Rogers (ROG) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.39
- Estimate
- $1.19
- Surprise
- +16.5%
- Revenue (period 2026-09-30)
- $236.1M
- Score at report (before → after)
- 5.4 → 5.7/10
Revenue source: xbrl.
How the report landed
Rogers (ROG) beat the $1.19 estimate with adjusted EPS of $1.39 — a large 16.5% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.4/10) to Sell at 5.7/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ROG Sell at 5.7/10.
3 of the last 4 quarters beat the estimate; this quarter's +16.5% surprise compares with a +17.0% four-quarter average.
What supports the rating
- Strong earnings beat streak (3/4)
- Strong growth profile
What argues against it
- Concentration risk — Geographic: foreign markets (72.0%)
- Concentration risk — Supplier: sole and limited source suppliers
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $134.12
- Price target
- $155.83
- Stop
- $124.73
- Upside to target
- +16.2%
- Reward-to-risk
- 1.8:1
The stock trades at 78.0× trailing but 29.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-28 — shown for context, not personalized investment advice.
ROG at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Electronic Components
- Market cap
- $2.39B
- P/E (fwd)
- 29.5
- P/E (ttm)
- 78.0
- 52-week range
- $75.14–$169.00
- Off 52-week high
- 20.6%
- RSI (14)
- 32
- Volume vs avg
- 0.99×
- Score today
- 5.7/10