Rogers’ third quarter results were positively received by the market, driven by broad-based sales growth across major end markets and improvements in operational efficiency. Management highlighted that portable electronics, industrial, aerospace, and defense sectors all contributed to the sequential sales increase, while cost and expense reduction actions supported margin expansion. Interim President and CEO Ali El-Haj noted, “Q3 results benefited from delivering on cost and expense reduction actions,” as the company executed on its plan to enhance competitiveness through customer focus and operational discipline. These factors contributed to Rogers’ outperformance relative to Wall Street’s expectations.

Is now the time to buy ROG? Find out in our full research report (it’s free for active Edge members).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Rogers’s Q3 Earnings Call

• Dan Moore (CJS Securities) asked about demand visibility in key end markets and confidence levels for continued growth. Interim President and CEO Ali El-Haj responded that all segments except EV are expected to remain strong, with potential for improvement as market conditions stabilize.
• Dan Moore (CJS Securities) inquired about the duration and impact of margin headwinds from the curamik China ramp. CFO Laura Russell explained that customer qualification timelines will delay margin recovery until late next year, but emphasized the facility’s long-term benefits.
• Craig Ellis (B. Riley Securities) pressed on the scale and timing of cost savings beyond current restructuring plans. Russell clarified that while $25 million in annual savings are materializing, further opportunities will be evaluated as part of ongoing operational discipline.
• Craig Ellis (B. Riley Securities) questioned the drivers behind industrial market strength and whether supply chain headwinds have eased. El-Haj confirmed that supply chain issues are resolved and highlighted market share gains, improved customer service, and new product introductions as growth catalysts.
• David Silver (Freedom Capital Markets) asked about the philosophy and sustainability of increased share repurchases. Russell indicated recent buybacks have been opportunistic, reflecting a lack of compelling M&A targets, but noted ongoing evaluation of capital allocation priorities.

Catalysts in Upcoming Quarters

In the quarters ahead, the StockStory team will be monitoring (1) the pace at which customers qualify and scale production at the new curamik facility in China, (2) the realization of cost savings from German restructuring and other operational initiatives, and (3) the commercial impact of upcoming product launches in new and existing end markets. We will also track management’s ability to sustain working capital improvements and further optimize the company’s manufacturing footprint.

Rogers currently trades at $82.32, down from $83.16 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members).

Our Favorite Stocks Right Now

Donald Trump’s April 2025 "Liberation Day" tariffs sent markets into a tailspin, but stocks have since rebounded strongly, proving that knee-jerk reactions often create the best buying opportunities.

The smart money is already positioning for the next leg up. Don’t miss out on the recovery - check out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.