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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
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Rogers
Rogers (ROG) investor relations material
Rogers Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
Q4 2025 sales reached $202 million, near the high end of guidance, with adjusted EPS of $0.89 and adjusted EBITDA margin of 17.1%, both exceeding guidance and up 5% and 94% year-over-year, respectively.
Year-over-year, Q4 sales grew 5% and adjusted EBITDA margin improved by 500 basis points, driven by end market recovery, cost savings, and structural changes.
Net sales for 2025 were $810.8 million, with gross margin at 31.7% for the year and 31.5% in Q4.
Significant free cash flow was generated, with $14 million in Q4 share repurchases and a leaner cost structure positioning for 2026.
Structural changes included a more agile organization, enhanced customer relationships, and faster R&D execution.
Financial highlights
Q4 adjusted EBITDA was $34.4 million, up from $23.3 million in Q4 2024; margin improved to 17.1%.
Adjusted EPS nearly doubled year-over-year to $0.89, reflecting higher sales and lower operating expenses.
Cash at year-end was $197 million, up $29.2 million from Q3, with $46.9 million provided by operations in Q4.
Free cash flow for Q4 2025 was $42.2 million, with $71.1 million for the full year.
Full-year capital expenditures were $50 million, at the low end of guidance.
Outlook and guidance
Q1 2026 sales are expected between $193 million and $208 million, a midpoint increase of 5% year-over-year.
Q1 gross margin guidance is 30.5%-32.5%, with adjusted EBITDA margin at 15.5% (midpoint), up 530 basis points year-over-year.
Adjusted EPS for Q1 2026 is forecasted at $0.45-$0.85, with a midpoint of $0.65 versus $0.27 in Q1 2025.
Full-year 2026 capital expenditures are guided at $30-$40 million.
Focus areas for 2026 include leveraging capacity, securing design wins, maintaining cost discipline, and increasing adjusted EBITDA.
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Next Rogers earnings date
Q1 202628 Apr, 2026
Rogers
Next Rogers earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Rogers Corporation is active in the field of engineered materials, specializing in products that power, protect, and connect a wide range of technologies and industries. The company's diverse portfolio includes Advanced Electronics Solutions and Elastomeric Material Solutions, catering to sectors such as aerospace, defense, automotive, connected devices, industrial applications, and more. Key offerings encompass a variety of materials like PORON® polyurethanes, BISCO® silicones, and advanced electronic solutions like high frequency laminates and cooling solutions. Rogers Corporation is headquartered in Chandler, Arizona, and its shares are listed on the New York Stock Exchange.
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