Rogers Corporation (ROG) SEC Filings & Earnings Calls

Raw material cost inflation

“Gross margin in the second quarter of 2026 increased due to higher sales volume, favorable mix, and operational efficiencies, partially offset by increased raw material costs.” · word for word

Geopolitical and trade policy risk

“Uncertain business, economic and political conditions in the U.S. and abroad, particularly in China, Germany, England, Belgium, South Korea and Hungary where we maintain significant manufacturing, sales or administrative operations.” · word for word

Supply chain concentration

“The ability and willingness of our sole or limited source suppliers to deliver certain key raw materials, including commodities, to us in a timely and cost-effective manner.” · word for word

Supply chain challenges persist

“Despite supply chain challenges (CEO quote)”

Trade policy and tariff risk

“the global trade policy dynamics between nations reflected in trade agreement negotiations, the imposition of tariffs and other trade restrictions, as well as the potential for global supply chain decoupling” · word for word

FX translation risk

“fluctuations in foreign currency exchange rates” · word for word

Supply chain concentration risk

“the ability and willingness of our sole or limited source suppliers to deliver certain key raw materials, including commodities, to us in a timely and cost-effective manner” · word for word

Automotive end-market decline partially offsetting growth.

“automotive sales declined”

Foreign currency benefit may not persist.

“inclusive of a $7.9 million foreign currency benefit” · word for word

Executive turnover and leadership instability

“On July 12, 2025, the employment of Mr. Gouveia, our former President and Chief Executive Officer, was terminated by the Company without cause.” · word for word

Revenue decline and margin compression

“Revenue was $810.8 million in 2025, a decrease of 2.3% compared to 2024. Gross margin for 2025 declined to 31.7% from 33.4% in the prior year.” · word for word

Loss of senior administrative leadership could disrupt operations or signal internal issues.

“Departure of SVP and Chief Administrative Officer with severance package.”

China Trade Exposure

“Sales to customers located in China and the Asia Pacific region accounted for approximately 41% of our total sales... Export controls, as well as retaliatory controls and tariffs that China has imposed, could continue to restrict our ability to do business with Chinese customers.” · word for word

Tariff Impact

“Beginning in February 2025, President Donald J. Trump signed multiple executive orders... raising tariffs on U.S. imports... could have a significant impact on our financial condition and results of operations.” · word for word

Sole/Limited Source Suppliers

“We rely on sole and limited source suppliers for certain of the raw materials that are critical to the manufacturing of our products.” · word for word

Dependence on industrial, ADAS, and renewable energy markets; any slowdown in these sectors could impact demand.

“Net sales increase primarily from higher industrial, ADAS and renewable energy sales.”

Currency exchange rate fluctuations could affect net sales.

“Currency exchange rates favorably affected total Company net sales in the fourth quarter of 2025 by $3.7 million compared to the fourth quarter of 2024.” · word for word

EV/HEV demand weakness

“We experienced lower EV/HEV net sales as customers continued to manage inventory levels and adjusted to changing regional demands.” · word for word

Tariff cost pressure

“Gross margin in the third quarter of 2025 declined due to ... higher freight, duty and tariff costs.” · word for word

Goodwill impairment risk

“We incurred impairment charges of $71.8 million in the nine months ended September 30, 2025 related to our curamik ® reporting unit within our AES operating segment.” · word for word

Restructuring charges for European manufacturing operations expected in Q4

“Includes expected restructuring charges for certain manufacturing operations in Europe” · word for word

Typical seasonal sequential decline expected in Q4

“Fourth quarter sales and earnings are expected to improve versus the prior year, with typical seasonal patterns leading to a sequential decline” · word for word