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Rogers (NYSE:ROG) reported Q1 revenues of $190.5 million, down 10.7% YoY, exceeding analysts' expectations by 2.2%. The company's stock is up 23.4% since reporting and currently trades at $73.35. The electronic components & manufacturing sector could see higher demand due to the increasing use of advanced electronics in various industries, but headwinds include geopolitical risks and stringent environmental regulations.

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