Rogers Corp Q4 Revenue Rises 4.8% to $201.5M with $0.89 EPS Beat

ROGROG

Rogers Corp reported fourth-quarter revenue of $201.5 million, up 4.8% year over year, and adjusted EPS of $0.89, a 48% beat. Full-year 2025 results showed a net loss of $61.8 million ($3.40 per share) on $810.8 million revenue, and Q1 guidance forecasts $193–208 million revenue with EPS of $0.45–0.85.

1. Fourth-Quarter Revenue and Earnings

Rogers Corp posted fourth-quarter revenue of $201.5 million, up 4.8% year over year, with net income of $4.6 million. GAAP EPS was $0.26, while adjusted EPS reached $0.89 per share after excluding non-recurring costs.

2. Adjusted Margins and Cash Flow

Adjusted EBITDA for the quarter was $34.4 million, representing a 17.1% margin, up significantly from a year ago. Operating margin improved to 3.5% and free cash flow margin expanded to 20.9%, reflecting stronger cost control and cash generation.

3. Full-Year 2025 Performance

For fiscal 2025, Rogers Corp recorded a net loss of $61.8 million, or $3.40 per share, on full-year revenue of $810.8 million. The loss reflects elevated costs and non-recurring charges incurred during the year.

4. First-Quarter 2026 Guidance

Management projects first-quarter revenue between $193 million and $208 million, with a midpoint of $200.5 million, and per-share earnings of $0.45 to $0.85, with a midpoint of $0.65, outlining a cautious start to the new fiscal year.

Sources

FFB