Shares of Rogers (ROG +5.60%) gained as much as 17.3% on Thursday morning, peaking just after 10 a.m. ET. The Arizona-based maker of engineered materials reported analyst-stumping results on Wednesday evening.
Image source: Getty Images.
Rogers beat the Street's low bar
In the third quarter of 2025, Rogers' revenues rose 2.7% year over year to $216 million. Adjusted earnings fell from $0.98 to $0.90 per share. That may not sound like a fantastic report, but the average analyst would have settled for earnings around $0.69 per share on sales near $208 million. It was a clean outperformance of muted expectations.
Rogers saw double-digit sales growth in its industrial, electric vehicle, and aerospace segments. Wireless infrastructure antennas and renewable energy systems posted slower growth.
NYSE: ROG
Key Data Points
New management delivers the goods
Rogers is operating under a short-term management team. Interim CEO Ali El-Haj has been on the job since July 14, when predecessor Colin Gouveia stepped down without explanation.
The company's board of directors is looking for a permanent replacement, though El-Haj brings decades of international CEO experience to the table, and I wouldn't be surprised to see his temporary role turn into a long-term appointment. Delivering robust results in his first quarter surely looks good on his updated résumé.
