Rogers delivered results in the fourth quarter that exceeded Wall Street’s revenue and profit expectations, driven by improved industrial sales and effective cost reduction initiatives. Management credited a leaner operating model and organizational changes for strengthening the company’s position, particularly highlighting enhanced customer relationships and new product development. Interim President and CEO Ali El-Haj emphasized, “Q4 sales of $202 million approached the high end of the guidance. Adjusted EPS of $0.89 per share and adjusted EBITDA margins of 17.1%, both exceeded the top end of guidance.” The quarter’s performance also benefited from a focus on profitability improvement and disciplined capital allocation.
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Rogers (ROG) Q4 CY2025 Highlights:
- Revenue: $201.5 million vs analyst estimates of $196.5 million (4.8% year-on-year growth, 2.5% beat)
- Adjusted EPS: $0.89 vs analyst estimates of $0.60 (48.3% beat)
- Adjusted EBITDA: $34.4 million vs analyst estimates of $25.4 million (17.1% margin, 35.4% beat)
- Revenue Guidance for Q1 CY2026 is $200.5 million at the midpoint, below analyst estimates of $206.4 million
- Adjusted EPS guidance for Q1 CY2026 is $0.65 at the midpoint, below analyst estimates of $0.75
- EBITDA guidance for Q1 CY2026 is $31 million at the midpoint
- Operating Margin: 7.4%, up from 1.8% in the same quarter last year
- Market Capitalization: $1.89 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions From Rogers’s Q4 Earnings Call
- Dan Moore (CJS Securities) asked for clarification on near-term outlook for ADAS, renewables, and defense. CEO Ali El-Haj cited continued industrial strength but flagged persistent uncertainty in automotive and electronics, particularly in the EV segment.
- Dan Moore (CJS Securities) followed up on opportunities in data centers, asking about timing and scale. El-Haj noted strong momentum and brand name OEM engagement, but emphasized that major revenue impact is likely in late 2026 or 2027.
- Craig Ellis (B. Riley Securities) inquired about broader growth initiatives outside data centers. El-Haj described efforts to expand design wins in EMS and ADAS, as well as direct engagement with auto OEMs, but said market growth will depend on adoption of new technologies.
- Craig Ellis (B. Riley Securities) questioned the status of cost savings and profitability improvement. CFO Laura Russell detailed that most announced initiatives are in flight, with further benefits expected from the ceramic Germany restructuring in the second half of 2026.
- David Silver (Freedom Capital Markets) asked about the practical impact of the enhanced innovation strategy. El-Haj explained it involves targeted R&D and differentiated new product development, focusing on high-growth applications in data centers, communications, and EV batteries.
Catalysts in Upcoming Quarters
As we look to the coming quarters, the StockStory team will be closely monitoring (1) the pace and scale of design wins in data centers and other new markets, (2) the realization of cost savings from German ceramic restructuring and other expense initiatives, and (3) signs of stabilization or recovery in automotive and portable electronics demand. Additionally, progress on expanding global manufacturing capabilities and securing key OEM partnerships will be important indicators to watch.
Rogers currently trades at $106.22, up from $103.13 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it’s free).
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