Inside the research

Rogers Corporation

ROG Research profile · latest available data

Price overview

$137.76

▲ +1.56 (+1.1%)

52w hi$167.09
52w lo$75.56
Vol171.70K
As of25 Sep 2026

The Verdict

Hold

Our score -0.02

Short-0.35
Medium+0.22
Long+0.14

computed 2026-09-27

Key fundamentals

Rogers Corporation

Technology · Electronic Components

Market cap$2.46B
Enterprise value$2.28B
Trailing P/E81.51x
Forward P/E30.96x
EV / EBITDA17.69x
P / S (ttm)2.95x
Profit margin3.7%
Return on equity2.6%
Revenue growth+6.9%
Debt / equity2.37

Layer Breakdown

LayerRawContribution
Fundamental+0.09
Sector+0.19
Technical-0.18
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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.

United States · www.rogerscorp.com

Risk Metrics

Beta vs SPX1.30
Corr SPX0.50
Annual vol41.3%
Annual ret+23.0%
Sharpe0.56
Max DD-53.4%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-28Earnings Release, Reg FD Disclosure…read
2026-05-19Officer / Director Change, Other Material Event…read
2026-05-07Officer / Director Change, Shareholder Vote…read
2026-04-28Earnings Release, Reg FD Disclosure…read
2026-03-03Officer / Director Changeread
2026-02-17Earnings Release, Reg FD Disclosure…read
2025-10-29Earnings Release, Reg FD Disclosure…read
2025-10-17Officer / Director Change, Other Material Event…read
2025-07-31Earnings Release, Restructuring…read
2025-07-14Officer / Director Change, Other Material Event…read
2025-05-06Shareholder Voteread
2025-04-29Earnings Release, Reg FD Disclosure…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-12El-Haj Ali OmarDirector, Officer, PresidWithheld for tax8.92K$1.23M
2026-05-19El-Haj Ali OmarDirector, Officer, PresidGrant24.82K—
2026-05-06Berger Larry LDirectorGrant1.43K—
2026-05-06Faust MeganDirectorGrant1.43K—
2026-05-06Roby Anne KDirectorGrant1.43K—
2026-05-06OWENS JEFFREY JDirectorGrant1.43K—
2026-05-06Moh Woon KeatDirectorGrant1.43K—
2026-05-06Lauzon Armand F JrDirectorGrant1.43K—
2026-05-06Costello DonnaDirectorGrant1.43K—
2026-05-06COPE BRETT ALANDirectorGrant1.43K—

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders10
Top-5 share96.1%
HHI3,708 (concentrated)

Top Holders

HolderValueShares
State Street Corp$114.91M701.83K
Citadel Advisors$34.27M209.30K
Norges Bank (Norway sovereign)$30.83M188.27K
Renaissance Technologies$9.51M58.10K
AQR Capital Management$6.97M42.59K
Millennium Management$3.59M21.91K
Capital Research / Capital World$1.91M11.69K
Fidelity / FMR LLC$1.69M10.33K
Bridgewater Associates$673.59K4.11K
T. Rowe Price Group$4.00K24.45K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-07-2910-Qview
2026-07-288-Kview
2026-07-134view
2026-05-214view
2026-05-198-Kview
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-073view

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$810.80M+7.6%
Gross profit$256.80M+2.6%
Operating income-$45.00M+12.5%
Net income$26.10M-2.5%
Cash from ops$101.20M+13.7%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$136.12$139.40$134.59$137.76171.70K
Sep 24$136.74$138.50$134.83$136.20250.60K
Sep 23$139.24$141.91$135.91$139.44313.90K
Sep 22$130.50$138.33$129.40$137.96346.90K
Sep 21$132.08$132.08$129.52$129.85192.00K

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