ROG Q3 FY2026 earnings: EPS beat by 16.8%, revenue missed by 0.8%
ROGERS CORP reported Q3 FY2026. EPS came in at $1.39 against a $1.19 consensus, beat by 16.8%. Revenue was $236.1M versus $238.0M expected, missed by 0.8%. Gross margin was 34.2%, up 170 bps from last quarter.
§
The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $1.39 | $1.19 | beat by 16.8% |
| Revenue | $236.1M | $238.0M | missed by 0.8% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $236.1M | +8.9% | +13.3% |
| Gross profit | $80.7M | +14.6% | +24.7% |
| Operating income | $30.1M | +50.5% | +91.7% |
| Net income | $22.6M | +66.2% | +162.8% |
| Diluted EPS | $1.26 | +65.8% | +162.5% |
| Gross margin: 34.2%. |
§
The trend
Revenue is up 13.3% from the same quarter last year. Gross margin sits at 34.2%, a new high for the period charted.
§
How it stacks up
Pro
This section is part of the Pro report for ROG.
Subscribe — $49.99/mo →
§
Go deeper on ROG
The Weekly Semi Engine
The week in semiconductors, in your inbox. Free.
Every Saturday: the tape, the rotation, the prints that mattered, and what the desk is watching next week. No noise.
Get it every Saturday →