ROGERS CORP
ROG · Plastic Materials, Synth Resins & Nonvulcan Elastomers · 17.8M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Reference price $135.91 · est. market cap ~$2.4B — last insider sale, 2026-05-01 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D52Engineered-materials maker posting a net loss on heavy impairment/restructuring amid declining EV/wireless demand.
Strengths
- Strong liquidity (current ratio 4.0, quick ratio at 100th pct, $197M cash) and positive FCF of $71M (63rd pct)
- Healthy operating cash margin (88.9th pct) and gross margin holding at 31.7% (78th pct) despite the downturn
Risks
- Net loss with ROA -4.3% and operating margin -5.6% after $71.8M curamik impairment and $23.4M restructuring
- Revenue down 2.3% on soft EV/HEV and wireless-infrastructure demand, with cyclical, customer-design-dependent end markets
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -7.6%)
- Customer concentration~33% of revenue from one customer/distributor — 7% from 33
- Strong balance sheetStrong balance sheet — $197M cash & investments
- Insider sellingInsider selling — 7 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$2M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
31.7%
Operating margin
-5.6%
Net margin
-7.6%
Return on equity
-5.2%
Return on assets
-4.3%
Revenue growth (QoQ)
-0.5%
Net-income growth
-336.8%
Current ratio
4.0×
Free cash flow
$71M
EBITDA
$9M
Tangible book value
$793M
Cash & investments
$197M
Stock comp / revenue
1.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-19 | El-Haj Ali Omar | Grant | 25K | — |
| 2026-05-06 | Roby Anne K | Grant | 1.4K | — |
| 2026-05-06 | Starkloff Eric Howard | Grant | 1.4K | — |
| 2026-05-06 | Berger Larry L | Grant | 1.4K | — |
| 2026-05-06 | Costello Donna | Grant | 1.4K | — |
| 2026-05-06 | OWENS JEFFREY J | Grant | 1.4K | — |
| 2026-05-06 | COPE BRETT ALAN | Grant | 1.4K | — |
| 2026-05-06 | Moh Woon Keat | Grant | 1.4K | — |
| 2026-05-06 | Lauzon Armand F Jr | Grant | 1.4K | — |
| 2026-05-06 | Faust Megan | Grant | 1.4K | — |
| 2026-05-01 | Larabee Brian Keith | Sell | 830 | $135.91 |
| 2026-04-30 | Wallace Peter C | Sell | 967 | $131.56 |
| 2026-04-30 | Wallace Peter C | Sell | 1.4K | $132.63 |
| 2026-03-11 | Morton Jessica Ann | Tax withheld | 248 | $105.01 |
| 2026-03-02 | Webb Michael Reed | Sell | 954 | $111.31 |
| 2026-02-28 | Reeder Raymond Sean | Tax withheld | 69 | $107.83 |
| 2026-02-28 | Russell Laura | Tax withheld | 456 | $107.83 |
| 2026-02-28 | Webb Michael Reed | Tax withheld | 351 | $107.83 |
| 2026-02-28 | Morton Jessica Ann | Tax withheld | 427 | $107.83 |
| 2026-02-28 | Larabee Brian Keith | Tax withheld | 232 | $107.83 |
| 2026-02-28 | Tsao Jeff | Tax withheld | 257 | $107.83 |
| 2026-02-21 | Tsao Jeff | Tax withheld | 181 | $107.49 |
| 2026-02-20 | Webb Michael Reed | Sell | 673 | $107.28 |
| 2026-02-19 | Webb Michael Reed | Sell | 1.2K | $106.25 |
| 2026-02-19 | Morton Jessica Ann | Tax withheld | 374 | $111.11 |
| 2026-02-19 | Larabee Brian Keith | Tax withheld | 173 | $111.11 |
| 2026-02-19 | Wallace Peter C | Sell | 8.0K | $107.37 |
| 2026-02-19 | Tsao Jeff | Tax withheld | 162 | $111.11 |
| 2026-02-19 | Webb Michael Reed | Tax withheld | 307 | $111.11 |
| 2026-02-18 | Morton Jessica Ann | Grant | 3.5K | — |
| 2026-02-18 | Webb Michael Reed | Grant | 3.5K | — |
| 2026-02-18 | Russell Laura | Grant | 5.0K | — |
| 2026-02-18 | Larabee Brian Keith | Grant | 2.5K | — |
| 2026-02-18 | Tsao Jeff | Grant | 3.5K | — |
| 2026-02-13 | Russell Laura | Tax withheld | 58 | $107.79 |
| 2026-02-13 | Reeder Raymond Sean | Tax withheld | 53 | $107.79 |
| 2026-02-12 | Reeder Raymond Sean | Grant | 651 | — |
| 2026-02-09 | Larabee Brian Keith | Tax withheld | 281 | $106.10 |
| 2025-12-10 | Russell Laura | Tax withheld | 257 | $91.70 |
| 2025-11-11 | Wallace Peter C | Sell | 3.6K | $85.00 |
| 2025-11-10 | Wallace Peter C | Sell | 110 | $86.00 |
| 2025-10-31 | Larabee Brian Keith | Sell | 775 | $85.87 |
| 2025-09-05 | Russell Laura | Tax withheld | 31 | $78.76 |
| 2025-08-14 | Reeder Raymond Sean | Tax withheld | 15 | $76.52 |
| 2025-07-14 | Tsao Jeff | Grant | 2.3K | — |
| 2025-07-12 | El-Haj Ali Omar | Grant | 22K | — |
| 2025-05-05 | Costello Donna | Grant | 2.8K | — |
| 2025-05-05 | Faust Megan | Grant | 2.8K | — |
| 2025-05-05 | Wallace Peter C | Grant | 2.8K | — |
| 2025-05-05 | Roby Anne K | Grant | 2.8K | — |
| 2025-05-05 | Lauzon Armand F Jr | Grant | 2.8K | — |
| 2025-05-05 | OWENS JEFFREY J | Grant | 2.8K | — |
| 2025-05-05 | Moh Woon Keat | Grant | 2.8K | — |
| 2025-05-05 | Berger Larry L | Grant | 2.8K | — |
| 2025-05-01 | Gappert Griffin Melaney | Sell | 756 | $62.55 |
| 2025-04-11 | Webb Michael Reed | Tax withheld | 197 | $56.24 |
| 2025-03-11 | Morton Jessica Ann | Tax withheld | 240 | $76.08 |
| 2025-02-21 | Tsao Jeff | Tax withheld | 181 | $85.87 |
| 2025-02-19 | Tsao Jeff | Tax withheld | 163 | $89.88 |
| 2025-02-19 | Schmid Lawrence Erwin | Tax withheld | 267 | $89.88 |
| 2025-02-19 | Morton Jessica Ann | Tax withheld | 365 | $89.88 |
| 2025-02-19 | Gappert Griffin Melaney | Tax withheld | 229 | $89.88 |
| 2025-02-19 | Gouveia Randall Colin | Tax withheld | 2.0K | $89.88 |
| 2025-02-19 | Webb Michael Reed | Tax withheld | 316 | $89.88 |
| 2025-02-19 | Larabee Brian Keith | Tax withheld | 176 | $89.88 |
| 2025-02-14 | Gouveia Randall Colin | Tax withheld | 459 | $89.34 |
| 2025-02-13 | Russell Laura | Tax withheld | 58 | $89.16 |
| 2025-02-13 | Reeder Raymond Sean | Tax withheld | 53 | $89.16 |
| 2025-02-12 | Webb Michael Reed | Grant | 3.9K | — |
| 2025-02-12 | Tsao Jeff | Grant | 2.9K | — |
| 2025-02-12 | Russell Laura | Grant | 4.6K | — |
| 2025-02-12 | Morton Jessica Ann | Grant | 3.9K | — |
| 2025-02-12 | Larabee Brian Keith | Grant | 2.2K | — |
| 2025-02-12 | Gappert Griffin Melaney | Grant | 2.0K | — |
| 2025-02-12 | Schmid Lawrence Erwin | Grant | 4.0K | — |
| 2025-02-12 | Alexis John | Grant | 2.1K | — |
| 2025-02-12 | Reeder Raymond Sean | Grant | 635 | — |
| 2025-02-12 | Gouveia Randall Colin | Grant | 20K | — |
| 2025-02-09 | Tsao Jeff | Tax withheld | 55 | $88.01 |
| 2025-02-09 | Larabee Brian Keith | Tax withheld | 326 | $88.01 |
| 2025-02-09 | Gouveia Randall Colin | Tax withheld | 1.7K | $88.01 |
| 2025-01-30 | Schmid Lawrence Erwin | Tax withheld | 297 | $93.89 |
| 2025-01-01 | Moh Woon Keat | Grant | 536 | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-19 | Exec/director changeOtherExhibits | filing ↗ |
| 2026-05-07 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-04-28 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-03 | Exec/director change | filing ↗ |
| 2026-02-17 | ResultsReg FDExhibits | filing ↗ |
| 2025-10-29 | ResultsReg FDExhibits | filing ↗ |
| 2025-10-17 | Exec/director changeOtherExhibits | filing ↗ |
| 2025-07-31 | Results2.05Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-19 | 2026-05-19 | 0000084748-26-000036 ↗ |
| 8-K | 2026-05-07 | 2026-05-06 | 0000084748-26-000028 ↗ |
| 10-Q | 2026-04-29 | 2026-03-31 | 0000084748-26-000023 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0000084748-26-000022 ↗ |
| 8-K | 2026-03-03 | 2026-03-02 | 0000084748-26-000010 ↗ |
| 10-K | 2026-02-19 | 2025-12-31 | 0000084748-26-000007 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0000084748-26-000004 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0000084748-25-000066 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0000084748-25-000064 ↗ |
| 8-K | 2025-10-17 | 2025-10-16 | 0000084748-25-000060 ↗ |
| 10-Q | 2025-08-01 | 2025-06-30 | 0000084748-25-000057 ↗ |
| 8-K | 2025-07-31 | 2025-07-31 | 0000084748-25-000054 ↗ |