Rogers Corporation

NYSE:ROG 주식 리포트

시가총액: US$2.3b

Rogers 향후 성장

Future 기준 점검 3/6

Rogers은 연간 수입과 매출이 각각 116.9%와 7.2% 증가할 것으로 예상되고 EPS는 연간 116.9%만큼 증가할 것으로 예상됩니다.

핵심 정보

116.9%

이익 성장률

116.91%

EPS 성장률

Electronic 이익 성장21.5%
매출 성장률7.2%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트29 Apr 2026

최근 향후 성장 업데이트

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

Nov 01
Rogers Corporation Just Beat EPS By 118%: Here's What Analysts Think Will Happen Next

Recent updates

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).

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).

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).

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).

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).

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

Feb 12
Is Rogers Corporation (NYSE:ROG) Expensive For A Reason? A Look At Its Intrinsic Value

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.

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?

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).

Rogers Corporation: The Thesis For 2026 Is Mixed

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).

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

Jan 07
Risks To Shareholder Returns Are Elevated At These Prices For Rogers Corporation (NYSE:ROG)

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.

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).

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.

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.

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

Nov 01
Rogers Corporation Just Beat EPS By 118%: Here's What Analysts Think Will Happen Next

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.

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).

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

Sep 24
Rogers (NYSE:ROG) Could Be Struggling To Allocate Capital

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

Jun 10
Rogers (NYSE:ROG) May Have Issues Allocating Its Capital

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

May 07
There May Be Reason For Hope In Rogers' (NYSE:ROG) Disappointing Earnings

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

Apr 11
Rogers Corporation's (NYSE:ROG) Share Price Is Still Matching Investor Opinion Despite 27% Slump

Rogers: Glad I Rotated And Still A 'Hold'

Mar 22

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

Mar 17
Calculating The Fair Value Of Rogers Corporation (NYSE:ROG)

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

Feb 22
Investors Could Be Concerned With Rogers' (NYSE:ROG) Returns On Capital

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

Jan 09
Pinning Down Rogers Corporation's (NYSE:ROG) P/E Is Difficult Right Now

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

Nov 16
Rogers Corporation's (NYSE:ROG) Intrinsic Value Is Potentially 23% Below Its Share Price

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

Sep 28
These Return Metrics Don't Make Rogers (NYSE:ROG) Look Too Strong

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

Sep 24
User avatar

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.

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

Aug 13
Rogers Corporation's (NYSE:ROG) Share Price Not Quite Adding Up

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

Jul 02
Estimating The Intrinsic Value Of Rogers Corporation (NYSE:ROG)

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

Jun 10
Rogers' (NYSE:ROG) Returns On Capital Not Reflecting Well On The Business

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

May 03
We Think That There Are More Issues For Rogers (NYSE:ROG) Than Just Sluggish Earnings

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

Apr 25
We Think Rogers (NYSE:ROG) Can Stay On Top Of Its Debt

Rogers: Short-Term Headwinds Are Likely Temporary

Apr 22

A Look At The Fair Value Of Rogers Corporation (NYSE:ROG)

Mar 09
A Look At The Fair Value Of Rogers Corporation (NYSE:ROG)

이익 및 매출 성장 예측

NYSE:ROG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20279307060N/A3
12/31/20268615158N/A3
3/31/2026821-56N/AN/AN/A
12/31/2025811-6271101N/A
9/30/2025802-674788N/A
6/30/2025796-6551102N/A
3/31/20258071754111N/A
12/31/20248302671127N/A
9/30/202484350102165N/A
6/30/202486158112165N/A
3/31/202487868108158N/A
12/31/20239085774131N/A
9/30/2023928101123187N/A
6/30/20239469767159N/A
3/31/20239679740145N/A
12/31/202297111713130N/A
9/30/202297872-9520N/A
6/30/202296983-5646N/A
3/31/202295294-2274N/A
12/31/202193310853124N/A
9/30/2021913100103157N/A
6/30/202187782133176N/A
3/31/202183368160193N/A
12/31/202080350125165N/A
9/30/20207866118159N/A
6/30/202080622103149N/A
3/31/202085732103153N/A
12/31/201989847N/A161N/A
9/30/2019927101N/A149N/A
6/30/201993297N/A112N/A
3/31/201990490N/A75N/A
12/31/201887988N/A67N/A
9/30/201886570N/A73N/A
6/30/201884576N/A97N/A
3/31/201883280N/A125N/A
12/31/201782180N/A139N/A
9/30/201778585N/A123N/A
6/30/201774476N/A130N/A
3/31/201770060N/A114N/A
12/31/201665648N/A117N/A
9/30/201663643N/A123N/A
6/30/201663139N/A103N/A
3/31/201663748N/A87N/A
12/31/201564146N/A74N/A
9/30/201563647N/A73N/A
6/30/201563955N/A78N/A

애널리스트 향후 성장 전망

수입 대 저축률: ROG 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: ROG (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: ROG 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: ROG 의 수익(연간 7.2%)이 US 시장(연간 11%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ROG 의 수익(연간 7.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ROG의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/29 17:58
종가2026/04/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Rogers Corporation는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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