“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 ↗
Rogers Corporation
ROG
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- ROG's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- 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.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 9, 2026
129.54Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.