Rogers (NYSE:ROG) Releases Q1 2026 Earnings Guidance

Rogers (NYSE:ROG) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.450-0.850 for the period, compared to the consensus earnings per share 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.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ROG. B. Riley Financial restated a “buy” rating on shares of Rogers in a research note on Thursday, October 30th. Wall Street Zen raised shares of Rogers from a “hold” rating to a “buy” rating in a report on Saturday, November 1st. Weiss Ratings restated a “sell (d)” rating on shares of Rogers in a report on Thursday, January 22nd. Finally, Zacks Research cut Rogers from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. Two research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Rogers presently has a consensus rating of “Hold” and a consensus price target of $85.00.

Rogers Stock Performance

NYSE ROG traded down $5.21 during trading hours on Tuesday, hitting $102.59. The company had a trading volume of 302,181 shares, compared to its average volume of 156,128. The business has a 50 day moving average of $97.18 and a 200-day moving average of $86.55. The company has a market cap of $1.85 billion, a PE ratio of -28.26 and a beta of 0.40. Rogers has a 1-year low of $51.43 and a 1-year high of $112.81.

Rogers (NYSE:ROG) last announced its earnings results on Tuesday, February 17th. The electronics maker reported $0.89 earnings per share for the quarter, beating the consensus estimate of $0.60 by $0.29. 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. Sell-side analysts expect that Rogers will post 3.57 earnings per share for the current fiscal year.

More Rogers News

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Rogers beat on reported Q4 earnings, delivering $0.89 EPS vs. the $0.60 consensus; management highlighted improving margins and cash flow from recent cost initiatives. Quarterly Press Release
• Positive Sentiment: Company commentary and the full results release indicate the benefits of cost-improvement programs are contributing to higher adjusted earnings and stronger cash flow, an operational positive for medium-term margin recovery. BusinessWire: Q4 and Full‑Year Results
• Neutral Sentiment: Mixed underlying metrics — the company showed a positive return on equity but reported a negative GAAP net margin — which investors will parse between one-time items and core operating trends. Slide Deck / Conference Materials
• Negative Sentiment: Rogers set Q1 2026 EPS guidance of $0.45–$0.85 and revenue guidance of $193.0M–$208.0M; the midpoint of guidance and the lower end of the revenue range are below consensus (EPS ~$0.75 and revenue ~$206.4M), which is the primary negative catalyst for the stock today.
• Negative Sentiment: Labor/operations risk: a recent report says workers were let go at the West Allis site shortly after a union push, raising potential execution and reputation risks in that facility. Hoodline: West Allis workers axed

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in ROG. Kemnay Advisory Services Inc. purchased a new position in Rogers in the 4th quarter valued at about $42,000. Virtus Advisers LLC acquired a new position in Rogers during the 3rd quarter worth $127,000. Quadrant Capital Group LLC acquired a new stake in shares of Rogers in the 3rd quarter worth approximately $130,000. Vise Technologies Inc. bought a new stake in Rogers in the fourth quarter worth about $204,000. Finally, Maryland State Retirement & Pension System acquired a new stake in shares of Rogers during the fourth quarter worth $222,000. 96.02% of the stock is owned by hedge funds and other institutional investors.

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.