synergistic mergers and acquisitions, and operational excellence[125] - The company is capitalizing on growth opportunities in the automotive industry, aerospace and defense, portable electronics, and renewable energy sectors[126] - Future revenue growth is anticipated from organic business and targeted acquisitions, particularly in growth markets such as EV/HEV, aerospace, and renewable energy[132] Market Performance - Net sales in the United States for the three months ended September 30, 2025, were $61.2 million, up from $52.9 million in the prior year, representing a 15.6% increase[90] - The company reported $184.3 million in net sales from China for the nine months ended September 30, 2025, consistent with $184.6 million in the prior year[91] - Advanced Electronics Solutions (AES) net sales for Q3 2025 were $114.7 million, a 2.2% increase from Q3 2024's $112.2 million, driven by higher sales in ADAS and EV/HEV markets[153] - Elastomeric Material Solutions (EMS) net sales for Q3 2025 were $97.2 million, a 3.2% increase from Q3 2024's $94.2 million, mainly due to higher sales in aerospace and defense[157]

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," "intend," "may," "might," "plan," "potential," "predict," "project," ...

Financial Performance - Net sales for Q3 2025 were $216.0 million, a 6.5% increase compared to Q2 2025[4] - Net income for Q3 2025 was $8.6 million, compared to a net loss of $(73.6) million in Q2 2025[3] - Adjusted earnings per diluted share were $0.90, compared to $0.34 in the prior quarter[5] - Total net sales for Q3 2025 were $216.0 million, an increase from $210.3 million in Q3 2024[20] - The company expects GAAP earnings per diluted share for Q4 2025 to be between $0.00 and $0.40, with adjusted earnings per diluted share guidance of $0.40 to $0.80[22] Sales Growth - Advanced Electronics Solutions (AES) net sales increased by 5.2%, driven by higher EV/HEV and wireless infrastructure sales[4] - Elastomeric Material Solutions (EMS) net sales rose by 8.7%, primarily from stronger portable electronics and aerospace sales[4] Margins and Efficiency - Gross margin improved to 33.5%, up 190 basis points sequentially[7] - Adjusted EBITDA for Q3 2025 was $37.2 million, an increase of 5.7% from $35.2 million in Q3 2024[19] - Adjusted EBITDA margin for Q3 2025 was 17.2%, up from 16.7% in Q3 2024, indicating improved operational efficiency[20] Cash Flow and Expenditures - Ending cash and cash equivalents increased to $167.8 million, up $10.6 million from the prior quarter[6] - Free cash flow for Q3 2025 was $21.2 million, a decrease of 15.9% from $25.2 million in Q3 2024[21] - Net cash provided by operating activities for Q3 2025 was $28.9 million, compared to $42.4 million in Q3 2024[21] - Capital expenditures for 2025 are expected to be between $30 million and $40 million[8] Future Projections - The company expects Q4 2025 net sales to be between $190 million and $205 million[8] - Projected gross margin for Q4 2025 is between 30.0% and 32.0%[8] Adjustments and Costs - Total adjustments to GAAP earnings per diluted share in Q3 2025 amounted to $0.41, primarily due to restructuring and related costs[17] - The company reported intangible amortization of $2.8 million in Q3 2025, slightly down from $3.1 million in Q3 2024[19]

Rogers Corporation, listed on the NYSE:ROG, is set to release its quarterly earnings with an anticipated EPS of $0.70 and revenue of $207.5 million.The company has a low debt-to-equity ratio of 0.02 and strong current ratio of 3.79 suggest a stable financial foundation.Investment by the Third Avenue Small-Cap Value Fund in Rogers Corporation highlights confidence in the company's growth potential despite current profitability issues.Rogers Corporation, listed on the NYSE:ROG, is a key player in the electron ...