Rogers Corporation

Rogers Corporation

ROGยทNYSE

$148.00

+0.67%
TechnologyHardware, Equipment & Parts

Rogers Corporation designs, develops, manufactures, and sells engineered materials and components worldwide. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles (EV/HEV), wireless infrastructure, automotive, telematics and thermal solutions, aerospace and defense, mass transit, clean energy, connected devices, and wired infrastructure markets. This segment sells its products under the curamik, ROLINX, RO4000, RO3000, RT/duroid, CLTE Series, TMM, AD Series, DiClad, CuClad Series, Kappa, COOLSPAN, TC Series, 92ML, IsoClad, MAGTREX, XTremeSpeed RO1200, IM Series, 2929 Bondply, 3001 Bondply Film, and SpeedWave names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSORBA, Griswold, XRD, Silicone Engineering, and R/bak names. The Other segment provides elastomer components; and elastomer floats for level sensing in fuel tanks, motors, and storage tanks for applications in the general industrial and automotive markets under the ENDUR and NITROPHYL names. Rogers Corporation was founded in 1832 and is headquartered in Chandler, Arizona.

At a Glance

Live Snapshot
Market Cap$2.64B
EPS-3.3600
P/E Ratio-44.05
Earnings Date07/30/2026
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Rogers Corporation Street Expectations Map

ROG ยท NYSE

Wall Street analysts project that ROG stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 150.00, with estimates ranging from a low of 150.00 to a high of 150.00.

Lowest Target
150.00
1.35%
Consensus Target
150.00
1.35%
Highest Target
150.00
1.35%

The consensus 1-year price target stands at 150.00, with estimates ranging from a low of 150.00 to a high of 150.00.

Analyst Consensus Analysis

Upside Potential

+1.4%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Rogers Corporation Forward Estimates of Revenue

ROG ยท NYSE
Latest Revenue
810.80M
FY 2025
Avg Estimate
864.93M
FY 2026
Estimate Range
855.13M - 874.15M
Analyst Spread

Forward Growth Analysis

Projected Growth+6.7%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Rogers Corporation Forward Estimates of Net Income

ROG ยท NYSE
Latest Net Income
-61.80M
FY 2025
Avg Estimate
58.19M
FY 2026
Estimate Range
57.36M - 59.02M
Analyst Spread

Forward Growth Analysis

Projected Growth+194.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rogers Corporation Forward Estimates of EPS

ROG ยท NYSE
Latest EPS
-3.36
FY 2025
Avg Estimate
$3.13
FY 2026
Estimate Range
$3.08 - $3.17
Analyst Spread

Forward Growth Analysis

Projected Growth+193.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rogers Corporation Forward Estimates of EBIT

ROG ยท NYSE
Latest EBIT
-45.10M
FY 2025
Avg Estimate
77.57M
FY 2026
Estimate Range
76.69M - 78.40M
Analyst Spread

Forward Growth Analysis

Projected Growth+272.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rogers Corporation Forward Estimates of EBITDA

ROG ยท NYSE
Latest EBITDA
7.80M
FY 2025
Avg Estimate
129.20M
FY 2026
Estimate Range
127.73M - 130.58M
Analyst Spread

Forward Growth Analysis

Projected Growth+1556.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rogers Corporation Forward Estimates of SG&A Expense

ROG ยท NYSE
Latest SG&A Expense
176.60M
FY 2025
Avg Estimate
191.35M
FY 2026
Estimate Range
189.18M - 193.39M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Rogers Corporation Insider Positioning

ROG ยท NYSE

During the last 12 months, insiders have sold $1.79M worth of ROG shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

1.8K

240.02K

Net Activity

-240K

-$240K

3-6 Months

Bought

0

0.00

Sold

10.8K

1.16M

Net Activity

-1.2M

-$1.16M

6-9 Months

Bought

0

0.00

Sold

4.5K

381.16K

Net Activity

-381K

-$381K

9-12 Months

Bought

0

0.00

Sold

46

3.59K

Net Activity

-4K

-$4K

Top Buyers

No buying activity

Top Sellers

1
WPC

Wallace Peter C

Director

12.7K sharesโ€ข4 transactions

$1.30M

2
WMR

Webb Michael Reed

Officer: Svp & Chief Admin Officer

2.8K sharesโ€ข3 transactions

$306K

3
LBK

Larabee Brian Keith

Officer: Svp & Gm - Ems

1.6K sharesโ€ข2 transactions

$179K

4
RL

Russell Laura

Officer: Svp, Cfo, Treasurer

31 sharesโ€ข1 transactions

$2K

5
RRS

Reeder Raymond Sean

Officer: Corporate Controller & Cao

15 sharesโ€ข1 transactions

$1K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.79M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$240K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.