ROGERS CORP(ROG)Stock Analysis
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Rank #2,413 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ROG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ROGERS CORP (ROG), a Materials sector company. 13F Pro's AI-powered ranking engine scores ROG at 29.3/100 on a 32-signal composite quality model, placing it at rank #2,413 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (5.6) and revenue growth (16.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 49.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ROGERS CORP reports quarterly revenue of $200.5M, net income of $4.5M, free cash flow of $1.1M. Top institutional holders of ROG by reported 13-F value include BlackRock,, Capital Research Global Investors, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ROG trades on the NYSE exchange and files with the SEC under CIK 84748. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ROG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ROGERS CORP directly from SEC EDGAR. ROGERS CORP's 13F Pro composite quality score has ranged between 8 and 52 since 2021, currently 29.3 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$200.5M
Net Income
Q1 2026
$4.5M
Free Cash Flow
Q1 2026
$1.1M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-2.3% YoYNet Income
-336.8% YoYOperating Income
-280.7% YoYEPS (Diluted)
-342.9% YoYTotal Assets
-3.5% YoYTotal Debt
Op. Cash Flow
-20.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $810.8M -2.3% | $830.1M -8.6% | $908.4M -6.5% | $971.2M +4.1% | $932.9M +16.2% | $802.6M |
| Net Income | $-61.8M -336.8% | $26.1M -53.9% | $56.6M -51.5% | $116.6M +7.9% | $108.1M +116.2% | $50.0M |
| Operating Income | $-45.0M -280.7% | $24.9M -70.8% | $85.3M -40.9% | $144.4M +23.2% | $117.2M +74.1% | $67.3M |
| EPS (Diluted) | $-3.40 -342.9% | $1.40 -53.8% | $3.03 -50.7% | $6.15 +7.3% | $5.73 +114.6% | $2.67 |
| Total Assets | $1.43B -3.5% | $1.48B -2.4% | $1.52B -7.8% | $1.65B +3.0% | $1.60B +26.5% | $1.26B |
| Total Debt | — | $0.00 -100.0% | $30.0M -86.0% | $215.0M +13.2% | $190.0M +660.0% | $25.0M |
| Operating Cash Flow | $101.2M -20.4% | $127.1M -3.3% | $131.4M +1.5% | $129.5M +4.1% | $124.4M -24.6% | $165.1M |
AI Insight: ROG Financial Trends
Rogers Corp shows volatile revenue and profitability with operating cash flow declining 75% to $6M in Q1 2026 from $47M prior quarter.
• Revenue remained relatively flat at $200M in Q1 2026 versus $214M in Q2 2024, showing limited growth over eight quarters.
• Operating income turned positive at $11M in Q1 2026 after severe Q2 2025 losses of -$68M, indicating operational recovery.
• Total equity declined from $1,261M in Q2 2024 to $1,193M in Q1 2026, representing a 5% erosion.
⚠ Operating cash flow collapsed 87% from $47M in Q4 2025 to $6M in Q1 2026, signaling potential working capital stress.
⚠ Net income volatility with swings from -$74M loss in Q2 2025 to recent modest profitability suggests unstable earnings quality.
AI Insight: ROG Ratio Trends
Rogers Corp shows volatile profitability with operating margins swinging from -33.3% in Q2 2025 to 7.3% in Q3 2025, ending Q1 2026 at 5.3%.
• Operating margin recovered from -33.3% in Q2 2025 to 5.3% in Q1 2026, though still below prior peaks of 6.9%.
• ROIC improved from -22.4% in Q2 2025 to 3.6% in Q1 2026, but remains below 2024 levels of 4.5%.
• TTM profitability remains negative with -4.1% operating margin and -6.8% net profit margin through Q1 2026.
⚠ Extreme quarterly volatility with operating margins ranging from -33.3% to 7.3% over the last four quarters.
⚠ Recovery sustainability unclear as Q4 2025 margins of 3.5% declined from Q3 2025 peak of 7.3%.
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Available Research
13F Pro tracks comprehensive data for ROGERS CORP including:
Top Institutional Holders of ROG
BlackRock, Inc.
$355.5M3,311,919 shCapital Research Global Investors
$163.0M1,519,040 shVANGUARD PORTFOLIO MANAGEMENT LLC
$144.7M1,348,281 shVANGUARD CAPITAL MANAGEMENT LLC
$85.7M798,204 shDIMENSIONAL FUND ADVISORS LP
$77.4M720,803 shSTATE STREET CORP
$75.7M704,968 shStarboard Value LP
$62.7M584,328 shACK Asset Management LLC
$51.0M475,000 shClearline Capital LP
$50.3M468,423 shGEODE CAPITAL MANAGEMENT, LLC
$45.5M423,767 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $355.5M | 3,311,919 |
| Capital Research Global Investors | $163.0M | 1,519,040 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $144.7M | 1,348,281 |
| VANGUARD CAPITAL MANAGEMENT LLC | $85.7M | 798,204 |
| DIMENSIONAL FUND ADVISORS LP | $77.4M | 720,803 |
| STATE STREET CORP | $75.7M | 704,968 |
| Starboard Value LP | $62.7M | 584,328 |
| ACK Asset Management LLC | $51.0M | 475,000 |
| Clearline Capital LP | $50.3M | 468,423 |
| GEODE CAPITAL MANAGEMENT, LLC | $45.5M | 423,767 |
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Popular Research
Is ROG a good stock to buy?
13F Pro's AI-powered analysis of ROGERS CORP (ROG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ROG are available on the ROG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ROG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ROG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ROGERS CORP's investment landscape.