Company profile

Ticker
ROG
Exchange
CEO
Bruce D. Hoechner
Employees
Incorporated in
Location
Fiscal year end
SEC CIK
IRS number
60513860

ROG stock data

(
)

Calendar

1 May 20
5 Jul 20
31 Dec 20

News

Company financial data Financial data

Quarter (USD) Mar 20 Dec 19 Sep 19 Jun 19
Revenue 198.81M 193.77M 221.84M 242.85M
Net income 13.26M -28.76M 23.39M 24.29M
Diluted EPS 0.71 -1.54 1.25 1.3
Net profit margin 6.67% -14.84% 10.54% 10.00%
Operating income 17.48M 14.58M 29.89M 33.21M
Net change in cash 141.43M 26.1M -32.32M 10.99M
Cash on hand 308.28M 166.85M 140.75M 173.07M
Cost of revenue 133.18M 129.57M 142.98M 157.02M
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
Revenue 898.26M 879.09M 821.04M 656.31M
Net income 47.32M 87.65M 80.46M 48.28M
Diluted EPS 2.53 4.7 4.34 2.65
Net profit margin 5.27% 9.97% 9.80% 7.36%
Operating income 110.48M 112.71M 129.14M 80.9M
Net change in cash -889K -13.42M -46.61M 23.18M
Cash on hand 166.85M 167.74M 181.16M 227.77M
Cost of revenue 583.97M 568.31M 502.47M 406.83M

Financial data from Rogers earnings reports

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
11 Jun 20 Barnes Keith Capital (Common) Stock Sell Dispose S Yes 111 425 47.18K 4,725
3 Jun 20 Rowntree Jonathan James Capital (Common) Stock Payment of exercise Dispose F No 116.17 30 3.49K 2,420
3 Jun 20 Gouveia Randall Colin Capital (Common) Stock Payment of exercise Dispose F No 116.17 137 15.92K 3,493
21 May 20 Tsao Jeff Capital (Common) Stock Sell Dispose S No 105.4889 305.361 32.21K 2,565.864
7 May 20 Jensen Carol R Capital (Common) Stock Grant Aquire A No 0 1,550 0 13,688
97.0% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 197 232 -15.1%
Opened positions 20 40 -50.0%
Closed positions 55 35 +57.1%
Increased positions 74 85 -12.9%
Reduced positions 73 77 -5.2%
13F shares
Current Prev Q Change
Total value 4.9B 5.23B -6.2%
Total shares 18.11M 18.52M -2.2%
Total puts 35.6K 19.8K +79.8%
Total calls 34.6K 6.1K +467.2%
Total put/call ratio 1.0 3.2 -68.3%
Largest owners
Shares Value Change
BLK BlackRock 2.68M $253.22M -2.8%
Vanguard 2.03M $191.38M +1.7%
NEU Neuberger Berman 1.68M $158.45M -2.6%
Wellington Management 936.64K $88.44M +90.2%
William Blair Investment Management 863.08K $81.49M +1.7%
JHG Janus Henderson 790.86K $74.67M -33.1%
Dimensional Fund Advisors 756.16K $71.4M -2.0%
STT State Street 574.07K $54.2M +7.5%
Conestoga Capital Advisors 558.57K $52.74M +0.8%
SAMG Silvercrest Asset Management 468.99K $44.28M +48.0%
Largest transactions
Shares Bought/sold Change
Wellington Management 936.64K +444.1K +90.2%
JHG Janus Henderson 790.86K -391.43K -33.1%
Royce & Associates 246K +230K +1437.5%
Geneva Capital Management 229.06K +229.06K NEW
WFC Wells Fargo & Co. 134.63K -218.45K -61.9%
Thrivent Financial For Lutherans 58.58K -204.3K -77.7%
ACK Asset Management 190K +190K NEW
Norges Bank 0 -182.75K EXIT
Westfield Capital Management 0 -166.35K EXIT
Victory Capital Management 95.61K -157.92K -62.3%

Financial report summary

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Risks
  • Failure to capitalize on, volatility within, or other adverse changes with respect to the Company’s growth drivers, including advanced mobility and advanced connectivity, may adversely affect our business.
  • We have extensive international operations, and events and circumstances that have general international consequence or specific impact in the countries in which we operate may materially adversely affect our business.
  • Deteriorating trade relations between the U.S. and China, other trade conflicts and barriers, economic sanctions, and Chinese policies to decrease dependence on foreign suppliers could limit or prevent certain existing or potential customers from doing business with us and materially adversely affect our business.
  • Our business is dependent upon our development of innovative products and our customers’ incorporation of those products into end user products and systems that achieve commercial success.
  • Our dependence on sole or limited source suppliers for certain of our raw materials could materially adversely affect our ability to manufacture products and materially increase our costs.
  • We face intense global competition, which could reduce demand for our products or create additional pricing pressure on our products.
  • We have engaged in transactions in the past and may in the future acquire or dispose of businesses, or engage in other transactions, which expose us to a variety of risks that could materially adversely affect our business operating results and financial position.
  • Our business may be materially adversely affected if we cannot protect our proprietary technology or if we infringe the proprietary rights of others.
  • The failure to attract and retain specialized technical and management personnel could impair our expected growth and future success.
  • As a multinational corporation doing business in the U.S. and various foreign jurisdictions, changes in tax laws or exposures to additional tax liability could negatively impact our operating results.
  • The terms of our credit agreement subject us to risks, including potential acceleration of our outstanding indebtedness if we fail to satisfy financial ratios and comply with numerous covenants.
  • We may be adversely affected by litigation stemming from product liability and other claims.
  • We are subject to many environmental laws and regulations as well as potential environmental liabilities that could adversely affect our business.
  • If we suffer loss or disruption to our facilities, supply chains, distribution systems or information technology systems due to catastrophe or other events, our business could be seriously harmed.
  • A significant disruption in, or breach in security of, our information technology systems or violations of data protection laws could materially adversely affect our business and reputation.
  • Employee benefit cost increases could reduce our profitability.
Management Discussion
  • Net sales decreased by 17.1% in the first quarter of 2020 compared to the first quarter of 2019. Our PES, ACS and EMS operating segments had net sales decreases of 21.9%, 19.8% and 10.0%, respectively. The decrease in net sales was primarily driven by significantly lower net sales in the 4G and 5G wireless infrastructure markets in our ACS operating segment, lower net sales in the portable electronics, general industrial and EV/HEV markets in our EMS operating segment and lower net sales in the variable frequency drives and mass transit markets in our PES operating segment. Net sales were unfavorably impacted by foreign currency impacts of $2.6 million, or 1.1%, due to the depreciation in value of the euro, Chinese renminbi and Korean won relative to the U.S. dollar.
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
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Removed: acquire, actuarial, agreed, alleged, America, antitrust, arrangement, ASC, benchmark, capitalizing, carry, channel, Chemical, classification, classify, Cloud, Codification, comparative, consumer, contractual, counterparty, cumulatively, cutting, disclose, dispute, distributed, diverse, Dow, earliest, employer, ESPP, exercisable, exercised, expand, expensed, favorably, fix, forma, Framework, Griswold, ground, hired, hosting, imposed, Inclusion, Index, indirect, initiated, interconnect, international, inverter, July, laminated, laser, lawsuit, loan, membership, micro, mission, module, negatively, Nonqualified, notice, obtain, offering, office, OIS, opening, overfunded, overnight, package, payroll, Polyether, Polyol, practical, prepare, pro, proposed, prospective, prospectively, qualifying, rail, received, reclassification, reclassify, redesignated, refinanced, regulation, relating, relocation, remained, removing, repurchase, repurchased, resolution, restatement, Restoration, restore, retained, Retiree, retrospective, retrospectively, salaried, senior, smart, SOFR, stabilize, standard, stranded, Subtopic, supplemental, suspended, Targeted, tariff, today, type, underfunded, unlawfully, unrealized, unremitted, urethane, utilization, violation, whichever

Patents

GRANT
Utility
Broadband multiple layer dielectric resonator antenna and method of making the same
30 Jun 20
A dielectric resonator antenna, DRA, includes: an electrically conductive ground structure; a plurality of volumes of dielectric materials disposed on the ground structure comprising N volumes, N being an integer equal to or greater than 3, disposed to form sequential layered volumes Vi, i being an integer from 1 to N, wherein volume V1 forms an innermost first volume, wherein a successive volume Vi+1 forms a layered shell disposed over and at least partially embedding volume Vi, wherein volume VN at least partially embeds all volumes V1 to VN−1; wherein a portion of the dielectric material of volume VN bifurcates at least a portion of volumes V1 to VN−1; wherein the plurality of volumes of dielectric materials has a first effective dielectric constant along a first geometrical path, and has a second effective dielectric constant along a second geometrical path that is lower than the first effective dielectric constant.
GRANT
Utility
Broadband multiple layer dielectric resonator antenna and array thereof
30 Jun 20
A dielectric resonator antenna, DRA, includes: a ground structure; a plurality of volumes of dielectric materials disposed on the ground structure having N volumes V1 to VN, N being an integer equal to or greater than 3; a signal feed disposed and structured to be electromagnetically coupled to one or more of the plurality of volumes of dielectric materials; wherein adjacent ones of the plurality of volumes of dielectric materials have different dielectric constants with respect to each other; wherein each volume V2 to VN−1 includes a dielectric material other than air; and, wherein at least volume V1 has a cross sectional shape as observed in an elevation view with an overall height that is greater than half its respective overall width.
APP
Utility
Single-sided Pressure-sensitive Adhesive Tape
25 Jun 20
A single-sided pressure-sensitive adhesive tape includes a substrate, a reflective metal layer disposed on a surface of the substrate, a pressure-sensitive adhesive layer disposed on the reflective metal layer, a thermoplastic polymer layer, and a light-shielding layer disposed on a surface of the thermoplastic polymer layer; wherein the light-shielding layer is dry laminated to the surface of the substrate opposite the surface on which the reflective metal layer is disposed.
APP
Utility
Broadband Multiple Layer Dielectric Resonator Antenna
18 Jun 20
A dielectric resonator antenna, DRA, includes: an electrically conductive ground structure; a dielectric material disposed on the ground structure; a signal feed electromagnetically coupled to the dielectric material; wherein the dielectric material provides a continuous uninterrupted internal geometric path from a side of the signal feed to an opposing side through a top of the dielectric material that is configured to at least partially support a TE radiating mode; and, the dielectric material defining therein a first geometrical path having a first direction, as observed in a plan view of the DRA, and defining therein a second geometrical path having a second direction, as observed in the plan view of the DRA, that is orthogonal to the first direction of the first geometrical path, the second geometrical path having an effective dielectric constant that is less than an effective dielectric constant of the first geometrical path, the first geometrical path, relative to the second geometrical path, being a favored path for E-field lines associated with the DRA.
APP
Utility
Fusible Phase-change Powders for Thermal Management, Methods of Manufacture Thereof, and Articles Containing the Powders
4 Jun 20
A fusible, phase-change powder composition includes a plurality of powder particles comprising a polymer composition, an unencapsulated phase-change material, and optionally, an additive composition; wherein the powder composition is fusible at a temperature of 25 to 105° C., or 28 to 60° C., or 45 to 85° C., or 60 to 80° C., or 80 to 100° C.