Description

Rogers’ Industrial Surge: Can U.S. And Europe Demand Offset EV Weakness?

Rogers Corporation reported first quarter 2026 results marked by a 5% year-over-year increase in sales to $201 million, driven by foreign currency benefits and strengthened industrial demand in the U.S. Despite weather-related challenges and supply chain disruptions affecting some U.S. manufacturing plants, the company delivered adjusted earnings per share of $0.75, more than doubling from the prior year, supported by expanded adjusted EBITDA margins that improved 580 basis points to 16%. The operational improvements reflect cost reductions, enhanced product mix, and lower manufacturing and administrative expenses, although new factory ramp-up incurred a $1.4 million EBITDA headwind in comparison to the previous year.