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. The company plays a crucial role in providing advanced materials and solutions for various industries, including telecommunications and automotive, which are vital for supporting technological advancements.

Key Metrics to Watch

Earnings Per Share (EPS)

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

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share, which is essential 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 Corporation reported an EPS of $0.75, exceeding expectations by 11.11%. However, the stock declined by 2.32% the following day, indicating mixed market reactions despite the positive earnings surprise.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts are cautious about Rogers Corporation's upcoming earnings, given the mixed results from previous quarters. The market is likely looking for signs of consistent revenue growth and improved margins.

Bull Case

If Rogers can demonstrate strong revenue growth and maintain or improve its gross margins, it could lead to a positive market reaction and renewed investor confidence.

Bear Case

Conversely, if the company fails to meet expectations for revenue growth or shows declining margins, it could lead to further stock declines and loss of investor trust.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for Q2-2026?

Revenue growth is critical for assessing the company's ability to expand and compete in the market, and it will significantly influence investor sentiment.

How is the gross margin trending compared to previous quarters?

Understanding the gross margin trend will help investors gauge the company's operational efficiency and profitability, which are key factors in long-term success.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Rogers to achieve higher revenue growth due to increasing demand in the automotive and telecommunications sectors.

Supporting Evidence

Recent trends in the automotive industry suggest a shift towards more electronic components, which could benefit Rogers significantly.

The company's historical EPS surprise rate of 88% indicates a pattern of outperforming expectations, which may not be fully priced in.

Key Risk

If revenue growth exceeds 10%, it could challenge the current cautious outlook and lead to a reassessment of the stock's value.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the market is focused on revenue growth and margin stability as indicators of the company's future performance.

Bull Confirmed If

A revenue growth rate exceeding 10% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue growth rate below 5% year-over-year would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±4.0%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a significant move of about 4% in either direction, suggesting that investors are anticipating volatility 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Rogers beats expectations, history suggests the stock could see an average one-day move of +3.0%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.

Miss

If the company misses earnings expectations, history suggests a potential average one-day move of -1.23%, leading to negative sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any specific guidance on revenue growth expectations for Q2-2026.
2Updates on gross margin performance compared to previous quarters.
3Insights into demand trends in the automotive and telecommunications sectors.
4Any commentary on cost management strategies and their impact on profitability.
5Details on new product launches or innovations that could drive future growth.

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 key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share, which is essential 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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Rogers can demonstrate strong revenue growth and maintain or improve its gross margins, it could lead to a positive market reaction and renewed investor confidence.

Bear Case

Conversely, if the company fails to meet expectations for revenue growth or shows declining margins, it could lead to further stock declines and loss of investor trust.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for Q2-2026?

Revenue growth is critical for assessing the company's ability to expand and compete in the market, and it will significantly influence investor sentiment.

How is the gross margin trending compared to previous quarters?

Understanding the gross margin trend will help investors gauge the company's operational efficiency and profitability, which are key factors in long-term success.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Rogers to achieve higher revenue growth due to increasing demand in the automotive and telecommunications sectors.

Supporting Evidence

Recent trends in the automotive industry suggest a shift towards more electronic components, which could benefit Rogers significantly.

The company's historical EPS surprise rate of 88% indicates a pattern of outperforming expectations, which may not be fully priced in.

Key Risk

If revenue growth exceeds 10%, it could challenge the current cautious outlook and lead to a reassessment of the stock's value.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the market is focused on revenue growth and margin stability as indicators of the company's future performance.

Bull Confirmed If

A revenue growth rate exceeding 10% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue growth rate below 5% year-over-year would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±4.0%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a significant move of about 4% in either direction, suggesting that investors are anticipating volatility 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Rogers beats expectations, history suggests the stock could see an average one-day move of +3.0%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.

Miss

If the company misses earnings expectations, history suggests a potential average one-day move of -1.23%, leading to negative sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any specific guidance on revenue growth expectations for Q2-2026.
2Updates on gross margin performance compared to previous quarters.
3Insights into demand trends in the automotive and telecommunications sectors.
4Any commentary on cost management strategies and their impact on profitability.
5Details on new product launches or innovations that could drive future growth.