Information Technology·Electronic Components·$2.3B
Rogers Corp (ROG) operates in the Information Technology sector, focusing on electronic components that are essential for various technologies, including telecommunications and automotive applications. As demand for advanced materials in electronics continues to grow, ROG's innovations play a critical role in supporting industries that rely on high-performance components.
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Total revenue reflects the company's sales performance and market demand for its products, which is crucial for assessing growth.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
2Q
EPS Beat Rate
88%
Avg EPS Surprise
+12.28%
Avg Stock Reaction
-1.16%
In the last quarter, Rogers Corp reported an EPS of $0.89, significantly exceeding expectations of $0.60, which marked a 48.33% surprise. However, the stock declined by 4.32% the following day, indicating market skepticism despite the strong earnings.
Management Promises & Guidance
Analysts expect Rogers Corp to report earnings that meet or slightly exceed the consensus estimates, reflecting cautious optimism about the company's performance. The market is closely watching for any signs of revenue growth amidst competitive pressures.
Bull Case
If ROG exceeds EPS expectations and demonstrates strong revenue growth, it could signal a robust demand for its products, leading to a positive market reaction.
Bear Case
Conversely, if the company misses on EPS or revenue, it may raise concerns about its ability to maintain profitability and market share, potentially leading to a stock decline.
EPS
0.68Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
201MTotal revenue reflects the company's sales performance and market demand for its products, which is crucial for assessing growth.
The print will turn on these two things.
Q1
Will the EPS exceed the consensus estimate of $0.68?
A beat on EPS could indicate strong operational performance and boost investor confidence, while a miss could lead to negative sentiment.
Q2
What is the revenue outlook given the consensus of $201M?
Revenue performance is crucial for understanding market demand and growth potential, and any significant deviation from expectations could impact stock performance.
Why consensus could be wrong
The Street may be underestimating the potential for ROG to exceed revenue expectations due to strong demand in key markets, despite recent competitive pressures.
Supporting Evidence
ROG has a history of beating EPS estimates, with an 88% success rate over the last eight quarters.
The options market is pricing a larger move than historical averages, indicating heightened expectations.
Recent trends in the electronic components sector suggest a rebound in demand that may not be fully reflected in current estimates.
Key Risk
If revenue comes in below $200M, it could undermine the positive outlook and lead to a reassessment of growth prospects.
Pre-commit to what would confirm each case.
The market is weighing ROG's ability to sustain profitability and growth amidst competitive pressures and economic conditions.
Bull Confirmed If
An EPS of $0.70 or higher, coupled with revenue exceeding $202M, would confirm the bull case.
Bear Confirmed If
An EPS below $0.65 or revenue falling short of $200M would support the bear case.
Implied Move
±4.73%
Historical Avg
±2.0%
The options market is pricing in a significant move for ROG's stock following the earnings report, suggesting that traders expect volatility.
Options are pricing ±4.7% while ROG has averaged ±2.0% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If ROG beats expectations, history suggests a modest positive reaction, with an average 1-day move of around -1.15%, indicating potential profit-taking.
In-Line / Cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance from management.
Miss
A miss on earnings could lead to a decline in stock price, with historical data showing an average 1-day move of -1.23% when expectations are not met.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026