Specialty materials maker Rogers beats Q4 revenue and adjusted EPS estimates

Rogers

17/02/2026 21:12

Overview

Engineered materials firm's Q4 revenue beat analyst expectations, driven by higher industrial sales

Adjusted EPS for Q4 exceeded analyst expectations, aided by cost improvement initiatives

Company reported strong cash position with $197 mln in cash and equivalents

Outlook

Company expects Q1 2026 sales growth of 5%

Rogers sees Q1 2026 gross margin improving by 160 basis points

Company anticipates Q1 2026 adjusted EBITDA margin to rise by 530 basis points

Result Drivers

INDUSTRIAL AND ENERGY SALES - Q4 sales increase driven by higher industrial, ADAS, and renewable energy sales

CURRENCY IMPACT - Favorable currency exchange rates boosted Q4 net sales by $3.7 million

COST IMPROVEMENTS - Higher adjusted EPS attributed to cost improvement initiatives and lower operating expenses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$201.50 mln
$196.50 mln (3 Analysts)
Q4 Adjusted EPS
Beat
$0.89
$0.60 (3 Analysts)
Q4 Adjusted EBITDA
$34.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for Rogers Corp is $100.00, about 7.2% below its February 13 closing price of $107.79

The stock recently traded at 35 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nBwblBcrma

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)