v3.26.1
Segment Information
 6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Segment Information Segment Information
Our reporting structure is comprised of the following strategic operating and reportable segments: AES and EMS. The remaining operations, which represent our non-core businesses, are reported in the Other operating segment. This structure aligns our external reporting presentation with how we currently manage and view our business internally. Our CODM is the Chief Executive Officer of Rogers Corporation. The CODM uses gross margin as a reported segment profit or loss measure to evaluate the performance of each business segment and then leverages this information to decide where to allocate resources and assess how well each segment is performing financially, considering factors like revenue, inventory, and significant expenses specific to that segment.
Our AES operating and reportable segment designs, develops, manufactures and sells circuit materials, ceramic substrate materials, busbars and cooling solutions for applications in EV/HEV, automotive (e.g., ADAS), aerospace and defense (e.g., antenna systems, communication systems and phased array radar systems), renewable energy (e.g., wind and solar), wireless infrastructure (e.g., power amplifiers, antennas and small cells), mass transit, industrial (e.g., variable frequency drives), connected devices (e.g., mobile internet devices and thermal solutions) and wired infrastructure (e.g., computing and internet protocol infrastructure) markets.
Our EMS operating and reportable segment designs, develops, manufactures and sells engineered material solutions for a wide variety of applications and markets. These include polyurethane and silicone materials used in cushioning, gasketing and sealing, and vibration management applications for EV/HEV, general industrial, portable electronics, automotive, mass transit, aerospace and defense, footwear and impact mitigation markets; customized silicones used in flex heater and semiconductor thermal applications for EV/HEV, general industrial, portable electronics, automotive, mass transit, aerospace and defense and medical markets; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications for EV/HEV, general industrial, automotive, and aerospace and defense markets.
Our Other operating segment consists of elastomer components for applications in the general industrial market, as well as elastomer floats for level sensing in fuel tanks, motors, and storage tanks applications in the general industrial and automotive markets.
Segment Information
The following table presents a disaggregation of revenue from contracts with customers and other pertinent financial information for the periods indicated; inter-segment sales have been eliminated from the net sales data:
(Dollars in millions)Advanced Electronics SolutionsElastomeric Material SolutionsOtherTotal
Three Months Ended June 30, 2026
Net sales - recognized over time$42.8 $1.8 $4.0 $48.6 
Net sales - recognized at a point in time74.7 93.0 0.5 168.2 
Total net sales$117.5 $94.8 $4.5 $216.8 
Cost of sales$84.0 $59.8 $2.6 $146.4 
Gross margin$33.5 $35.0 $1.9 $70.4 
Inventories, net$78.2 $50.0 $1.8 $130.0 
Depreciation expense$5.5 $2.7 $0.2 $8.4 
Three Months Ended June 30, 2025
Net sales - recognized over time$34.9 $2.4 $3.9 $41.2 
Net sales - recognized at a point in time74.1 87.0 0.5 161.6 
Total net sales$109.0 $89.4 $4.4 $202.8 
Cost of sales$78.1 $57.9 $2.8 $138.8 
Gross margin$30.9 $31.5 $1.6 $64.0 
Inventories, net$85.5 $64.1 $1.6 $151.2 
Depreciation expense$4.4 $2.8 $0.2 $7.4 
Six Months Ended June 30, 2026
Net sales - recognized over time$82.2 $3.3 $7.9 $93.4 
Net sales - recognized at a point in time143.0 179.9 1.0 323.9 
Total net sales$225.2 $183.2 $8.9 $417.3 
Cost of sales$160.3 $116.9 $5.1 $282.3 
Gross margin$64.9 $66.3 $3.8 $135.0 
Inventories, net$78.2 $50.0 $1.8 $130.0 
Depreciation expense$10.9 $5.4 $0.4 $16.7 
Six Months Ended June 30, 2025
Net sales - recognized over time$73.8 $4.5 $7.4 $85.7 
Net sales - recognized at a point in time139.4 167.5 0.7 307.6 
Total net sales$213.2 $172.0 $8.1 $393.3 
Cost of sales$153.2 $113.8 $5.3 $272.3 
Gross margin$60.0 $58.2 $2.8 $121.0 
Inventories, net$85.5 $64.1 $1.6 $151.2 
Depreciation expense$8.6 $5.6 $0.4 $14.6 
Segment Net Sales by Geographic Area
The following table presents net sales by our segment operations by geographic area for the periods indicated:
(Dollars in millions)
Net Sales(1)
Region/CountryAdvanced Electronics SolutionsElastomeric Material SolutionsOtherTotal
Three Months Ended June 30, 2026
United States$19.4 $35.4 $1.0 $55.8 
Other Americas1.5 4.0 — 5.5 
Total Americas20.9 39.4 1.0 61.3 
China43.4 24.1 1.8 69.3 
Other APAC14.4 9.2 0.2 23.8 
Total APAC57.8 33.3 2.0 93.1 
Germany13.7 7.2 0.2 21.1 
Other EMEA25.1 14.9 1.3 41.3 
Total EMEA38.8 22.1 1.5 62.4 
Total net sales$117.5 $94.8 $4.5 $216.8 
Three Months Ended June 30, 2025
United States$22.9 $33.9 $0.8 $57.6 
Other Americas0.4 2.7 — 3.1 
Total Americas23.3 36.6 0.8 60.7 
China33.9 25.9 1.3 61.1 
Other APAC13.5 7.7 0.6 21.8 
Total APAC47.4 33.6 1.9 82.9 
Germany13.4 5.9 0.2 19.5 
Other EMEA24.9 13.3 1.5 39.7 
Total EMEA38.3 19.2 1.7 59.2 
Total net sales$109.0 $89.4 $4.4 $202.8 
(1)Net sales are allocated to countries based on the location of the customer. The table above lists individual countries with 10% or more of net sales for the periods indicated.
(Dollars in millions)
Net Sales(1)
Region/CountryAdvanced Electronics SolutionsElastomeric Material SolutionsOtherTotal
Six Months Ended June 30, 2026
United States$38.1 $71.6 $1.9 $111.6 
Other Americas2.6 7.1 0.1 9.8 
Total Americas40.7 78.7 2.0 121.4 
China83.0 44.8 3.2 131.0 
Other APAC28.4 16.9 0.7 46.0 
Total APAC111.4 61.7 3.9 177.0 
Germany27.1 13.6 0.4 41.1 
Other EMEA46.0 29.2 2.6 77.8 
Total EMEA73.1 42.8 3.0 118.9 
Total net sales$225.2 $183.2 $8.9 $417.3 
Six Months Ended June 30, 2025
United States$45.0 $67.6 $1.7 $114.3 
Other Americas1.2 5.7 — 6.9 
Total Americas46.2 73.3 1.7 121.2 
China67.5 45.8 2.3 115.6 
Other APAC26.2 15.7 1.2 43.1 
Total APAC93.7 61.5 3.5 158.7 
Germany25.0 11.5 0.4 36.9 
Other EMEA48.3 25.7 2.5 76.5 
Total EMEA73.3 37.2 2.9 113.4 
Total net sales$213.2 $172.0 $8.1 $393.3 
(1)Net sales are allocated to countries based on the location of the customer. The table above lists individual countries with 10% or more of net sales for the periods indicated.