ROGERS CORP (ROG) AI Stock Summary

Snapshot

Rogers Corporation makes specialty electronics and rubber-like materials. Full-year 2025 revenue was $810.8M, down 2.3%, and the company posted a $61.8M net loss, but operating income was still positive at $52.1M, meaning the core business made money and the loss came from items below the operating line. Free cash flow was a healthy $71.1M, and the balance sheet is clean: $211.4M in cash against just $20.6M in debt. The most recent quarter showed a clear turnaround, with revenue growing nearly 7% and a return to net profit.

What's Happening Right Now

• Sat 3rd Oct '26 · Investor Day: Management set a long-term target of over $1.5B in annual sales by 2030, built around AI data centers, batteries, and EMI shielding.
• Fri 14th Aug '26 · Filing: The 10-Q confirmed $181.4M in cash as of June 30, 2026, and noted the company repurchased about 22,600 shares for $3.0M during the quarter.
• Thu 13th Aug '26 · Guidance: Company guided Q3 2026 sales to $233-243M and adjusted EPS to $1.10-$1.30, with full-year capex seen at $30-35M.
• Wed 29th Jul '26 · Earnings: Q2 2026 revenue rose 6.9% to $216.8M and net income swung to a $13.6M profit from a $73.6M loss a year earlier that had been hit by impairment charges.
• Wed 29th Jul '26 · Earnings: Q2 2026 adjusted EPS of $0.92 missed the $0.99 estimate, even as it marked a big year-over-year improvement from $0.34.

Bottom Line

This is a materials maker that had a rough stretch, with shrinking full-year revenue and a headline net loss, but the operating business was still profitable and cash flow stayed strongly positive. The most recent quarter shows the turnaround already in motion, with revenue growth and a return to net income. The stock sits near the lower end of its 52-week range, and management has laid out a 2030 sales target built on AI data centers and batteries, though that's a long-dated goal, not a near-term promise. P/E isn't available given the trailing loss, so there's no clean valuation read here yet.