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Visual21 Nov 2025
Data center suppliers
Rogers (ROG) investor relations material
Rogers Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 net sales reached $216.0 million, up 6.5% sequentially and 2.7% year-over-year, driven by growth in portable electronics, industrial, and aerospace & defense markets, and supported by cost initiatives and operational improvements.
Gross margin improved to 33.5%, a 190 basis point sequential increase, though down from 35.2% year-over-year; operating margin was 7.3%.
Adjusted EPS rose to $0.90 from $0.34 in Q2, while GAAP EPS was $0.48, rebounding from a prior quarter loss.
Adjusted EBITDA reached $37.2 million (17.2% margin), and free cash flow increased to $21.2 million.
Key initiatives included intensified customer focus, new product launches, cost structure optimization, and operational excellence.
Financial highlights
Net sales were $216.0 million in Q3 2025, up from $202.8 million in Q2 2025 and up 2.7% year-over-year.
Gross margin was 33.5%, up 190 basis points sequentially but down 170 basis points year-over-year.
Net income was $8.6 million, reversing a Q2 loss of $73.6 million; diluted EPS was $0.48.
Adjusted EBITDA margin improved to 17.2% from 11.8% in Q2.
Cash and cash equivalents ended at $167.8 million, up $10.6 million from Q2.
Outlook and guidance
Q4 2025 net sales expected between $190 million and $205 million, with gross margin guidance of 30%-32%.
Adjusted EPS for Q4 projected at $0.40-$0.80; adjusted EBITDA margin targeted at 13.5%-16.5%.
Full-year capex forecasted at $30-$40 million, funded by operations and cash on hand.
Sequential Q4 sales decline expected due to seasonality, but year-over-year improvement anticipated.
Non-GAAP full-year tax rate projected at 35% due to loss jurisdictions.
What caused the goodwill reduction in 2025?
Reconcile EV/HEV demand across segments.
Elaborate on future growth initiatives
Curamik China ramp vs. Germany savings timing?
Future share repurchase strategy?
Impact of lead time reduction on sales?
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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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