Q3 2025 Rogers Corp Earnings Call Transcript
Key Points
- Rogers Corp (ROG) reported Q3 sales, gross margins, and adjusted EPS at the upper end of guidance, exceeding Street consensus.
- Sales increased by 6.5% from the prior quarter, driven by improvements in portable electronics, industrial, aerospace, and defense end markets.
- The company completed expense reduction actions, leading to an expected improvement in adjusted EBITDA margin by around 300 basis points versus the prior year.
- Rogers Corp (ROG) has started production in a new curamik facility in China, enhancing its competitive position with a localized supply chain.
- The company is focused on delivering innovative new products across all business units, targeting new and adjacent market segments.
- Rogers Corp (ROG) anticipates a sequential decline in Q4 sales due to typical seasonal factors, despite an expected year-over-year improvement.
- The EV and HEV sales remained relatively unchanged versus the prior quarter, with year-to-date sales well below the prior year.
- The company faces an 80 basis points headwind in Q4 gross margin due to the ramp-up of the curamik factory in China.
- Rogers Corp (ROG) is experiencing slower order patterns across most end markets as customers manage year-end inventory.
- The restructuring costs associated with the curamik actions in Germany will continue to impact financials from Q4 2025 to Q3 2026.
Good afternoon. My name is Alicia, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Rogers Corporation third quarter 2025 earnings conference call.
I will now turn the call over to your host, Mr. Steve Haymore, Senior Director of Investor Relations. Mr. Haymore, you may begin.
Good afternoon, and welcome to the Rogers Corporation third quarter 2025 earnings conference call. The slides for today's call can be found in the Investors section of our website, along with the news release that was issued earlier today.
Please turn to slide 2. Before we begin, I would like to note that statements in this conference call that are not strictly historical are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and should be considered as subject to the many uncertainties that exist in Rogers' operations and environment. These uncertainties include economic conditions, market demands and
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