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Rogers Corporation

ROG

Technology · 129.54 -0.3% today

Isolated · not yet confirmedMarket checked 9 Sept, 15:55 GMT-4

Market read

Rogers Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-0.3% todayVolume comparison unavailable
Market group0 of 15 activeTechnology Tilt · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • ROG's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ROG's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Electronic Components

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ROG's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations318
Usable filing statements93
Verified relationships1
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -2.3% year over year.
  • Operating margin changed -8.5 percentage points in the latest annual period.
  • Net margin changed -10.8 percentage points in the latest annual period.
  • Product pipeline and R&D has repeated adverse evidence across 4 filings.
  • Demand and volume has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 9, 2026

129.54
6m+19.6%12m+63.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$932.9M+16.2%$5.73+1.0%
2022-12-31$971.2M+4.1%$6.15+0.5%
2023-12-31$908.4M-6.5%$3.03-1.6%
2024-12-31$830.1M-8.6%$1.40-0.5%
2025-12-31$810.8M-2.3%$-3.40-2.2%

What management says matters

Persistent and emerging business drivers

Product pipeline and R&Dnegative · 4 filings
Research and Development Expenses Three Months Ended (Dollars in millions) March 31, 2026 March 31, 2025 Research and development expenses $ 6.7 $ 7.1 Percentage of net sales 3.4 % 3.7 % R&D expenses decreased 5.6% in the first quarter of 2026 from the first…
10-Q · Apr 29, 2026
Capital investment and capacitynegative · 3 filings
This increase was primarily due to our cash flows provided by operations and $14.2 million in proceeds from the sale fixed assets primarily related to the sale of our Price Road facility, partially offset by $52.4 million in share repurchases and $30.1 millio…
10-K · Feb 19, 2026
Credit and interest ratesmixed · 3 filings
Interest Income (Expense), Net (Dollars in millions) 2025 2024 Interest income (expense), net $ 0.8 $ (0.8) Interest income (expense), net, increased by $1.6 million in 2025 from 2024, due to higher income on interest-bearing cash accounts and a lower average…
10-K · Feb 19, 2026
Demand and volumenegative · 3 filings
Gross margin in 2025 declined due to lower volumes and related utilization headwinds, unfavorable mix and unfavorable yield performance.
10-K · Feb 19, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

129.54-0.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 9 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ROG. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ROG. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ROG

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BURLBurlington Stores, Inc.distributorFeb 19, 2026

The decrease in compensation and benefits expense was largely driven by overall reduction in employee count and cost savings related to our exit from our Burlington, Massachusetts Innovation Center facility.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ROG is currently a Participant in the organic co-movement group Technology Tilt. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ROG; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.