Rogers Corporation Reports Q4 and Full Year 2025 Results

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Rogers Corporation announced financial results for the full year and fourth quarter of 2025.

"Solid execution led to sales, gross margin and adjusted earnings per share that approached or exceeded the high-end of guidance for the fourth quarter,” stated Ali El-Haj, Rogers' Interim President and CEO. "We are encouraged that the benefits of cost improvement initiatives implemented in recent quarters are contributing to significantly higher adjusted earnings per share compared with the same period last year.”

"Rogers enters 2026 in a strong position with a streamlined operating structure, an enhanced innovation strategy, and a healthy balance sheet which we expect will enable a return to growth and meaningfully improved results for shareholders."

Q4 2025 Summary of Results

Net sales of $201.5 million increased 4.8% versus the prior year quarter primarily from higher industrial, ADAS and renewable energy sales. Currency exchange rates favorably affected total Company net sales in the fourth quarter of 2025 by $3.7 million compared to the fourth quarter of 2024.

GAAP earnings per diluted share were $0.26 compared to a loss per share of $(0.03) in Q4 2024. On an adjusted basis, earnings were $0.89 per diluted share compared to earnings of $0.46 per diluted share in the prior year quarter. The improvement in adjusted earnings resulted from higher sales and lower operating expenses.

Fourth quarter ending cash and cash equivalents were $197.0 million, an increase of $29.2 million compared to the prior quarter. Net cash provided by operating activities was $46.9 million and increased by $18.0 million due to lower inventories and other working capital improvements. Share repurchases totaled $14.3 million and capital expenditures were $4.7 million.

Financial Outlook

At the mid-point of the guidance for the first quarter of 2026 the Company expects 5% sales growth, a 160 basis point improvement in gross margin and a 530 basis point increase in adjusted EBITDA margin, compared to Q1 2025.​​​​​​