Q4 2020 Earnings Call February 18, 2021 1 Forward-looking statements 2 Safe Harbor Statement This presentation contains forward-looking statements, which concern our plans, objectives, outlook, goals, strategies, future events, future net sales or performance, capital expenditures, future restructuring, plans or intentions relating to expansions, business trends and other information that is not historical information. All forward-looking statements are based upon information available to us on the date of ...

Rogers Corporation (NYSE:ROG) Q4 2020 Earnings Conference Call February 18, 2021 5:00 PM ET Company Participants Steve Haymore - Director, Investor Relations Bruce Hoechner - President and Chief Executive Officer Mike Ludwig - Senior Vice President and Chief Financial Officer Bob Daigle - Senior Vice President and Chief Technology Officer Conference Call Participants Craig Ellis - B. Riley Securities Patrick Ho - Stifel Daniel Moore - CJS Securities Operator Good day. My name is Erica and I will be your con ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-K _______________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission file number 1-4347 _______________________________ ROGERS CORPOR ...

Rogers Corporation (NYSE:ROG) Q3 2020 Earnings Conference Call October 29, 2020 5:00 PM ET Company Participants Steve Haymore - Director, Investor Relations Bruce Hoechner - President and Chief Executive Officer Mike Ludwig - Senior Vice President and Chief Financial Officer Bob Daigle - Senior Vice President and Chief Technology Officer Conference Call Participants Craig Ellis - B. Riley Securities Patrick Ho - Stifel Daniel Moore - CJS Securities Craig Ellis - B. Riley Securities Operator Good day. My nam ...

CORPC ROGERS Q2 2020 Earnings Call 4 July 30, 2020 Forward-looking statements 2 Safe Harbor Statement This presentation contains forward-looking statements, which concern our plans, objectives, outlook, goals, strategies, future events, future net sales or performance, capital expenditures, future restructuring, plans or intentions relating to expansions, business trends and other information that is not historical information. All forward-looking statements are based upon information available to us on the ...

Financial Data and Key Metrics Changes - Q2 net sales were $191 million, down 4% from the prior quarter, within guidance range [12][35] - Gross margin for Q2 was 36.6%, an increase of 360 basis points compared to Q1 [36][48] - Adjusted EPS for Q2 was $1.13 per share, a 23% increase from the prior quarter [12][40] - Free cash flow generated in Q2 was $39 million, with a strong balance sheet [14][55] Business Line Data and Key Metrics Changes - ACS net sales for Q2 were $71 million, a 10% sequential increase driven by defense and 5G wireless deployments [26][41] - PES net sales decreased by 3% to $45 million due to lower traditional automotive market demand [29][46] - EMS net sales were $72 million, a 14% sequential decrease primarily due to COVID-19 impacts [31][41] Market Data and Key Metrics Changes - Strong demand in defense and wireless infrastructure markets, particularly from 5G deployments in China [14][41] - Aerospace and defense sales grew over 25% sequentially due to recent design wins [15][26] - General industrial and automotive markets faced significant declines due to COVID-19 [14][46] Company Strategy and Development Direction - Company is focusing on advanced mobility and connectivity markets, particularly in EV/HEV and ADAS applications [16][22] - Plans to prioritize capital investments in advanced mobility, expecting a 35% CAGR over the next five years [17][22] - Continued investment in R&D for wireless infrastructure and advanced antenna materials despite current headwinds [85][88] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges due to COVID-19 but emphasized strong execution and operational improvements [8][33] - Anticipated continued strength in defense and portable electronics markets, while traditional automotive applications may decline [57][60] - Management remains optimistic about long-term growth opportunities in advanced mobility and 5G technologies [34][57] Other Important Information - The company generated a tariff refund of $3.3 million, which offset COVID-19-related expenses [37][49] - Effective tax rate for Q2 was 30.6%, higher than the previous quarter due to increased reserves for uncertain tax positions [40][54] - The company ended Q2 with a cash position of $298.7 million and a net cash position of $75.7 million [55][56] Q&A Session Summary Question: Opportunity for silicon nitride substrates and expected revenue ramp - Management highlighted significant design activity with European OEMs and a broad industry opportunity driven by electric vehicle proliferation [65][66] Question: EMS pouch cells and content per vehicle growth - Management discussed the advantages of their pouch cell technology and the expected content growth in higher-end EVs [71][75] Question: Wireless infrastructure content trends and OEMs - Management noted ongoing de-contenting trends among OEMs and the impact of Huawei's situation on market dynamics [79][80] Question: Resource allocation in wireless infrastructure - Management confirmed continued investment in R&D for wireless infrastructure despite headwinds, focusing on advanced antenna materials and satellite receivers [85][88] Question: Economic differences across regions post-COVID - Management observed a return to normalcy in China, slower recovery in Europe, and uncertainty in the US due to rising infection rates [90][90] Question: Inventory headwinds and recovery timeline - Management indicated significant inventory headwinds in the ADAS and automotive sectors, expecting recovery to begin late Q3 [93][94]

Rogers Corporation (NYSE:ROG) Q1 2020 Earnings Conference Call April 30, 2020 5:00 PM ET Company Participants Stephen Haymore - Director of IR Bruce Hoechner - President and Chief Executive Officer Michael Ludwig - Senior Vice President and Chief Financial Officer Daigle - Senior Vice President and CTO Conference Call Participants Craig Ellis - B. Riley FBR Daniel Moore - CJS securities Operator Good day. My name Erica. And I will be your conference operator today. At this time, I would like to welcome ever ...

Financial Performance - Q1 2020 net sales reached $199 million, a 3% increase compared to the previous quarter[12] - Adjusted earnings per diluted share (EPS) stood at $0.92[12] - The company's net cash position at the end of Q1 2020 was $35 million[12] - Q2 2020 net sales are projected to be between $190 million and $205 million[49] - Q2 2020 adjusted EPS is expected to range from $0.80 to $1.00[49] Segment Performance - Advanced Connectivity Solutions (ACS) reported net sales of $65 million, remaining flat compared to the previous quarter[14] - Power Electronics Solutions (PES) experienced a 6% increase in net sales, reaching $47 million[16] - Elastomeric Material Solutions (EMS) saw a 4% increase in net sales, totaling $84 million[19] Gross Margin Analysis - The gross margin for Q1 2020 was 33%[12] - Unfavorable mix across all segments negatively impacted volume and other factors, resulting in a decrease of $1.5 million[33, 39] - Performance improvements, driven by increased productivity and reduced manufacturing spend, contributed $2.8 million to the gross margin[37, 39]

ROGERS CORPOR Q4 2019 Earnings Call February 20, 2020 Forward-looking statements 2 Safe Harbor Statement This presentation contains forward-looking statements, which concern our plans, objectives, outlook, goals, strategies, future events, future net sales or performance, capital expenditures, future restructuring, plans or intentions relating to expansions, business trends and other information that is not historical information. All forward-looking statements are based upon information available to us on ...

Rogers Corporation (NYSE:ROG) Q4 2019 Earnings Conference Call February 20, 2020 5:00 PM ET Company Participants Stephen Haymore – Director-Investor Relations Bruce Hoechner – President and Chief Executive Officer Mike Ludwig – Senior Vice President and Chief Financial Officer Conference Call Participants Daniel Moore – CJS Securities Craig Ellis – B. Riley FBR Patrick Ho – Stifel Daniel Moore – CJS Securities Operator Good day. My name is Erica and I will be your conference operator today. At this time, I ...