Rogers Corporation

NYSE:ROG 주식 리포트

시가총액: US$2.5b

Rogers 과거 순이익 실적

과거 기준 점검 0/6

Rogers 의 수입은 연평균 -43.8%의 비율로 감소해 온 반면, Electronic 산업은 연평균 4.2%의 비율로 증가했습니다. 매출은 연평균 3.1%의 비율로 감소해 왔습니다.

핵심 정보

-43.75%

순이익 성장률

-43.87%

주당순이익(EPS) 성장률

Electronic 산업 성장률15.34%
매출 성장률-3.06%
자기자본이익률-4.69%
순이익률-6.81%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
새 내러티브 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?
내러티브 업데이트 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).
Seeking Alpha Jan 09

Rogers Corporation: The Thesis For 2026 Is Mixed

Summary Rogers Corporation (ROG) is a niche engineered materials leader, but current valuation is excessive relative to peers and fundamentals. ROG's 3Q25 results showed solid EBITDA margin and top-line growth, yet end-market demand remains uncertain and forecasts are volatile. I assign a 'Hold' rating with a $55/share entry target, citing high P/E, lack of dividend, and macro risks. Peers like Littlefuse and Amphenol offer better relative value; I recommend waiting for a correction before considering ROG. Read the full article on Seeking Alpha
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 Mar 09

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

Key Insights The projected fair value for Rogers is US$120 based on 2 Stage Free Cash Flow to Equity Current share...

매출 및 비용 세부 내역

Rogers가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:ROG 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: ROG 은(는) 현재 수익성이 없습니다.

이익 마진 증가: ROG는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ROG은 수익성이 없으며 지난 5년 동안 손실이 연평균 43.8% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 ROG의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: ROG은 수익성이 없어 지난 해 수익 성장률을 Electronic 업계(12.5%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ROG는 현재 수익성이 없으므로 자본 수익률이 음수(-4.69%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 22:44
종가2026/05/11 00:00
수익2026/03/31
연간 수익2025/12/31

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시장 가격30년
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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