Why Rogers (ROG) Stock Is Trading Lower Today

What Happened?

Shares of engineered materials manufacturer Rogers (NYSE:ROG) fell 4% in the afternoon session after the stock pulled back as the company reported third-quarter result and issued a weak forecast for the upcoming quarter. While the electronics maker reported third-quarter earnings per share of $0.90, which was above analyst estimates, its outlook disappointed investors. For the fourth quarter, Rogers expected revenues to be between $190 million and $205 million, marking a sequential decline of 9% at the midpoint. The company also guided for a lower gross margin in the range of 30% to 32%, a drop from the previous quarter. Management attributed the softer outlook to a typical seasonal decline in portable electronics sales and slower orders as customers managed their year-end inventory. This forecast came amid existing concerns about the company's performance, including declining sales in recent years and increased competition.

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What Is The Market Telling Us

Rogers’s shares are quite volatile and have had 15 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 1 day ago when the stock gained 9.5% on the news that the company reported strong third-quarter 2025 financial results that surpassed market expectations and provided upbeat guidance for the next quarter. The company announced revenue of $216 million, marking a 2.7% increase from the same period last year and beating analysts' projections. Profitability also exceeded expectations, with adjusted earnings per share of $0.90, which was nearly 30% higher than consensus estimates. Looking ahead, Rogers provided an optimistic outlook, with guidance for both revenue and adjusted earnings per share for the upcoming quarter coming in above Wall Street's forecasts. The positive results reflect the company's strategic focus on supplying engineered materials to high-growth sectors such as electric vehicles, advanced driver assistance systems, and renewable energy.

Rogers is down 11.5% since the beginning of the year, and at $87.51 per share, it is trading 22.3% below its 52-week high of $112.62 from November 2024. Investors who bought $1,000 worth of Rogers’s shares 5 years ago would now be looking at an investment worth $751.70.

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