Summary
Rogers Communications Q2 Earnings Beat Estimates, Revenues Rise Y/Y
RCI beats Q2 earnings and revenue estimates as Media sales surge, while reaffirming its 2026 outlook.
Rogers Communications: I See More Value Than The Market Does
Rogers Communications Inc. remains a value/income play for patient investors, despite recent underperformance. RCI's undervaluation thesis centers on rising free cash flow and untapped sports/media asset value. Material upside hinges on confirming MLSE's value and meaningful debt reduction.
Rogers Communication Q2 Earnings Call Highlights
Rogers Communication NYSE: RCI reported higher second-quarter service revenue and adjusted earnings, with management emphasizing stronger free cash flow, reduced capital spending and progress on its plan to monetize sports and media assets.
Rogers Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 42 | $3,482.88 | $5,520.48 | $2,037.6 | 58.5% |
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 2,000 | $243,285.68 | $262,880 | $19,594.32 | 8.05% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 70 | $6,381.46 | $9,240 | $2,858.54 | 44.79% |
| BG Bart Gancher Intech Investment Management LLC | 37,136 | $3.4M | $4.86M | $1.46M | 42.86% |
 Bridgewater Associates LP Bridgewater Associates LP | 11,514 | $1.24M | $1.58M | $346,110.46 | 28.01% |
Rogers Corporation Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Craig Ellis B. Riley Securities | 505.64 | $77,315.89 | $66,091.94 | -$11,223.95 | -14.52% |
Rogers Corporation (ROG) FAQ
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Rogers Corporation Profile
| Automobile Components Industry | Consumer Discretionary Sector | Ali El-Haj CEO | NYSE Exchange | 775133101 CUSIP |
| US Country | 3,000 Employees | 9 Jan 1992 Last Dividend | 30 May 2000 Last Split | 17 Mar 1980 IPO Date |
Overview
Rogers Corporation is a leading global manufacturer specializing in engineered materials and components used in a wide range of industries and applications. With a rich history dating back to 1832, Rogers Corporation has established itself as an innovator in the design, development, and manufacturing of advanced materials. The company operates through three primary segments: Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other. Its diverse product portfolio serves major industries, including electric and hybrid electric vehicles, wireless infrastructure, automotive, renewable energy, aerospace and defense, mass transit, industrial, connected devices, and wired infrastructure. Headquartered in Chandler, Arizona, Rogers Corporation serves customers worldwide, emphasizing innovation, quality, and sustainability.
Products and Services
Rogers Corporation's extensive range of products and services is categorized into three main segments, addressing various market needs across industries:
- Advanced Electronics Solutions (AES): This segment offers a range of products for electric and hybrid electric vehicles, wireless infrastructure, and more. Key offerings include:
- Circuit materials, ceramic substrate materials, busbars, and cooling solutions.
- Products sold under brand names such as curamik, ROLINX, RO4000, RO3000, RT/duroid, CLTE Series, TMM, AD Series, and more.
- Applications span EV/HEV, aerospace, defense, renewable energy, and other sectors.
- Elastomeric Material Solutions (EMS): Focused on providing engineered material solutions for cushioning, sealing, and vibration management, among others. Key products include:
- Polyurethane and silicone materials for various applications including flex heater and semiconductor thermal uses.
- Polytetrafluoroethylene and ultra-high molecular weight polyethylene materials for wire protection, electrical insulation, and more.
- Products available under the PORON, BISCO, DeWAL, ARLON, eSorba, XRD, Silicone Engineering, and R/bak brand names.
- Other Segment: Offers elastomer components and elastomer floats for level sensing in fuel tanks, motors, and storage tanks. Key highlights include:
- Products cater to general industrial and automotive markets.
- Available under the ENDUR and NITROPHYL brand names.
