---
title: "ROG Rogers"
canonical: "https://supercyclehq.com/stock/rogers"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "ROG"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Rogers (ROG)

Rogers Corporation designs and makes engineered materials for demanding electronic and industrial applications.

## AI Exposure Score

**25/100, Peripheral.** Rogers' curamik substrates sit inside the power semiconductor modules used in data center power systems, EVs, and grid equipment scaling with AI electricity demand. EV and industrial markets dominate today, so the thesis depends on power electronics adoption broadly.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $128.36 |
| Change 1d | -3.53% |
| Change 7d | +0.50% |
| Change 30d | -19.77% |
| Change 1y | +55.02% |
| 52-week high | $167.09 |
| 52-week low | $75.56 |
| Market cap | $2.3B |
| P/E | 51.34 |
| EPS | $2.50 |
| Next earnings | 2026-10-27 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NYSE |
| Sector | Technology |
| Headquarters | Chandler, AZ |
| CEO | Ali El-Haj |
| Employees | 3,000 |
| Website | https://www.rogerscorp.com |
| Buildout layers | [Raw Materials & Mining](https://supercyclehq.com/category/raw-materials), [Power & Energy](https://supercyclehq.com/category/power-energy) |

## What the company does

Rogers Corporation designs and makes engineered materials for demanding electronic and industrial applications. It sells through two segments, Advanced Electronics Solutions and Elastomeric Material Solutions, serving power electronics, wireless infrastructure, EV, aerospace, and industrial customers. Most products are specified into a customer's design, which makes revenue sticky once a platform ships.

Its curamik ceramic substrates carry and cool power semiconductor modules, the building blocks of EV drivetrains, renewable inverters, grid equipment, and data center power systems. High-frequency circuit laminates serve radar and wireless applications, ROLINX busbars distribute high current, and PORON and BISCO elastomers protect and seal devices.

Founded in 1832, Rogers is one of the oldest operating public companies in the US. It is headquartered in Chandler, Arizona, employs roughly 3,000 people, and trades on the NYSE.

## Role in the AI buildout

Rogers sits in the Raw Materials and Power & Energy layers of the AI buildout. Power semiconductor modules built on its curamik ceramic substrates convert and control electricity in grid equipment, renewable systems, and data center power infrastructure, all scaling with AI's electricity demand. Its busbars and laminates serve the same power and high-frequency systems. EV and industrial applications dominate current volume, so the AI power angle is an emerging driver rather than the core of the business.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $31.0M | 0.28% | increased | 2026-06-30 |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $673,585 | 0.00% | trimmed | 2026-06-30 |

## FAQ

### What does Rogers Corporation do?

Rogers Corporation makes engineered materials for electronics and industrial uses, including curamik ceramic substrates for power semiconductor modules, high-frequency circuit laminates, ROLINX busbars, and PORON and BISCO elastomers. Customers span EV, industrial, aerospace, wireless, and energy markets.

### How is Rogers Corporation exposed to AI?

Its ceramic substrates and power interconnects go into the power electronics that feed data centers and the grid capacity AI requires. EV and industrial uses dominate today. Supercycle rates it Peripheral with an AI Exposure Score of 25 out of 100.

### Is ROG a pure play AI stock?

No. Rogers is an advanced materials company leveraged mainly to EVs, industrial power electronics, and wireless infrastructure. Growing electricity demand from AI supports its power electronics markets, but no part of the company sells to AI customers directly.

### Who leads Rogers?

Ali El-Haj was appointed Rogers' president and CEO in May 2026 after serving as interim chief executive. The company was founded in 1832, making it one of America's oldest manufacturers, and is headquartered in Chandler, Arizona.

---

Source: https://supercyclehq.com/stock/rogers. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.