Rogers delivered second quarter results that exceeded Wall Street’s revenue expectations, prompting a positive market reaction. Management attributed the performance to rising demand in industrial, portable electronics, aerospace and defense, and advanced driver-assistance systems (ADAS) end markets. However, the company faced challenges in its electric vehicle (EV) segment, particularly due to regional disparities in EV growth and competitive pressures in Europe, leading to lower demand and pricing pressure for power substrates. Interim CEO Ali El-Haj highlighted ongoing organizational changes aimed at increasing execution speed and accountability.

Is now the time to buy ROG? Find out in our full research report (it’s free).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Rogers’s Q2 Earnings Call

• Daniel Joseph Moore (CJS Securities) asked about top strategic priorities beyond cost savings. Interim CEO Ali El-Haj emphasized accelerating internal operational improvements and focusing on near- and mid-term revenue opportunities.
• Daniel Joseph Moore (CJS Securities) questioned the path back to year-over-year organic revenue growth and margin targets. El-Haj and CFO Laura Russell cited aggressive growth efforts and the need for higher capacity utilization to drive margin expansion.
• Craig Andrew Ellis (B. Riley Securities) requested examples of how faster execution can improve performance. El-Haj pointed to plans to reduce product lead times by 50-60% and speed up R&D cycles for next-generation products.
• Craig Andrew Ellis (B. Riley Securities) sought clarity on the cumulative impact of announced cost savings. Russell confirmed $45 million in run-rate savings by 2026, with incremental benefits from recent European restructuring.
• No further analyst questions were posed on the call.

Catalysts in Upcoming Quarters

In coming quarters, the StockStory team will closely monitor (1) the impact of European restructuring and ramp-up of Chinese manufacturing on margins, (2) the pace of new product introductions and design wins in industrial, data center, and ADAS markets, and (3) evidence of stabilization or recovery in EV-related demand. Execution of lead time reductions and realization of targeted cost savings will be essential to tracking Rogers’ progress.

Rogers currently trades at $74.54, up from $65.58 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free).

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