Stock events for Rogers Corp. (ROG)
Rogers Corp. (ROG) stock has trended up by 31.51% in the past six months. Key events include the Q4 and Full Year 2025 Earnings Report, which exceeded market revenue expectations but provided weaker Q1 CY2026 revenue guidance and reported a loss due to impairment and restructuring charges. The Q3 2025 earnings report was released. There was a Board Chair transition and plans to add a new independent director. As of March 6, 2026, the stock price was $103.58, with a market cap of $1.85 billion.
Demand Seasonality affecting Rogers Corp.’s stock price
The demand for Rogers Corp.'s products and services can be influenced by macroeconomic conditions. Softening demand was observed in EV/HEV and wireless infrastructure markets in 2025, partly offset by growth in ADAS, aerospace and defense, and industrial markets. Management expects some softness and uncertainty in the automotive EV and portable electronics segments in Q1 and Q2 of 2026 due to general macroeconomic conditions. The company's market-driven strategy aims to capitalize on growth opportunities in various end markets.
Overview of Rogers Corp.’s business
Rogers Corporation is a global leader in engineered materials, headquartered in Chandler, Arizona, specializing in high-performance solutions for advanced technologies. It operates through Advanced Electronics Solutions (AES) and Elastomeric Material Solutions (EMS) segments. AES focuses on circuit materials, ceramic substrate materials, busbars, and cooling solutions for markets like EV/HEV and aerospace and defense. EMS provides polyurethane and silicone materials for cushioning, gasketing, sealing, and vibration management, serving sectors such as EV/HEV and portable electronics. The 'Other' segment includes elastomer components for general industrial applications.
ROG’s Geographic footprint
Rogers Corporation has a significant global manufacturing footprint and sales presence. The company operates manufacturing facilities in the United States, China, Japan, Korea, Germany, Hungary, and Belgium. Additionally, Rogers maintains joint ventures and sales offices worldwide, supporting a diverse global customer base across the Americas, Asia-Pacific, Europe, the Middle East, and Africa.
ROG Corporate Image Assessment
Rogers Corporation maintains a reputation as a global leader in engineered materials, known for mission-critical reliability, market-focused innovation, and delivering exceptional value. The company emphasizes its commitment to sustainability and its role in enabling a more sustainable future. No specific events in the past year explicitly detail a negative impact on its brand reputation.
Ownership
Rogers Corp. is a publicly held company. Major institutional owners include Vanguard Group Inc., Capital Research Global Investors, Norges Bank, Starboard Value LP, and Dimensional Fund Advisors LP. Information on major individual owners is not readily available.
