ROG

Rogers reported Q3 2026 sales of $236.1 million, up 9% year-over-year, with operating margins hitting a five-year high. The company secured design wins in AI data center applications and achieved a 54% year-over-year surge in adjusted EPS through cost restructuring and improved factory utilization. Q3 organic growth of 9% significantly exceeded the company's 5% annual target, driven by strong demand in industrial, automotive, and electronics markets.

Rogers Corp. reported Q3 2026 earnings of $1.39 per share, beating consensus estimates of $1.19 and representing a 16.81% earnings surprise. Revenue of $236.1 million slightly missed expectations by 0.8%.

The stock has gained 39.5% year-to-date, outperforming the S&P 500's 12.1% gain. However, the company received a Zacks Rank #3 (Hold) rating with mixed estimate revisions, suggesting near-term performance in line with the market.