Abstract

Rogers will release its Q4 2025 results on February 17, 2026 Post Market; this preview synthesizes the latest quarterly guidance, segment trends, and consensus forecasts to help frame expectations for revenue, margins, and adjusted EPS.

Market Forecast

Consensus for Rogers’s current quarter points to total revenue of 0.20 billion, adjusted EPS of 0.60, and EBIT of 0.02 billion, with year-over-year growth rates of 2.48% for revenue and 37.93% for EPS. Forecasted segment highlights suggest stable gross profit margin and modest improvement in net profitability; specific YoY margin metrics are not disclosed in guidance. Rogers’s main businesses are expected to see balanced demand, with Advanced Electronic Solutions supported by resilient RF materials and Elastomeric Material Solutions steadied by industrial and automotive. The most promising segment is Advanced Electronic Solutions, with last quarter revenue of 114.70 million and momentum implied by its scale; specific current-quarter YoY guidance by segment is not provided.

Last Quarter Review

Rogers reported last quarter revenue of 0.22 billion, gross profit margin of 33.47%, GAAP net profit attributable to the parent company of 8.60 million with quarter-on-quarter growth of 111.68%, net profit margin of 3.98%, and adjusted EPS of 0.90, with a year-over-year increase in revenue of 2.71%. The company beat its revenue estimate by 8.45 million as demand improved across key end-markets, while EPS exceeded the forecast by 0.20. Main business highlights included Advanced Electronic Solutions at 114.70 million and Elastomeric Material Solutions at 97.20 million, with Other contributing 4.10 million; YoY growth by segment was not disclosed.

Current Quarter Outlook

Main Business: Advanced Electronic Solutions

Advanced Electronic Solutions remains Rogers’s core revenue engine, contributing 114.70 million last quarter and representing just over half of consolidated sales. The unit’s end-markets in RF/5G infrastructure, advanced packaging, and high-reliability aerospace applications typically support higher margin product mix, which aligns with the company’s reported gross margin of 33.47% in the prior quarter. For the current quarter, a 2.48% revenue growth forecast suggests stable to slightly improved demand, with EPS guided to 0.60 indicating normal seasonal moderation from the prior quarter’s 0.90. The key watch point is order cadence from communications infrastructure and aerospace/defense, which can influence consolidated mix and EBIT capture for the period. Given its scale and product differentiation in high-frequency laminates and engineered composites, AES remains the anchor to sustain consolidated margins near recent levels.

Most Promising Business: Elastomeric Material Solutions

Elastomeric Material Solutions posted 97.20 million last quarter, underpinned by applications in industrial, automotive EV thermal management, and specialized sealing. This business historically cycles with broader industrial demand and model-year timing in automotive, which can produce quarterly variability but offers multi-quarter growth potential as electrification content expands. In the current quarter, the company’s consolidated revenue forecast suggests EMS should track close to flat to modest growth, with profitability dependent on raw material costs and pricing discipline. A favorable mix toward EV battery pads, thermal interface materials, and premium sealing could bolster segment margin contribution. Investors should monitor incremental orders tied to EV platforms and any commentary on pipeline conversions for new programs, as these are likely to shape sentiment on EMS’s contribution to the EPS trajectory.

Stock Price Drivers This Quarter

The stock’s performance this quarter will hinge on margin execution relative to the 33.47% gross margin baseline and management’s ability to sustain net profit margin near the prior quarter’s 3.98% despite seasonality. Any deviations from the forecast EPS of 0.60 and EBIT of 0.02 billion will be closely parsed for mix versus cost drivers, including the impact of input costs and price realization. Additionally, revenue phasing between Advanced Electronic Solutions and Elastomeric Material Solutions will influence consolidated gross margin, as AES tends to carry higher contribution margins. Commentary on order flow, backlog quality, and lead times in RF materials and thermal interface solutions will also shape expectations for the next quarter, particularly if management points to easing supply constraints or a stronger demand setup in communications and EV-related applications.

Analyst Opinions

Across recent institutional previews and commentary, the balance of opinions has been cautiously optimistic, with a majority expecting in-line to slightly better-than-consensus results driven by stable demand and disciplined cost control. Analysts highlighting the EPS guide of 0.60 and revenue near 0.20 billion note that Rogers’s mix in high-value materials should support margin resilience even if volumes are not robust. The bullish camp points to prior-quarter execution that delivered upside on both revenue and EPS, arguing that normalized seasonality, steady pricing, and targeted growth in RF and thermal solutions can keep EBIT near guidance. The minority cautious views focus on potential softness in industrial end-markets and the sensitivity of margins to input costs, but they stop short of forecasting a miss. Overall, the prevailing view anticipates a stable print with limited downside risk, contingent on confirmation of disciplined mix management and demand stability in the company’s largest segments.