Rogers (NYSE:ROG) Updates Q1 2026 Earnings Guidance

Rogers (NYSE:ROG) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.450-0.850 for the period, compared to the consensus estimate of 0.750. The company issued revenue guidance of $193.0 million-$208.0 million, compared to the consensus revenue estimate of $206.4 million.

Rogers Stock Performance

Rogers stock opened at $103.13 on Wednesday. Rogers has a fifty-two week low of $51.43 and a fifty-two week high of $112.81. The firm’s fifty day moving average price is $97.48 and its 200-day moving average price is $86.80. The stock has a market cap of $1.86 billion, a P/E ratio of -28.86 and a beta of 0.40.

Rogers (NYSE:ROG) last released its quarterly earnings results on Tuesday, February 17th. The electronics maker reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates of $0.60 by $0.29. The business had revenue of $209.10 million for the quarter, compared to the consensus estimate of $196.50 million. Rogers had a positive return on equity of 2.92% and a negative net margin of 8.35%.Rogers has set its Q1 2026 guidance at 0.450-0.850 EPS. On average, analysts predict that Rogers will post 3.57 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have commented on ROG shares. Wall Street Zen raised Rogers from a “hold” rating to a “buy” rating in a research report on Saturday, November 1st. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Rogers in a research report on Thursday, January 22nd. Zacks Research downgraded Rogers from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. Finally, B. Riley Financial restated a “buy” rating on shares of Rogers in a research note on Wednesday. Two research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Rogers presently has a consensus rating of “Hold” and an average price target of $85.00.

Key Rogers News

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Q4 results beat street expectations — Rogers reported $0.89 EPS vs. consensus ~$0.60 and revenue of $209.1M vs. ~$196.5M, showing stronger-than-expected top- and bottom-line performance. Rogers Corporation Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management says cost-improvement actions are boosting margins and cash flow; adjusted EPS and profitability trends were highlighted as improving drivers. Rogers Reports Improved Q4 2025 Profitability and Cash Flow
• Positive Sentiment: Company is accelerating design wins and guided to operational improvement in Q1 2026 — targeting ~5% sales growth and a sizable (~530 bps) EBITDA margin expansion in Q1, which supports potential margin recovery if realized. Rogers targets 5% sales growth and 530 bps EBITDA margin expansion in Q1 2026 while accelerating design wins
• Neutral Sentiment: Earnings call / transcript published — useful for details on product end-markets, customer wins and timing; investors should review management’s comments on volume cadence and cost actions. Rogers Corp (ROG) Q4 2025 Earnings Call Highlights: Strong Financial Performance and Strategic …
• Negative Sentiment: Cautious Q1 2026 guidance — Rogers gave EPS guidance of $0.45–$0.85 (consensus ~ $0.75) and revenue guidance that sits near or slightly below analyst consensus, which likely trimmed near-term expectations despite the quarter beat. Rogers Q4 earnings and guidance (MarketBeat)

Institutional Trading of Rogers

A number of institutional investors have recently made changes to their positions in ROG. Kemnay Advisory Services Inc. bought a new stake in Rogers in the 4th quarter worth approximately $42,000. Virtus Advisers LLC bought a new position in shares of Rogers in the 3rd quarter worth approximately $127,000. Quadrant Capital Group LLC bought a new stake in Rogers during the third quarter valued at approximately $130,000. Vise Technologies Inc. purchased a new stake in Rogers during the fourth quarter valued at approximately $204,000. Finally, Maryland State Retirement & Pension System bought a new position in Rogers in the fourth quarter worth approximately $222,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Rogers Company Profile

Rogers Corporation (NYSE: ROG) is a global technology and materials company specializing in the development and manufacture of engineered materials and components. The company designs and produces a broad portfolio of high-performance elastomeric, foam, silicone, adhesive and thermal management solutions, as well as advanced circuit board laminates. Its products are engineered to meet stringent requirements in areas such as electrical insulation, thermal performance and electromagnetic shielding.

Rogers serves a diverse range of end markets, including automotive, aerospace and defense, telecommunications, consumer electronics and industrial applications.