What To Expect From Rogers’s (ROG) Q4 Earnings

What To Expect From Rogers’s (ROG) Q4 Earnings

Adam Hejl

Mon, February 16, 2026 at 12:01 PM GMT+9 2 min read

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ROG

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Engineered materials manufacturer Rogers (NYSE:ROG) will be announcing earnings results this Tuesday afternoon. Here’s what you need to know.

Rogers beat analysts’ revenue expectations by 4.1% last quarter, reporting revenues of $216 million, up 2.7% year on year. It was a stunning quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EPS guidance for next quarter estimates.

Is Rogers a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Rogers’s revenue to grow 2.2% year on year to $196.5 million, a reversal from the 6.1% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.60 per share.

Rogers Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Rogers has missed Wall Street’s revenue estimates three times over the last two years.

Looking at Rogers’s peers in the electronic components & manufacturing segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Coherent delivered year-on-year revenue growth of 17.5%, beating analysts’ expectations by 2.9%, and Knowles reported revenues up 13.8%, topping estimates by 3.8%. Coherent’s stock price was unchanged after the resultswhile Knowles was up 9.1%.

Read our full analysis of Coherent’s results here and Knowles’s results here.

Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the electronic components & manufacturing stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.3% on average over the last month. Rogers is up 7.9% during the same time and is heading into earnings with an average analyst price target of $104 (compared to the current share price of $107.71).

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