ROG · 10-Q · 2026Q1 · Full report
Segment Revenue Performance
ROGERS CORP · 2026-04-29 · Importance 37 · Surprise 32
AES net sales increased 3.4% year-over-year to $107.7 million in Q1 2026, a $3.5 million increase that included a $5.3 million FX benefit from euro and yuan appreciation. EMS net sales increased 7.0% year-over-year to $88.4 million in Q1 2026, a $5.8 million increase that included a $2.5 million FX benefit. AES sales growth was driven by electronics & communications and industrial end markets but offset by lower aerospace and defense in Q1 2026 versus Q1 2025. EMS growth reflected increases in industrial, electronics & communications and aerospace & defense, partially offset by automotive declines in Q1 2026 versus Q1 2025.
Key facts
- EMS net sales for the three months ended March 31, 2026 were $88.4 million, an increase of 7.0% or $5.8 million from $82.6 million in Q1 2025.
- AES net sales for the three months ended March 31, 2026 were $107.7 million, an increase of 3.4% or $3.5 million from $104.2 million in Q1 2025.
- By end market within AES (inclusive of FX benefits) net sales increased for electronics and communications and industrial, while aerospace and defense net sales were lower in Q1 2026 versus Q1 2025.
- By end market within EMS, sales increased in industrial, electronics and communications, and aerospace and defense, partially offset by lower sales in automotive in Q1 2026 compared to Q1 2025.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | mixed | realized | — | By end market within AES (inclusive of FX benefits) net sales increased for electronics and communications and industrial, while aerospace… |
| revenue | mixed | realized | — | By end market within EMS, sales increased in industrial, electronics and communications, and aerospace and defense, partially offset by… |