ROGERS CORP (ROG) FY2025 10-K Annual Report
ROGERS CORP (ROG) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 19, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
ROGERS CORP FY2025 10-K Analysis
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
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
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
ROGERS CORP FY2025 Key Financial MetricsXBRL
Revenue
$811M
▼ -2.3% YoY
Net Income
-$62M
▼ -336.8% YoY
Gross Margin
31.7%
▼ -171bp YoY
Operating Margin
-5.6%
▼ -855bp YoY
Net Margin
-7.6%
▼ -1077bp YoY
ROE
-5.2%
▼ -725bp YoY
Total Assets
$1.4B
▼ -3.5% YoY
EPS (Diluted)
$-3.40
▼ -342.9% YoY
Operating Cash Flow
$101M
▼ -20.4% YoY
Source: XBRL data from ROGERS CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.
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