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罗杰斯公司第三季度业绩改善,股价受电子材料需求推动上涨
Jing Ji Guan Cha Wang· 2026-02-13 20:17
经济观察网罗杰斯公司(ROG)近期值得关注的事件基于截至2026年2月14日的公开信息,罗杰斯公司 (Rogers Corporation,股票代码:ROG)近期事件主要围绕历史业绩和未来展望,但当前未披露明确的重 大事件日程(如下一次财报发布日期或股东大会)。以下为关键关注点: 业绩经营情况 公司于2025年10月29日发布第三季度财报,净销售额2.16亿美元(环比增长6.5%),毛利率提升至 33.5%,每股收益0.48美元(较上季度亏损改善)。管理层预计第四季度销售和收益将同比改善,但受季节 性因素影响,环比可能下降。截至2026年2月11日,公开信息中未包含2026年第一季度的具体事件安 排。 股票近期走势 2026年2月11日股价报110.14美元,单日上涨3.91%,年初至今涨幅20.28%,主要受基本面改善(如营收 同比增长2.71%、自由现金流2120万美元)及电子材料需求(5G、AI等领域)推动。投资者需关注下一财季 盈利能否持续回升,以及行业需求兑现情况。 高管变动 2025年12月披露高管Russell Laura于12月10日卖出257股,但此类交易规模较小,未构成重大信号。 以上内容 ...
罗杰斯公司发布2025年第三季度财报,业绩环比改善
Jing Ji Guan Cha Wang· 2026-02-11 13:36
当前公开信息中未包含罗杰斯公司近期(如2026年第一季度)明确的重大事件日程,例如下一次财报发布 日期、股东大会或战略发布计划等。 经济观察网根据截至2026年2月11日的公开信息,关于罗杰斯公司(Rogers Corporation,股票代码: ROG)近期值得关注的事件,目前可获取的详细信息有限,主要集中在历史业绩和市场动态上。 以上内容基于公开资料整理,不构成投资建议。 股票近期走势 2025年10月30日,罗杰斯股价当日下跌5.01%,报81.45美元。机构评级方面,参与评级的机构中75%给 予买入建议,25%给予持有建议,无卖出建议。 业绩经营情况 根据2025年10月29日发布的2025年第三季度报告,罗杰斯公司当期净销售额为2.16亿美元,环比增长 6.5%;毛利率提升至33.5%,环比增加190个基点;摊薄后每股收益为0.48美元,较上一季度的亏损4.00 美元有所改善。公司预计第四季度销售和收益将同比改善,但受季节性因素影响,环比可能下降。 ...
NervGen Pharma Appoints Adam Rogers as Chief Executive Officer to Continue Leading the Company's Growth and Execution of Its Mission in Spinal Cord Injury
Globenewswire· 2026-02-09 12:00
VANCOUVER, British Columbia, Feb. 09, 2026 (GLOBE NEWSWIRE) -- NervGen Pharma Corp. (“NervGen” or the “Company") (TSXV: NGEN) (NASDAQ: NGEN), a clinical-stage biopharmaceutical company developing first-in-class neuroreparative therapeutics for spinal cord injury (SCI) and other neurotraumatic and neurologic conditions, today announced its Board of Directors has unanimously appointed Adam Rogers, MD, as President and Chief Executive Officer (CEO), effective immediately. Dr. Rogers will continue leading the C ...
Rogers Sugar Delivers Strong First Quarter Results, Driven by Focus on Execution in Both Business Segments
Globenewswire· 2026-02-05 12:01
Core Insights - Rogers Sugar Inc. reported strong first quarter fiscal 2026 results, with consolidated adjusted EBITDA increasing by 18% to $46.9 million [1][2]. Financial Performance - Revenues for Q1 2026 were $298.2 million, down from $331.3 million in Q1 2025, a decrease of $38.7 million [2][8]. - Gross margin increased to $65.9 million from $46.7 million year-over-year [2][10]. - Adjusted gross margin rose to $60.8 million from $51.7 million, reflecting a favorable variance of $9.1 million [2][11]. - Net earnings for Q1 2026 were $28.5 million, compared to $15.8 million in Q1 2025, with basic earnings per share increasing to $0.22 from $0.12 [2][3]. - Free cash flow for the trailing twelve months was $89.3 million, an increase of $3.1 million from the previous year [6]. Segment Performance Sugar Segment - Sugar revenues decreased to $226.2 million from $264.9 million, with adjusted EBITDA rising to $41.1 million from $33.9 million [5][6]. - Sales volume in the Sugar segment was 175,000 metric tonnes, down 21,100 metric tonnes or approximately 11% year-over-year [6][9]. - Adjusted gross margin per metric tonne increased to $304, up $79 from the previous year [12]. Maple Segment - Maple revenues increased to $71.9 million from $66.4 million, with adjusted EBITDA remaining stable at $5.8 million [14][18]. - Total maple syrup sales volume was 14,400 thousand pounds, up from 13,400 thousand pounds in the previous year [14]. LEAP Project - The LEAP Project is progressing as planned, with $25 million spent in Q1 2026, primarily for expanding sugar refining and logistics capacity [6][19]. - The total cost of the LEAP Project is expected to be between $280 million and $300 million, with an anticipated in-service date in the first half of 2027 [19][21]. Market Outlook - The company expects continued strong financial results in 2026, despite some softening in global sugar demand due to food inflation [25][27]. - Anticipated sales volume for the Sugar segment in 2026 is 750,000 metric tonnes, reflecting a reduction of approximately 4% compared to 2025 [27]. - The Maple segment is expected to grow, with projected sales volume of 56 million pounds for fiscal 2026, a growth of approximately 5% [35][36].
Rogers Communications Q4 Earnings Beat Estimates, Revenues Rise Y/Y
ZACKS· 2026-01-30 20:36
Core Insights - Rogers Communications (RCI) reported fourth-quarter 2025 adjusted earnings of $1.08 per share, exceeding the Zacks Consensus Estimate by 10.2% and reflecting a year-over-year increase of 3.8% [1] - Total revenues reached $4.43 billion, surpassing the consensus mark by 1.31% and showing a 13% year-over-year growth [1] - In Canadian dollars, adjusted earnings rose 3.4% year over year to C$1.51 per share, while total revenues increased 13% to C$6.17 billion, primarily driven by growth in the Media segment [1] Segment Performance Wireless Segment - Wireless revenues, accounting for 48.1% of total revenues, decreased 0.4% year over year to C$2.97 billion, with service revenues rising 0.3% to C$2.06 billion and equipment revenues declining 1.2% to C$912 million [2] - Monthly mobile phone ARPU was C$56.4, down 2.8% year over year [2] Cable Segment - Cable revenues, representing 32.1% of total revenues, increased 0.1% year over year to C$1.98 billion, with service revenues growing 0.3% to C$1.97 billion, while equipment revenues fell 33.3% to C$10 million [5] - Retail Internet subscriber count reached nearly 4.497 million, reflecting a net increase of 224K subscribers year over year [5] Media Segment - Media revenues surged 126% year over year to C$1.24 billion, with segment operating expenses increasing 106.3% to C$1.02 billion, resulting in an adjusted EBITDA of C$221 million [9] Financial Metrics - Adjusted EBITDA increased 1% year over year to C$1.374 billion, with an adjusted EBITDA margin expanding by 40 basis points to 66.8% [4] - Operating costs rose 18.1% to C$3.48 billion, with operating costs as a percentage of revenues expanding 260 basis points to 56.4% [10] - Free cash flow was C$1.02 billion, up from C$829 million in the previous quarter, marking a year-over-year increase of 15.7% [13] Balance Sheet and Cash Flow - As of December 31, 2025, RCI had C$5.9 billion in available liquidity, down from C$6.4 billion as of September 30, 2025 [11] - The debt leverage ratio stood at 3.9 times, influenced by the MLSE transaction [12] - Cash flow from operating activities was C$1.65 billion, up 45.6% year over year [12] 2026 Guidance - For 2026, RCI expects total service revenues to grow between 3% and 5%, and adjusted EBITDA to rise between 1% and 3% [14] - Capital expenditure is projected to be C$3.3 billion to C$3.5 billion, slightly below prior guidance [14] - Free cash flow guidance has been raised to between C$3.3 billion and C$3.5 billion [14]
Rogers Satellite Now Included in All 5G+ Plans in Atlantic Canada
Globenewswire· 2026-01-28 13:00
HALIFAX, Nova Scotia, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Rogers Communications today announced that all customers in Atlantic Canada on all 5G+ plans now have Rogers Satellite included at no extra cost for up to 24 months. Rogers Satellite is also available to all Canadians, regardless of their carrier for $15/month. “We’re focused on bringing customers plans that deliver the best value,” said Anne Martin-Vachon, President, Wireless. “By including Rogers Satellite in all our 5G+ plans in Atlantic Canada, we' ...
Rogers Corporation price target raised to $127 from $105 at B. Riley
Yahoo Finance· 2026-01-21 13:42
Group 1 - B. Riley analyst Craig Ellis raised the price target on Rogers Corporation (ROG) to $127 from $105 while maintaining a Neutral rating on the shares [1] - Consensus estimates for 4Q25 and 1Q26 may have a fractional upside bias if Auto and Industrial orders begin to increase [1] - Quarterly results are expected to align with consensus estimates as new management implements reacceleration initiatives [1]
Rogers Corporation: The Thesis For 2026 Is Mixed (NYSE:ROG)
Seeking Alpha· 2026-01-09 22:49
Core Viewpoint - The article discusses the investment positions held by the author in specific companies, indicating a long position in BNTGF and EVKIY, which may suggest a positive outlook on these stocks [1]. Group 1 - The author has a beneficial long position in the shares of BNTGF and EVKIY, indicating confidence in their future performance [1]. - The article emphasizes the importance of conducting personal due diligence and research before making any investment decisions, highlighting the risks associated with short-term trading and options trading [2]. - It is noted that past performance does not guarantee future results, and the views expressed may not reflect those of the platform as a whole [3].
Rogers Launches Five-Year $50 Million National Program to Help Youth Balance Screen Time
Globenewswire· 2026-01-08 11:00
Core Insights - Canadian teens spend an average of 5.2 hours on their phones daily, significantly exceeding the Canadian Paediatric Society's recommended limit of two hours for recreational screen time [2][5] - Rogers has launched a national program called Screen Break to help families manage excessive screen use among youth, investing $50 million over five years [1][3] Excessive Screen Time Concerns - A study by Rogers indicates that while 90% of parents believe their children spend too much time on screens, only one-third of teens recognize it as a problem [2] - Excessive screen time is linked to various health issues, including increased anxiety, depression, social isolation, obesity, and hindered academic performance [5] Program Initiatives - The Screen Break program includes four pillars: Parental Tools, Youth Programming, Research & Partnerships, and Education & Advocacy [3][4] - Tools for parents include the MyRogers app for managing mobile data and the Rogers Xfinity app for setting time limits and monitoring app usage [6] Community Engagement - The program will feature events like "Unplug and Play," where professional athletes will host active living clinics to encourage physical activity among youth [6][10] - Rogers is collaborating with the YMCA and other youth organizations to promote active living and screen balance [4][6] Research and Education - An annual study will be commissioned to analyze screen time usage among youth, in partnership with the Dais at Toronto Metropolitan University [7] - The program aims to educate families on healthy digital habits and the importance of balancing screen time with physical activity [8]
DroneShield Limited (DRSHF) Discusses Counter-Drone Solutions and Industry Trends at Drone Conference Transcript
Seeking Alpha· 2025-12-12 02:12
Company Overview - DroneShield is an Australian-based global leader in counter-drone solutions, specializing in hardware and software that detect and neutralize small drones [3]. Product Details - The company's flagship product, DroneSentry-X Mk2, is designed for radio frequency-based detection and smart jamming takedown of drones, providing a safety bubble of several kilometers around the deployed object [3]. Recent Developments - The DroneSentry-X Mk2 was recently deployed during NATO's Bold Machina exercise in the Netherlands, showcasing its operational capabilities in a real-world scenario [3]. Safety and Technology - All products developed by DroneShield are designed to be completely safe for humans, and the company currently does not engage in kinetic solutions [3].