Rogers Corporation (ROG)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$127.82+1.21%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
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 2026-09-04.
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 2 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=6360).
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 67% of the last 3 guided quarters · 87.3% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on increasing sales through new product initiatives and improving operating income to position Rogers for sustainable long-term growth.
Stated as a priority in 3 of last 3 quarters. Net sales grew from $202.8M in 2025-Q2 to $216.8M in 2026-Q2 (+6.9%). Operating income improved from a loss of $0.3M in 2025-Q1 to $10.7M in 2026-Q1. Management's focus on revenue growth and operating performance is delivering positive financial results.
“We delivered another quarter of solid revenue growth, with sales increasing nearly 7% year over year, driven by improving customer demand and progress in our commercial initiatives.”
“Our consistent execution continued in the first quarter with results that met or exceeded the mid-point of guidance across all financial metrics.”
“Solid execution led to sales, gross margin and adjusted earnings per share that approached or exceeded the high-end of guidance for the fourth quarter.”
Continue to enhance profitability through gross margin improvement and cost control to expand adjusted EBITDA margin.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA margin improved from 11.8% in 2025-Q2 to 17.3% in 2026-Q2, with adjusted EBITDA increasing from $23.9M to $37.6M. Management's efforts on profitability and margin expansion are delivering sustained improvement.
“Adjusted EBITDA margin expanded by 550 basis points year over year, despite supply chain challenges.”
Focus on improving net cash provided by operating activities and maintaining disciplined capital expenditures to support growth.
Stated as a priority in 3 of last 3 quarters. Net cash provided by operating activities rose from $5.8M in 2026-Q1 to $24.4M in 2026-Q2. Capital expenditures remained disciplined at $6.1M in 2026-Q2, consistent with guidance of $30M to $35M for the year. Management is delivering improved cash flow with controlled capex.
“Net cash provided by operating activities was $24.4 million and capital expenditures were $6.1 million.”
Continue development and commercialization of key products addressing growing markets to drive future growth.
Stated as a priority in 2 of last 3 quarters. Management highlights progress on new product initiatives and customer activity as drivers for growth. While no specific dollar milestones are cited, the positive outlook and revenue growth suggest progress consistent with stated priorities.
“Encouraged by continued progress with new product initiatives and increased customer activity levels.”
Appoint experienced CEO and Board Chair to enhance strategic direction and execution capabilities.
Newly stated in 2026-Q2 with CEO appointment in May 2026. This leadership change aims to drive improved execution and strategic focus. While financial impact is indirect, subsequent quarters show improved operating results consistent with enhanced leadership.
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 50% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest 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 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.
“Adjusted EBITDA margin expanding by 580 basis points year over year.”
“Adjusted EBITDA of $34.4 million for the fourth quarter, with margin improvement.”
“Net cash provided by operating activities was $5.8 million and capital expenditures were $4.7 million.”
“Net cash provided by operating activities was $46.9 million and capital expenditures were $4.7 million.”
“With key products in development that address needs in growing markets, we are well positioned to capitalize on compelling market opportunities ahead.”