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Rogers (ROG) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 28, 2026 · Rogers (ROG) Q3 2026 earnings results →
Q3 2026 Revenue up 9% year over year to $236M · 10¢ of every $1 of revenue kept as net profit · operating margin 12.7%
Rogers made $236M in Q3 2026 (+9% Y/Y): Advanced Electronics Solutions $130M, Elastomeric Material Solutions $101M, Other $4.5M. Operating margin 12.7%, net earnings $22.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 28, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $236.1M in Q3 2026, up 9% year over year and up 9% from the previous quarter. Advanced Electronics Solutions was the largest line at 55% of revenue. Advanced Electronics Solutions added $15.5M year over year (up 14%), 77% of the total change.
Gross margin was 34.2%, up 0.7 points from Q3 2025. Operating profit was $30.1M, a 12.7% margin (up 5.5 points year over year). Of the extra revenue versus Q3 2025, 72% reached operating profit, above the 7% margin then. Operating expenses fell 11% while revenue rose 9%. Net earnings were $22.6M, up 163% year over year. The effective tax rate was 27.1%.
Operating cash flow was $41.4M (up 43% year over year), 183% of net earnings. Non-cash charges added back $13.3M of depreciation and amortization and $3.0M of share-based compensation. Working capital and other items added $2.5M. After non-Acquisition Capital Expenditures ($6.0M), free cash flow as the company reports it was $35.4M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 28, 2026 | $236M | +9% | 12.7% | $22.6M | $41.4M |
| Q2 2026 | 10-Q | Jul 29, 2026 | $217M | +7% | 9.2% | $13.6M | $24.4M |
| Q1 2026 | 10-Q | Apr 29, 2026 | $200M | +5% | 5.3% | $4.5M | $5.8M |
| Q4 2025 | 10-K | Feb 19, 2026 | $202M | +5% | 3.5% | $4.6M | $46.9M |
| Q3 2025 | 10-Q | Oct 30, 2025 | $216M | +3% | 7.3% | $8.6M | $28.9M |
| Q2 2025 | 10-Q | Aug 1, 2025 | $203M | -5% | -33.3% | −$73.6M | $13.7M |
| Q1 2025 | 10-Q | Apr 30, 2025 | $190M | -11% | -0.2% | −$1.4M | $11.7M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Rogers
As used herein, the “Company,” “Rogers,” “we,” “us,” “our” and similar terms include Rogers Corporation and its subsidiaries, unless the context indicates otherwise. This Annual Report on Form 10-K includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Exchange Act. Such statements are generally accompanied by words such as “anticipate,” “assume,” “believe,” “could,” “estimate,” “expect,” “foresee,” “goal,” “intend,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “should,” “seek,” “target” or similar expressions that convey uncertainty as to future events or outcomes.
In its own words, from its 10-K, filed Feb 19, 2026.
Rogers against its Plastic Materials, Synth Resins & Nonvulcan Elastomers peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +9% against the peers' median +9%. Operating margin: 12.7% against the peers' median 9.5%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ROG Rogers | Q3 2026 | $236M | +9% | 12.7% |
| DOW Chemical | Q2 2026 | $12.1B | +20% | 7.2% |
| DOW DOW | Q3 2026 | $11.3B | +13% | 5.7% |
| EMN Eastman Chemical | Q3 2026 | $2.4B | +8% | 10.4% |
| DD DuPont de Nemours | Q3 2026 | $1.9B | +4% | 12.5% |
| ALB Albemarle | Q3 2026 | $1.6B | +19% | 9.5% |
| AVNT Avient | Q3 2026 | $891M | +10% | 9.3% |
| TSEOQ Trinseo | Q2 2026 | $845M | +8% | 0.0% |
| HXL Hexcel | Q3 2026 | $496M | +9% | 11.0% |
Source: Rogers 10-Q on SEC EDGAR · CIK 84748 · Plastic Materials, Synth Resins & Nonvulcan Elastomers
Guidance and outlook
13F: who owns ROG and who is buying
More on ROG
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Rogers guidance history: guided vs reported
- Rogers gross margin by quarter
- Rogers operating margin by quarter
- Rogers net income by quarter
- Rogers free cash flow by quarter
- Rogers R&D spending by quarter
- Rogers capital expenditures by quarter
- Rogers Advanced Electronics Solutions revenue by quarter
- Rogers Elastomeric Material Solutions revenue by quarter