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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.

Revenue$236M
Year over year+9%
Operating margin12.7%
Net earnings$22.6M
Operating cash flow$41.4M

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

Rogers revenue by quarterRogers revenue by quarter$190MQ1 2025$203MQ2 2025$216MQ3 2025$202MQ4 2025$200MQ1 2026$217MQ2 2026$236MQ3 2026
Rogers net earnings by quarterRogers net earnings by quarter−$1.4MQ1 2025−$73.6MQ2 2025$8.6MQ3 2025$4.6MQ4 2025$4.5MQ1 2026$13.6MQ2 2026$22.6MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 28, 2026$236M+9%12.7%$22.6M$41.4M
Q2 202610-QJul 29, 2026$217M+7%9.2%$13.6M$24.4M
Q1 202610-QApr 29, 2026$200M+5%5.3%$4.5M$5.8M
Q4 202510-KFeb 19, 2026$202M+5%3.5%$4.6M$46.9M
Q3 202510-QOct 30, 2025$216M+3%7.3%$8.6M$28.9M
Q2 202510-QAug 1, 2025$203M-5%-33.3%−$73.6M$13.7M
Q1 202510-QApr 30, 2025$190M-11%-0.2%−$1.4M$11.7M

Charts

Rogers: revenue growth, year over year and quarter over quarterRogers: revenue growth, year over year and quarter over quarterY/YQ/Q-11%Q1 2025-5%+6%Q2 2025+3%+7%Q3 2025+5%-7%Q4 2025+5%0%Q1 2026+7%+8%Q2 2026+9%+9%Q3 2026
Latest (Q3 2026): Y/Y +9%, Q/Q +9%.
Rogers: where the cash came from (+) and went (−), TTM to Q3 2026Rogers: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$118MCash drawn (+) / kept (−)−$38.3MOther investing−$29.2MBuybacks−$26.6MCapital spending−$21.5MTaxes on employees’ shares−$2.6MNet borrowing (+) / repaid (−)−$1.8MShares issued$1.1MAsset & business sales$800KExchange rates−$800KOther financing$400K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Rogers: profit against cash, quarter by quarterRogers: profit against cash, quarter by quarterNet incomeOperating cash flow−$500K$33.7MQ4 2024−$1.4M$11.7MQ1 2025−$73.6M$13.7MQ2 2025$8.6M$28.9MQ3 2025$4.6M$46.9MQ4 2025$4.5M$5.8MQ1 2026$13.6M$24.4MQ2 2026$22.6M$41.4MQ3 2026
Latest (Q3 2026): Net income $22.6M, Operating cash flow $41.4M.
Rogers: diluted shares by fiscal yearRogers: diluted shares by fiscal year19MFY202019MFY202119MFY202219MFY202319MFY202418MFY2025
-2.7% since FY2020: buybacks shrank the count.
Rogers in its industry: growth against margin (12 companies, SIC 2821)Rogers in its industry: growth against margin (12 companies, SIC 2821)revenue growth, year over year →↑ operating marginmedian +9%median 9%DOW Chemical CoDOWEMNDDALBAVNTTSEOQHXLASIXPCTHGYNROG (+9%, 13%)
Plastic Materials, Synth Resins & Nonvulcan Elastomers; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵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%.

CompanyQuarterRevenueY/YOp. margin
ROG RogersQ3 2026$236M+9%12.7%
DOW ChemicalQ2 2026$12.1B+20%7.2%
DOW DOWQ3 2026$11.3B+13%5.7%
EMN Eastman ChemicalQ3 2026$2.4B+8%10.4%
DD DuPont de NemoursQ3 2026$1.9B+4%12.5%
ALB AlbemarleQ3 2026$1.6B+19%9.5%
AVNT AvientQ3 2026$891M+10%9.3%
TSEOQ TrinseoQ2 2026$845M+8%0.0%
HXL HexcelQ3 2026$496M+9%11.0%

Source: Rogers 10-Q on SEC EDGAR · CIK 84748 · Plastic Materials, Synth Resins & Nonvulcan Elastomers

Guidance and outlook

Rogers Revenue: guidance against what was reportedRogers Revenue: guidance against what was reportedguided rangereported (above / within / below)Q2 2026$217MQ3 2026$236MQ4 2026
Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Rogers: what its forward-looking statements are about (10-Q filed 2026-07-29)Rogers: what its forward-looking statements are about (10-Q filed 2026-07-29)Demand2Tax2Capital spending2Costs1Deals1
8 statements; tone +0.75 (−1 all cautious, +1 all confident); 0 hedged.
Rogers: outlook statements against the filing beforeRogers: outlook statements against the filing beforeConfident6

13F: who owns ROG and who is buying

Largest holders of ROG (13F)Largest holders of ROG (13F)BlackRock$556MVanguard Portfolio Management LLC$223MVanguard Group$205MCapital Research Global Investors$182MVanguard Capital Management LLC$129MState Street$115MDimensional Fund Advisors LP$98.5MGeode Capital Management, LLC$81.9MThrivent Financial for Lutherans$63.0MFirst Eagle Investment Management…$61.7M
Funds' net buying of ROG by quarter (13F)Funds' net buying of ROG by quarter (13F)$22.2M2024-09$13.2M2024-12−$19.6M2025-03−$47.3M2025-06$28.7M2025-09$6.7M2025-12−$41.5M2026-03$77.4M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

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

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