earnings
confidence high
sentiment positive
materiality 0.75
Rogers Corp Q3 net sales $216M (+6.5% seq), EPS $0.48 vs $(4.00), adj. EPS $0.90, guides Q4 $190-205M
ROGERS CORP
2025-Q3 EPS reported
-$3.63
revenue$609,300,000
- Net sales $216.0M, +6.5% QoQ; gross margin 33.5% (+190 bps); GAAP EPS $0.48 vs $(4.00) in Q2 2025.
- Adjusted EPS $0.90 vs $0.34 prior quarter; adjusted EBITDA $37.2M vs $23.9M; free cash flow $21.2M.
- AES segment sales +5.2% driven by EV/HEV and wireless infrastructure; EMS +8.7% on portable electronics and A&D.
- Q4 2025 guidance: net sales $190-$205M, gross margin 30%-32%, adjusted EPS $0.40-$0.80.
- Cash $167.8M (+$10.6M); share repurchases $10M in Q3; capex $7.7M.
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