analyzeportfolio
NYSE · Materials

ROGERS CORP (ROG)

As-reported financials and SEC filings for ROGERS CORP. The latest annual period is FY2025. The latest reported quarter is Q1 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About ROGERS CORP

Rogers Corporation designs, develops, manufactures, and sells high-performance engineered materials and components. Its products serve industries such as automotive, aerospace, defense, renewable energy, wireless infrastructure, and industrial markets. The company operates two main segments: Advanced Electronics Solutions, which provides circuit materials and cooling solutions, and Elastomeric Material Solutions, which offers polyurethane, silicone, and other engineered materials for cushioning, sealing, and insulation applications.

Snapshot

Revenue
$810.8M
Revenue growth (YoY)
-2.3%
Net income
$-61.8M
Diluted EPS
$-3.40
Gross margin
31.7%
Operating margin
-5.6%
Net margin
-7.6%
FCF margin
8.8%
ROE
-5.2%
net income / fiscal-year-end equity
P/E
trailing when available, otherwise FY EPS
Market cap
$2.24B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Rogers

  • Revenue fell 2.3% to $811M in FY2025, after a 8.6% decline the year before.
  • Operating margin is now a 5.6% loss in FY2025, from 12.6% in FY2021.
  • Most recent quarter Q1 FY2026: revenue $201M, up 5.2% from Q1 FY2025.
  • Free cash flow was $71M in FY2025, 8.8% of revenue.
  • Net income turned to a $62M loss in FY2025, from a $26M profit in FY2024.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Rogers’s fundamentals sit among the 241 Materials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin31.7%
63rd percentile of 191
Operating margin-5.6%
23rd percentile of 189
Net margin-7.6%
25th percentile of 221
FCF margin8.8%
74th percentile of 205
Revenue growth (YoY)-2.3%
32nd percentile of 236
ROE-5.2%
35th percentile of 216
Short interest2.93d
35th percentile of 238

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+7 quant / multi-strat
Initiated / added
6
1 new, 5 added
Reduced / exited
5
4 trimmed, 1 exited
Combined position
$166.9M
reported long value
InvestorAs ofPosition valueSharesChange
Two Sigma InvestmentsquantQ2 2026$49.1M300.1KAdded
Citadel AdvisorsquantQ2 2026$33.1M202.0KAdded
First Eagle Investment ManagementQ2 2026$30.8M188.3KAdded
Point72 Asset ManagementquantQ2 2026$23.4M142.7KAdded
Renaissance TechnologiesquantQ2 2026$9.5M58.1KNew
D. E. ShawquantQ2 2026$9.2M56.2KReduced
AQR Capital ManagementquantQ2 2026$7.0M42.6KReduced
Millennium ManagementquantQ2 2026$3.6M21.9KAdded
Bridgewater AssociatesQ2 2026$673,5854.1KReduced
Gotham Asset ManagementQ2 2026$560,6123.4KReduced

No longer held by: Starboard Value (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
0
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-05-01
Larabee Brian KeithSVP & GM - EMSSell830$135.91$113K
2026-04-30
filed 2026-05-01
Wallace Peter CDirectorSell1.4K$132.63$190K
2026-04-30
filed 2026-05-01
Wallace Peter CDirectorSell967$131.56$127K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
607.2K
settled 2026-08-14
Change vs prior
+15.3%
vs previous settlement
Days to cover
2.93
at avg daily volume
Avg daily volume
207.4K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-14607.2K+15.3%2.93
2026-07-31526.7K+2.0%1.85
2026-07-15516.4K-0.3%2.16
2026-06-30517.8K+8.1%1.25
2026-06-15479.2K+22.7%1.73
2026-05-29390.4K+13.0%1.14
2026-05-15345.4K+2.9%1.40
2026-04-30335.8K-4.9%1.07

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$810.8M$830.1M$908.4M$971.2M$932.9M
Gross profit$256.8M$277.1M$307.1M$321.0M$349.1M
Operating income$-45.0M$24.9M$85.3M$144.4M$117.2M
Net income$-61.8M$26.1M$56.6M$116.6M$108.1M
Diluted EPS$-3.40$1.40$3.03$6.15$5.73

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$197.0M$159.8M$131.7M$235.9M$232.3M
Current assets$500.0M$493.9M$526.9M$659.9M$584.1M
Total assets$1.43B$1.48B$1.52B$1.65B$1.60B
Current liabilities$126.1M$123.5M$116.4M$142.5M$163.9M
Long-term debt$0$30.0M$215.0M$190.0M
Total liabilities$234.2M$229.5M$258.2M$473.7M$479.7M
Total equity$1.20B$1.25B$1.26B$1.17B$1.12B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$101.2M$127.1M$131.4M$129.5M$124.4M
Capital expenditure$30.1M$56.1M$57.0M$116.8M$71.1M
Free cash flow$71.1M$71.0M$74.4M$12.7M$53.3M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2026$200.5M5.2%$4.5M$0.25
Q4 FY2025$201.5M4.8%$4.6M$0.26
Q3 FY2025$216.0M2.7%$8.6M$0.48
Q2 FY2025$202.8M-5.3%$-73.6M$-4.00
Q1 FY2025$190.5M-10.7%$-1.4M$-0.08
Q4 FY2024$192.2M-6.1%$-500,000$-0.03
Q3 FY2024$210.3M-8.2%$10.7M$0.58
Q2 FY2024$214.2M-7.2%$8.1M$0.44

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorMaterials
SIC industryPlastic Materials, Synth Resins & Nonvulcan Elastomers
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ1 FY2026 (ended March 31, 2026)
Oldest indexed filing2014
SEC CIK84748

Selected SEC filings

10-Q2026-07-29
View on EDGAR →
10-Q2026-04-29
View on EDGAR →
8-K2026-07-28
View on EDGAR →
8-K2026-05-19
View on EDGAR →
8-K2026-05-07
View on EDGAR →
8-K2026-04-28
View on EDGAR →

Largest Materials peers

All Materials companies →

Monitor ROG

Get an alert when Rogers files something material, see which superinvestors own it, and ask its filings a question with cited answers.

Monitor ROG free

Includes one free filing-grounded research answer. Or check your whole portfolio, no account needed.

Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.