Rogers Corporation Q4 2025 Earnings Call Summary
Yahoo Finance·2026-02-19 01:10
Performance beat in Q4 was driven by gradual end-market recovery in industrial and ADAS sectors combined with aggressive structural cost-cutting measures. Industrial sales, the company's largest segment at 27% of revenue, saw high single-digit growth due to market recovery and market share gains from traditional customers. EV/HEV performance faced headwinds as growth in ADAS was offset by declining EMS sales, particularly in regions where EV demand remains challenged. Management implemented a simpli ...