Rogers (NYSE:ROG) Releases Q3 2026 Earnings Guidance

Rogers (NYSE:ROG) updated its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.100-1.300 for the period. The company issued revenue guidance of $233.0 million-$243.0 million.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on ROG shares. Zacks Research cut shares of Rogers from a “strong-buy” rating to a “hold” rating in a research note on Thursday, July 23rd. B. Riley Financial boosted their price target on Rogers to $200.00 and gave the company a “buy” rating in a research note on Monday, June 15th. Finally, Weiss Ratings raised Rogers from a “sell (d)” rating to a “sell (d+)” rating in a report on Monday, May 18th. One research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $200.00.

Rogers Stock Performance

Shares of ROG stock traded down $9.97 during mid-day trading on Tuesday, reaching $119.35. The company’s stock had a trading volume of 337,114 shares, compared to its average volume of 231,760. The firm’s 50-day moving average is $144.82 and its two-hundred day moving average is $122.91. The company has a market cap of $2.13 billion, a P/E ratio of -39.65 and a beta of 0.48. Rogers has a 1-year low of $61.17 and a 1-year high of $169.00.

Rogers (NYSE:ROG) last issued its earnings results on Tuesday, July 28th. The electronics maker reported $0.92 earnings per share for the quarter, missing the consensus estimate of $0.99 by ($0.07). The business had revenue of $216.80 million for the quarter, compared to analyst estimates of $215.00 million. Rogers had a negative net margin of 6.81% and a positive return on equity of 4.31%. Rogers has set its Q3 2026 guidance at 1.100-1.300 EPS. Sell-side analysts anticipate that Rogers will post 3.71 EPS for the current year.

Insider Buying and Selling

In other Rogers news, SVP Brian Keith Larabee sold 830 shares of Rogers stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $135.91, for a total transaction of $112,805.30. Following the sale, the senior vice president directly owned 5,515 shares of the company’s stock, valued at approximately $749,543.65. The trade was a 13.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 1.08% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Rogers

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Second-quarter revenue reached $216.8 million, exceeding analysts’ $215.0 million estimate and rising nearly 7% year over year. Management also reported a significant improvement in adjusted EPS and a 550-basis-point expansion in EBITDA margin, citing improving customer demand and progress on commercial initiatives. Rogers Corporation Reports Second Quarter 2026 Results
• Positive Sentiment: Rogers Corporation issued third-quarter 2026 EPS guidance of $1.10 to $1.30, indicating management expects earnings to improve from the reported quarter and potentially exceed current-year analyst expectations if achieved.
• Neutral Sentiment: The stock’s trading volume was above its recent average, suggesting heightened investor attention following the earnings release. Shares remain below their 50-day moving average, while the price is near the 200-day moving average, reflecting continued volatility.
• Negative Sentiment: Second-quarter EPS was $0.92, below the consensus estimate of $0.99. The company also reported a negative net margin of 6.81%, which may be raising concerns about profitability despite stronger revenue and EBITDA trends. Rogers Corporation Second Quarter 2026 Results
• Negative Sentiment: The earnings shortfall appears to be the primary near-term pressure on ROG, with investors likely looking for evidence that the improved margins and third-quarter outlook can translate into consistent bottom-line profitability.

Institutional Trading of Rogers

Several institutional investors have recently bought and sold shares of ROG. Royal Bank of Canada grew its position in Rogers by 15.7% in the first quarter. Royal Bank of Canada now owns 4,276 shares of the electronics maker’s stock valued at $288,000 after acquiring an additional 580 shares during the period. AQR Capital Management LLC lifted its holdings in shares of Rogers by 121.3% during the first quarter. AQR Capital Management LLC now owns 8,376 shares of the electronics maker’s stock valued at $566,000 after acquiring an additional 4,591 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Rogers by 5.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 11,221 shares of the electronics maker’s stock valued at $758,000 after purchasing an additional 536 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Rogers by 4.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 51,135 shares of the electronics maker’s stock valued at $3,453,000 after purchasing an additional 2,405 shares in the last quarter. Finally, Jane Street Group LLC bought a new stake in shares of Rogers in the 1st quarter worth about $4,345,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

About Rogers

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.