Rogers shares rise as Q1 revenue tops estimates, Q2 outlook upbeat

Published 29/04/2025, 21:34
Rogers shares rise as Q1 revenue tops estimates, Q2 outlook upbeat

Investing.com -- Rogers Corporation (NYSE:ROG) reported first-quarter 2025 results that exceeded revenue expectations and provided a positive outlook for the second quarter, sending shares up 3.3% in after-hours trading.

The advanced materials company posted adjusted earnings per share of $0.27 for Q1, in line with analyst estimates. Revenue came in at $190.5 million, surpassing the consensus forecast of $187.5 million but declining 10.7% YoY from $213.4 million.

For Q2 2025, Rogers expects revenue between $190 million and $205 million, with the midpoint of $197.5 million slightly above the $197 million analyst consensus. The company projects adjusted EPS of $0.30 to $0.70, compared to the $0.40 consensus estimate.

"Our first quarter unfolded largely as we expected with financial results that were in line with our guidance expectations," said Colin Gouveia, Rogers’ President and CEO. He noted improved demand in the ADAS and industrial end markets, despite overall sales decreasing slightly versus the prior quarter.

The company ended Q1 with a cash position of $175.6 million, up $15.8 million from the previous quarter. Net cash provided by operating activities was $11.7 million, while capital expenditures totaled $9.6 million.

Rogers acknowledged limited visibility for the remainder of the year due to uncertainties related to tariffs and global trade. However, Gouveia emphasized the company’s focus on "executing our commercial, innovation, and operational priorities" to position Rogers for success as market conditions improve.

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