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Rogers Corporation

Rogers Corporation

NYSE•ROG
CEO: Mr. Randall Colin Gouveia
セクター: Technology
業種: Hardware, Equipment & Parts
上場日: 1980-03-17
Rogers Corporation engages in the design, development, manufacture, and sale of engineered materials and components worldwide. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles (EV/HEV), wireless infrastructure, automotive, renewable energy, aerospace and defense, mass transit, industrial, connected devices, and wired infrastructure. This segment sells its products under the curamik, ROLINX, RO4000, RO3000, RT/duroid, CLTE Series, TMM, AD Series, DiClad, CuClad Series, Kappa, COOLSPAN, TC Series, IsoClad, MAGTREX, IM, 2929 Bondply, SpeedWave Prepreg, RO4400/RO4400T, and Radix names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSorba, XRD, Silicone Engineering, and R/bak names. The Other segment provides elastomer components; and elastomer floats for level sensing in fuel tanks, motors, and storage tanks for applications in the general industrial and automotive markets under the ENDUR and NITROPHYL names. The company was founded in 1832 and is headquartered in Chandler, Arizona.
連絡先情報
2225 W. Chandler Boulevard, Chandler, AZ, 85224-6155, United States
480-917-6000
www.rogerscorp.com
時価総額
$1.85B
PER (TTM)
-30.8
54.6
配当利回り
--
52週高値
$112.81
52週安値
$51.43
52週レンジ
84%
順位30Top 19.5%
5.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$209.10M+0.00%
直近4四半期の推移

EPS

$17.90+0.00%
直近4四半期の推移

フリーCF

$0.00+0.00%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Month Net Sales Decline Net sales decreased 4.5% to $609.3M for nine months ended September 30, 2025, compared to $637.9M.
Significant Net Income Loss Reported net loss of ($66.4M) for nine months, reversing $26.6M income reported in prior year period.
Major Impairment Charges Recorded Total impairment charges reached $71.8M, including $67.3M goodwill impairment in curamik reporting unit.
Cash Position Remains Strong Cash and equivalents increased 5.0% to $167.8M as of September 30, 2025, supported by operations.

リスク要因

Operating Income Collapse Operating income fell to ($52.1M) loss for nine months, driven by $71.8M in impairment charges.
Gross Margin Percentage Erosion Gross margin percentage fell 210 basis points to 31.7% due to unfavorable mix and higher freight costs.
Elevated Restructuring Expenses Incurred $17.3M restructuring charges, primarily for manufacturing footprint consolidation and workforce reduction.
Asbestos Litigation Uncertainty Asbestos liability remains a material contingency; ultimate recovery and settlement costs are difficult to estimate.

見通し

Focus on Growth Strategy Strategy centers on market-driven organization, innovation leadership, and operational excellence for future growth.
Planned Capital Expenditures Expect capital spending in 2025 range of $30.0M to $40.0M, funded by operations and cash on hand.
Credit Facility Unused Status No outstanding borrowings existed under the $450.0M revolving credit facility as of September 30, 2025.
Technology Adoption Dependency Future revenue growth relies on capitalizing on trends like EV/HEV, ADAS adoption, and renewable energy.

同業比較

売上高 (TTM)

PC Connection, Inc.CNXN
$2.87B
+2.5%
Benchmark Electronics, Inc.BHE
$2.66B
+0.1%
NCR Voyix CorporationVYX
$2.65B
+3253.2%

粗利益率 (最新四半期)

MeridianLink, Inc.MLNK
67.5%
-8.7pp
MaxLinear, Inc.MXL
57.6%
+3.0pp
Lightspeed Commerce Inc.LSPD
42.8%
+1.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
BELFB$2.97B8.111.5%23.7%
LASR$2.79B-58.1-20.2%10.5%
PLAB$2.28B16.312.0%0.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.2%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年2月18日
|
EPS:$0.60
|
売上高:-
財務レポート
財務データ
ニュース
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月30日|
    売上高: $208.40M-0.9%
    |
    EPS: $0.48+603.4%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月1日|
    売上高: $202.80M-5.3%
    |
    EPS: $-4.00-1009.1%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年4月30日|
    売上高: $190.50M-10.7%
    |
    EPS: $-0.08-118.0%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月26日|
    売上高: $830.10M-8.6%
    |
    EPS: $1.40-53.9%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月25日|
    売上高: $210.30M-8.2%
    |
    EPS: $0.58-43.1%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年7月26日|
    売上高: $214.20M-7.2%
    |
    EPS: $0.44-54.2%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年4月26日|
    売上高: $213.40M-12.5%
    |
    EPS: $0.42-321.1%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月27日|
    売上高: $908.40M-6.5%
    |
    EPS: $3.04-51.0%
    予想を上回る