ROG · 10-Q · 2026Q1 · Full report
Revenue Performance and Mix
ROGERS CORP · 2026-04-29 · Importance 43 · Surprise 32
Net sales increased 5.2% year-over-year to $200.5 million in the three months ended March 31, 2026, a $10.0 million increase versus Q1 2025. The Company reported a $7.9 million favorable FX impact from appreciation of the euro and Chinese yuan in Q1 2026. By end market, sales increased in industrial and electronics & communications and were partially offset by lower net sales in the automotive market in Q1 2026 versus Q1 2025. The improvement in net sales supported higher gross dollars (gross profit $64.6 million in Q1 2026 versus $57.0 million in Q1 2025).
Key facts
- 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.
- Net sales for the first quarter of 2026 were $200.5 million, an increase of approximately 5.2% from the first quarter of 2025.
- Net sales in Q1 2026 increased in the industrial and electronics and communications end markets and decreased in the automotive end market compared to Q1 2025.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +5.0% | 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… |
| revenue | mixed | realized | — | Net sales in Q1 2026 increased in the industrial and electronics and communications end markets and decreased in the automotive end market… |