Rogers（ROG）株式概要
ロジャース・コーポレーションは、米国、その他のアメリカ大陸、中国、その他のアジア太平洋諸国、ドイツ、ヨーロッパ、中東、アフリカにおいて、エンジニアリング材料およびコンポーネントの設計、開発、製造、販売を行っている。 詳細
ROG Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Rogers Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$151.06 |
| 52週高値 | US$155.67 |
| 52週安値 | US$61.17 |
| ベータ | 0.52 |
| 1ヶ月の変化 | 8.12% |
| 3ヶ月変化 | 48.36% |
| 1年変化 | 121.30% |
| 3年間の変化 | -3.96% |
| 5年間の変化 | -21.13% |
| IPOからの変化 | 4,914.49% |
最新ニュース
ナラティブの更新 • Jun 01
ROG: New Leadership And Higher Margins Will Support Balanced Future Returns
Analysts have raised their price target for Rogers to $150 from about $124, citing updated assumptions for higher revenue growth, a wider profit margin and a lower future P/E multiple as the main factors behind the change. What's in the News Rogers Corporation appointed Ali El-Haj as permanent President and CEO and added him to the Board of Directors, effective immediately, after serving as Interim CEO since July 2025.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 AlphaRecent updates
ナラティブの更新 • Jun 01
ROG: New Leadership And Higher Margins Will Support Balanced Future Returns
Analysts have raised their price target for Rogers to $150 from about $124, citing updated assumptions for higher revenue growth, a wider profit margin and a lower future P/E multiple as the main factors behind the change. What's in the News Rogers Corporation appointed Ali El-Haj as permanent President and CEO and added him to the Board of Directors, effective immediately, after serving as Interim CEO since July 2025.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ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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株主還元
| ROG | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | 9.7% | 4.5% | 0.9% |
| 1Y | 121.3% | 98.4% | 24.5% |
業界別リターン: ROG過去 1 年間で98.4 % の収益を上げたUS Electronic業界を上回りました。
リターン対市場: ROG過去 1 年間で24.5 % の収益を上げたUS市場を上回りました。
価格変動
| ROG volatility | |
|---|---|
| ROG Average Weekly Movement | 6.2% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ROG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ROGの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1832 | 3,000 | Ali El-Haj | www.rogerscorp.com |
ロジャース・コーポレーションは、米国、その他のアメリカ大陸、中国、その他のアジア太平洋諸国、ドイツ、ヨーロッパ、中東、アフリカにおいて、エンジニアリング材料およびコンポーネントの設計、開発、製造、販売を行っている。アドバンスト・エレクトロニクス・ソリューション（AES）、エラストマー材料ソリューション（EMS）の2つのセグメントで事業を展開している。AESセグメントでは、電気自動車やハイブリッド電気自動車、自動車、航空宇宙・防衛、再生可能エネルギー、無線インフラ、大量輸送、産業、コネクテッドデバイス、有線インフラ市場向けの回路材料、セラミック基板材料、バスバー、冷却ソリューションを提供している。このセグメントでは、curamik、ROLINX、RO4000シリーズ、RO3000シリーズ、RT/duroid、CLTEシリーズ、TMM、ADシリーズ、DiCladシリーズ、CuCladシリーズ、Kappa、COOLSPAN、TCシリーズ、IsoCladシリーズ、MAGTREX、IMシリーズ、2929 Bondply、SpeedWave Prepreg、RO4400/RO4400Tシリーズ、Radixの商品名で製品を販売している。EMS部門は、クッション、ガスケット、シーリング、振動管理用途に使用されるポリウレタンおよびシリコーン材料、フレックスヒーターおよび半導体サーマル用途に使用されるカスタマイズシリコーン、ワイヤー・ケーブル保護、電気絶縁、伝導、シールド、ホース・ベルト保護、振動管理、クッション、ガスケット、シーリング、ベント用途に使用されるポリテトラフルオロエチレンおよび超高分子量ポリエチレン材料などのエンジニアリング材料ソリューションを提供している。このセグメントでは、PORON、BISCO、DeWAL、ARLON、eSorba、XRD、Silicone Engineering、R/bakの商品名で製品を販売している。その他」セグメントは、一般産業市場向けの「ENDUR」商標のエラストマーコンポーネントと、一般産業および自動車市場向けの燃料タンク、モーター、貯蔵タンクのレベル検知用の「NITROPHYL」商標のエラストマーフロートを提供している。同社は1832年に設立され、アリゾナ州チャンドラーに本社を置いている。
Rogers Corporation 基礎のまとめ
| ROG 基礎統計学 | |
|---|---|
| 時価総額 | US$2.70b |
| 収益（TTM） | -US$55.90m |
| 売上高(TTM) | US$820.80m |
3.3x
P/Sレシオ-48.2x
PER（株価収益率ROG は割高か？
公正価値と評価分析を参照収益と収入
| ROG 損益計算書（TTM） | |
|---|---|
| 収益 | US$820.80m |
| 売上原価 | US$556.40m |
| 売上総利益 | US$264.40m |
| その他の費用 | US$320.30m |
| 収益 | -US$55.90m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -3.13 |
| グロス・マージン | 32.21% |
| 純利益率 | -6.81% |
| 有利子負債／自己資本比率 | 0% |
ROG の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/14 12:15 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Rogers Corporation 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Jonathan Dorsheimer | Canaccord Genuity |
| Shawn Severson | Citizens JMP Securities, LLC |