earnings
confidence high
sentiment positive
materiality 0.75
Rogers Corp Q2 net sales up 6.9% YoY to $216.8M; adj EPS $0.92 vs $0.34; guides Q3 above consensus
ROGERS CORP
- Net sales $216.8M (+6.9% YoY); gross margin 32.5% (+90 bps); net income $13.6M vs loss $73.6M.
- Adjusted EPS $0.92 (vs $0.34); adjusted EBITDA $37.6M (vs $23.9M); free cash flow $18.3M.
- Q3 2026 guidance: net sales $233-243M, adj EPS $1.10-$1.30, adj EBITDA $44-50M.
- Cash & equivalents $181.4M plus $30M short-term investments; capex guidance $30-35M for FY.
- CEO cites improving demand and commercial progress; supply chain challenges remain.