Equity Profile

ROG

Rogers Corporation

Information TechnologyElectronic Components$2.5B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Rogers Corporation (ROG) operates in the Information Technology sector, focusing on electronic components that are critical for various applications, including telecommunications and automotive. As technology continues to evolve, the demand for high-performance materials is expected to grow, making Rogers a key player in this space.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of a company's profitability and financial health, which investors closely monitor.

$0.75

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ROG Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+12.98%

Avg Stock Reaction

-1.51%

Last Quarter Recap

In Q1 2026, Rogers reported an EPS of $0.75, beating expectations by 11.11%. However, the stock declined by 2.32% the following day, suggesting cautious investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are generally optimistic about Rogers' upcoming earnings, given its strong historical performance in beating EPS estimates. However, there are concerns about potential revenue growth and market conditions.

Bull Case

If Rogers continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, leading to a positive stock reaction.

Bear Case

On the other hand, if revenue growth does not meet expectations or if the company faces increased competition, it could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.75

EPS is a crucial indicator of a company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its business and capture market share, which is vital for long-term success.

Gross Margin

N/A

Gross margin indicates how efficiently a company is producing its goods and can signal future profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

Given Rogers' history of beating EPS estimates, the actual EPS number will be crucial in determining investor sentiment and stock movement.

How will revenue growth be addressed in the earnings call?

Investors will be looking for insights into revenue performance, especially in light of market conditions and competition.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Rogers to exceed EPS expectations due to operational efficiencies not fully accounted for in current forecasts.

Supporting Evidence

Rogers has consistently beaten EPS estimates in recent quarters, suggesting a trend of operational strength.

The options market is pricing a larger move than historical averages, indicating potential for a significant surprise.

The low put/call ratio suggests that investors are leaning towards bullish sentiment, which may not align with cautious market expectations.

Key Risk

If revenue growth significantly outpaces expectations, it could lead to a reassessment of the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will either reinforce Rogers' growth trajectory or highlight potential weaknesses.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.70 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±4.0%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a potential move of about 4.0% in either direction, indicating uncertainty around the earnings report.

Options are pricing ±4.0% while ROG has averaged ±2.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

43.7%

Calls (4K)P/C Ratio: 0.12Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Rogers beats expectations, history suggests the stock could rise by an average of 3.0%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors digest the news.

Miss

A miss could lead to a decline of about 1.2%, reflecting investor disappointment and concerns about future growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on revenue growth and market demand for electronic components.
2Updates on operational efficiencies and cost management strategies.
3Insights into competitive pressures and how Rogers plans to address them.
4Details on any new product launches or technological advancements.
5Management's outlook on future quarters and any guidance provided.

See the full picture

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

More Earnings This Week

5 Reports

Jul27

KRCAMC

Kilroy Realty Corporation

PreviewView

Jul27

PIIAMC

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of a company's profitability and financial health, which investors closely monitor.

$0.75

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ROG Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+12.98%

Avg Stock Reaction

-1.51%

Last Quarter Recap

In Q1 2026, Rogers reported an EPS of $0.75, beating expectations by 11.11%. However, the stock declined by 2.32% the following day, suggesting cautious investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Rogers continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, leading to a positive stock reaction.

Bear Case

On the other hand, if revenue growth does not meet expectations or if the company faces increased competition, it could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.75

EPS is a crucial indicator of a company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its business and capture market share, which is vital for long-term success.

Gross Margin

N/A

Gross margin indicates how efficiently a company is producing its goods and can signal future profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

Given Rogers' history of beating EPS estimates, the actual EPS number will be crucial in determining investor sentiment and stock movement.

How will revenue growth be addressed in the earnings call?

Investors will be looking for insights into revenue performance, especially in light of market conditions and competition.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Rogers to exceed EPS expectations due to operational efficiencies not fully accounted for in current forecasts.

Supporting Evidence

Rogers has consistently beaten EPS estimates in recent quarters, suggesting a trend of operational strength.

The options market is pricing a larger move than historical averages, indicating potential for a significant surprise.

The low put/call ratio suggests that investors are leaning towards bullish sentiment, which may not align with cautious market expectations.

Key Risk

If revenue growth significantly outpaces expectations, it could lead to a reassessment of the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will either reinforce Rogers' growth trajectory or highlight potential weaknesses.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.70 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±4.0%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a potential move of about 4.0% in either direction, indicating uncertainty around the earnings report.

Options are pricing ±4.0% while ROG has averaged ±2.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

43.7%

Calls (4K)P/C Ratio: 0.12Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Rogers beats expectations, history suggests the stock could rise by an average of 3.0%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors digest the news.

Miss

A miss could lead to a decline of about 1.2%, reflecting investor disappointment and concerns about future growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on revenue growth and market demand for electronic components.
2Updates on operational efficiencies and cost management strategies.
3Insights into competitive pressures and how Rogers plans to address them.
4Details on any new product launches or technological advancements.
5Management's outlook on future quarters and any guidance provided.