Rogers (NYSE:ROG) Updates Q3 2026 Earnings Guidance

Rogers (NYSE:ROG) updated its third quarter 2026 earnings guidance on Tuesday morning. 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.

Rogers Stock Up 1.0%

NYSE ROG traded up $1.20 on Wednesday, reaching $120.38. The company had a trading volume of 108,343 shares, compared to its average volume of 230,814. The stock has a market capitalization of $2.15 billion, a PE ratio of -40.18 and a beta of 0.48. Rogers has a 12 month low of $61.17 and a 12 month high of $169.00. The firm’s 50 day moving average price is $144.58 and its 200 day moving average price is $123.10.

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

Wall Street Analyst Weigh In

ROG has been the subject of a number of recent analyst reports. B. Riley Financial boosted their price objective on Rogers to $200.00 and gave the company a “buy” rating in a research report on Monday, June 15th. Weiss Ratings upgraded shares of Rogers from a “sell (d)” rating to a “sell (d+)” rating in a report on Monday, May 18th. Finally, Zacks Research cut shares of Rogers from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 23rd. One investment analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $200.00.

Insider Buying and Selling at Rogers

In related news, SVP Brian Keith Larabee sold 830 shares of the business’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $135.91, for a total value of $112,805.30. Following the sale, the senior vice president owned 5,515 shares in the company, valued at approximately $749,543.65. The trade was a 13.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 1.08% of the company’s stock.

Key Rogers News

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Second-quarter revenue increased nearly 7% year over year to $216.8 million, slightly exceeding the $215 million analyst estimate. Management cited improving customer demand and progress on commercial initiatives. Rogers Corporation Reports Second Quarter 2026 Results
• Positive Sentiment: Rogers highlighted a significant year-over-year improvement in adjusted earnings and a 550-basis-point expansion in EBITDA margin, suggesting better operating efficiency. Rogers Delivers Strong Q2 Turnaround in Profitability
• Positive Sentiment: Third-quarter 2026 EPS guidance of $1.10 to $1.30 is a constructive signal and indicates management expects earnings momentum to continue. Rogers Earnings Conference Call
• Neutral Sentiment: Management’s earnings call emphasized recovering demand and commercial initiatives, but investors will likely look for evidence that these improvements translate into sustained profitability and cash generation. Rogers Corporation Q2 2026 Earnings Call Transcript
• Negative Sentiment: Second-quarter EPS was $0.92, below the $0.99 consensus estimate. The earnings miss appears to be the primary reason the stock moved lower, even though revenue topped expectations. Rogers Corp. Q2 Earnings Miss Estimates
• Negative Sentiment: Profitability remains a concern: reported net margin was negative, while operating profit and cash from operations were pressured. Unverified third-party data also shows that several insiders sold shares without reported purchases over the past six months, adding a potential sentiment headwind. Rogers Corporation Q2 Financial and Trading Data

Institutional Investors Weigh In On Rogers

Large investors have recently modified their holdings of the company. Invesco Ltd. grew its stake in shares of Rogers by 4.2% during the fourth quarter. Invesco Ltd. now owns 89,594 shares of the electronics maker’s stock worth $8,204,000 after purchasing an additional 3,615 shares in the last quarter. Mercer Global Advisors Inc. ADV acquired a new stake in Rogers during the fourth quarter worth approximately $264,000. Summit Global Investments purchased a new stake in shares of Rogers during the 4th quarter worth approximately $1,410,000. State of Tennessee Department of Treasury boosted its holdings in shares of Rogers by 32.7% in the 4th quarter. State of Tennessee Department of Treasury now owns 5,448 shares of the electronics maker’s stock valued at $530,000 after buying an additional 1,343 shares in the last quarter. Finally, XTX Topco Ltd purchased a new position in shares of Rogers in the 4th quarter valued at $1,003,000. 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.