(ROG) Rogers - Overview

Sector: Technology | Industry: Electronic Components | Exchange: NYSE (USA) | Market Cap: 1.950m USD | Total Return: 71% in 12m

Stock Engineered Materials, Electronic Components, Elastomers
Total Rating 52
Safety 82
Buy Signal -0.35
Electronic Components -13.6
Electronic Components -22.6
Market Cap: 1,950m
Avg Trading Vol: 16.8M USD
ATR: 3.97%
Peers RS (IBD): 59.1
Risk 5d forecast
Volatility36.0%
Rel. Tail Risk-3.06%
Reward TTM
Sharpe Ratio1.24
Alpha33.19
Character TTM
Beta1.513
Beta Downside2.581
Drawdowns 3y
Max DD69.34%
CAGR/Max DD-0.18
EPS (Earnings per Share) EPS (Earnings per Share) of ROG over the last years for every Quarter: "2021-03": 1.92, "2021-06": 1.72, "2021-09": 1.64, "2021-12": 1.92, "2022-03": 1.53, "2022-06": 1.22, "2022-09": 1.11, "2022-12": 1.04, "2023-03": 0.87, "2023-06": 1.07, "2023-09": 1.24, "2023-12": 0.6, "2024-03": 0.58, "2024-06": 0.69, "2024-09": 0.98, "2024-12": 0.46, "2025-03": 0.27, "2025-06": 0.34, "2025-09": 0.9, "2025-12": 0.89, "2026-03": 0,
EPS CAGR: -51.31%
EPS Trend: -68.1%
Last SUE: -3.24
Qual. Beats: 0
Revenue Revenue of ROG over the last years for every Quarter: 2021-03: 229.265, 2021-06: 234.906, 2021-09: 238.263, 2021-12: 230.452, 2022-03: 248.266, 2022-06: 251.97, 2022-09: 247.231, 2022-12: 223.733, 2023-03: 243.8, 2023-06: 230.9, 2023-09: 229.1, 2023-12: 204.6, 2024-03: 213.4, 2024-06: 214.2, 2024-09: 210.3, 2024-12: 192.2, 2025-03: 190.5, 2025-06: 202.8, 2025-09: 208.4, 2025-12: 201.5, 2026-03: null,
Rev. CAGR: -5.41%
Rev. Trend: -87.9%
Last SUE: 0.67
Qual. Beats: 0
Description: ROG Rogers

Rogers Corporation (NYSE: ROG) designs, develops, manufactures, and sells engineered materials and components across a global footprint that includes the United States, the Americas, Europe, China, and the broader Asia-Pacific region. The company operates two primary segments: Advanced Electronics Solutions (AES), which supplies circuit and ceramic substrates, busbars, and cooling technologies for electric-vehicle, aerospace, renewable-energy, and wired-infrastructure markets; and Elastomeric Material Solutions (EMS), which provides polyurethane, silicone, PTFE, and UHMWPE products for cushioning, sealing, vibration management, and cable protection applications. A smaller “Other” segment adds elastomer components and floats for general industrial and automotive uses.

In the latest quarter (Q2 FY2024), Rogers reported revenue of $332 million, a 12% year-over-year increase driven by strong demand for its AES portfolio in electric-vehicle and renewable-energy projects. Gross margin expanded to 45%, and operating income rose to $68 million, translating to earnings per share of $0.78. The company’s order backlog now exceeds $1.2 billion, underscoring continued growth momentum in both the AES and EMS segments.

Key macro drivers supporting Rogers’ outlook include the accelerating rollout of EVs-projected to account for over 30% of new vehicle sales in the U.S. by 2027-and sustained investment in renewable-energy infrastructure, both of which boost demand for high-performance circuit materials. Additionally, the resurgence of industrial automation and semiconductor fab expansions in Asia is fueling higher volumes for the EMS segment’s specialized elastomers and insulating polymers.

For a deeper dive into valuation metrics, you might explore ValueRay’s analysis of ROG.

Headlines to Watch Out For
  • Electric vehicle demand drives Advanced Electronics Solutions revenue
  • Semiconductor industry growth boosts material sales
  • Raw material cost fluctuations impact profit margins
  • Global economic slowdown reduces industrial component orders
Piotroski VR‑10 (Strict) 6.0
Net Income: -61.8m TTM > 0 and > 6% of Revenue
FCF/TA: 0.07 > 0.02 and ΔFCF/TA 2.28 > 1.0
NWC/Revenue: 46.55% < 20% (prev 44.62%; Δ 1.93% < -1%)
CFO/TA 0.07 > 3% & CFO 101.2m > Net Income -61.8m
Net Debt (-175.2m) to EBITDA (94.7m): -1.85 < 3
Current Ratio: 3.97 > 1.5 & < 3
Outstanding Shares: last quarter (18.4m) vs 12m ago -1.08% < -2%
Gross Margin: 31.03% > 18% (prev 0.33%; Δ 3.07k% > 0.5%)
Asset Turnover: 55.18% > 50% (prev 56.05%; Δ -0.86% > 0%)
Interest Coverage Ratio: 31.08 > 6 (EBITDA TTM 94.7m / Interest Expense TTM 1.30m)
Altman Z'' 9.34
A: 0.26 (Total Current Assets 500.0m - Total Current Liabilities 126.1m) / Total Assets 1.43b
B: 0.78 (Retained Earnings 1.12b / Total Assets 1.43b)
C: 0.03 (EBIT TTM 40.4m / Avg Total Assets 1.46b)
D: 4.65 (Book Value of Equity 1.09b / Total Liabilities 234.2m)
Altman-Z'' Score: 9.34 = AAA
Beneish M -3.11
DSRI: 1.03 (Receivables 163.2m/163.3m, Revenue 803.2m/830.1m)
GMI: 1.08 (GM 31.03% / 33.38%)
AQI: 0.93 (AQ_t 0.38 / AQ_t-1 0.40)
SGI: 0.97 (Revenue 803.2m / 830.1m)
TATA: -0.11 (NI -61.8m - CFO 101.2m) / TA 1.43b)
Beneish M-Score: -3.11 (Cap -4..+1) = AA
What is the price of ROG shares? As of April 05, 2026, the stock is trading at USD 107.33 with a total of 65,188 shares traded.
Over the past week, the price has changed by -3.50%, over one month by -4.67%, over three months by +12.93% and over the past year by +70.96%.
Is ROG a buy, sell or hold? Rogers has received a consensus analysts rating of 4.33. Therefore, it is recommended to buy ROG.
  • StrongBuy: 1
  • Buy: 2
  • Hold: 0
  • Sell: 0
  • StrongSell: 0
What are the forecasts/targets for the ROG price?
Wallstreet Target Price 124.3 15.8%
Analysts Target Price 124.3 15.8%
ROG Fundamental Data Overview as of 05 April 2026
P/E Forward = 6.4725
P/S = 2.405
P/B = 1.6308
P/EG = 0.7708
Revenue TTM = 803.2m USD
EBIT TTM = 40.4m USD
EBITDA TTM = 94.7m USD
Long Term Debt = 7.70m USD (from longTermDebtTotal, two quarters ago)
Short Term Debt = 3.90m USD (from shortTermDebt, last quarter)
Debt = 21.8m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -175.2m USD (from netDebt column, last quarter)
Enterprise Value = 1.77b USD (1.95b + Debt 21.8m - CCE 197.0m)
Interest Coverage Ratio = 31.08 (Ebit TTM 40.4m / Interest Expense TTM 1.30m)
EV/FCF = 17.54x (Enterprise Value 1.77b / FCF TTM 101.2m)
FCF Yield = 5.70% (FCF TTM 101.2m / Enterprise Value 1.77b)
FCF Margin = 12.60% (FCF TTM 101.2m / Revenue TTM 803.2m)
Net Margin = -7.69% (Net Income TTM -61.8m / Revenue TTM 803.2m)
Gross Margin = 31.03% ((Revenue TTM 803.2m - Cost of Revenue TTM 554.0m) / Revenue TTM)
Gross Margin QoQ = 31.51% (prev 31.05%)
Tobins Q-Ratio = 1.24 (Enterprise Value 1.77b / Total Assets 1.43b)
Interest Expense / Debt = 0.46% (Interest Expense 100k / Debt 21.8m)
Taxrate = 21.0% (US default 21%)
NOPAT = 31.9m (EBIT 40.4m * (1 - 21.00%))
Current Ratio = 3.97 (Total Current Assets 500.0m / Total Current Liabilities 126.1m)
Debt / Equity = 0.02 (Debt 21.8m / totalStockholderEquity, last quarter 1.20b)
Debt / EBITDA = -1.85 (Net Debt -175.2m / EBITDA 94.7m)
Debt / FCF = -1.73 (Net Debt -175.2m / FCF TTM 101.2m)
Total Stockholder Equity = 1.22b (last 4 quarters mean from totalStockholderEquity)
RoA = -4.25% (Net Income -61.8m / Total Assets 1.43b)
RoE = -5.07% (Net Income TTM -61.8m / Total Stockholder Equity 1.22b)
RoCE = 3.29% (EBIT 40.4m / Capital Employed (Equity 1.22b + L.T.Debt 7.70m))
RoIC = 2.62% (NOPAT 31.9m / Invested Capital 1.22b)
WACC = 11.18% (E(1.95b)/V(1.97b) * Re(11.30%) + D(21.8m)/V(1.97b) * Rd(0.46%) * (1-Tc(0.21)))
Discount Rate = 11.30% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.81%
[DCF] Terminal Value 60.16% ; FCFF base≈89.1m ; Y1≈64.0m ; Y5≈35.0m
[DCF] Fair Price = 34.01 (EV 431.4m - Net Debt -175.2m = Equity 606.6m / Shares 17.8m; r=11.18% [WACC]; 5y FCF grow -33.19% → 3.0% )
EPS Correlation: -68.06 | EPS CAGR: -51.31% | SUE: -3.24 | # QB: 0
Revenue Correlation: -87.87 | Revenue CAGR: -5.41% | SUE: 0.67 | # QB: 0
EPS next Quarter (2026-06-30): EPS=0.79 | Chg7d=-0.027 | Chg30d=-0.027 | Revisions Net=-1 | Analysts=3
EPS current Year (2026-12-31): EPS=3.24 | Chg7d=-0.150 | Chg30d=-0.150 | Revisions Net=+1 | Growth EPS=+35.6% | Growth Revenue=+6.6%
EPS next Year (2027-12-31): EPS=4.06 | Chg7d=+0.208 | Chg30d=+0.208 | Revisions Net=+2 | Growth EPS=+25.4% | Growth Revenue=+6.1%
[Analyst] Revisions Ratio: -1.00 (0 Up / 1 Down within 30d for Next Quarter)
External Resources
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