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Dec 31, 2025
Rogers Q4 2025 Earnings Report
Rogers reported higher fourth quarter 2025 sales and profitability, with improved earnings and adjusted EBITDA compared to the prior year.
Key Takeaways
Rogers generated 201500000 in Q4 2025 net sales, up 4.8% year over year, with net income of 4600000 and diluted EPS of 0.26. Adjusted EBITDA increased to 34400000, reflecting margin expansion and cost improvement initiatives.
Net sales increased to 201500000 from 192200000 year over year.
Gross margin was 31.5% for the quarter.
Net income improved to 4600000 compared to a loss in the prior year.
Adjusted EBITDA rose to 34400000 with a 17.1% margin.
Revenue by Geographic Location
Forward Guidance
For Q1 2026, Rogers expects net sales between 193000000 and 208000000, gross margin between 30.5% and 32.5%, and adjusted EBITDA between 27000000 and 35000000.
Positive Outlook
- Expected 5% sales growth at the midpoint versus Q1 2025.
- Projected 160 basis point gross margin improvement year over year.
- Projected 530 basis point increase in adjusted EBITDA margin.
- Continued benefits from cost improvement initiatives.
- Strong balance sheet entering 2026.
Challenges Ahead
- Sequential sales decline compared to Q3 2025.
- Gross margin slightly below prior year quarter.
- Exposure to industrial and automotive end-market volatility.
- Ongoing restructuring and impairment charges.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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