Rogers Sales Surge, Profits Soar Despite Supply Woes

Rogers reported a robust second quarter of 2026, showcasing a 6.9% increase in sales to $216.8 million. This growth reflects enhanced market demand and successful market-share expansion.

Profitability substantially improved, with adjusted EBITDA reaching $37.6 million, representing 17.3% of sales. Adjusted earnings per share experienced a remarkable 171% surge, reaching $0.92. Gross margin also saw a positive trend, improving to 32.5%.

However, the company's adjusted earnings per share fell below its guidance midpoint due to significant headwinds. Supply-chain challenges, particularly shortages of raw materials like silver and copper, coupled with extended freight lead times due to Middle East conditions, contributed to these pressures. These factors, along with a one-time facility event and increased operating expenses, exceeded $0.10 per share in impact.