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Rogers (ROG) guidance and outlook
Rogers (ROG) reaffirmed its guidance on Oct 27, 2026: Revenue $215M–$225M for Q4 2026; Gross margin 32.5%–33.5% for Q4 2026; EPS $0.90–$1.10 for Q4 2026; EBITDA $37.0M–$43.0M for Q4 2026. Rogers' 10-Q filed Jul 29, 2026 makes 8 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $215M–$225M | new |
| Gross margin | Q4 2026 | 32.5%–33.5% | new |
| EPS | Q4 2026 | $0.90–$1.10 | new |
| EBITDA | Q4 2026 | $37.0M–$43.0M | new |
| Capital expenditures | FY2026 | $30.0M–$35.0M | reaffirmed |
From the earnings release filed Oct 27, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Jul 29, 2026
- Our priorities in executing this strategy are focused on driving near-term improvements to profitability and improving the growth outlook for the Company over the next several years by further strengthening our focus on commercial activities, optimizing our global capacity to meet customer demand and driving innovation.
- We expect to secure further commercial wins and improve sales as we execute on this strategy.
- We have also taken specific cost improvement actions in recent quarters that have and will benefit our performance.
- The increase in revenues is largely expected to come from our organic business, with the potential to augment this growth through targeted acquisitions.
- Our income tax expense for the second quarter of 2025 of $4.3 million was comprised primarily of an increase in the valuation allowance attributable to loss jurisdictions in which no tax benefit is anticipated to be realized.
- Our income tax expense for the six months ended June 30, 2025 of $4.1 million was comprised primarily of an increase in the valuation allowance attributable to loss jurisdictions in which no tax benefit is anticipated to be realized.
- In 2026, we expect capital spending to be in the range of approximately $30.0 million to $35.0 million.
- We plan to fund our capital spending in 2026 with cash from operations and cash on hand.
Rogers' latest quarter
Rogers, Q3 2026: revenue $236M (+9% year over year), operating margin 12.7%, net earnings $22.6M, operating cash flow $41.4M. The chart follows the revenue to costs, profit and cash.
Questions
Did Rogers raise or lower its guidance?
Rogers (ROG) reaffirmed its guidance on Oct 27, 2026: Revenue $215M–$225M for Q4 2026; Gross margin 32.5%–33.5% for Q4 2026; EPS $0.90–$1.10 for Q4 2026; EBITDA $37.0M–$43.0M for Q4 2026.
What does Rogers expect?
Our priorities in executing this strategy are focused on driving near-term improvements to profitability and improving the growth outlook for the Company over the next several years by further strengthening our focus on commercial activities, optimizing our global capacity to meet customer demand and driving innovation. We expect to secure further commercial wins and improve sales as we execute on this strategy. We have also taken specific cost improvement actions in recent quarters that have and will benefit our performance.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.