Rogers Corporation (ROG) AI Stock Analysis

Rogers Corporation designs, develops, manufactures, and sells engineered materials and components worldwide. It operates primarily through three segments: Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other. AES provides circuit materials, ceramic substrates, busbars, and cooling solutions under brands like curamik, ROLINX, RO4000, and RO3000 for applications in electric vehicles, wireless infrastructure, telematics, aerospace, defense, and clean energy. EMS offers polyurethane and silicone materials, including PORON, BISCO, DeWAL, and ARLON brands, for cushioning, gasketing, sealing, and thermal management. The Other segment provides elastomer components and floats for level sensing.

Rogers Corporation reported full-year revenue of $810.8M in FY2025, falling 2.3% following drops of 8.6% in FY2024 and 6.5% in FY2023. Gross margin was 31.7% in FY2025, down from 37.4% in FY2021. Operating margin finished at 6.4% in FY2025, while net income declined to -$61.8M, compared to $26.1M in FY2024 and $116.6M in FY2022. Across the five years from FY2020 to FY2025, revenue grew at a CAGR of 0.2%. For the trailing twelve months, revenue reached $834.8M with an operating margin of 9.6%. In the latest quarter ended June 30, 2026, quarterly revenue rose 6.9% year-over-year, while quarterly earnings contracted 17.4%.

As of June 30, 2026, Rogers Corporation held $211.4M in cash and short-term investments against total debt of $20.6M, resulting in net cash of $190.8M. The balance sheet shows shareholders' equity of $1.20B, total assets of $1.45B, a debt-to-equity ratio of 0.02, and a current ratio of 3.99. In FY2025, the company generated $101.2M in operating cash flow and $71.1M in free cash flow. It deployed capital toward $30.1M in capital expenditures and $52.4M in share buybacks, contributing to a 2.5% decrease in share count over five years.

Rogers Corporation trades at a trailing price-to-earnings multiple of 77.5x, well above the 28.1x median of its US-listed Technology peers. However, its forward P/E of 6.5x is below the peer median of 18.8x, and its PEG ratio sits at 0.77. The stock trades at an enterprise value to EBITDA ratio of 19.9x compared to the peer median of 16.6x, and a price-to-sales ratio of 2.9x compared to the peer median of 2.8x. Over the past year, the stock gained 56.1%, outperforming the 16.8% return of the S&P 500, but its 5-year return of -28.9% lags the index's 83.0% gain.

Wall Street coverage includes 3 analysts, with 2 Strong Buy ratings and 1 Buy rating. The mean price target is $193.33, implying 45.0% upside compared to the last close of $133.37. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $872.5M and EPS of $3.77, representing 57.6% EPS growth. For the following fiscal year, 3 analysts project revenue of $945.0M and EPS of $4.55. Rogers Corporation has exceeded EPS estimates in 3 of the last 4 quarters, and its next earnings release is scheduled for October 27, 2026.

This page is an AI-written research summary of Rogers Corporation (ROG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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