Rogers Corporation (ROG) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Rogers Corporation published the results on October 27, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Rogers Corporation reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted Earnings Per Diluted Share, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Rogers's release reports in millions with one decimal, so the figures here carry that rounding.
• Q3 2025 GAAP results included $7.1 million of restructuring and impairment charges, against $1.0 million in Q3 2026.

Source: Rogers Corporation Q3 2026 results, October 27, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Rogers Corporation splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Rogers Corporation's Advanced Electronics Solutions revenue was $130 million in Q3 2026, up 14% from $115 million in Q3 2025, 55% of total revenue.
• Rogers Corporation's Elastomeric Material Solutions revenue was $101 million in Q3 2026, up 4% from $97.2 million in Q3 2025, 43% of total revenue.
• Rogers Corporation's Other revenue was $4.5 million in Q3 2026, up 10% from $4.1 million in Q3 2025, 2% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

The first quote is CEO Ali El-Haj. The others are rows of Rogers's Q4 2026 outlook table, in millions of dollars except per-share amounts and percentages. The table also gives Adjusted EBITDA of $37 to $43 million and 2026 capital expenditures of $30 to $35 million.

In its Q3 2026 release, Rogers Corporation said:

“For the fourth quarter we expect further year-over-year improvement in our financial performance, as we build on our progress in commercial execution and operational effectiveness.”

“Net Sales $215 to $225”

“Gross Margin 32.5% to 33.5%”

“Adjusted Earnings Per Diluted Share $0.90 to $1.10”

Source: Rogers Q3 2026 release, Oct 27, 2026.

This is the company's own guidance as of Oct 27, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ROG forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release. Adjusted EPS in those quarters was $1.39, $0.92, $0.75, $0.89 and $0.90, newest first.

We do not hold a confirmed date for Rogers Corporation's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 27, 2026

Rogers Corporation's net sales were $236.1 million in Q3 2026, up 9.3% from $216.0 million. Advanced Electronics Solutions (AES), which makes circuit materials, ceramic substrates, busbars and cooling solutions, sold $130.2 million. Elastomeric Material Solutions (EMS), the polyurethane, silicone and PTFE materials used for cushioning, sealing, vibration management and insulation, sold $101.4 million. (Rogers Corporation Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 27, 2026; Rogers Corporation Form 10-Q for the quarter ended September 30, 2026, Oct 28, 2026)

AES sales rose 13.5%, or $15.5 million. Rogers put $14.2 million of that down to higher demand and favorable pricing, including higher average selling prices, and $1.3 million to currency, with sales up in electronics and communications, automotive and industrial. EMS sales rose 4.3%, with gains in automotive and aerospace and defense partly offset by slightly lower electronics and communications and industrial sales. (Rogers Corporation Form 10-Q for the quarter ended September 30, 2026, Oct 28, 2026)

China is Rogers's largest market by customer location: $76.5 million of Q3 2026 net sales, up from $68.7 million, most of it AES. The United States accounted for $66.1 million and Germany $21.1 million. Total Asia-Pacific sales were $98.9 million and EMEA $67.9 million. (Rogers Corporation Form 10-Q for the quarter ended September 30, 2026, Oct 28, 2026)

Gross margin was 34.2%, up 70 basis points from a year earlier. The EMS segment's margin rose to 38.4% from 35.7%, while AES slipped to 31.0% from 31.5%. Currency added $2.4 million to total net sales against Q3 2025. (Rogers Corporation Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 27, 2026; Rogers Corporation Form 10-Q for the quarter ended September 30, 2026, Oct 28, 2026)

Rogers Corporation earned $22.6 million in Q3 2026, or $1.26 per diluted share, against $8.6 million, or $0.48, a year earlier. Adjusted earnings per diluted share were $1.39, up from $0.90, which Rogers put down mainly to stronger sales and better margins. (Rogers Corporation Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 27, 2026)

Rogers's adjusted EPS adds back intangible amortization ($0.15 a share) and restructuring, severance, impairment and related costs ($0.06), less $0.08 of estimated tax effects. A year earlier the restructuring add-back was $0.39, because Q3 2025 carried $7.1 million of restructuring and impairment charges. (Rogers Corporation Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 27, 2026)

Income tax expense was $8.4 million, a 27.1% rate, above the 21% U.S. statutory rate because of a higher valuation allowance in loss-making jurisdictions where Rogers expects no tax benefit. The Q3 2025 rate was 47.2%. Diluted shares fell to 17.9 million from 18.1 million, and Rogers bought back $9.3 million of stock in the quarter. (Rogers Corporation Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 27, 2026; Rogers Corporation Form 10-Q for the quarter ended September 30, 2026, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Rogers Corporation gives a one-quarter outlook in its release. For Q4 2026 it expects net sales of $215 to $225 million, gross margin of 32.5% to 33.5%, adjusted earnings per diluted share of $0.90 to $1.10 and Adjusted EBITDA of $37 to $43 million, and capital expenditures of $30 to $35 million for 2026. (Rogers Corporation Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 27, 2026)

CEO Ali El-Haj said Rogers expects further year-over-year improvement in the fourth quarter. The 10-Q names AI data centers, advanced battery systems and electromagnetic interference shielding as the adjacent markets Rogers is targeting beyond its core industrial, automotive, aerospace and defense, electronics and communications markets. (Rogers Corporation Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 27, 2026; Rogers Corporation Form 10-Q for the quarter ended September 30, 2026, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover Rogers Corporation, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Rogers Corporation's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ROG is on is ROG a buy or a sell?, what analysts expect next is on the ROG forecast, and what the company does is on the Rogers Corporation (ROG) stock page.

Every number on this page can be traced to a document Rogers Corporation published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.