ROG · 10-Q · 2026Q1 · Full report

FX / Currency Headwinds

ROGERS CORP · 2026-04-29 · Importance 37 · Surprise 32

Net sales in Q1 2026 included a $7.9 million benefit from appreciation of the euro and Chinese yuan versus the U.S. dollar, contributing to a $10.0 million (5.2%) year-over-year sales increase for the quarter. The company also reported $2.6 million of favorable year-over-year impacts from foreign currency transactions in other income, partially offset by $1.0 million of unfavorable performance on foreign exchange and copper derivative contracts. Segment commentary attributes $5.3 million of the foreign exchange benefit to AES and $2.5 million to EMS in Q1 2026. These FX translation and transaction effects materially influenced revenue and other income in the quarter (Q1 2026 vs Q1 2025).