# Rogers Corporation (ROG)

> Source: Nexqual · https://nexqual.com/ROG · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Rogers Corporation (ROG), nexqual.com/ROG" · informational, not investment advice.

**Price:** USD 137.78 (-1.39% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 139.72 · day 130.68–139.36 · 52w 75.14–169 · market cap $2.46B · NYQ

## Key facts
- Last four reported quarters (through Mar 31, 2026): revenue $821M, net income -$55.9M (-6.8% margin), free cash flow $70.1M (SEC filings).
- 2 of 80 tracked superinvestors hold ROG (13F, Q2 2026): 0 new, 1 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 1.67 on a 1–5 scale) (3 analysts), mean target USD 193.33 (range 170–225).
- Total return with dividends: 1Y +61.3% vs S&P 500 +18.1%; 5Y -26.5% vs S&P 500 +85.1%.
- Next earnings: 2026-10-27, EPS estimate USD 1.19, revenue estimate $238M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $933M | $971M | $908M | $830M | $811M | $821M |
| Gross profit | $349M | $321M | $307M | $277M | $257M | — |
| Operating income | $117M | $144M | $85.3M | $24.9M | -$45.0M | -$34.0M |
| Net income | $108M | $117M | $56.6M | $26.1M | -$61.8M | -$55.9M |
| EPS (diluted) | $5.73 | $6.15 | $3.03 | $1.40 | -$3.40 | — |
| Free cash flow | $53.3M | $12.7M | $74.4M | $71.0M | $71.1M | $70.1M |
| Gross margin | 37.4% | 33.1% | 33.8% | 33.4% | 31.7% | — |
| Operating margin | 12.6% | 14.9% | 9.4% | 3.0% | -5.6% | -4.1% |
| Net margin | 11.6% | 12.0% | 6.2% | 3.1% | -7.6% | -6.8% |
| Revenue growth | +16.2% | +4.1% | -6.5% | -8.6% | -2.3% | — |
| Cash + short-term investments | $232M | $236M | $132M | $160M | $197M | — |
| Total debt | $190M | $215M | $30.0M | $0K | — | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Mar 31, 2026)
P/S 3.0x · P/FCF 35.1x · P/B 2.1x · FCF yield 2.85% · Earnings yield -2.27%
P/E at fiscal year-ends: Dec 2024 72.4x, Dec 2023 43.6x.

## Superinvestors (SEC 13F-HR, Q2 2026)
2 of 80 tracked investors hold ROG. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Third Avenue Management |  | 1.61% | $10.1M | Reduced -59.2% |
| First Eagle Investment | First Eagle Investment Management | 0.05% | $30.8M | Added +42.8% |

## Analysts
Consensus Buy (mean 1.67 on a 1–5 scale), 3 analysts; mean target USD 193.33 (low 170, high 225).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-01 | B. Riley Securities | Target raised | Buy | $200 → $225 |
| 2026-10-01 | Freedom Capital Markets | Target raised | Buy | $150 → $185 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | +61.3% | -26.5% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +61.5% | -6.0% |
| Volatility (annualized) | 43.1% | 49.2% |
| Max drawdown | -30.1% (Jun 2026→Jul 2026) | -80.3% (Jan 2022→Apr 2025) |

## Peers (Electronic Components)
BHE (Benchmark Electronics, Inc.) USD 73.22 -7.02% · OUST (Ouster, Inc.) USD 31.33 -11.32% · KN (Knowles Corporation) USD 34.57 -5.49% · OSIS (OSI Systems, Inc.) USD 196.21 +0.78% · BELFB (Bel Fuse Inc.) USD 219.07 -6.88% · OLED (Universal Display Corporation) USD 78.41 +3.63%

## More
Full page: https://nexqual.com/ROG · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt