Description

Rogers Corporation’s 550-Basis-Point Margin Jump Signals A Tipping Point!

Rogers Corporation reported second quarter 2026 sales of $216.8 million, marking a 6.9% increase year-over-year and exceeding the midpoint of its guidance. The growth was driven by improving demand and market share gains, supported by a diverse portfolio of end markets including industrial, automotive, electronics and communications, and aerospace and defense. Adjusted EBITDA increased to $37.6 million, or 17.3% of sales, representing a 550 basis point improvement compared to the prior year. Adjusted earnings per share (EPS) rose significantly to $0.92, up 171% from Q2 2025, though it remained below the midpoint of guidance due primarily to supply chain challenges and a one-time facility disruption. Industrial end markets accounted for approximately 37% of sales and experienced high single-digit growth with broad-based improvements across applications such as general industrial, silicon solutions, and mass transit.