Rogers Corporation (ROG)

Rogers Corp.'s stock has shown upward movement of 31.61% in the past six months but has experienced volatility. A planned acquisition by DuPont was terminated in late 2022, causing a significant stock drop. The stock recovered in the first half of 2023 but decreased in the second half of 2023 and into 2024 due to weaker demand and high customer inventories. In Q3 2025, Rogers reported net sales of $216.0 million and Adjusted EPS of $0.90, while Q1 2025 saw a decrease in net sales to $190.5 million and a net loss of $(1.4) million.

There is evidence of demand seasonality for some of Rogers Corp.'s products. Q4 2024 results indicated that sales declined due to seasonally lower portable electronics sales. In Q1 2025, Rogers faced challenges in the EV/HEV market, with customers managing inventory levels and adjusting to softer end-market demand.

Rogers Corporation is a global leader in engineered materials, specializing in advanced specialty materials for high-growth markets like EV/HEV, 5G wireless infrastructure, aerospace and defense, and portable electronics. The company operates through two segments: Advanced Electronics Solutions (AES), providing materials for EV/HEV power modules and wireless infrastructure, and Elastomeric Material Solutions (EMS), offering foams and materials for sealing and vibration management in various markets.

Rogers Corporation is headquartered in Chandler, Arizona, and has a global presence with manufacturing facilities in the United States, China, Germany, Hungary, Korea, Japan, Singapore, Taiwan, and the United Kingdom. The company is winding down manufacturing in Belgium by mid-2025, consolidating support through facilities in China and the United States. Rogers also has sales offices worldwide and joint ventures in Japan, China, and Taiwan.

Rogers Corporation maintains a strong brand reputation through its commitment to quality, reliability, innovation, and integrity. The company demonstrates corporate responsibility through ESG initiatives, including participation in markets that reduce CO2 emissions and a commitment to reduce Scope 1 and Scope 2 GHG emissions by 20% by 2030. No negative events affecting the brand reputation were identified.

Rogers Corp. is predominantly owned by institutional investors, holding approximately 87.13% to 91.15% of the company's stock. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Starboard Value LP, Capital Research Global Investors, Dimensional Fund Advisors Lp, and State Street Corp. The remaining float is held by individual and smaller investors.