ROG · 10-Q · 2026Q1 · Full report

Market Demand Trends

ROGERS CORP · 2026-04-29 · Importance 49 · Surprise 32

Rogers’ net sales increased 5.2% year-over-year to $200.5 million (a $10.0 million increase) in Q1 2026, driven by higher demand in industrial and electronics & communications end markets and partially offset by weaker automotive demand. The company cites opportunities in data centers and next‑generation smartphones (AES products) and renewable energy within industrial sub‑markets (EMS products) as near‑term growth drivers. AES net sales were $107.7 million and EMS net sales were $88.4 million in Q1 2026, with AES demand up in electronics & communications and EMS showing increases in industrial, electronics & communications and aerospace & defense. Management attributes some of the reported growth to currency translation effects but highlights underlying strengthening in the industrial and electronics & communications end markets.