Rogers (NYSE:ROG) Issues Q1 2026 Earnings Guidance

Rogers (NYSE:ROG) updated its first quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.450-0.850 for the period, compared to the consensus EPS 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 recently issued reports on ROG. B. Riley Financial reissued a “buy” rating on shares of Rogers in a research report on Thursday, October 30th. Weiss Ratings reissued a “sell (d)” rating on shares of Rogers in a report on Thursday, January 22nd. Zacks Research lowered shares of Rogers from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. Finally, Wall Street Zen raised shares of Rogers from a “hold” rating to a “buy” rating in a report on Saturday, November 1st. Two research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Rogers presently has an average rating of “Hold” and an average target price of $85.00.

Rogers Stock Performance

Shares of Rogers stock traded down $5.21 during trading on Tuesday, reaching $102.59. 302,181 shares of the company’s stock were exchanged, compared to its average volume of 156,128. Rogers has a 1-year low of $51.43 and a 1-year high of $112.81. The company has a market cap of $1.85 billion, a P/E ratio of -28.26 and a beta of 0.40. The firm’s 50-day moving average price is $97.18 and its 200 day moving average price is $86.55.

Rogers (NYSE:ROG) last released its earnings results on Tuesday, February 17th. The electronics maker reported $0.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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. As a group, equities research analysts predict that Rogers will post 3.57 EPS for the current year.

Rogers News Summary

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

Hedge Funds Weigh In On Rogers

Several large investors have recently bought and sold shares of ROG. Kemnay Advisory Services Inc. bought a new stake in Rogers during the fourth quarter valued at $42,000. Virtus Advisers LLC acquired a new position in shares of Rogers in the 3rd quarter valued at about $127,000. Quadrant Capital Group LLC bought a new stake in shares of Rogers during the 3rd quarter valued at about $130,000. Front Street Capital Management Inc. acquired a new stake in Rogers during the second quarter worth approximately $201,000. Finally, Vise Technologies Inc. acquired a new stake in Rogers during the fourth quarter worth approximately $204,000. 96.02% of the stock is currently owned by 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.