Rogers Corporation

NYSE:ROG Voorraadrapport

Marktkapitalisatie: US$2.5b

Rogers Balans Gezondheid

Financiële gezondheid criteriumcontroles 6/6

Rogers heeft een totaal eigen vermogen van $1.2B en een totale schuld van $0.0, wat de schuld-eigenvermogensverhouding op 0% brengt. De totale activa en totale passiva bedragen respectievelijk $1.4B en $233.8M. De EBIT Rogers is $63.0M waardoor de rentedekking -26.3 is. Het heeft contanten en kortetermijnbeleggingen van $195.8M.

Belangrijke informatie

0%

Verhouding schuld/eigen vermogen

US$0

Schuld

Rente dekkingsratio-26.3x
ContantUS$195.80m
AandelenUS$1.19b
Totaal verplichtingenUS$233.80m
Totaal activaUS$1.43b

Recente financiële gezondheidsupdates

Recent updates

Analyse-update 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).
Analyse-update 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).
Analyse-update 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).
Analyse-update 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).
Analyse-update 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).
Analyse-artikel 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...
Analyse-update 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.
Nieuwe analyse 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?
Analyse-update 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
Analyse-update 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).
Analyse-artikel 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...
Analyse-update 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.
Analyse-update 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).
Analyse-update 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.
Analyse-update 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.
Analyse-artikel 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...
Analyse-update 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.
Analyse-update 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).
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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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Nieuwe analyse 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.
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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...

Analyse van de financiële positie

Kortlopende schulden: De korte termijn activa ( $511.4M ) ROG } overtreffen de korte termijn passiva ( $127.3M ).

Langlopende schulden: De kortetermijnactiva ROG ( $511.4M ) overtreffen de langetermijnschulden ( $106.5M ).


Schuld/ eigen vermogen geschiedenis en analyse

Schuldniveau: ROG is schuldenvrij.

Schuld verminderen: ROG heeft geen schulden vergeleken met 5 jaar geleden, toen de schuld/eigen vermogen-ratio 0.4% was.

Schuldendekking: ROG heeft geen schulden en hoeft daarom niet gedekt te worden door de operationele kasstroom.

Rentedekking: ROG heeft geen schulden, dus de dekking van rentebetalingen is geen probleem.


Balans


Ontdek gezonde bedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/06 04:36
Aandelenkoers aan het einde van de dag2026/05/06 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Rogers Corporation wordt gevolgd door 10 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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