(ROG) Rogers - Ratings and Ratios

Rogers Corporation (NYSE:ROG) is a leading global supplier of engineered materials and components, serving a diverse range of industries including automotive, aerospace, telecommunications, renewable energy, and industrial markets. Founded in 1832 and headquartered in Chandler, Arizona, the company operates through three primary segments: Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other. Each segment specializes in unique materials and applications, leveraging advanced technologies to deliver high-performance solutions.

The AES segment focuses on materials critical for enabling electronic functionality and thermal management. It produces circuit materials, ceramic substrates, busbars, and cooling solutions under well-known trade names such as curamik, ROLINX, RO4000 series, and COOLSPAN. These products are essential for applications in electric vehicles, 5G wireless infrastructure, aerospace, and renewable energy systems. The segment’s materials are optimized for high-frequency signaling, thermal conductivity, and durability in demanding environments.

The EMS segment provides elastomeric solutions for sealing, cushioning, and vibration management. Its product portfolio includes polyurethane and silicone materials marketed under brands like PORON, BISCO, and DeWAL. These materials are widely used in automotive, industrial, and consumer applications, offering superior sealing properties and long-term durability. The segment also supplies specialized silicones for semiconductor and thermal management applications, as well as high-performance polymers for wire and cable protection.

The Other segment manufactures elastomer components under the ENDUR trade name for industrial applications and elastomer floats under the NITROPHYL trade name for level sensing in fuel tanks and industrial equipment. This segment serves niche markets requiring customized solutions for industrial automation and fluid management systems.

From a technical perspective, Rogers Corporation’s stock (NYSE:ROG) is currently trading at $63.98, below its 50-day SMA of $68.32 but above its 20-day SMA of $57.86. The stock’s ATR of 3.67 indicates moderate volatility. On the fundamental side, the company’s forward P/E of 6.47 suggests expectations of earnings growth, while its current P/E of 41.01 reflects elevated valuations. With a market cap of $1.063 billion and a P/S ratio of 1.28, Rogers maintains a balanced growth and profitability profile. The stock’s average 20-day volume of 384,750 shares highlights moderate trading activity.

Looking ahead, Rogers Corporation is well-positioned to benefit from growing demand for advanced materials in electric vehicles, 5G infrastructure, and renewable energy. The company’s strong R&D focus and diversified product portfolio are expected to drive long-term growth. However, near-term performance may be influenced by macroeconomic conditions and supply chain dynamics. Investors should monitor the company’s ability to maintain margins and execute on its strategic initiatives.