Rogers is pouring money into new ceramic-materials capacity just as demand from electric vehicles looks shaky, and that combination could keep profits under pressure for longer than many expect. The biggest question is whether new products and cost-cutting can ramp smoothly enough to offset slower customer uptake, supply-chain hiccups, and trade policy surprises.Read more
Rogers looks set for a turnaround as it ramps a new production site in China, streamlines older operations, and pushes new materials into fast-growing markets like electric vehicles and advanced driver-assistance systems. The upside depends on whether these changes actually lift profits fast enough—and whether demand in electrification rebounds—without the factory ramp and buybacks becoming a drag.Read more
Rogers makes specialized materials used in electric vehicles and high-performance electronics, and it’s trying to regain momentum as demand shifts and competition heats up. A big manufacturing move toward Asia and tighter cost control could lift results, but weak EV demand and aggressive rivals could keep pressure on sales and profits.Read more
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Rogers Corporation designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa. It operates in two Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS) segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles, automotive, aerospace and defense, renewable energy, wireless infrastructure, mass transit, industrial, connected devices, and wired infrastructure markets. This segment sells its products under the curamik, ROLINX, RO4000 series, RO3000 series, RT/duroid, CLTE series, TMM, AD series, DiClad series, CuClad series, Kappa, COOLSPAN, TC series, IsoClad series, MAGTREX, IM series, 2929 Bondply, SpeedWave Prepreg, RO4400/RO4400T series, and Radix trade names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSorba, XRD, Silicone Engineering, and R/bak trade names. The Other segment offers elastomer components under the ENDUR trade name for applications in the general industrial market, as well as elastomer floats under the NITROPHYL trade name for level sensing in fuel tanks, motors, and storage tanks applications in the general industrial and automotive markets. The company was founded in 1832 and is headquartered in Chandler, Arizona.
