Rogers ROG Q2 2025 Earnings Preview Downside Risk Amid Lowered FY2026 Estimates

Generated by AI AgentAinvestweb
Monday, Jul 28, 2025 9:53 pm ET1min read
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Forward-Looking Analysis
Rogers (ROG) is set to release its Q2 2025 earnings report on July 31st. Analysts project revenue of $199 million, reflecting a 7.21% year-over-year decrease. Despite this, the company is expected to achieve earnings growth with a trailing EPS of $0.91. Rogers' earnings are forecasted to grow by 48.18% next year, with EPS estimates rising from $3.57 to $5.29 per share. However, Desjardins has lowered their FY2026 earnings estimates for RogersROG--. The company is also expected to grow earnings and revenue by 62.5% and 3.6% per annum, respectively. The strategic cost-cutting measures, including an 8% reduction in CAPEX, could play a crucial role in sustaining profitability. Overall, Rogers' performance hinges on the effective management of these challenges and opportunities.

Historical Performance Review
In Q1 2025, Rogers reported revenue of $190.50 million and a net income loss of $1.40 million, resulting in an EPS of -$0.08. The gross profit stood at $57.00 million. This performance met EPS expectations and exceeded revenue forecasts, indicating a stable operational footing despite the net loss.

Additional News
Recently, Desjardins lowered their FY2026 earnings estimates for Rogers CommunicationsRCI--. The company has completed transformational investments, reporting revenue and adjusted EBITDA growth in its Wireless and Cable segments. Rogers also achieved a 2% year-over-year growth in revenue/EBITDA and maintained a 45% consolidated operating margin amid high interest rates. These strategic maneuvers, alongside a significant cost-cutting initiative, reflect Rogers' efforts to bolster its financial health and streamline operations.

Summary & Outlook
Rogers exhibits a mixed financial picture with strong revenue and EBITDA growth in key segments but faces challenges due to lowered future earnings estimates. The company's strategic cost-cutting and transformational investments are positive growth catalysts. However, the reduced FY2026 earnings forecast poses a risk. Given these factors, the outlook for Rogers remains neutral, contingent on how effectively it navigates the evolving financial landscape and capitalizes on its growth opportunities.

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