Short answer
ROGERS CORP (ROG) filed its fiscal 2025 10-K annual report with the SEC on Feb 19, 2026. It reported revenue of $811M (−2.3% year over year) and net income of −$62M.
- Top risk flagged: Operational risk from collective bargaining agreements covering 300 US and 700 European employees affecting labor stability
FY2025 key financial metrics · XBRL
- Revenue
- $811M
- −2.3% YoY
- Net income
- −$62M
- −336.8% YoY
- Operating margin
- -5.6%
- −8.5 pp YoY
- Gross margin
- 31.7%
- −1.7 pp YoY
- EPS (diluted)
- −$3.40
- −342.9% YoY
- ROE
- -5.2%
- −7.3 pp YoY
- Operating cash flow
- $101M
- −20.4% YoY
Source: XBRL data from the ROGERS CORP (ROG) FY2025 10-K on SEC EDGAR. USD.
ROGERS CORP FY2025 10-K analysis
AI summary of each section, grounded in the filing text
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
Generated from the filing text; verify against the original. How to read a 10-K
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