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Rogers Corporation (ROG)

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Upturn Advisory Summary
01/09/2026: ROG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $96.67
1 Year Target Price $96.67
| 1 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -27.54% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.73B USD | Price to earnings Ratio - | 1Y Target Price 96.67 |
Price to earnings Ratio - | 1Y Target Price 96.67 | ||
Volume (30-day avg) 3 | Beta 0.4 | 52 Weeks Range 51.43 - 100.15 | Updated Date 01/10/2026 |
52 Weeks Range 51.43 - 100.15 | Updated Date 01/10/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -8.35% | Operating Margin (TTM) 10.56% |
Management Effectiveness
Return on Assets (TTM) 1.7% | Return on Equity (TTM) -5.35% |
Valuation
Trailing PE - | Forward PE 6.47 | Enterprise Value 1543584766 | Price to Sales(TTM) 2.16 |
Enterprise Value 1543584766 | Price to Sales(TTM) 2.16 | ||
Enterprise Value to Revenue 1.93 | Enterprise Value to EBITDA 14.44 | Shares Outstanding 17984499 | Shares Floating 15393292 |
Shares Outstanding 17984499 | Shares Floating 15393292 | ||
Percent Insiders 1.08 | Percent Institutions 107.09 |
Upturn AI SWOT
Rogers Corporation

Company Overview
History and Background
Rogers Corporation was founded in 1899 as a textile manufacturer. Over its history, it has evolved significantly, transitioning into advanced materials and engineered solutions. Key milestones include its diversification into specialized polymers and its focus on high-performance applications.
Core Business Areas
- Engineered Materials: This segment focuses on the design, development, and manufacturing of advanced materials, including specialty polymers and foams. These materials are used in demanding applications across various industries, offering properties like high temperature resistance, electrical insulation, and vibration dampening.
- Power Electronics Solutions: This segment provides advanced materials and components for the power electronics market. Products include thermal management materials, high-frequency circuit materials, and insulation materials essential for efficient and reliable power conversion in electric vehicles, renewable energy, and telecommunications.
- Advanced Connectivity Solutions: This segment offers specialized materials and solutions for the advanced connectivity market, including 5G infrastructure, automotive radar, and high-speed data transmission. Products are designed to enable high-frequency performance, signal integrity, and reliable connections in evolving communication technologies.
Leadership and Structure
Rogers Corporation is led by a Board of Directors and a senior executive team responsible for strategic direction and operational oversight. The company is structured into distinct business units aligned with its core market segments.
Top Products and Market Share
Key Offerings
- Description: High-frequency circuit materials designed for demanding wireless applications like base stations and antennas. Competitors include Arlon, Isola Group.
- Market Share Data: Specific market share data for individual products is not publicly disclosed.
- Product Name: RO3000u00ae Series Laminates
- Description: Versatile foam materials used for sealing, gasketing, cushioning, and vibration damping in electronics, automotive, and industrial applications. Competitors include 3M, Zotefoams.
- Market Share Data: Specific market share data for individual products is not publicly disclosed.
- Product Name: PORONu00ae Polyurethane Foams
- Description: Protective materials for electronic components, offering environmental and thermal protection. Competitors include Henkel, Dow.
- Market Share Data: Specific market share data for individual products is not publicly disclosed.
- Product Name: DuraShieldu2122 Encapsulants
Market Dynamics
Industry Overview
Rogers Corporation operates in the advanced materials and components sector, serving high-growth markets such as telecommunications (5G), electric vehicles (EVs), renewable energy, and advanced electronics. These industries are characterized by rapid technological advancements, increasing demand for performance and reliability, and a growing focus on sustainability.
Positioning
Rogers Corporation is positioned as a leading provider of engineered material solutions for demanding applications. Its competitive advantages lie in its deep material science expertise, strong customer relationships, focus on innovation, and ability to develop customized solutions for specialized needs.
Total Addressable Market (TAM)
The TAM for Rogers Corporation's key markets (e.g., advanced materials for electronics, automotive, telecommunications) is substantial and growing, estimated in the tens of billions of dollars globally. Rogers Corporation is a significant player within specific niches of this TAM, focusing on high-value, high-performance segments where its specialized capabilities provide a competitive edge.
Upturn SWOT Analysis
Strengths
- Deep expertise in material science and engineering.
- Strong customer relationships and a reputation for quality.
- Focus on high-growth, high-margin markets.
- Ability to develop customized solutions.
- Global manufacturing and sales presence.
Weaknesses
- Reliance on a few key markets, making it susceptible to industry downturns.
- Potential for commoditization of some product lines.
- Integration of acquired businesses can be challenging.
- Subject to raw material price fluctuations.
Opportunities
- Continued growth in electric vehicles and autonomous driving.
- Expansion of 5G infrastructure and advanced telecommunications.
- Increasing demand for renewable energy solutions.
- Growth in medical device technology.
- Strategic acquisitions to expand product portfolio and market reach.
Threats
- Intensifying competition from established players and new entrants.
- Rapid technological changes that could render existing products obsolete.
- Economic downturns impacting end-market demand.
- Supply chain disruptions.
- Increasing regulatory and environmental pressures.
Competitors and Market Share
Key Competitors
- DuPont de Nemours, Inc. (DD)
- 3M Company (MMM)
- Arlon (part of Zodix Corporation)
- Isola Group
Competitive Landscape
Rogers Corporation holds a strong position in specialized, high-performance material segments. Its advantages include deep technical expertise and application-specific solutions. However, it faces competition from larger, diversified companies with broader product portfolios and significant R&D budgets, as well as specialized players in niche markets.
Major Acquisitions
Elasta-Core
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition to enhance Rogers' capabilities in specialized elastomeric materials for high-growth markets.
VoltX
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: Expansion of Rogers' product offerings and market access in power electronics.
Growth Trajectory and Initiatives
Historical Growth: Rogers Corporation has demonstrated a history of growth driven by its focus on innovation and expansion into high-growth technology sectors. Growth has been supported by organic development and strategic acquisitions.
Future Projections: Analyst estimates for future growth are typically available from financial research firms. These projections often consider the company's exposure to megatrends like electrification, 5G, and IoT. Consensus estimates generally project modest to moderate revenue and earnings growth in the coming years.
Recent Initiatives: Recent strategic initiatives include investments in capacity expansion to meet demand in key markets, development of new materials for emerging technologies, and potential acquisitions to strengthen its product portfolio and market presence.
Summary
Rogers Corporation is a strong player in advanced engineered materials, serving high-growth technology sectors like EVs and 5G. Its deep material science expertise and customized solutions are key strengths. However, it must navigate intense competition and potential market shifts. Continued investment in innovation and strategic acquisitions will be crucial for sustaining its growth trajectory.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Rogers Corporation Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Refinitiv, Bloomberg, Yahoo Finance)
- Industry Analysis Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Rogers Corporation
Exchange NYSE | Headquaters Chandler, AZ, United States | ||
IPO Launch date 1980-03-17 | Interim President & Interim CEO Mr. Ali El-Haj | ||
Sector Technology | Industry Electronic Components | Full time employees 3200 | Website https://www.rogerscorp.com |
Full time employees 3200 | Website https://www.rogerscorp.com | ||
Rogers Corporation designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles, automotive, aerospace and defense, renewable energy, wireless infrastructure, mass transit, industrial, connected devices, and wired infrastructure markets. This segment sells its products under the curamik, ROLINX, RO4000 series, RO3000 series, RT/duroid, CLTE series, TMM, AD series, DiClad series, CuClad series, Kappa, COOLSPAN, TC series, IsoClad series, MAGTREX, IM series, 2929 Bondply, SpeedWave Prepreg, RO4400/RO4400T series, and Radix trade names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSorba, XRD, Silicone Engineering, and R/bak trade names. The Other segment offers elastomer components under the ENDUR trade name for applications in the general industrial market, as well as elastomer floats under the NITROPHYL trade name for level sensing in fuel tanks, motors, and storage tanks applications in the general industrial and automotive markets. The company was founded in 1832 and is headquartered in Chandler, Arizona.

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