Every 10-Q that Rogers Corporation (ROG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ROG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ROG filings page.
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 a stronger first quarter of 2026, returning to profitability. Net sales rose 5.2% to $200.5 million, helped by higher industrial and electronics and communications demand and favorable euro and Chinese yuan movements.
Gross margin improved to 32.2% from 29.9%, with benefits from prior manufacturing footprint consolidation and better mix, while SG&A fell to 20.6% of sales on lower professional services and software costs. Operating income reached $10.7 million (5.3% margin) versus a small operating loss a year earlier.
After a high effective tax rate of 60.2%, driven by a higher valuation allowance in loss jurisdictions, net income was $4.5 million, or $0.25 per diluted share, compared with a net loss of $1.4 million, or $(0.08) per share. The company recorded $5.9 million of restructuring and impairment charges linked to cost reduction actions and an executive leadership transition. Rogers ended the quarter with $195.8 million in cash and cash equivalents, no borrowings under its $450 million revolving credit facility, and asbestos-related liabilities of $57.3 million offset by $52.8 million of related insurance recoverables.
Rogers Corporation (ROG) reported Q3 2025 results. Net sales were $216.0 million versus $210.3 million a year ago. Gross margin was $72.3 million (down from $74.1 million) and operating income was $15.7 million. Net income was $8.6 million, or $0.48 per diluted share, compared with $0.58 last year.
For the first nine months, revenue was $609.3 million versus $637.9 million, with a net loss of $66.4 million, driven by $71.8 million of non‑cash impairments recognized earlier in the year ($67.3 million goodwill and $4.5 million indefinite‑lived intangible related to the curamik reporting unit). Operating cash flow was $54.3 million; capital expenditures were $25.4 million. Cash and cash equivalents were $167.8 million, and there were no outstanding borrowings under the $450 million revolving credit facility. The company repurchased $38.1 million of stock year‑to‑date; 17,984,499 shares were outstanding as of October 24, 2025.