Rogers Corporation (ROG)

Rogers Corp. stock has experienced an upward trend, increasing by 51.38% in the past six months, following a period of volatility. A planned acquisition by DuPont for $5.2 billion was canceled due to regulatory issues, causing a significant stock drop. Rogers reported Q2 2025 earnings with an EPS of $0.34, missing estimates, but revenue exceeded expectations. Analysts expect a slight revenue decline for Q3 2025. The company has also been influenced by an activist investor, leading to board reconstitution and a CEO change.

While specific details on demand seasonality are not provided, Rogers Corp.'s diverse market exposure suggests that demand may be influenced by the cycles of the industries it serves, including electric vehicles, automotive safety systems, mobile devices, renewable energy, and industrial equipment. The demand for its products is likely tied to the production volumes, technological advancements, and overall economic health of these sectors.

Rogers Corporation is a global leader in engineered materials and components, with over 180 years of history. The company specializes in advanced materials and technology solutions for the electronics, communications, transportation, and industrial markets. Its core business is structured around three segments: Advanced Connectivity Solutions (ACS) focuses on high-performance materials for wireless infrastructure, automotive radar systems, and advanced communication networks; Elastomeric Material Solutions (EMS) provides innovative elastomeric materials for sealing, vibration management, and impact protection; and Power Electronics Solutions (PES) delivers advanced materials for power and thermal management in high-performance electronics.

Rogers Corporation has a global presence, with its headquarters in Chandler, Arizona. The company operates manufacturing facilities across the United States, China, Germany, Belgium, Hungary, and South Korea. Rogers Corp. also has joint ventures and sales offices worldwide, serving a diverse international customer base.

Rogers Corporation has demonstrated a commitment to corporate responsibility and sustainability through its 2024 ESG Report, highlighting progress on ESG initiatives, including participation in markets that reduce CO2 emissions, sustainability practices in manufacturing, and a commitment to reduce Scope 1 and Scope 2 GHG emissions by 20% by 2030. No significant negative events impacting Rogers Corp.'s brand reputation were identified.

Rogers Corporation's stock is primarily held by institutional investors, who collectively own approximately 96.0% of the company's shares, while insiders hold about 0.9%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Norges Bank, IJR - iShares Core S&P Small-Cap ETF, Dimensional Fund Advisors Lp, Starboard Value LP, State Street Corp, NBGNX - Neuberger Berman Genesis Fund Investor Class, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Ameriprise Financial Inc. Bruce D. Hoechner is the largest individual shareholder, owning 0.70% of the company.