Rogers (ROG)
Makes circuit materials, power substrates, busbars, and performance elastomers.
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Designs and sells circuit materials, ceramic substrates, busbars, cooling solutions, elastomers, and specialty films for automotive, electronics, energy, aerospace, and industrial uses. Revenue comes mainly through direct sales to global OEMs and component suppliers, with demand tied to customers specifying its materials into successful products.
Designs and manufactures high-performance engineered materials through Advanced Electronics Solutions, Elastomeric Material Solutions, and a small non-core Other segment. AES supplies high-frequency circuit materials, curamik ceramic substrates, ROLINX busbars, and cooling solutions for automotive, aerospace and defense, renewable-energy, wireless, industrial, and connected-device applications. EMS makes PORON polyurethanes, BISCO and ARLON silicones, and DeWAL films for cushioning, sealing, insulation, shielding, and vibration management.
Serves OEMs, suppliers, and fabricators through direct channels across North America, Europe, and Asia. Materials and process expertise are paired with design engineering, testing, and technical support that help customers specify products into their systems. Demand depends on those design-in decisions and the commercial success of customers’ products; orders are generally short term and can be changed or canceled, while some raw materials have sole or limited sources.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
No analyst notes in the last 24 months.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $211.4M · Total debt $20.6M · Total assets $1.45B · Shareholders' equity $1.20B
- Revenue
- $216.8M
- Operating income
- $20.0M
- Net income
- $13.6M
No dividends on record.
| Institutions | ≈ 101.64% | 18.16M shares | |
|---|---|---|---|
| 320 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.18% | 211.6K shares | |
| 21 holders · as of Sep 9, 2026 | |||
| Strategic holders | 6.29% | 1.12M shares | |
| 1 holder · as of Nov 7, 2022 | |||
| Adds to | 109.11% | ||
17.87M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 109.11%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 19.02% | 3.40M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.62% | 1.36M | as of Jun 30, 2026 |
Norges Bank (The Central Bank of Norway)Strategic | 6.29% | 1.12M | filed Nov 7, 2022 |
Capital Research Global InvestorsInstitution | 6.23% | 1.11M | as of Jun 30, 2026 |
Norges BankInstitution | 5.33% | 952,212 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 30, 2026 | Peter C. Wallace | director | −2,397 | $132.20 |
| May 1, 2026 | Brian Keith Larabee | officer: SVP & GM - EMS | −830 | $135.91 |
| Mar 2, 2026 | Michael Reed Webb | officer: SVP & Chief Admin Officer | −954 | $111.31 |
| Feb 20, 2026 | Michael Reed Webb | officer: SVP & Chief Admin Officer | −673 | $107.28 |
| Feb 19, 2026 | Michael Reed Webb | officer: SVP & Chief Admin Officer | −1,197 | $106.25 |
- DuPont
Broad electronics and industrial materials overlap
- 3M
Large materials rival in industrial and electronics uses
- UFP Technologies
Specialty foam and engineered-component overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rogers | $136.76 | +5.32% | $2.32B | 75.1 | 32.2 | 2.8 | +6.9% |
| DuPont | $131.43 | +1.26% | $17.52B | 288.3 | 17.4 | 2.1 | −44.2% |
| 3M | $167.70 | +1.65% | $85.07B | 29.3 | 18.1 | 3.4 | +2.5% |
| UFP Technologies | $283.08 | +0.49% | $2.18B | 30.4 | 28.0 | 3.5 | +15.1% |
| Median | 30.4 | 18.1 | 3.4 | +2.5% |