ROG · Full Picture

ROGERS CORP — the full picture

Earnings window · 2026-04-08 to 2026-07-25 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

1. Guidance / Outlook · Guidance & outlookPriority 60
   qualitative only
2. Capital Expenditure Guidance · Capital expenditurePriority 58
   -2.1% cash; 2 forward row(s)
   In 2026, the company expects capital spending to be in the range of approximately $30.0 million to $40.0 million and plans to fund it with cash from operations and cash on-hand.
3. Quarterly Results Snapshot · Revenue growth & mixPriority 55
   +8.4% margin (realized)
   Net income as a percentage of net sales was 2.2% in the first quarter of 2026 compared to a net loss of 0.7% of net sales in the first quarter of 2025.
4. Revenue Performance and Mix · Revenue growth & mixPriority 51
   +5.0% revenue (realized)
   Net sales increased by $10.0 million in Q1 2026 versus Q1 2025, inclusive of a $7.9 million benefit from the appreciation of the euro and Chinese yuan relative to the U.S. dollar.
5. Capital Return Program · Buybacks & dividendsPriority 50
   qualitative only
6. Income Tax Rate Changes · TaxPriority 48
   qualitative only
   Income tax expense for the first quarter of 2026 was $6.8 million with an effective tax rate of 60.2%.
7. Restructuring and Impairment Charges · Restructuring & impairmentPriority 48
   -2.9% operating_income (realized)
   Restructuring charges of $5.7 million were recognized in the first quarter of 2026 related to manufacturing footprint consolidation in Eschenbach, Germany, executive leadership transition and additional reduction in force actions.
8. Market Demand Trends · Demand, orders & backlogPriority 46
   qualitative only
9. Manufacturing Footprint Optimization · Supply chain & operationsPriority 45
   qualitative only
   The company took cost improvement actions in recent quarters including optimizing its manufacturing footprint and reducing manufacturing and corporate employees.
10. FX / Currency Impact · Currency / FXPriority 44
    +3.9% revenue (realized)
    The change in other income (expense), net was primarily due to $2.6 million of favorable year-over-year changes in foreign currency transaction impacts, partially offset by $1.0 million unfavorable performance on foreign exchange and copper derivative contracts.
11. Gross Margin Drivers · Gross marginPriority 44
    +2.3% margin (realized)
    Gross margin for the first quarter of 2026 was $64.6 million, or 32.2% of net sales, up approximately 230 basis points from 29.9% in the first quarter of 2025.
12. FX / Currency Headwinds · Currency / FXPriority 37
    qualitative only

Threads by pillar

Revenue & Demand Priority 69 · 3 threads

• Quarterly Results SnapshotPriority 55 · Filing
• Revenue Performance and MixPriority 51 · Filing
• Market Demand TrendsPriority 46 · Filing

Costs & Margins Priority 68 · 4 threads

• Restructuring and Impairment ChargesPriority 48 · Filing
• Manufacturing Footprint OptimizationPriority 45 · Filing
• Gross Margin DriversPriority 44 · Filing
• Operating Expense TrendsPriority 36 · Filing

Capital & Balance Sheet Priority 81 · 7 threads

• Capital Expenditure GuidancePriority 58 · Filing
• Capital Return ProgramPriority 50 · Filing
• Restrictions on Payment of DividendsPriority 34 · Filing
• Income Tax Rate ChangesPriority 48 · Filing
• Geographic Cash PositionPriority 36 · Filing
• Accounts Receivable and Working CapitalPriority 36 · Filing
• Operating Cash Flow TrendsPriority 30 · Filing

Guidance & Outlook Priority 60 · 1 thread

• Guidance / OutlookPriority 60 · Filing

Macro & Market Conditions Priority 56 · 3 threads

• FX / Currency ImpactPriority 44 · Filing
• FX / Currency HeadwindsPriority 37 · Filing
• Other Income (Expense) / FX ImpactPriority 29 · Filing

Expected impact by metric