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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
$1.87B
PER (TTM)
-31.3
58.4
配当利回り
--
52週高値
$112.81
52週安値
$51.43
52週レンジ
87%
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

$201.50M+0.00%
直近4四半期の推移

EPS

$0.25+0.00%
直近4四半期の推移

フリーCF

$72.30M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Sales Decline, Operating Loss Net sales reached $810.8M, down 2.3%; operating income resulted in a loss of ($45.0M) for the fiscal year 2025.
Goodwill Impairment Charge Recognized $73.7M total impairment charges, including a significant $71.8M goodwill impairment for the curamik® reporting unit.
Restructuring Charges Incurred Incurred $23.4M restructuring charges for manufacturing footprint consolidation, leadership transition, and global workforce reduction.
Operating Cash Flow Strong Net cash provided by operating activities was $101.2M, supporting $52.4M in share repurchases during the reporting period.

リスク要因

Gross Margin Compression Gross margin percentage fell 170 basis points to 31.7% due to lower volumes and utilization headwinds across segments.
Market Demand Volatility Lower net sales in wireless infrastructure and EV/HEV markets impacted results due to customer inventory management actions.
Raw Material Supply Risk Reliance on sole or limited source suppliers for critical raw materials subjects operations to potential cost increases and delays.
International Trade Conflicts Extensive international operations, with 72% of sales overseas, face risks from geopolitical tensions and evolving trade barriers.

見通し

Organic Growth Strategy Strategy focuses on organic growth acceleration across key markets, potentially augmented by targeted strategic acquisitions moving forward.
Operational Excellence Focus Continue driving operational excellence efforts, including manufacturing footprint optimization and cost improvement actions for profitability.
2026 Capital Spending Expect capital spending in 2026 to range between $30.0M and $40.0M, funded by operations cash on hand available.
ERP System Implementation Multi-year global ERP system implementation continues, requiring significant resources and posing operational integration challenges.

同業比較

売上高 (TTM)

CNXN stock ticker logoCNXN
$2.87B
+2.5%
VYX stock ticker logoVYX
$2.69B
-4.9%
BHE stock ticker logoBHE
$2.66B
+0.1%

粗利益率 (最新四半期)

MLNK stock ticker logoMLNK
67.5%
-8.7pp
OUST stock ticker logoOUST
60.2%
+3.8pp
MXL stock ticker logoMXL
57.6%
+3.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
LASR$3.71B-144.3-10.7%11.4%
BELFB$2.54B6.915.1%25.4%
PLAB$2.03B14.611.8%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
1.9%
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
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月23日
|
EPS:$0.67
|
売上高:$200.50M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし