Added to YB: 2026-05-07
Pitch date: 2026-05-05
ROG [neutral]
Rogers Corporation
+0.74%
current return
Author Info
No bio for this author
Company Info
Rogers Corporation designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa.
Market Cap
$2.4B
Pitch Price
$139.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.05
P/E
-43.51
EV/Sales
2.73
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Week 4: Most Interesting D-Sheets from the Past Week - Rogers Corporation
ROG (earnings): Engineered materials for industrial/auto/aero/electronics. Q1 rev +5.2% to $200.5M (FX-aided), but adj EBITDA jumped to $32M from $19.5M, margin +580bps to 16%. Adj EPS doubled to $0.75. Q2 guide: $210-220M rev, $0.90-1.10 EPS. $45M cost cuts + capacity for 6-8qtrs = high incremental flow-through. Auto design wins (EV battery/radar) convert Q2-Q4 2026. Industrial (37% sales, largest segment) grew double-digits. AI thermal mgmt (microchannel cooler) late-2027+. Risks: FX flattered growth, weather/supplier disruptions, AI catalyst delayed.
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