Rogers Corp (ROG) reported that Laura Russell, its SVP, CFO and Treasurer, had 31 shares of Capital (Common) Stock withheld on September 5, 2026 to satisfy tax withholding requirements upon vesting of time-based restricted stock units. The shares were withheld at $127.82 per share, leaving her with 12,584 shares held directly after the transaction. No Rule 10b5-1 trading plan is reported for this withholding transaction.
ROGERS CORP officer Raymond Sean Reeder, Corporate Controller & CAO, reported a code F transaction involving company Capital (Common) Stock on 2026-08-14. 15 shares were disposed of at $142.91 per share, representing shares withheld by the company to satisfy tax withholding requirements on the vesting of time-based restricted stock units. Following this withholding event, Reeder directly held 1,824 shares of Rogers Corp common stock, which includes 21 shares acquired under the issuer's 2026 Employee Stock Purchase Plan for the six-month period ended June 15, 2026.
Capital Research Global Investors, a division of Capital Research and Management Company and related investment management entities, reports beneficial ownership of Rogers Corp. common stock. The group is deemed to beneficially own 1,113,813 shares, representing 6.2% of Rogers’ 17,848,535 shares believed to be outstanding.
The filer has sole voting and dispositive power over all 1,113,813 shares and no shared voting or dispositive power. The filing notes that another person, including SMALLCAP World Fund, Inc., may have the right to receive dividends or sale proceeds associated with these securities.
Norges Bank, the central bank of Norway, reports beneficial ownership of Rogers Corp common stock. As of 06/30/2026 it beneficially owned 984,922 shares, representing 5.5182% of the outstanding common stock. Norges Bank has sole voting power over 952,212 shares and sole dispositive power over the same 952,212 shares, with an additional 32,710 shares subject to shared dispositive power and no shared voting power. Certain shares are invested on behalf of the Government of Norway. Norges Bank files in its capacity as an investment adviser and certifies that its foreign regulatory scheme is substantially comparable to that of functionally equivalent U.S. institutions.
Rogers Corporation delivered a strong turnaround in the quarter ended June 30, 2026. Net sales rose approximately 6.9% to $216.8 million, gross margin expanded to 32.5%, and operating income was $20.0 million versus a prior-year operating loss of $67.5 million. Net income reached $13.6 million, or $0.76 diluted EPS, compared with a loss of $73.6 million, helped by higher demand, favorable mix, lower SG&A, and far smaller restructuring and impairment charges.
The Advanced Electronics Solutions segment generated $117.5 million of sales with a 28.5% gross margin, while Elastomeric Material Solutions produced $94.8 million of sales and a 36.9% margin, with growth across electronics and communications, industrial and parts of automotive and aerospace and defense. Year-to-date restructuring and impairment charges of $6.6 million mainly relate to footprint consolidation in Germany, workforce reductions and an impaired Mexico lease.
Liquidity remained solid with $181.4 million of cash and cash equivalents, $30.0 million of short-term investments, and no borrowings on a $450.0 million revolving credit facility, while operating activities provided $30.2 million of cash in the first half. Asbestos-related liabilities totaled $57.1 million, largely offset by $52.7 million of insurance recoverables, and the company settled $0.9 million of asbestos claims year-to-date. Rogers repurchased 22,618 shares for $3.0 million in the quarter, leaving $48.8 million available under its authorization.
Rogers Corporation reported improved second-quarter 2026 results, achieving GAAP profitability. Net sales were $216.8 million, up 6.9% year over year, with gross margin at 32.5%. Net income was $13.6 million versus a $(73.6) million loss a year earlier, and diluted EPS was $0.76 versus $(4.00). Adjusted EPS rose to $0.92 from $0.34, and adjusted EBITDA increased to $37.6 million, a 17.3% margin.
Operating cash flow was $24.4 million, supporting free cash flow of $18.3 million. Cash and cash equivalents were $181.4 million and short-term investments $30.0 million at quarter end, contributing to shareholders’ equity of $1,204.7 million. Management cited improving customer demand and progress in commercial initiatives despite supply chain challenges.
For the third quarter of 2026, Rogers expects net sales of $233–$243 million, gross margin of 33.2%–34.2%, adjusted EPS of $1.10–$1.30, adjusted EBITDA of $44–$50 million, and full-year 2026 capital expenditures of $30–$35 million.
Omar El-Haj Ali, President & CEO of Rogers Corp, reported a tax-withholding disposition of 8,918 shares of Capital (Common) Stock on July 12, 2026, at $137.52 per share. These shares were withheld by the company to satisfy taxes on vested time-based restricted stock units, leaving him with 37,502 shares held directly.
Rogers Corporation submitted a Form 144 notifying the SEC of proposed sales tied to restricted stock lapses and reporting a recent sale. The filing lists restricted stock lapses of 72 shares (02/09/2025), 304 shares (02/19/2025) and 24 shares (02/09/2026). It also reports 830 shares sold by Brian Keith Larabee on 05/01/2026. The filing shows 17,848,535 shares outstanding as of 06/12/2026.
Rogers Corporation submitted a Form 144 notice reporting proposed resale activity in its common stock. The filing lists 1,500 shares tied to a Restricted Stock Lapse dated 06/02/2025. The filing also records recent sales by Peter C. Wallace: 2,397 shares on 04/30/2026 for $316,885.00 and 2,760 shares on 05/13/2026 for $384,854.00.
Rogers Corp President and CEO Omar El-Haj Ali received an equity grant of 24,822 shares of Capital (Common) Stock in the form of time-based restricted stock units (RSUs) under the 2019 Long-Term Equity Compensation Plan. These RSUs convert into common stock on a one-for-one basis as they vest.
The award vests in installments, with 44% of the RSUs vesting on May 28, 2027, another 44% on May 28, 2028, and the remaining 12% on May 28, 2029, as long as he remains employed by the company or an affiliate. Unvested RSUs are forfeited if employment ends for reasons other than death or disability, while a pro-rated portion of unvested units would vest if death or disability occurs before May 28, 2029. After this grant, he directly holds 46,420 shares.