Rogers Corporation

ROG Technology Electronic Components

Rogers Corporation’s revenue for fiscal 2025 (year ended December 2025) was $810.8 million, down 2.33% from fiscal 2024.

Revenue
+9.31%
EPS
+164.5%
Free cash flow
+226.8%

Quarter to September 2026, against a year earlier

128.66 4.40 −3.31%
Market cap
$2.4B
P/E
50.7×
Fwd P/E
42.6×
Dividend yield
—
F-score
5/9
Altman Z
6.14
Beneish M
−3.06
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 1.59
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — 3 1 1 1 — — — — — —
Insider Ownership 1.24%

Capital & Financial Ratios $m

Size
Market Cap 2,370.00
Revenue ttm 854.90
Net income ttm 45.30
Free cash flow ttm 97.80
Net debt Q (236.40)
Valuation
P/E 50.66 (above 35: high)
Forward P/E 42.60 (above 35: high)
Price / sales 2.68
Forward P/S Powerpack
Price / FCF 23.42
Price / book 1.87
Financial health
Current ratio Q 4.14 (at or above 1.5: strong)
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q (17.75)
Growth
Revenue growth Q +9.31% (above 0%: growing)
Operating income growth Q +91.72% (above 0%: growing)
EPS, this year +62.34% (at or above 15%: strong)
EPS, next year A +19.27% (at or above 15%: strong)
Revenue, next year A +7.66%
EPS, past 5 yrs —
EPS, next 5 yrs A +35.91% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 72.62%
10-year low 10-year high
P/S against its own 10 years 51.28%
10-year low 10-year high
P/B against its own 10 years 29.07%
10-year low 10-year high
EV/Sales against its own 10 years 40.05%
10-year low 10-year high
EV/FCF against its own 10 years 50.02%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 132 160 197 236
Receivables 166 140 135 160
Inventory 154 142 125 131
Other 76 52 43 46
527 494 500 573
2023 2024 2025 Q'26
Payables 50 48 43 63
ST’ Debt — — — —
Other 6 5 6 6
116 124 126 139

Compound Annual Growth %

10y 5y 3y
Sales 2.37% 0.20% (5.84%)
Cash Flow 3.19% (9.32%) (7.89%)
Earnings 0.00% 0.00% 0.00%
Book Value 7.42% 3.21% 0.66%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.25 0.76 1.26 — —
’25 (0.08) (4.00) 0.48 0.26 (3.40)
’24 0.42 0.44 0.58 (0.03) 1.40
’23 (0.19) 0.96 1.02 1.24 3.03
’22 0.87 0.94 0.78 3.58 6.15
’21 1.66 1.52 1.33 1.22 5.73
’20 0.71 0.78 0.37 0.81 2.67
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 201 217 236 — —
’25 191 203 216 202 811
’24 213 214 210 192 830
’23 244 231 229 205 908
’22 248 252 247 224 971
’21 229 235 238 230 933
’20 199 191 202 211 803
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 6 24 41 — —
’25 12 14 29 47 101
’24 28 23 42 34 127
’23 2 16 42 72 131
’22 (14) 2 14 128 130
’21 37 30 40 18 124
’20 9 46 59 51 165
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 1 18 35 — —
’25 16 6 21 43 85
’24 19 9 25 20 72
’23 (15) 5 36 54 80
’22 (42) (23) (13) 91 13
’21 33 13 18 (9) 54
’20 (3) 39 48 40 125
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 656 821 879 898 803 933 971 908 830 811 855 +2.4% 873 943 1,045 +8.8%
Gross margin, % 38.01 38.80 35.35 34.99 36.36 37.42 33.05 33.81 33.38 31.67 32.66 (6.3) pt
EBT 82 133 111 55 69 126 140 76 34 (45) 73 n/m
EBT margin, % 12.54 16.19 12.58 6.14 8.54 13.54 14.46 8.40 4.13 (5.56) 8.56 (18.1) pt
Net income 48 80 88 47 50 108 117 57 26 (62) 45 n/m
Per share, $
Per share, $ Revenue 36.48 45.23 47.84 48.36 42.96 49.89 51.66 48.84 44.63 44.55 48.03 +2.2%
Earnings 2.68 4.43 4.77 2.55 2.68 5.77 6.21 3.04 1.40 (3.40) 2.54 n/m
Cash flow 6.50 7.66 3.64 8.69 8.84 6.65 6.89 7.06 6.83 5.56 6.66 (1.7%)
Capex (1.01) (1.05) (4.87) (2.78) (2.16) (3.76) (6.21) (2.76) (2.94) (0.87) (1.16) (1.6%)
Free cash flow 5.49 6.60 (1.23) 5.91 6.67 2.89 0.68 4.30 3.89 4.69 5.49 (1.7%)
Book value 35.34 42.23 46.17 50.28 54.64 59.83 62.37 67.69 67.29 65.70 68.66 +7.1%
Shares, m 18 18 18 19 19 19 19 19 19 18 18 +0.1%
Valuation, ×
Valuation, × P/E 28.73 38.80 20.77 48.91 57.94 47.31 19.18 43.64 72.06 0.00 50.66 37.7
P/S 2.11 3.80 2.07 2.58 3.61 5.47 2.31 2.72 2.28 2.06 2.68 2.9
P/B 2.18 4.07 2.15 2.48 2.84 4.56 1.91 1.96 1.51 1.39 1.87 2.5
EV/Sales 2.14 3.75 2.14 2.53 3.41 5.43 2.29 2.61 2.12 1.85 2.44 2.8
EV/FCF 14.18 25.69 (83.21) 20.74 21.96 93.82 174.93 29.62 24.36 17.62 21.34 34.0
Cash, $m
Cash, $m Operating cash flow 117 139 67 161 165 124 130 131 127 101 119 (1.6%)
Capex (18) (19) (89) (52) (40) (70) (117) (51) (55) (16) (21) (1.5%)
Free cash flow 99 120 (23) 110 125 54 13 80 72 85 98 (1.6%)
Balance, $m
Balance, $m Working capital 357 341 379 364 363 420 517 411 370 374 434 +0.5%
Net debt 17 (44) 61 (44) (167) (42) (21) (102) (160) (197) (236) n/m
Shareholders’ equity 636 767 848 934 1,021 1,119 1,173 1,259 1,252 1,196 1,222 +7.3%
Returns, %
Returns, % ROA 4.86 7.38 7.29 3.71 3.94 7.55 7.19 3.58 1.74 (4.25) 3.12 (9.1) pt
ROIC 7.75 11.17 7.75 7.76 4.93 6.80 7.84 4.61 1.43 (2.82) 4.31 (10.6) pt
ROE 7.91 11.47 10.86 5.31 5.11 10.10 10.18 4.66 2.08 (5.05) 3.74 (13.0) pt
People
People Employees 3,100 3,400 3,700 3,600 3,350 3,675 3,800 3,300 3,200 3,000 — (0.4%)
Revenue/emp, $m 0.21 0.24 0.24 0.25 0.24 0.25 0.26 0.28 0.26 0.27 — +2.8%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 2 Nov 2026

Rogers Corporation vs peers in Electronic Components (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
OLED Universal Display Corporation $3.8B 20.2× 19.2× −11.43% (below 0%: shrinking) −24.82% (below 0%: shrinking) −45.68% (below 0%: shrinking) 75.82% 35.26% Compare
BELFA Bel Fuse Inc. $3.3B 48.2× 30.7× +25.18% (above 0%: growing) −11.33% (below 0%: shrinking) −27.35% (below 0%: shrinking) 39.85% 18.24% Compare
BELFB Bel Fuse Inc. $3.3B 57.0× 30.7× +25.18% (above 0%: growing) −11.68% (below 0%: shrinking) −27.35% (below 0%: shrinking) 39.85% 18.24% Compare
OSIS OSI Systems, Inc. $3.1B 22.2× 18.7× −4.14% (below 0%: shrinking) +7.92% (above 0%: growing) +1,853.69% (above 0%: growing) 34.70% 15.26% Compare
KN Knowles Corporation $2.8B 41.6× 36.8× +14.32% (above 0%: growing) +155.56% (above 0%: growing) −30.67% (below 0%: shrinking) 44.72% 14.81% Compare
BHE Benchmark Electronics, Inc. $2.5B 46.2× 34.3× +17.69% (above 0%: growing) +1,733.33% (above 0%: growing) +244.06% (above 0%: growing) 10.37% 4.00% Compare
ROG Rogers Corporation $2.4B 76.0× 42.6× +6.90% (above 0%: growing) +119.00% (above 0%: growing) +226.79% (above 0%: growing) 32.47% 9.23%
OUST Ouster, Inc. $2.1B — (loss-making) — (loss-making) +55.86% (above 0%: growing) n/m −600.91% (below 0%: shrinking) 48.85% (36.69%) Compare
CTS CTS Corporation $1.8B 25.3× 24.1× +7.00% (above 0%: growing) +8.06% (above 0%: growing) +15.11% (above 0%: growing) 41.48% 18.51% Compare
Median of peers $3.0B 41.6× 30.7× +16.01% +7.92% −27.35% 40.67% 16.75%

All 44 Electronic Components stocks →

Rogers Corporation (ROG) Latest News

28 Oct

Impact 4 · · The Motley Fool
Impact 3 · · StockStory
Impact 3 · · Associated Press

27 Oct

Impact 4 · · The Motley Fool transcript
Impact 4 · · MarketBeat
Impact 4 · · Business Wire earnings
Impact 3 · · Zacks
Impact 3 · · StockStory

26 Oct

24 Sep

Impact 3 · · Simply Wall St.
Impact 3 · · StockStory

27 Jul

stockrow.com/ROG · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com