Rogers Corporation

Informe acción NYSE:ROG

Capitalización de mercado: US$2.3b

Rogers Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de Rogers han disminuido a una tasa media anual de -43.8%, mientras que en la industria Electronic los beneficios crecieron en un 3.8% anualmente. Los ingresos han ido disminuyendo a una tasa media de 3.1% al año.

Información clave

-43.75%

Tasa de crecimiento de los beneficios

-43.87%

Tasa de crecimiento del BPA

Crecimiento de la industria Electronic 15.34%
Tasa de crecimiento de los ingresos-3.06%
Rentabilidad financiera-4.69%
Margen neto-6.81%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha May 16

Rogers: 50x P/E+ Without A Yield And With Significant Risk

Summary Rogers Corporation is rated 'HOLD' despite recent price surges, with a new price target of $68/share reflecting cautious optimism. ROG's valuation is seen as disconnected from fundamentals, trading at a TTM P/E above 44x despite modest historical earnings growth and no dividend. Recent upside is attributed to aggressive cost-cutting, improved forecasts, and insider activity, but underlying revenue and profit trends remain unproven. AI and data center tailwinds are speculative for ROG; significant revenue from these segments is unlikely before 2027-2028, reinforcing the company's high-risk profile. Read the full article on Seeking Alpha
Actualización de narrativa Apr 23

ROG: Ongoing Buybacks And Stable Margins Will Support Balanced Future Returns

Analysts now set a refreshed price target of $124.33 for Rogers, with the update framed by only slight adjustments to the discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News Rogers reported that from October 1, 2025 to December 31, 2025, it repurchased 174,276 shares, representing 0.97% of shares, for $14.3 million under its ongoing share buyback program (Key Developments).
Actualización de narrativa Apr 07

ROG: Ongoing Share Repurchases And Stable Margins Will Support Future Upside

Narrative Update on Rogers Analysts are maintaining their fair value estimate for Rogers at $124.33 per share, with only very small adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E used to support their updated price target work. What's in the News Rogers issued earnings guidance for the first quarter of 2026, targeting net sales in a range of $193 million to $208 million, giving investors a sense of expected near term revenue levels (Company guidance).
Actualización de narrativa Mar 23

ROG: Share Repurchases And Stable Margins Will Support Future Upside Potential

Analysts have kept their price target for Rogers steady at $124.33, citing only marginal tweaks to their discount rate, long term revenue growth, profit margin assumptions and future P/E expectations that leave their overall valuation view essentially unchanged. What's in the News Rogers issued earnings guidance for the first quarter of 2026, expecting net sales in a range of $193 million to $208 million, giving you a sense of the revenue level management is planning for in the near term (Key Developments).
Actualización de narrativa Mar 09

ROG: Ongoing Share Repurchases And Margin Assumptions Will Support Upside Potential

Analysts have made a small adjustment to their price target on Rogers, with updated assumptions around discount rate, revenue growth, profit margin, and future P/E now indicating a fair value of about $124.33 per share. What's in the News Rogers issued earnings guidance for Q1 2026, with expected net sales in a range of $193 million to $208 million, giving investors a reference point for near term revenue expectations (Key Developments).
Actualización de narrativa Feb 22

ROG: Buybacks And Margin Outlook Will Support A Stronger Forward View

Analysts have revised their price target on Rogers to $124.33 from $104.00, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Rogers issued earnings guidance for the first quarter of 2026, with expected net sales in a range of $193 million to $208 million, giving you a rough sense of the revenue scale management is planning for that period (company guidance).
Artículo de análisis Feb 12

Is Rogers Corporation (NYSE:ROG) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Rogers' estimated fair value is US$83.51 based on 2 Stage Free Cash Flow to Equity Rogers' US$110 share...
Actualización de narrativa Feb 08

ROG: Modest Model Tweaks Will Shape A Steady Forward View

Analysts have modestly adjusted their price target for Rogers to $104.00, reflecting updated assumptions around a slightly lower discount rate and a small tweak to the forward P/E used in their models. Valuation Changes Fair Value Estimate: Held steady at $104.0, indicating no change in the modelled target level.
Nueva narrativa Feb 05

Curamik Ramp And Cost Savings Will Transform Margins And Support A Stronger Long-Term Outlook

Catalysts About Rogers Rogers Corporation supplies advanced materials and solutions used in industrial, automotive, aerospace and defense, power electronics and portable electronics applications. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jan 24

ROG: Buybacks And Q4 Guidance Will Shape A Balanced Forward View

Analysts have lifted their price target on Rogers from $96.67 to $104.00, pointing to their updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Rogers reported that from July 1, 2025 to September 30, 2025, it repurchased 137,879 shares for $10 million, representing 0.76% of shares, as part of its ongoing buyback program (Key Developments).
Actualización de narrativa Jan 09

ROG: Buybacks And Q4 Guidance Will Support A Steady Forward Outlook

Analysts have kept their price target for Rogers steady at US$96.67, citing only marginal adjustments to their discount rate, revenue growth outlook, profit margin assumptions, and expected future P/E multiple as the basis for maintaining their view. What's in the News Rogers updated its share buyback activity, reporting repurchases of 137,879 shares from July 1, 2025 to September 30, 2025, representing 0.76% of shares for US$10 million under the existing program (Key Developments).
Artículo de análisis Jan 07

Risks To Shareholder Returns Are Elevated At These Prices For Rogers Corporation (NYSE:ROG)

With a median price-to-sales (or "P/S") ratio of close to 2.5x in the Electronic industry in the United States, you...
Actualización de narrativa Dec 19

ROG: Share Repurchases And Earnings Guidance Will Shape A Balanced Outlook

Analysts have raised their price target on Rogers by 0.0 percent to approximately 97 dollars per share, citing slightly lower discount rate assumptions and a marginally reduced future price to earnings multiple. These factors collectively refine, but do not materially alter, their long term valuation outlook.
Actualización de narrativa Dec 05

ROG: Share Repurchases And Earnings Guidance Will Shape A Stable Outlook

Analysts have nudged their price target on Rogers modestly higher to approximately $97 per share, citing slightly improved long term assumptions for the discount rate and forward valuation multiples that reinforce a stable outlook for revenue growth and profit margins. What's in the News Rogers has updated its share repurchase activity, buying back 137,879 shares, or about 0.76% of outstanding shares, for $10 million between July 1 and September 30, 2025, bringing total repurchases under the August 6, 2015 authorization to 1,953,715 shares, or 10.55%, for $133.14 million (company filing).
Actualización de narrativa Nov 21

ROG: Share Repurchases And Earnings Outlook Will Drive Further Gains

Analysts have slightly increased their price target for Rogers from $95.67 to $96.67. This reflects updated expectations for higher revenue growth and a modest adjustment in the company's future financial outlook.
Actualización de narrativa Nov 05

ROG: Stronger Profit Margins And Share Buybacks Are Set To Drive Upside

Analysts have raised their price target for Rogers from $85.67 to $95.67. They cite improved revenue growth projections and stronger profit margins as key factors behind the more positive outlook.
Artículo de análisis Nov 01

Rogers Corporation Just Beat EPS By 118%: Here's What Analysts Think Will Happen Next

Rogers Corporation ( NYSE:ROG ) just released its third-quarter report and things are looking bullish. It was overall a...
Actualización de narrativa Oct 22

Analyst Maintains Rogers Price Target Amid Stable Valuation and Modest Profit Margin Adjustment

Rogers' analyst price target remains steady at $85.67. Analysts note minor adjustments in discount rate and profit margin projections that offset each other, resulting in no change in their overall valuation outlook.
Actualización de narrativa Oct 08

Global Electrification And Advanced Materials Will Unlock New Opportunities

Analysts have raised their fair value estimate for Rogers from $80 to approximately $85.67, citing slightly improved revenue growth projections and updated discount rates. What's in the News Starboard Value LP has engaged with Rogers Corporation’s management and Board, discussing ongoing opportunities for value creation (Key Developments).
Artículo de análisis Sep 24

Rogers (NYSE:ROG) Could Be Struggling To Allocate Capital

When researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
Artículo de análisis Jun 10

Rogers (NYSE:ROG) May Have Issues Allocating Its Capital

What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
Artículo de análisis May 07

There May Be Reason For Hope In Rogers' (NYSE:ROG) Disappointing Earnings

Rogers Corporation's ( NYSE:ROG ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
Artículo de análisis Apr 11

Rogers Corporation's (NYSE:ROG) Share Price Is Still Matching Investor Opinion Despite 27% Slump

To the annoyance of some shareholders, Rogers Corporation ( NYSE:ROG ) shares are down a considerable 27% in the last...
Seeking Alpha Mar 22

Rogers: Glad I Rotated And Still A 'Hold'

Summary I achieved over 50% annualized RoR by rotating out of Rogers Corporation in 2023, avoiding a subsequent 56% decline. Rogers Corporation's strengths include global leadership in engineered materials, but geopolitical tensions and lack of dividends pose significant risks. Despite decent 2024 results, I foresee a challenging 2025-2026E recovery, with high P/E and no dividends making it less attractive. I rate Rogers Corporation a "hold" at current levels, recommending a buy only below $50/share for a more favorable risk/reward profile. Read the full article on Seeking Alpha
Artículo de análisis Mar 17

Calculating The Fair Value Of Rogers Corporation (NYSE:ROG)

Key Insights Rogers' estimated fair value is US$68.82 based on 2 Stage Free Cash Flow to Equity Rogers' US$78.39 share...
Artículo de análisis Feb 22

Investors Could Be Concerned With Rogers' (NYSE:ROG) Returns On Capital

What financial metrics can indicate to us that a company is maturing or even in decline? Typically, we'll see the trend...
Artículo de análisis Jan 09

Pinning Down Rogers Corporation's (NYSE:ROG) P/E Is Difficult Right Now

Rogers Corporation's ( NYSE:ROG ) price-to-earnings (or "P/E") ratio of 36.9x might make it look like a strong sell...
Artículo de análisis Nov 16

Rogers Corporation's (NYSE:ROG) Intrinsic Value Is Potentially 23% Below Its Share Price

Key Insights Rogers' estimated fair value is US$80.25 based on 2 Stage Free Cash Flow to Equity Rogers' US$104 share...
Artículo de análisis Sep 28

These Return Metrics Don't Make Rogers (NYSE:ROG) Look Too Strong

When researching a stock for investment, what can tell us that the company is in decline? When we see a declining...
Seeking Alpha Sep 24

Rogers Corporation Eyes Growth In EV And Renewable Energy Markets Despite Profit Challenges

Summary Rogers Corporation is strategically expanding ceramic power substrate production and investing in sustainable materials to capitalize on the electric vehicle and renewable energy sectors. Despite challenges like lower gross margins and geopolitical risks, Rogers' initiatives in China and renewable energy position it for long-term growth. Financial trends show declining revenues but improved gross margins due to cost reductions, with a projected 1.8% revenue growth and -9.5% earnings decline next year. Given the potential benefits from its strategic investments, Rogers' stock could be a Buy, anticipating growth and recovery in high-growth markets. Read the full article on Seeking Alpha
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Nueva narrativa Sep 24

Innovative Shifts And Tactical Expansion Set To Propel Growth In EV And Renewable Sectors

Consolidation of operations and strategic cost reduction initiatives are improving margins by lowering expenses and enhancing operating efficiency.
Artículo de análisis Aug 13

Rogers Corporation's (NYSE:ROG) Share Price Not Quite Adding Up

With a price-to-earnings (or "P/E") ratio of 32.7x Rogers Corporation ( NYSE:ROG ) may be sending very bearish signals...
Artículo de análisis Jul 02

Estimating The Intrinsic Value Of Rogers Corporation (NYSE:ROG)

Key Insights The projected fair value for Rogers is US$106 based on 2 Stage Free Cash Flow to Equity With US$116 share...
Artículo de análisis Jun 10

Rogers' (NYSE:ROG) Returns On Capital Not Reflecting Well On The Business

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Artículo de análisis May 03

We Think That There Are More Issues For Rogers (NYSE:ROG) Than Just Sluggish Earnings

The market rallied behind Rogers Corporation's ( NYSE:ROG ) stock, leading do a rise in the share price after its...
Artículo de análisis Apr 25

We Think Rogers (NYSE:ROG) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Apr 22

Rogers: Short-Term Headwinds Are Likely Temporary

Summary Rogers Corporation's share price has decreased due to weaker volumes. Both gross profit and EBITDA margins remain high despite a temporary contraction. The balance sheet is very robust as the company has paid down almost all its long-term debt. The company is expected to report record-high revenues in 2025, and the management is ready to resume the M&A strategy. The recent share price decline represents a good opportunity. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Rogers. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:ROG Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26821-5617328
31 Dec 25811-6217728
30 Sep 25802-6718530
30 Jun 25796-6518830
31 Mar 258071719133
31 Dec 248302619435
30 Sep 248435019637
30 Jun 248615819536
31 Mar 248786818235
31 Dec 239085720336
30 Sep 2392810120435
30 Jun 239469721037
31 Mar 239679722737
31 Dec 2297111721935
30 Sep 229787221533
30 Jun 229698321332
31 Mar 229529420131
31 Dec 2193310819330
30 Sep 2191310017329
30 Jun 218778215829
31 Mar 218336815529
31 Dec 208035018229
30 Sep 20786615631
30 Jun 208062216331
31 Mar 208573216532
31 Dec 198984716832
30 Sep 1992710116732
30 Jun 199329716532
31 Mar 199049016433
31 Dec 188798816233
30 Sep 188657016033
30 Jun 188457616232
31 Mar 188328015931
31 Dec 178218015730
30 Sep 177858515129
30 Jun 177447614329
31 Mar 177006013729
31 Dec 166564813429
30 Sep 166364312528
30 Jun 166313912228
31 Mar 166374812028
31 Dec 156414612728
30 Sep 156364712226
30 Jun 156395512325

Ingresos de calidad: ROG actualmente no es rentable.

Margen de beneficios creciente: ROG actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: ROG no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 43.8% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de ROG en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: ROG no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Electronic (13.4%).


Rentabilidad financiera

Alta ROE: ROG tiene una rentabilidad financiera negativa (-4.69%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 16:47
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Rogers Corporation está cubierta por 10 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Craig EllisB. Riley Securities, Inc.
Jonathan DorsheimerCanaccord Genuity
Shawn SeversonCitizens JMP Securities, LLC