NYSE$ROG

Rogers Corporation · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Rogers reported results for the third quarter of 2022, with a focus on expanding leadership in advanced materials solutions.

Rogers Corporation reported a decrease in net sales by 1.9% compared to the prior quarter, with $247.2 million. The decrease was attributed to global supply challenges, China COVID-related restrictions, regional power outages and unfavorable currency exchange rate fluctuations. GAAP earnings per diluted share were $0.78, compared to earnings per diluted share of $0.94 in the previous quarter.

  • Net sales decreased by 1.9% versus the prior quarter, totaling $247.2 million.
  • AES net sales decreased by 7.5% due to lower ADAS, wireless infrastructure, and defense market revenue, offset by higher EV/HEV market sales.
  • EMS net sales increased by 5.6% primarily from seasonally stronger portable electronics market demand.
  • GAAP operating margin decreased by 180 basis points from the prior quarter, primarily due to the reduction in gross margin, partially offset by lower SG&A.

Headline financials

Total Revenue

$247M

Previous: $238M+3.8%
EPS (adj)

$1.11

Previous: $1.64-32.3%
Adjusted EBITDA Margin

16.0%

Previous: 22.7%-29.5%
Capital Expenditures

-$87M

Previous: -$43.4M-100.4%
Free Cash Flow

-$72.2M

Previous: -$18.3M-294.7%
Net Income

$14.8M

Previous: $25.1M-41.0%
Operating Income

$18.5M

Previous: $33.8M-45.3%
Gross Profit

$78.1M

Previous: $91.7M-14.8%
Cash & Equivalents

$236M

Previous: $221M+7.0%
Total Assets

$1.63B

Previous: $1.35B+20.8%
Stock-Based Comp

$3.52M

Previous: $4.75M-25.9%

Revenue & EPS history

Rogers · Revenue · Quarterly

$247M

Q3 2022+3.8%vs Q3 2021
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Rogers Corporation will host a conference call for investors in December and an Investor Day in the first half of 2023 to elaborate on growth prospects, outlook, capital allocation and other aspects of the business.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

+2.5%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+1.8%

Avg return

30 days after

54%

35 / 65 earnings

Positive

+29.6%

Q3 2021

Best reaction

-14.7%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.2%+4.2%+9.3%
Q4 2025+3.9%+3.0%-4.4%
Q3 2025+5.8%-1.5%+0.3%
Q1 2025+4.0%+4.9%+12.0%
Q4 2024-0.3%-4.7%-19.6%
Q3 2024+0.7%+2.9%+5.3%
Q2 2024-2.1%-2.7%-14.2%
Q1 2024+11.0%+9.2%+7.0%
Q4 2023-3.9%-6.6%-0.8%
Q3 2023+1.5%+4.3%+13.2%
Q2 2023-5.0%-6.3%-8.4%
Q1 2023+4.1%+3.0%+4.0%
Q4 2022+4.2%+6.2%+9.7%
Q3 2022-2.7%-0.8%+13.8%
Q2 2022-0.3%-0.2%-3.6%
Q1 2022-0.7%-0.2%-2.7%
Q4 2021-0.2%+0.2%-0.1%
Q3 2021+29.6%+29.4%+30.1%
Q2 2021-5.2%-5.4%+4.7%
Q1 2021+2.6%-1.7%-1.9%
Q4 2020+6.5%+5.7%+13.5%
Q3 2020+20.0%+16.5%+49.0%
Q2 2020-11.1%-10.1%-14.2%
Q1 2020-6.5%-8.3%-6.5%
Q4 2019-1.3%+4.9%-27.6%
Q3 2019-11.7%-4.5%-15.3%
Q2 2019-6.8%-15.1%-19.5%
Q1 2019+15.4%+17.4%-15.6%
Q4 2018+15.3%+14.8%+11.9%
Q3 2018+4.0%-0.3%+4.6%
Q2 2018-0.4%+3.9%+12.8%
Q1 2018-3.1%-5.2%+1.3%
Q4 2017-14.7%-17.9%-25.8%
Q3 2017+0.5%-3.6%+4.1%
Q2 2017+5.1%+2.9%+2.1%
Q1 2017+14.9%+18.5%+21.8%
Q4 2016+9.8%+7.0%+5.2%
Q3 2016+16.5%+26.0%+32.4%
Q2 2016-14.7%-17.8%-16.3%
Q1 2016+11.2%
Q4 2015+13.2%
Q3 2015-2.1%
Q2 2015+6.3%
Q1 2015-7.2%
Q4 2014-1.6%
Q3 2014+19.4%
Q2 2014-2.0%
Q1 2014+3.6%
Q4 2013+4.7%
Q3 2013+5.3%
Q2 2013+6.0%
Q1 2013-1.8%
Q4 2012-1.6%
Q3 2012+11.5%
Q2 2012+12.0%
Q1 2011+5.7%
Q1 2012+2.1%
Q4 2009-5.0%
Q4 2011-5.0%
Q3 2011-6.5%
Q3 2010-6.5%
Q2 2010+8.1%
Q2 2011+8.1%
Q4 2010+8.1%
Q1 2010-6.5%

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