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Rogers Corporation
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Latest analysis
Updated Oct 28, 2026
Rogers Corporation Q3 2026: Revenue Up 9.3% to $236.1M, Gross Margin Expands 70bps as AES and EMS Both Accelerate
Rogers Corporation delivered Q3 2026 net sales of $236.1 million, up 9.3% year-over-year, with $17.7 million driven by higher demand and favorable pricing and $2.4 million from currency tailwinds. Gross margin expanded 70 basis points to 34.2%, with EMS posting a 270bps improvement to 38.4% on volume leverage and operational efficiencies, while AES margin compressed 50bps to 31.0% on regional production mix shifts and raw material cost pressure. Operating income more than doubled to $30.1 million from $15.7 million as restructuring charges dropped sharply to $1.0 million versus $7.1 million in Q3 2025.
Tone: bullishRevenue
$810.8M
ROG 10-K · FY 2025
Employees
3,000
Revenue FY2024
$830.1M
Headquarters
Chandler, AZ
Profile
ROG 10-K Item 1 · Feb 19, 2026Rogers Corporation designs, develops, manufactures and sells high-performance engineered materials and components across two strategic segments: Advanced Electronics Solutions (AES) and Elastomeric Material Solutions (EMS). The company serves automotive, aerospace and defense, wireless infrastructure, renewable energy, portable electronics and industrial end markets globally. It differentiates through technical innovation, design-in partnerships with OEMs, and a broad portfolio of specialty materials.
Read filing description ↓ Collapse description ↑
We design, develop, manufacture and sell high-performance and high-reliability engineered materials and components to meet our customers' demanding challenges. We operate two strategic operating segments: AES and EMS. Our remaining operations, which represent our non-core businesses, are reported in our Other operating segment. We are headquartered in Chandler, Arizona. Our AES operating segment designs, develops, manufactures and sells circuit materials, ceramic substrate materials, busbars and cooling solutions for applications in EV/HEV, automotive (e.g., ADAS), aerospace and defense (e.g., antenna systems, communication systems and phased array radar systems), renewable energy (e.g., wind and solar), wireless infrastructure (e.g., power amplifiers, antennas and small cells), mass transit, industrial (e.g., variable frequency drives), connected devices (e.g., mobile internet devices and thermal solutions) and wired infrastructure (e.g., computing and internet protocol infrastructure) markets. Our EMS operating segment designs, develops, manufactures and sells engineered material solutions for a wide variety of applications and markets. These include polyurethane and silicone materials used in cushioning, gasketing and sealing, and vibration management applications for EV/HEV, general industrial, portable electronics, automotive, mass transit, aerospace and defense, footwear and impact mitigation markets; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, and related applications. We employ a technical sales and marketing approach pursuant to which we work collaboratively to provide design engineering, testing, product development and other technical support services to OEMs.
Primary products
- curamik®
- ROLINX®
- RO4000® Series
- RO3000® Series
- RT/duroid®
- CLTE Series®
Business segments
End markets
Geographies
“We believe our competitive position is supported by our focus on differentiated, high‑performance materials and components, our history of innovation, and the value customers place on our technical expertise, product quality, reliability, and customer support.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales decreased 2.3% in 2025 compared to 2024, driven by lower net sales in wireless infrastructure and EV/HEV markets, partially offset by higher net sales in aerospace and defense and ADAS markets.
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