ROG at a glance
ROGERS CORP (ROG, SEC CIK 84748) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as September 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ROGERS CORP (ROG) reported revenue of $810.8 million (down 2.3% from FY2024) and a net loss of $61.8 million. Diluted EPS was -$3.40.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding ROGERS CORP (ROG) shares worth $1.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $810.8M
- −2.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $1.6B · +2 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model not detailed in this filing section; focus on governance, compensation, and stock plans
- Rogers Corporation 2019 Long-Term Equity Compensation Plan with 359,303 securities exercisable and 457,907 available shares
- Employee Stock Purchase Plan with 23,267 shares available for purchase at 85% discounted price during Dec 2025 - Jun 2026
- No new business segments or products introduced; emphasis on equity compensation and governance disclosures
- Incorporation by reference extensively used for Director qualifications, executive compensation, related party transactions, and auditor fees
Risk Factors
- Operational risk from collective bargaining agreements covering 300 US and 700 European employees affecting labor stability
- Executive leadership transition with Interim CEO appointed in 2025 after prior CEO's departure
- Geographic workforce split with approximately 1,100 employees in North America, 900 in EMEA, 1,000 in APAC risks regional disruptions
- Corporate governance risks from reliance on specific executive officers appointed between 2023-2026 with key roles in finance and operations
Management Discussion & Analysis
- Revenue $810.8M in 2025, down 2.3% YoY from $830.1M in 2024; AES sales down 1.5%, EMS sales down 3.1%
- Gross margin 31.7% in 2025 vs 33.4% in 2024; operating income margin (5.6%) vs 3.0% previous year
- Best segment: AES with smaller sales decline; worst segment EMS with 3.1% sales drop
- Repurchased 738,145 shares for $52.4M; restructuring charges $23.4M and impairments $73.7M in 2025
- Management focused on growth via innovation, capacity optimization, cost savings, and commercial wins in key markets like automotive electrification and aerospace
AI summary of the ROG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $216.8M, up 6.9% from $202.8M, driven by $8.7M higher demand and $5.3M currency benefit
- Gross margin 32.5% vs 31.6%; operating margin 9.2% vs operating loss margin 33.3%
- EMS strongest segment: revenue $94.8M, up 6.0%; gross margin 36.9% vs 35.2%
- AES weakest growth: revenue $117.5M, up 7.8%; gross margin 28.5% vs 28.3%
- Cash $181.4M vs $197.0M; six-month operating cash flow $30.2M vs $25.4M; share repurchases $3.0M
- 2026 capital spending guidance $30.0M–$35.0M; headwinds from raw-material costs, tariffs, trade restrictions, and geopolitical uncertainty
Risk Factors
- Risk-factor disclosure absent from provided excerpt
- Share-repurchase liquidity use: $3.0 million repurchased during the quarter using operating cash
- Capital-allocation flexibility: $48.8 million remaining under the $200.0 million repurchase authorization
- Trading-compliance disclosure: no director or officer adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the ROG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Q2 2026 results announced July 28, 2026, with press release furnished as Exhibit 99.1
- Exhibit 99.1 contains the substantive financial results and any guidance for investor review
Item 8.01: Other Events
- Mr. El-Haj appointed President, Chief Executive Officer and director
- Leadership transition places executive and board responsibilities with one incoming leader
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Ali El-Haj appointed President, CEO and director effective May 19, 2026, ending his interim tenure
- CEO compensation includes $750,000 base salary and 100% target annual incentive
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved the 2026 Employee Stock Purchase Plan on May 6, 2026
- Plan authorizes 200,000 common-stock shares plus shares remaining under the Prior Plan
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees reelected, with 16.1–16.3 million votes for each
- PwC auditor ratified for fiscal 2026, receiving 16,735,256 votes for versus 139,828 against
AI summaries of ROG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ROG
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Russell Laura | F | Sep 5, 2026 | 31 | $127.82 |
| Reeder Raymond Sean | F | Aug 14, 2026 | 15 | $142.91 |
| El-Haj Ali Omar | F | Jul 12, 2026 | 8,918 | $137.52 |
| El-Haj Ali Omar | A | May 19, 2026 | 24,822 | - |
| OWENS JEFFREY J | A | May 6, 2026 | 1,427 | - |
| Roby Anne K | A | May 6, 2026 | 1,427 | - |
| Moh Woon Keat | A | May 6, 2026 | 1,427 | - |
| Berger Larry L | A | May 6, 2026 | 1,427 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $830.1M | $810.8M |
| Gross Profit | - | $277.1M | $256.8M |
| Operating Income | - | $24.9M | -$45.0M |
| Net Income | - | $26.1M | -$61.8M |
| Gross Margin | - | 33.4% | 31.7% |
| Op. Margin | - | 3.0% | -5.6% |
| Net Margin | - | 3.1% | -7.6% |
| Balance Sheet | |||
| Total Assets | $1.5B | $1.5B | $1.4B |
| Equity | $1.3B | $1.3B | $1.2B |
| ROE | - | 2.1% | -5.2% |
| Per Share | |||
| EPS | - | $1.40 | $-3.40 |
| Cash Flow | |||
| Operating CF | - | $127.1M | $101.2M |
| CapEx | - | $56.1M | $30.1M |
Source: XBRL data in ROGERS CORP (ROG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ROG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.56B |
| Q1 2026 | 30 | $1.01B |
| Q4 2025 | 30 | $927.5M |
| Q3 2025 | 29 | $879.2M |
| Q2 2025 | 28 | $734.1M |
| Q1 2025 | 25 | $459.8M |
| Q4 2024 | 21 | $599.9M |
| Q3 2024 | 19 | $372.3M |
- Two Sigma Investments+189.1K (+170%)
- Goldman Sachs Group+137.6K (+64%)
- Citadel Advisors LLC+107.3K (+113%)
- BlackRock+86.9K (+3%)
- Northern Trust+39.9K (+21%)
- Ameriprise Financial−121.3K (-40%)
- Dimensional Fund Advisors−119.0K (-17%)
- Vanguard Capital Management LLC−8.6K (-1%)
- Bridgewater Associates LP−7.4K (-64%)
- D.E. Shaw & Co−7.1K (-11%)
- Franklin Resources+233.0K
- Renaissance Technologies LLC+58.1K
- Truist Financial+1.4K
- Starboard Value LP−584.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 214 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ROG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 19, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 4 | Mar 12, 2026 | - | - | - |
| 8-K | Mar 3, 2026 | - | Analysis | - |
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ROG SEC filings: frequently asked questions
Which institutions hold ROG stock?
As of June 30, 2026, the largest ROGERS CORP (ROG) holders among the 13F filers tracked by SignalX were BlackRock ($556.5 million), Vanguard Portfolio Management LLC ($223.0 million), Vanguard Capital Management LLC ($129.3 million), State Street Corp ($114.9 million), Dimensional Fund Advisors ($98.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ROG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ROGERS CORP (ROG) reported revenue of $810.8 million (down 2.3% from FY2024) and a net loss of $61.8 million. Diluted EPS was -$3.40. The figures come from the XBRL data in the 10-K.
What are the main risks in ROG's latest 10-K?
In the 10-K filed February 19, 2026, ROGERS CORP (ROG) flagged: Operational risk from collective bargaining agreements covering 300 US and 700 European employees affecting labor stability. Executive leadership transition with Interim CEO appointed in 2025 after prior CEO's departure. (AI summary of the Risk Factors section.)
What did ROG report in its latest 8-K?
ROGERS CORP (ROG) filed an 8-K on July 28, 2026 reporting Item 7.01 (Regulation FD Disclosure). Q2 2026 results announced July 28, 2026, with press release furnished as Exhibit 99.1.
What are the latest ROG SEC filings?
ROGERS CORP (ROG) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on September 9, 2026.
What is ROG's SEC CIK number?
ROGERS CORP (ROG)'s SEC Central Index Key (CIK) is 84748. EDGAR lists every ROG filing under that number.
Ask anything about ROG
The research agent reads ROG's filings, financials, insider trades and 13F holders, then answers with sources.