Rogers Corporation (ROG)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
$115.74-10.07%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · ROG
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks ROG against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 75% of the last 4 guided quarters · 69.5% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our growth strategy is centered on leveraging Rogers' proven capabilities and deep customer relationships to drive growth in core markets and high-potential adjacent opportunities.
Stated in 4 of 4 supplied quarters. Management reported: ““Improved execution, closer customer engagement and a more efficient operating structure continue to translate into stronger results.”” “"For the fourth quarter we expect further year-over-year improvement in our financial performance, as we build on our progress in commercial execution and operational effectiveness.” Revenue was $236.100 million in 2026-Q3.
“Our growth strategy is centered on leveraging Rogers' proven capabilities and deep customer relationships to drive growth in core markets and high-potential adjacent opportunities.”
“"Looking ahead, we are encouraged by continued progress with new product initiatives and increased customer activity levels.”
“With key products in development that address needs in growing markets, and a strong balance sheet that provides strategic flexibility, we are well positioned to capitalize on compelling market oppor…”
“"Rogers enters 2026 in a strong position with a streamlined operating structure, an enhanced innovation strategy, and a healthy balance sheet which we expect will enable a return to growth and meanin…”
“Improved execution, closer customer engagement and a more efficient operating structure continue to translate into stronger results.”
Stated in 4 of 4 supplied quarters. Management reported: ““Improved execution, closer customer engagement and a more efficient operating structure continue to translate into stronger results.”” “"We are encouraged that the benefits of cost improvement initiatives implemented in recent quarters are contributing to significantly higher adjusted earnings per share compared with the same period last year.”” Operating income was $30.100 million in 2026-Q3.
"Looking ahead, we are encouraged by continued progress with new product initiatives and increased customer activity levels.
Stated in 3 of 4 supplied quarters. Management reported: “"Looking ahead, we are encouraged by continued progress with new product initiatives and increased customer activity levels.” “With key products in development that address needs in growing markets, and a strong balance sheet that provides strategic flexibility, we are well positioned to capitalize on compelling market opportunities ahead."”
“"Looking ahead, we are encouraged by continued progress with new product initiatives and increased customer activity levels.”
With a disciplined focus on execution and a healthy balance sheet, we are well positioned to translate our growth opportunities into stronger earnings and shareholder returns."
Stated in 3 of 4 supplied quarters. Management reported: “With a disciplined focus on execution and a healthy balance sheet, we are well positioned to translate our growth opportunities into stronger earnings and shareholder returns."” “With key products in development that address needs in growing markets, and a strong balance sheet that provides strategic flexibility, we are well positioned to capitalize on compelling market opportunities ahead."”
Focus on increasing sales through new product initiatives and improving operating income to position Rogers for sustainable long-term growth.
Over the trailing year it converted 3.45x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 62% of the time over the next year (vs 51% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.
““Improved execution, closer customer engagement and a more efficient operating structure continue to translate into stronger results.””
“We remain focused on both our customers and on enhancing our operational execution to drive sustained momentum through the remainder of the year."”
“"The first quarter results together with our stronger second quarter guidance, demonstrates the progress of our commercial and profitability improvement initiatives, which continue to gain momentum.”
“"We are encouraged that the benefits of cost improvement initiatives implemented in recent quarters are contributing to significantly higher adjusted earnings per share compared with the same period…”
“With key products in development that address needs in growing markets, and a strong balance sheet that provides strategic flexibility, we are well positioned to capitalize on compelling market oppor…”
“"Rogers enters 2026 in a strong position with a streamlined operating structure, an enhanced innovation strategy, and a healthy balance sheet which we expect will enable a return to growth and meanin…”
“With a disciplined focus on execution and a healthy balance sheet, we are well positioned to translate our growth opportunities into stronger earnings and shareholder returns."”
“With key products in development that address needs in growing markets, and a strong balance sheet that provides strategic flexibility, we are well positioned to capitalize on compelling market oppor…”
“"Rogers enters 2026 in a strong position with a streamlined operating structure, an enhanced innovation strategy, and a healthy balance sheet which we expect will enable a return to growth and meanin…”