Rogers Corp (FRA:RG6)

Q2 2025 Rogers Corp Earnings Call Transcript

Jul 31, 2025 / 09:00 PM GMT

Release Date Price: €57 (-0.87%)

Transcript 10-Q8-K

Key Points

Positve

Rogers Corp (ROG) reported a 6.5% increase in sales from the prior quarter, driven by stronger performance in industrial, portable electronics, and ADAS markets.
The company is implementing cost and expense containment initiatives, which are expected to result in stronger increases in gross margin and adjusted EPS in the upcoming quarter.
Rogers Corp (ROG) has a strong foundation with trusted partnerships with leading OEMs globally, emphasizing their design capabilities and proven reliability.
The company is focusing on expanding its manufacturing capabilities in China, which is expected to provide a global competitive advantage and projected annual run rate savings of over $13 million.
Rogers Corp (ROG) is actively pursuing growth opportunities in industrial, aerospace and defense, and ADAS markets, with signs of recovery and new design wins in these areas.

Negative

Rogers Corp (ROG) recorded a net loss of $73.6 million in Q2, including restructuring costs and a significant non-cash impairment charge related to its ceramic business.
The company is facing challenges in the EV market, particularly outside of China, leading to a necessary rebalancing of capacity and cost reductions in European operations.
Gross margin was below the midpoint of guidance due to material write-offs and underutilization at the ceramic Germany factory.
The company anticipates restructuring costs associated with European operations to be between $12 million and $20 million, impacting financials over the next year.
Rogers Corp (ROG) is experiencing pricing pressure in the global EV market, affecting demand and competitive dynamics for its ceramic business.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ROG.N - Rogers Corp
Q2 2025 Rogers Corp Earnings Call
Jul 31, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. My name is Sean Mali and I will be your conference operator today. At this time, I would like to welcome everyone to the Rogers Corporation 2nd quarter 2025 earnings conference call.

I will now turn the call over to your host, Mr. Steve Haymore, senior director ofressive relations. Mr. Hammo, you may begin.

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Unidentified_2 [2]
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Good afternoon and welcome to the Rogers Corporation 2nd quarter 2025 earnings conference call. The slides for today's call can be found in the investor section of our website along with the news release that was issued

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