Every material Form 8-K Rogers has filed with the SEC since December 04, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Rogers Corporation reported third quarter 2026 results on October 27, 2026, with net sales of $236.1 million, up 9.3% from a year earlier, and GAAP net income of $22.6 million, compared with $8.6 million in the third quarter of 2025. The company expects fourth quarter adjusted earnings per diluted share of $0.90 to $1.10 and net sales of $215 million to $225 million, which matters to shareholders because it indicates how the company expects the next quarter to compare with the prior year.
Net sales were $236.1 million, up $20.1 million or 9.3% year over year, led by electronics and communications and automotive.
GAAP diluted EPS was $1.26 versus $0.48; adjusted diluted EPS was $1.39 versus $0.90.
Fourth quarter 2026 guidance: net sales $215 million to $225 million, adjusted EPS $0.90 to $1.10, adjusted EBITDA $37 million to $43 million.
Free cash flow was $35.4 million in the third quarter, versus $21.2 million a year earlier.
Rogers Corporation reported second quarter 2026 net sales of $216.8 million, up 6.9% from a year earlier, and net income of $13.6 million, compared with a $73.6 million loss in the prior-year quarter. The company also expects third quarter net sales of $233 million to $243 million and adjusted earnings of $1.10 to $1.30 per diluted share, and said it expects year-over-year improvement in all financial metrics in the third quarter.
Q2 2026 net sales $216.8 million, up $14.0 million from Q2 2025; currency added $5.3 million
Diluted EPS $0.76 vs. a loss of $4.00 in Q2 2025; adjusted EPS $0.92 vs. $0.34
Q3 2026 outlook: net sales $233 million to $243 million, adjusted EBITDA $44 million to $50 million
Q2 2025 results included $71.8 million in non-cash impairment charges and $4.3 million in restructuring expenses
Rogers Corporation's board appointed Ali El-Haj, its interim president and CEO since July 12, 2025, as permanent President, CEO and board member, effective immediately on May 19, 2026. The filing gives his offer letter terms, including a $750,000 base salary and a $5,000,000 long-term equity grant, which set the compensation for the permanent role.
Ali El-Haj has served as interim President and CEO since July 12, 2025, and is now appointed permanent President, CEO and director.
Offer letter provides a $750,000 annual base salary and a target annual incentive of 100% of base salary for 2026.
Long-term incentive grant valued at $5,000,000, including $3,200,000 in time-based restricted stock units and $1,800,000 in performance-based restricted stock units.
The Board stated the appointment follows an extensive executive search for chief executive candidates.
At its May 6, 2026 annual meeting, Rogers shareholders approved a new 2026 Employee Stock Purchase Plan, which replaces the prior plan for offering periods starting on or after June 16, 2026. All nine director nominees were elected, and shareholders ratified PricewaterhouseCoopers LLP as auditor and approved executive pay on an advisory basis.
2026 ESPP covers 200,000 new shares of common stock plus any shares left available under the prior plan after the offering period ending June 15, 2026
All nine director nominees were elected, including Larry L. Berger and Eric H. Starkloff, with the most votes withheld from Jeffrey J. Owens (323,315)
Shareholders approved 2025 named executive officer compensation on an advisory basis with 15,944,114 votes for and 412,113 against
PricewaterhouseCoopers LLP was ratified as independent registered public accounting firm for fiscal 2026 with 16,735,256 votes for
Rogers Corporation reported first quarter 2026 net sales of $200.5 million, up 5.2% from a year earlier, and GAAP diluted earnings of $0.25 per share compared with a loss of $(0.08) per share in the first quarter of 2025. The company also gave second quarter 2026 guidance of $210 million to $220 million in net sales and $0.90 to $1.10 in adjusted earnings per diluted share, which gives shareholders a near-term outlook to compare against future results.
Net sales of $200.5 million rose $10.0 million year over year, including a $7.9 million foreign currency benefit, but were down from $201.5 million in the fourth quarter of 2025.
Adjusted EBITDA was $32.0 million, up from $19.5 million a year earlier, and adjusted EBITDA margin was 16.0% versus 10.2%.
Q2 2026 guidance: net sales of $210 million to $220 million, gross margin of 32.5% to 33.5%, adjusted EBITDA of $35 million to $41 million, and adjusted EPS of $0.90 to $1.10.
Free cash flow was $1.1 million versus $2.1 million a year earlier; net cash from operating activities was $5.8 million. Ali El-Haj is interim President and CEO.
Rogers Corporation disclosed that Michael Webb, its Senior Vice President and Chief Administrative Officer, will leave the company on March 13, 2026. He will receive severance under the company's Executive Severance Plan, conditioned on a general release of claims and compliance with non-competition and non-solicitation covenants.
Michael Webb, Senior Vice President and Chief Administrative Officer, departs March 13, 2026
Severance payments and benefits under the Executive Severance Plan, subject to a general release and restrictive covenants
Filing does not name a successor or state any financial figures
Rogers reported fourth-quarter 2025 net sales of $201.5 million, up 4.8% from a year earlier, and adjusted earnings of $0.89 per diluted share versus $0.46. For the full year, the company swung to a net loss of $61.8 million, or $(3.40) per diluted share, after $97.1 million of restructuring and impairment charges, compared with net income of $26.1 million in 2024. The company also gave first-quarter 2026 guidance of $193 million to $208 million in net sales and $0.45 to $0.85 in adjusted earnings per diluted share.
Q4 2025 net sales were $201.5 million, up from $192.2 million, and GAAP earnings were $0.26 per diluted share versus a loss of $(0.03) a year earlier
Full-year 2025 net sales were $810.8 million, down from $830.1 million, and net loss was $(61.8) million versus net income of $26.1 million in 2024
Restructuring and impairment charges were $97.1 million for 2025 compared with $24.1 million in 2024
Q1 2026 guidance: net sales $193 million to $208 million, adjusted EBITDA $27 million to $35 million, adjusted EPS $0.45 to $0.85
Rogers Corporation reported third quarter 2025 net sales of $216.0 million, up 6.5% from the prior quarter and up from $210.3 million a year earlier. GAAP earnings were $0.48 per diluted share, compared with a loss of $(4.00) in the second quarter, while adjusted EPS was $0.90 versus $0.98 a year earlier. Fourth quarter guidance of $190 million to $205 million in net sales and GAAP EPS of $0.00 to $0.40 sits below third quarter levels, which matters for shareholders weighing the trend.
Q3 2025 net sales were $216.0 million, up 6.5% sequentially and up from $210.3 million in Q3 2024
Q3 2025 GAAP diluted EPS was $0.48 versus $(4.00) in Q2 2025; adjusted EPS was $0.90 versus $0.34 in Q2 2025 and $0.98 in Q3 2024
Q4 2025 guidance: net sales $190 million to $205 million, GAAP EPS $0.00 to $0.40, adjusted EPS $0.40 to $0.80
Q3 2025 share repurchases totaled $10.0 million; interim CEO Ali El-Haj presented the results
Rogers Corporation said its Board Chair, Peter Wallace, will not stand for re-election at the 2026 Annual Meeting of Shareholders and will leave the Board then. Director Armand Lauzon was named Chair effective October 16, 2025, and the company plans to add another independent director, with input from Starboard Value LP, which has said it will not nominate directors for the 2026 meeting.
Peter Wallace, who joined the Board in June 2010 and has been Chair or Lead Director since 2019, will step down effective the date of the 2026 Annual Meeting
Armand Lauzon, a Board member since 2023, was appointed Chair effective October 16, 2025
Rogers plans a director search for a new independent director, with input from Starboard Value LP
Filing states Mr. Wallace's decision was not the result of any disagreement with the company
Rogers reported second quarter 2025 net sales of $202.8 million, up 6.5% from the prior quarter but down from $214.2 million a year earlier. A net loss of $73.6 million, or $(4.00) per diluted share, reflected $71.8 million of non-cash impairment charges, while adjusted earnings per diluted share were $0.34. The company also announced cost reduction initiatives at its curamik business, with expected charges of $12.0 million to $20.0 million.
Q2 2025 net sales of $202.8 million, up 6.5% sequentially and down from $214.2 million in Q2 2024
GAAP net loss of $73.6 million, or $(4.00) per diluted share, including $71.8 million of non-cash impairment charges and $4.3 million of restructuring expenses
Adjusted EPS of $0.34, up from $0.27 in Q1 2025 and down from $0.69 in Q2 2024
Curamik cost initiatives expected to cut costs by more than $13.0 million annually, with $12.0 million to $20.0 million of expenses; Q3 2025 net sales guidance is $200 million to $215 million
Rogers Corporation said its President and CEO, R. Colin Gouveia, left the company on July 12, 2025, and resigned from the Board that day. The Board appointed Ali El-Haj as interim President and CEO while it searches for a permanent leader, which may take time and leaves the company's leadership in transition for shareholders.
Colin Gouveia left as President and CEO on July 12, 2025, and resigned from the Board on the same date
Ali El-Haj named Interim President and CEO; offer letter sets a $750,000 base salary and a 100% target incentive starting with the 2026 performance year
El-Haj receives a $350,000 sign-on bonus and an initial restricted stock unit grant valued at $1,500,000, vesting one year after his start date
Lawrence E. Schmid, Senior Vice President of Global Operations, also left the company on July 14, 2025
Rogers Corporation reported first quarter 2025 net sales of $190.5 million and a net loss of $1.4 million, or $(0.08) per diluted share, compared with net income of $7.8 million a year earlier. Management said results were in line with its guidance and gave second quarter 2025 net sales guidance of $190 million to $205 million, with adjusted earnings per diluted share of $0.30 to $0.70.
Q1 2025 net sales were $190.5 million, down from $213.4 million in Q1 2024 and down 0.9% from Q4 2024.
GAAP diluted loss per share was $(0.08) in Q1 2025, versus earnings of $0.42 in Q1 2024.
Adjusted earnings per diluted share were $0.27, versus $0.58 in Q1 2024.
Q2 2025 guidance: net sales of $190 million to $205 million and GAAP earnings per diluted share of $0.00 to $0.40; cash and equivalents were $175.6 million at March 31, 2025.
Rogers reported fourth quarter 2024 net sales of $192.2 million, down 8.6% from the prior quarter, and a GAAP net loss of $0.5 million, or $0.03 per diluted share. Adjusted earnings were $0.46 per diluted share, and the company guided first quarter 2025 net sales to $180 million to $195 million, with restructuring charges tied to winding down AES manufacturing in Evergem, Belgium.
Q4 2024 net sales $192.2 million versus $210.3 million in Q3 2024; GAAP operating margin was (2.6)%
Full-year 2024 net sales were $830.1 million, versus $908.4 million in 2023; full-year GAAP net income was $26.1 million
Q1 2025 guidance: net sales $180 million to $195 million; GAAP loss of $0.26 to earnings of $0.04 per diluted share; adjusted $0.10 to $0.40
Restructuring and impairment charges were $16.3 million in Q4 2024, including costs tied to the Evergem, Belgium AES wind-down
Rogers Corporation expanded its Board from eight to nine members and elected Woon Keat Moh, a senior executive at Avient Corporation, as an independent director. His board service takes effect January 1, 2025, and the Board will have eight independent members out of nine. The filing describes a board appointment only and includes no financial results or guidance.
Board expanded from eight to nine members, effective January 1, 2025, with Woon Keat Moh elected on December 17, 2024
Moh has 28 years of specialty and engineered materials experience and is Senior Vice President and President of Color, Additives & Inks at Avient Corporation
Moh will serve until the 2025 annual meeting and receives standard non-management director compensation
Rogers Corporation appointed Laura Russell, its interim Chief Financial Officer since August 2024, to the permanent role of Senior Vice President, Chief Financial Officer and Treasurer, effective December 10, 2024. The filing also sets out her updated pay package, including a $475,000 base salary and a 75% target incentive award, which shareholders can review in the attached compensation letter.
Laura Russell becomes Senior Vice President, Chief Financial Officer and Treasurer effective December 10, 2024; the Board approved the appointment on December 9, 2024.
Annual base salary of $475,000 with a target incentive award of 75% of base salary.
Initial time-based restricted stock unit grant valued at $300,000, vesting in equal annual installments over three years.
Beginning in 2025, target annual long-term incentive grant valued at 230% of base salary, less the value of the initial grant for 2025.
Rogers Corporation's board committee adopted a new Annual Incentive Compensation Plan effective January 1, 2025, letting eligible employees, including executive officers, earn annual cash incentives tied to performance metrics. The board also approved ending future elections under its 2009 Stock Acquisition Program, which allowed executives and directors to take shares in lieu of cash; 120,833 remaining shares will return to the authorized but unissued reserve.
AICP adopted December 4, 2024, effective January 1, 2025; awards generally paid by March 15 of the following year
Employees generally must be employed on the payment date to receive an award, with certain exceptions for death or disability
Cessation of future elections under the 2009 Stock Acquisition Program approved December 4, 2024
120,833 shares remaining available under the 2009 program will return to the authorized but unissued share reserve
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