ROG Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03

Preço $160.00

Capitalização de Mercado (MRQ) $2.86B

P/E (TTM) 94.7

EPS (TTM) $1.69

Receita (TTM) $835M

ROE (TTM) 2.6%

Intervalo 52 Semanas $75–$169

ROG Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04

intervalo

barras

A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.

Divisões de Ações 2

Data ex	Desdobramento	Tipo
30 de Maio de 2000	2-for-1	Para frente
31 de Julho de 1995	2-for-1	Para frente

Sobre Rogers Corporation Common Stock Visão geral da empresa da Wikipedia

05 · wikidata

Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.

History

In 1832, the company was founded by Peter Rogers as Rogers Paper Manufacturing Company. Today, the company is composed of two business segments: Advanced Electronics Solutions and Elastomeric Material Solutions. The company was listed on the New York Stock Exchange in April, 2000.

In 2004, Rogers started Rogers Technologies Suzhou Company Ltd, a wholly owned subsidiary, located in Suzhou, China. Rogers opened its first Suzhou facility in 2002, adding manufacturing capability for their roller and high-frequency laminate products. A second manufacturing facility opened in 2003.

In 2011, Rogers purchased German based curamik® Electronics, a manufacturer of power electronic substrates.

In 2016, Rogers announced that it would move its headquarters from the village of Rogers in Killingly, Connecticut, to Chandler, Arizona.

In November 2021, DuPont announced that it intended to acquire Rogers in a deal valued at $5.2 billion. The deal has been approved by all the necessary regulators save for the People's Republic of China's State Administration for Market Regulation. Due to the long delay that Chinese authorities presented, DuPont terminated the acquisition of Rogers and agreed to pay a termination fee of $162.5 million USD.

As of 2023, Rogers has locations the United States, China, Germany, Hungary, Belgium, Korea, Japan, Singapore, Taiwan, and the United Kingdom.

Products and technology

Rogers’ Advanced Electronics Solutions business provides advanced material solutions to enable signal integrity, radio frequency (RF) signal management, power efficiency, electric power distribution and thermal management. This business unit offers products including high frequency laminates, bondplys, pre-pregs, cooling solutions, ceramic substrates, and busbars.

Rogers’s Elastomeric Material Solutions business provides high performance engineered materials, including PORON® polyurethane foams, BISCO® performance silicones, ARLON® custom silicones, DeWAL™ PTFE and UHMW films and tapes and XRD® extreme impact mitigation materials.

Rogers offers liquid cooling materials designed to dissipate large amounts of heat, and provide thermal management of high-power laser diodes and other heat-generating optical devices. The cooling structures are copper foil channels bonded into a tight block, with aluminium nitride (AlN) isolation layers added for extra performance.

Rogers manufactures PORON® brand industrial microcellular polyurethane.

In March 2020 Rogers filed a complaint against ElastaPro for trade secret violations, claiming that this company had unlawfully obtained Rogers' technical formulations and manufacturing know-how.

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Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorIndustrials indústriaElectrical Equipment funcionários3.000 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06

Receita$811M

2016-12-31 → 2025-12-31

EPS$-3.40

2016-12-31 → 2025-12-31

Fluxo de caixa livre$71M

2016-12-31 → 2025-12-31

Margem líquida3.7%

2016-12-31 → 2025-12-31

Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica	ROG	média 5A	Mediana de Pares	Veredito
P/E (TTM)	94.7média 5A ≈31.3	≈31.3	54.6	Sobreavaliado
P/S (TTM)	3.4média 5A ≈2.9	≈2.9	4.5	Subvalorizado
P/B (MRQ)	2.4média 5A ≈2.3	≈2.3	4.4	Subvalorizado
Preço / FCF (TTM)	34.6média 5A ≈70.7	≈70.7	·	·
Preço / Fluxo de Caixa (TTM)	27.0média 5A ≈21.6	≈21.6	23.5	Subvalorizado
Preço / Valor Patrimonial Tangível (MRQ)	2.6média 5A ≈4.0	≈4.0	·	·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica	ROG	média 5A	Mediana de Pares	Veredito
Margem Bruta (TTM)	32.4%média 5A ≈33.9%	≈33.9%	39.1%	Fraco
Margem Operacional (TTM)	6.4%média 5A ≈6.9%	≈6.9%	13.2%	Fraco
EBITDA Margin (Margem EBITDA)	-5.5%média 5A ≈6.9%	≈6.9%	13.2%	Fraco
Margem de Impostos Pré-Tributação (TTM)	7.0%média 5A ≈7.0%	≈7.0%	10.0%	Fraco
Margem de Lucro Líquido (TTM)	3.7%média 5A ≈5.1%	≈5.1%	6.4%	Fraco
ROA (TTM)	2.2%média 5A ≈3.2%	≈3.2%	1.7%	Fraco
ROE (TTM)	2.6%média 5A ≈4.3%	≈4.3%	2.1%	Fraco
ROIC	-5.2%média 5A ≈3.5%	≈3.5%	3.7%	Fraco

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica	Tendência de 5 anos	ROG	média 5A	Mediana de Pares	Veredito
Índice de liquidez corrente (MRQ)		4.0média 5A ≈4.1	≈4.1	3.2	Liquidez forte
Índice de Liquidez Seca (MRQ)		2.6média 5A ≈2.6	≈2.6	1.6	Liquidez forte

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica	ROG	média 5A	Mediana de Pares	Veredito
Revenue YoY (Receita Ano a Ano)	-2.3%média 5A ≈0.59%	≈0.59%	·	·
Revenue CAGR 3Y (CAGR Receita 3A)	-5.8%média 5A ≈-1.8%	≈-1.8%	·	·
Revenue CAGR 5Y (CAGR Receita 5A)	0.20%	·	·	·
EPS YoY	-53.8%média 5A ≈4.4%	≈4.4%	·	·
Net Income YoY (Lucro Líquido Ano a Ano)	-53.9%média 5A ≈4.7%	≈4.7%	·	·
EPS CAGR 3Y (CAGR de LPA 3A)	-37.5%	·	·	·
Net Income CAGR 3Y (CAGR de Lucro Líquido 3A)	-37.7%	·	·	·

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica	ROG	média 5A	Mediana de Pares	Veredito
EPS (Diluted) (EPS (Diluído))	$-3.40média 5A ≈$2.58	≈$2.58	·	·
Revenue / Share (Receita / Ação)	$44.55média 5A ≈$47.69	≈$47.69	·	·
Cash Flow / Share (Fluxo de Caixa / Ação)	$5.56média 5A ≈$6.57	≈$6.57	·	·
Cash / Share (Caixa / Ação)	$11.07média 5A ≈$10.38	≈$10.38	·	·

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica	ROG	média 5A	Mediana de Pares	Veredito
Asset Turnover (Giro do Ativo)	0.6média 5A ≈0.6	≈0.6	0.7	Fraco
Inventory Turnover (Giro de Estoque)	4.1média 5A ≈4.1	≈4.1	3.9	Em linha
Receivables Turnover (Giro de Contas a Receber)	6.1média 5A ≈5.8	≈5.8	6.1	Em linha
Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.)	≈$270.3K	·	·	·

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

13

Pagamento Anualizado≈$0.03Pago trimestralmente

Data ex	Valor	Moeda	Rendimento
Jan 9, 1992	$0,01	USD	≈0.73%
Out 9, 1991	$0,01	USD	≈0.64%
Jul 12, 1991	$0,01	USD	≈0.56%
Abr 11, 1991	$0,01	USD	≈0.62%
Jan 9, 1991	$0,01	USD	≈0.73%
Out 16, 1990	$0,01	USD	≈0.72%
Jul 10, 1990	$0,01	USD	≈0.40%
Abr 10, 1990	$0,01	USD	≈0.26%
Jan 9, 1990	$0,01	USD	≈0.12%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14

Taxa de Beats 75.0%

Surpresa Média 131.9%

Próximo relatório Out 27, 2026

Período	Relatório	EPS Actual	EPS est.	Surpresa
30 de Junho de 2026	Jul 29, 2026	$0.92	$1.00	-7.7%
31 de Março de 2026		$0.75	$0.68	10.0%
31 de Dezembro de 2025		$0.89	$0.61	46.9%
30 de Setembro de 2025		$0.90	$0.71	27.3%
30 de Junho de 2025		$0.34	$0.51	-32.7%
31 de Março de 2025		$0.27	$0.26	5.5%
30 de Setembro de 2000		$0.44	$0.36	23.6%
30 de Junho de 2000		$4.10	$0.38	982.4%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15

Demonstração de Resultados 15

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$811M	$830M	$908M	$971M	$933M	$803M	$898M	$879M	$821M	$656M	$641M	$611M
Cost of Revenue	$554M	$553M	$601M	$650M	$584M	$511M	$584M	$568M	$502M	$407M	$406M	$376M
Gross Profit	$257M	$277M	$307M	$321M	$349M	$292M	$314M	$311M	$319M	$249M	$235M	$235M
R&D Expense	$28M	$35M	$36M	$35M	$30M	$29M	$32M	$33M	$30M	$29M	$28M	$23M
SG&A Expense	$177M	$193M	$202M	$219M	$193M	$182M	$169M	$164M	$162M	$139M	$131M	$125M
Operating Income	$-45M	$25M	$85M	$144M	$117M	$67M	$110M	$113M	$129M	$81M	$76M	$81M
Other Non-op	$-900.0K	$9M	$-700.0K	$1M	$5M	$4M	$-592.0K	$-994.0K	$5M	$1M	$-8M	$-1M
Pretax Income	$-45M	$34M	$76M	$140M	$126M	$69M	$55M	$111M	$133M	$82M	$66M	$81M
Income Tax	$17M	$8M	$20M	$24M	$18M	$19M	$8M	$23M	$52M	$34M	$20M	$28M
Net Income	$-62M	$26M	$57M	$117M	$108M	$50M	$47M	$88M	$80M	$48M	$46M	$53M
EPS (Basic)	$-3.40	$1.40	$3.04	$6.21	$5.77	$2.68	$2.55	$4.77	$4.43	$2.68	$2.52	$2.94
EPS (Diluted)	$-3.40	$1.40	$3.03	$6.15	$5.73	$2.67	$2.53	$4.70	$4.34	$2.65	$2.48	$2.86
Shares (Basic)	18,200,000	18,600,000	18,600,000	18,800,000	18,700,000	18,681,000	18,573,000	18,374,000	18,154,000	17,991,000	18,371,000	18,177,000
Shares (Diluted)	18,200,000	18,600,000	18,700,000	19,000,000	18,900,000	18,706,000	18,713,000	18,659,000	18,547,000	18,223,000	18,680,000	18,698,000
EBITDA	$-45M	$25M	$85M	$144M	$117M	$67M	$110M	$113M	$131M	$84M	$76M	$80M

Balanço Patrimonial 26

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$197M	$160M	$132M	$236M	$232M	$192M	$167M	$168M	$181M	$228M	$205M	$237M
Short-term Investments	$0	·	·	·	·	·	·	·	·	·	·	·
Receivables	$131M	$135M	$162M	$177M	$163M	$134M	$122M	$145M	$141M	$120M	$101M	$99M
Inventory	$125M	$142M	$154M	$182M	$133M	$102M	$133M	$133M	$113M	$91M	$92M	$77M
Other Current Assets	$15M	$28M	$30M	$21M	$14M	$13M	$11M	$11M	$11M	$9M	$8M	$7M
Current Assets	$500M	$494M	$527M	$660M	$584M	$474M	$464M	$486M	$455M	$458M	$429M	$438M
PP&E (Net)	·	·	·	·	·	·	·	$243M	$180M	$177M	$179M	$150M
PP&E (Gross)	·	·	·	·	·	·	·	$518M	$444M	$429M	$392M	$349M
Accum. Depreciation	·	·	$386M	$382M	$368M	$366M	$341M	$317M	$290M	$259M	$237M	$225M
Goodwill	$303M	$358M	$360M	$352M	$370M	$270M	$263M	$265M	$237M	$208M	$175M	$98M
Intangibles	$99M	$110M	$124M	$134M	$176M	$118M	$159M	$177M	$160M	$137M	$75M	$38M
Other Non-current Assets	$20M	$21M	$8M	$8M	$27M	$16M	$7M	$3M	$6M	$4M	$4M	$8M
Total Assets	$1.43B	$1.48B	$1.52B	$1.65B	$1.60B	$1.26B	$1.27B	$1.28B	$1.13B	$1.06B	$930M	$840M
Accounts Payable	$43M	$48M	$50M	$57M	$65M	$36M	$33M	$40M	$36M	$28M	$22M	$20M
Current Liabilities	$126M	$124M	$116M	$142M	$164M	$112M	$100M	$107M	$114M	$101M	$79M	$120M
Capital Leases	$18M	$21M	$15M	$11M	$15M	$2M	$2M	$0	$6M	$5M	$6M	$6M
Deferred Tax	$18M	$18M	$23M	$24M	$29M	$8M	$9M	$11M	$11M	$14M	$9M	$15M
Other Non-current Liabilities	$16M	$10M	$10M	$12M	$23M	$11M	$14M	$10M	$3M	$3M	$4M	$338.0K
Long-term Debt	·	·	·	·	·	·	·	·	$131M	$240M	$177M	$60M
Total Debt	·	$0	$30M	$215M	$190M	$25M	$123M	$228M	$131M	$240M	$179M	$60M
Common Stock	$18M	$18M	$19M	$19M	$19M	$19M	$19M	$18M	$18M	$18M	$18M	$18M
Retained Earnings	$1.12B	$1.18B	$1.16B	$1.10B	$982M	$874M	$824M	$776M	$685M	$591M	$543M	$497M
AOCI	$-47M	$-95M	$-66M	$-85M	$-45M	$-20M	$-47M	$-79M	$-65M	$-92M	$-88M	$-65M
Stockholders' Equity	$1.20B	$1.25B	$1.26B	$1.17B	$1.12B	$1.02B	$934M	$848M	$767M	$636M	$585M	$587M
Liabilities + Equity	$1.43B	$1.48B	$1.52B	$1.65B	$1.60B	$1.26B	$1.27B	$1.28B	$1.13B	$1.06B	$930M	$840M
Shares Outstanding	17,800,000	18,500,000	18,600,000	18,600,000	18,730,000	18,677,000	18,577,000	18,395,000	18,255,000	18,021,000	17,957,000	18,404,000

Fluxo de Caixa 17

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$54M	$49M	$51M	$46M	$43M	$71M	$49M	$50M	$44M	$38M	$34M	$26M
Stock-based Comp	$11M	$15M	$14M	$12M	$17M	$14M	$12M	$11M	$12M	$11M	$10M	$8M
Deferred Tax	$-7M	$-17M	$-4M	$-21M	$-3M	$-13M	$-18M	$-3M	$18M	$7M	$4M	$8M
Amort. of Intangibles	$11M	$12M	$13M	$16M	$14M	$42M	$18M	$16M	$15M	$11M	$11M	$6M
Restructuring	$23M	$16M	$17M	$2M	$3M	$12M	$948.0K	$3M	$3M	$700.0K	·	·
Operating Cash Flow	$101M	$127M	$131M	$130M	$124M	$165M	$161M	$67M	$139M	$117M	$74M	$85M
CapEx	$30M	$56M	$57M	$117M	$71M	$40M	$52M	$47M	$27M	$18M	$25M	$29M
Investing Cash Flow	$-15M	$-46M	$-48M	$-113M	$-239M	$-40M	$-49M	$-167M	$-78M	$-152M	$-180M	$-29M
Debt Issued	·	·	·	$100M	$190M	$150M	$0	$102M	$0	$166M	$125M	$0
Net Debt Issued	·	·	·	$100M	$190M	$150M	$0	$102M	$0	$166M	$125M	·
Stock Issued	·	·	·	·	$0	$0	$344.0K	$861.0K	$3M	$858.0K	$7M	$21M
Stock Repurchased	$52M	$20M	$0	$25M	$0	$0	$0	$3M	$0	$8M	$40M	$0
Net Stock Activity	$-52M	$-20M	$0	$-25M	$0	$0	$344.0K	$-2M	$3M	$-4M	$-33M	$21M
Financing Cash Flow	$-54M	$-50M	$-190M	$-10M	$159M	$-104M	$-112M	$89M	$-113M	$58M	$83M	$2M
Net Change in Cash	$37M	$28M	$-104M	$4M	$40M	$25M	$-889.0K	$-13M	$-47M	$23M	$-33M	$45M
Taxes Paid	$21M	·	·	·	·	·	·	·	·	$24M	$19M	$14M
Free Cash Flow	$71M	$71M	$74M	$13M	$53M	$125M	$110M	$20M	$112M	$99M	$49M	$56M

Lucratividade 8

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	31.7%	33.4%	33.8%	33.1%	37.4%	36.4%	-4575.5%	35.4%	38.8%	38.0%	36.7%	38.3%
Operating Margin	-5.5%	3.0%	9.4%	14.9%	12.6%	8.4%	-1608.4%	12.8%	15.9%	12.8%	11.9%	13.2%
Net Margin	-7.6%	3.1%	6.2%	12.0%	11.6%	6.2%	-688.9%	10.0%	9.8%	7.4%	7.2%	8.7%
Pretax Margin	-5.6%	4.1%	8.4%	14.4%	13.5%	8.5%	-802.5%	12.6%	16.2%	12.5%	10.3%	13.2%
EBITDA Margin	-5.5%	3.0%	9.4%	14.9%	12.6%	8.4%	-1608.4%	12.8%	15.9%	12.8%	11.9%	13.2%
ROA	-4.2%	1.7%	3.6%	7.2%	7.5%	3.9%	3.7%	7.3%	7.4%	4.9%	5.2%	6.4%
ROE	-5.1%	2.1%	4.6%	10.3%	9.8%	5.0%	5.1%	10.5%	11.5%	7.9%	7.9%	9.3%
ROIC	-5.2%	1.5%	4.9%	8.6%	7.7%	4.7%	9.0%	8.3%	8.8%	5.6%	7.0%	8.2%

Liquidez e Solvência 4

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	4.0	4.0	4.5	4.6	3.6	4.3	4.6	4.5	4.0	4.5	5.4	3.6
Quick Ratio	2.6	2.4	2.5	2.9	2.4	2.9	2.9	2.9	2.8	3.4	3.9	2.8
Debt / Equity	·	0.0	0.0	0.2	0.2	0.0	0.1	0.3	0.2	0.4	0.3	0.1
LT Debt / Equity	·	0.0	0.0	0.2	0.2	0.0	0.1	0.3	0.2	0.4	0.3	0.0

Eficiência 3

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.6	0.6	0.6	0.6	0.7	0.6	-0.0	0.7	0.8	0.7	0.7	0.7
Inventory Turnover	4.1	3.7	3.6	4.1	5.0	4.3	4.4	4.6	4.9	4.4	4.8	5.6
Receivables Turnover	6.1	5.6	5.4	5.7	6.3	6.3	-0.1	6.2	6.3	5.9	6.4	6.8

Por Ação 5

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$67.17	$67.65	$67.69	$63.12	$59.74	$54.65	$50.77	$46.47	$41.99	$35.28	$32.55	$31.62
Revenue / Share	$44.55	$44.63	$48.58	$51.24	$49.46	$42.91	$-0.37	$47.11	$44.27	$36.02	$34.34	$32.67
Cash Flow / Share	$5.56	$6.83	$7.03	$6.83	$6.59	$8.82	$8.62	$3.58	$7.49	$6.42	$3.96	$4.56
Cash / Share	$11.07	$8.64	$7.08	$12.70	$12.40	$10.27	$9.07	$9.19	$9.92	$12.64	$11.39	$12.90
EPS (TTM)	$-3.40	$1.40	$3.03	$6.15	$5.73	$2.67	$2.53	$4.70	$4.34	$2.65	$2.48	$2.86

Taxas de Crescimento 7

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	-2.3%	-8.6%	-6.5%	4.1%	16.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-5.8%	-3.8%	4.2%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	0.20%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	·	-53.8%	-50.7%	7.3%	114.6%	·	·	·	·	·	·	·
EPS CAGR 3Y	·	-37.5%	4.3%	·	·	·	·	·	·	·	·	·
Net Income YoY	·	-53.9%	-51.5%	7.9%	116.2%	·	·	·	·	·	·	·
Net Income CAGR 3Y	·	-37.7%	4.2%	·	·	·	·	·	·	·	·	·

Avaliação (TTM) 14

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$811M	$830M	$908M	$971M	$933M	$803M	$898M	$879M	$821M	$656M	$641M	$611M
Net Income TTM	$-62M	$26M	$57M	$117M	$108M	$50M	$47M	$88M	$80M	$48M	$46M	$53M
Market Cap	$1.63B	$1.88B	$2.46B	$2.22B	$5.11B	$2.90B	$2.29B	$1.81B	$2.96B	$1.38B	$926M	$1.50B
Enterprise Value	·	$1.72B	$2.35B	$2.20B	$5.07B	$2.73B	$2.25B	$1.87B	$2.91B	$1.40B	$900M	$1.32B
P/E	-26.9	72.6	43.6	19.4	47.6	58.2	49.3	21.1	37.3	29.0	20.8	28.5
P/S	2.0	2.3	2.7	2.3	5.5	3.6	2.6	2.1	3.6	2.1	1.4	2.5
P/B	1.4	1.5	2.0	1.9	4.6	2.8	2.5	2.1	3.9	2.2	1.6	2.6
P / Tangible Book	2.1	2.4	3.2	3.2	8.9	4.6	·	·	·	·	·	·
P / Cash Flow	16.1	14.8	18.7	17.1	41.1	17.6	14.2	27.1	21.3	11.8	12.5	17.6
P / FCF	22.9	26.5	33.0	174.9	96.0	23.3	20.9	91.8	26.4	14.0	18.9	26.5
EV / EBITDA	·	69.1	27.6	15.2	43.3	40.6	20.4	16.6	22.2	16.6	11.8	16.4
EV / FCF	·	24.2	31.7	173.3	95.3	21.9	20.5	94.9	26.0	14.1	18.3	23.4
EV / Revenue	·	2.1	2.6	2.3	5.4	3.4	2.5	2.1	3.5	2.1	1.4	2.2
Earnings Yield	-3.7%	1.4%	2.3%	5.1%	2.1%	1.7%	2.0%	4.7%	2.7%	3.5%	4.8%	3.5%

Demonstração de Resultados 15

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$217M	$200M	$202M	$216M	$203M	$190M	$192M	$210M	$214M	$213M	$205M	$229M	$231M	$244M	$224M	$247M
Cost of Revenue	$146M	$136M	$138M	$144M	$139M	$134M	$130M	$136M	$141M	$145M	$137M	$149M	$151M	$164M	$153M	$169M
Gross Profit	$70M	$65M	$64M	$72M	$64M	$57M	$62M	$74M	$73M	$68M	$67M	$80M	$80M	$80M	$71M	$78M
R&D Expense	$7M	$7M	$7M	$7M	$7M	$7M	$8M	$8M	$10M	$9M	$10M	$8M	$8M	$10M	$10M	$9M
SG&A Expense	$42M	$41M	$42M	$42M	$48M	$44M	$50M	$45M	$51M	$48M	$52M	$44M	$46M	$60M	$54M	$51M
Operating Income	$20M	$11M	$7M	$16M	$-68M	$-300.0K	$-13M	$15M	$11M	$12M	$30M	$27M	$28M	$-300.0K	$83M	$18M
Other Non-op	$1M	$300.0K	$2M	$400.0K	$-2M	$-2M	$10M	$-2M	$300.0K	$400.0K	$-700.0K	$700.0K	$-800.0K	$100.0K	$-463.0K	$977.0K
Pretax Income	$21M	$11M	$10M	$16M	$-69M	$-2M	$-3M	$14M	$12M	$12M	$29M	$26M	$25M	$-4M	$78M	$18M
Income Tax	$8M	$7M	$5M	$8M	$4M	$-200.0K	$-2M	$3M	$4M	$4M	$5M	$7M	$7M	$-100.0K	$11M	$3M
Net Income	$14M	$4M	$5M	$9M	$-74M	$-1M	$-500.0K	$11M	$8M	$8M	$23M	$19M	$18M	$-4M	$67M	$15M
EPS (Basic)	$0.76	$0.25	$0.20	$0.48	$-4.00	$-0.08	$-0.04	$0.58	$0.44	$0.42	$1.25	$1.02	$0.96	$-0.19	$3.59	$0.79
EPS (Diluted)	$0.76	$0.25	$0.20	$0.48	$-4.00	$-0.08	$-0.04	$0.58	$0.44	$0.42	$1.24	$1.02	$0.96	$-0.19	$3.56	$0.78
Shares (Basic)	17,900,000	17,800,000	·	18,100,000	18,400,000	18,500,000	·	18,600,000	18,600,000	18,600,000	·	18,600,000	18,600,000	18,600,000	·	18,818,000
Shares (Diluted)	18,000,000	17,900,000	·	18,100,000	18,400,000	18,500,000	·	18,600,000	18,600,000	18,700,000	·	18,700,000	18,700,000	18,600,000	·	18,999,000
EBITDA	$20M	$11M	·	$16M	$-68M	$-300.0K	·	$15M	$11M	$12M	·	$27M	$28M	$-252.0K	·	$18M

Balanço Patrimonial 23

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$181M	$196M	$197M	$168M	$157M	$176M	$160M	$146M	$120M	$117M	·	$126M	$141M	$194M	·	$236M
Short-term Investments	$30M	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Receivables	$149M	$142M	$131M	$146M	$142M	$139M	$135M	$156M	$160M	$159M	·	$186M	$187M	$175M	·	$163M
Inventory	$130M	$128M	$125M	$143M	$151M	$143M	$142M	$154M	$151M	$151M	$154M	$157M	$170M	$177M	$182M	$174M
Other Current Assets	$21M	$15M	$15M	$18M	$20M	$16M	$28M	$32M	$36M	$30M	·	$32M	$35M	$12M	·	$16M
Current Assets	$544M	$511M	$500M	$505M	$500M	$503M	$494M	$521M	$502M	$501M	·	$555M	$583M	$612M	·	$638M
Accum. Depreciation	·	·	·	·	·	·	·	$404M	$393M	$386M	·	$392M	$380M	$392M	·	$368M
Goodwill	$301M	$301M	$303M	$304M	$306M	$363M	$358M	$366M	$356M	$357M	·	$352M	$359M	$356M	·	$338M
Intangibles	$93M	$96M	$99M	$102M	$106M	$110M	$110M	$118M	$117M	$120M	·	$124M	$131M	$132M	·	$150M
Other Non-current Assets	$20M	$20M	$20M	$20M	$20M	$21M	$21M	$9M	$8M	$8M	·	$17M	$16M	$18M	·	$9M
Total Assets	$1.45B	$1.43B	$1.43B	$1.45B	$1.45B	$1.51B	$1.48B	$1.54B	$1.49B	$1.49B	·	$1.52B	$1.57B	$1.61B	·	$1.63B
Accounts Payable	$63M	$53M	$43M	$50M	$53M	$51M	$48M	$47M	$50M	$52M	·	$47M	$51M	$52M	·	$57M
Current Liabilities	$136M	$127M	$126M	$130M	$132M	$128M	$124M	$122M	$116M	$117M	·	$116M	$119M	$127M	·	$138M
Capital Leases	$17M	$18M	$18M	$19M	$20M	$20M	$21M	$22M	$14M	$15M	·	$10M	$9M	$11M	·	$4M
Deferred Tax	$18M	$18M	$18M	$19M	$19M	$18M	$18M	$24M	$23M	$23M	·	$24M	$24M	$24M	·	$25M
Other Non-current Liabilities	$15M	$15M	$16M	$16M	$16M	$16M	$10M	$10M	$10M	$10M	·	$18M	$18M	$20M	·	$14M
Total Debt	·	·	·	·	·	·	·	$0	$0	$0	·	$80M	$130M	$190M	·	$290M
Common Stock	$18M	$18M	$18M	$18M	$18M	$18M	$18M	$19M	$19M	$19M	·	$19M	$19M	$19M	·	$19M
Retained Earnings	$1.14B	$1.12B	$1.12B	$1.11B	$1.11B	$1.18B	$1.18B	$1.18B	$1.17B	$1.16B	·	$1.13B	$1.11B	$1.09B	·	$1.03B
AOCI	$-57M	$-55M	$-47M	$-47M	$-44M	$-78M	$-95M	$-55M	$-81M	$-76M	·	$-89M	$-71M	$-76M	·	$-125M
Stockholders' Equity	$1.20B	$1.19B	$1.20B	$1.20B	$1.21B	$1.27B	$1.25B	$1.30B	$1.26B	$1.26B	$1.26B	$1.21B	$1.21B	$1.18B	$1.17B	$1.09B
Liabilities + Equity	$1.45B	$1.43B	$1.43B	$1.45B	$1.45B	$1.51B	$1.48B	$1.54B	$1.49B	$1.49B	·	$1.52B	$1.57B	$1.61B	·	$1.63B
Shares Outstanding	17,900,000	17,800,000	17,800,000	17,900,000	18,100,000	18,500,000	18,500,000	18,600,000	18,600,000	18,700,000	·	18,616,000	18,616,000	18,609,000	·	18,812,000

Fluxo de Caixa 13

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$13M	$13M	$15M	$13M	$14M	$13M	$13M	$13M	$12M	$11M	$11M	$11M	$14M	$15M	$12M	$11M
Stock-based Comp	$3M	$2M	$2M	$800.0K	$4M	$4M	$3M	$3M	$5M	$4M	$3M	$4M	$5M	$2M	$224.0K	$4M
Deferred Tax	$3M	$-800.0K	$-2M	$-2M	$1M	$-5M	$-10M	$1M	$-3M	$-6M	$5M	$617.0K	$-2M	$-7M	$-7M	$-5M
Amort. of Intangibles	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$4M	$4M
Restructuring	$700.0K	$6M	$6M	$7M	$4M	$6M	$8M	$6M	$1M	$100.0K	$500.0K	$2M	$4M	$10M	$593.0K	$373.0K
Operating Cash Flow	$24M	$6M	$47M	$29M	$14M	$12M	$34M	$42M	$23M	$28M	$72M	$42M	$16M	$2M	$128M	$14M
CapEx	$6M	$5M	$5M	$8M	$8M	$10M	$15M	$17M	$14M	$9M	$22M	$7M	$12M	$16M	$30M	$34M
Investing Cash Flow	$-36M	$-4M	$-4M	$-8M	$-7M	$4M	$-5M	$-17M	$-14M	$-9M	$-18M	$-6M	$-9M	$-15M	$-32M	$-29M
Stock Repurchased	·	·	$14M	$10M	$28M	$0	$12M	$0	$8M	$300.0K	$0	$0	$0	$0	·	·
Net Stock Activity	·	·	·	$-10M	·	$0	·	·	·	$-300.0K	·	·	·	·	·	·
Financing Cash Flow	$-3M	$-2M	$-14M	$-10M	$-28M	$-2M	$-12M	$-200.0K	$-7M	$-32M	$-51M	$-50M	$-60M	$-29M	$-100M	$30M
Net Change in Cash	$-14M	$-1M	$29M	$11M	$-18M	$16M	$13M	$26M	$3M	$-15M	$5M	$-15M	$-52M	$-42M	$-565.0K	$11M
Free Cash Flow	·	$1M	·	·	·	$2M	·	·	·	$19M	·	·	·	$-15M	·	·

Lucratividade 8

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	32.5%	32.2%	·	33.5%	31.6%	29.9%	·	35.2%	34.1%	32.0%	·	35.1%	34.5%	32.7%	·	31.6%
Operating Margin	9.2%	5.3%	·	7.3%	-33.3%	-0.16%	·	6.9%	5.3%	5.5%	·	11.8%	12.1%	-0.10%	·	7.5%
Net Margin	6.3%	2.2%	·	4.0%	-36.3%	-0.73%	·	5.1%	3.8%	3.7%	·	8.3%	7.7%	-1.4%	·	6.0%
Pretax Margin	9.9%	5.6%	·	7.5%	-34.2%	-0.84%	·	6.4%	5.6%	5.4%	·	11.4%	10.9%	-1.5%	·	7.1%
EBITDA Margin	9.2%	5.3%	·	7.3%	-33.3%	-0.16%	·	6.9%	5.3%	5.5%	·	11.8%	12.1%	-0.10%	·	7.5%
ROA	0.94%	0.31%	·	0.58%	-5.0%	-0.09%	·	0.70%	0.53%	0.50%	·	1.2%	1.1%	-0.22%	·	1.0%
ROE	1.1%	0.37%	·	0.69%	-6.0%	-0.11%	·	0.85%	0.66%	0.64%	·	1.7%	1.6%	-0.31%	·	1.4%
ROIC	1.1%	0.36%	·	0.69%	-5.9%	-0.02%	·	0.89%	0.61%	0.62%	·	1.5%	1.5%	-0.02%	·	1.1%

Liquidez e Solvência 4

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	4.0	4.0	·	3.9	3.8	3.9	·	4.3	4.3	4.3	·	4.8	4.9	4.8	·	4.6
Quick Ratio	2.6	2.7	·	2.4	2.3	2.5	·	2.5	2.4	2.4	·	2.7	2.8	2.9	·	2.9
Debt / Equity	·	·	·	·	·	·	·	0.0	0.0	0.0	·	0.1	0.1	0.2	·	0.3
LT Debt / Equity	·	·	·	·	·	·	·	0.0	0.0	0.0	·	0.1	0.1	0.2	·	0.3

Eficiência 3

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.2	·	0.2
Inventory Turnover	1.0	1.0	·	1.0	0.9	0.9	·	0.9	0.9	0.9	·	0.9	0.9	1.0	·	1.2
Receivables Turnover	1.5	1.4	·	1.4	1.3	1.3	·	1.2	1.2	1.3	·	1.3	1.3	1.4	·	1.5

Por Ação 5

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$67.30	$67.01	·	$67.19	$66.67	$68.66	·	$69.93	$67.78	$67.37	·	$65.03	$64.76	$63.32	·	$57.93
Revenue / Share	$12.04	$11.20	·	$11.93	$11.02	$10.30	·	$11.31	$11.52	$11.41	·	$12.26	$12.35	$13.11	·	$13.01
Cash Flow / Share	·	$0.32	·	·	·	$0.63	·	·	·	$1.50	·	·	·	$0.10	·	·
Cash / Share	$10.13	$11.00	·	$9.37	$8.69	$9.49	·	$7.87	$6.45	$6.25	·	$6.79	$7.60	$10.41	·	$12.57
EPS (TTM)	$1.69	$-3.07	·	$-3.64	$-3.54	$0.90	·	$2.68	$3.12	$3.64	·	$5.35	$5.11	$5.09	·	$3.81

Avaliação (TTM) 11

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$835M	$821M	·	$802M	$796M	$807M	·	$842M	$861M	$878M	·	$928M	$946M	$967M	·	$978M
Net Income TTM	$31M	$-56M	·	$-67M	$-65M	$17M	·	$50M	$58M	$68M	·	$101M	$97M	$96M	·	$72M
Market Cap	$2.93B	$1.91B	·	$1.44B	$1.24B	$1.25B	·	$2.10B	$2.24B	$2.22B	·	$2.45B	$3.01B	$3.04B	·	$4.55B
Enterprise Value	·	·	·	·	·	·	·	$1.96B	$2.12B	$2.10B	·	$2.40B	$3.00B	$3.04B	·	$4.60B
P/E	96.9	-35.0	·	-22.1	-19.3	75.0	·	42.2	38.7	32.6	·	24.6	31.7	32.1	·	63.5
P/S	3.5	2.3	·	1.8	1.6	1.5	·	2.5	2.6	2.5	·	2.6	3.2	3.1	·	4.7
P/B	2.4	1.6	·	1.2	1.0	1.0	·	1.6	1.8	1.8	·	2.0	2.5	2.6	·	4.2
P / Tangible Book	3.6	2.4	·	1.8	1.6	1.6	·	2.6	2.8	2.8	·	3.3	4.2	4.4	·	7.6
P / Cash Flow	·	329.4	·	·	·	106.8	·	·	·	79.0	·	·	·	1657.4	·	·
EV / Revenue	·	·	·	·	·	·	·	2.3	2.5	2.4	·	2.6	3.2	3.1	·	4.7
Earnings Yield	1.0%	-2.9%	·	-4.5%	-5.2%	1.3%	·	2.4%	2.6%	3.1%	·	4.1%	3.2%	3.1%	·	1.6%

Período mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Receita	$811M	$830M	$908M	$971M	$933M
Margem Bruta %	31.7%	33.4%	33.8%	33.1%	37.4%
Margem Operacional %	-5.5%	3.0%	9.4%	14.9%	12.6%
Lucro líquido	$-62M	$26M	$57M	$117M	$108M
EPS Diluído	$-3.40	$1.40	$3.03	$6.15	$5.73

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Dívida / Patrimônio Líquido	·	0.0	0.0	0.2	0.2
Índice de liquidez corrente	4.0	4.0	4.5	4.6	3.6
Índice de Liquidez Seca	2.6	2.4	2.5	2.9	2.4

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Fluxo de caixa livre	$71M	$71M	$74M	$13M	$53M

Investidores institucionais (13F) 320 declarantes · $3.1B total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 320

Valor detido $3.1B

Novas posições 70

Posições encerradas 19

Atividade institucional — Q2 2026 vs trimestre anterior

Novas posições	Posições encerradas	Aumentou	Diminuído	Variação líquida de ações
70 (+18 vs trimestre anterior)	19 (-6 vs trimestre anterior)	108 (+24 vs trimestre anterior)	84 (+6 vs trimestre anterior)	+1.8M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição	Valor	Ações	% de 13F rastreado	Tipo
BlackRock, Inc.	$556.493.007	3.398.846	18,17%	Ações
VANGUARD PORTFOLIO MANAGEMENT LLC	$223.019.580	1.362.118	7,28%	Ações
VANGUARD GROUP INC	$204.722.775	2.235.697	6,68%	Ações
Capital Research Global Investors	$182.364.602	1.113.813	5,95%	Ações
NORGES BANK	$155.905.671	952.212	5,09%	Ações
VANGUARD CAPITAL MANAGEMENT LLC	$129.287.921	789.641	4,22%	Ações
STATE STREET CORP	$114.910.298	701.828	3,75%	Ações
DIMENSIONAL FUND ADVISORS LP	$98.527.759	601.760	3,22%	Ações
GEODE CAPITAL MANAGEMENT, LLC	$81.908.544	500.183	2,67%	Ações
GOLDMAN SACHS GROUP INC	$57.657.028	352.147	1,88%	Ações
Clearline Capital LP	$56.978.367	348.002	1,86%	Ações
MORGAN STANLEY	$51.721.149	315.892	1,69%	Ações
Leeward Investments, LLC - MA	$51.388.172	313.859	1,68%	Ações
TWO SIGMA INVESTMENTS, LP	$49.128.660	300.059	1,60%	Ações
NEUBERGER BERMAN GROUP LLC	$45.369.078	276.949	1,48%	Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$42.568.654	259.993	1,39%	Ações
NORTHERN TRUST CORP	$38.284.331	233.826	1,25%	Ações
FRANKLIN RESOURCES INC	$38.149.745	233.004	1,25%	Ações
Qube Research & Technologies Ltd	$34.040.941	207.909	1,11%	Ações
CITADEL ADVISORS LLC	$33.074.115	202.004	1,08%	Ações
Atreides Management, LP	$30.995.890	189.311	1,01%	Ações
First Eagle Investment Management, LLC	$30.825.120	188.268	1,01%	Ações
AMERIPRISE FINANCIAL INC	$30.421.798	185.802	0,99%	Ações
GAMCO INVESTORS, INC. ET AL	$29.637.586	181.015	0,97%	Ações
ODDO BHF ASSET MANAGEMENT SAS	$25.378.150	155.000	0,83%	Ações
Point72 Asset Management, L.P.	$23.367.218	142.718	0,76%	Ações
BANK OF AMERICA CORP /DE/	$22.859.000	139.614	0,75%	Ações
LOOMIS SAYLES & CO L P	$21.568.153	131.730	0,70%	Ações
JACOBS LEVY EQUITY MANAGEMENT, INC	$19.496.313	119.076	0,64%	Ações
JANE STREET GROUP, LLC	$19.467.988	118.903	0,64%	Ações
VANGUARD FIDUCIARY TRUST CO	$18.297.155	111.752	0,60%	Ações
Bank of New York Mellon Corp	$18.011.610	110.008	0,59%	Ações
KING LUTHER CAPITAL MANAGEMENT CORP	$16.643.809	101.654	0,54%	Ações
Invesco Ltd.	$14.876.836	90.862	0,49%	Ações
Marathon Asset Management Ltd	$13.692.458	83.632	0,45%	Ações
BARCLAYS PLC	$13.560.773	82.824	0,44%	Ações
PRINCIPAL FINANCIAL GROUP INC	$13.140.642	80.258	0,43%	Ações
SEGALL BRYANT & HAMILL, LLC	$12.915.677	78.884	0,42%	Ações
Aristotle Capital Boston, LLC	$12.520.629	76.471	0,41%	Ações
Granite Investment Partners, LLC	$12.237.671	74.743	0,40%	Ações
JONES FINANCIAL COMPANIES LLLP	$10.446.650	65.076	0,34%	Ações
Edgestream Partners, L.P.	$10.318.920	63.024	0,34%	Ações
GABELLI FUNDS LLC	$10.216.752	62.400	0,33%	Ações
Nuveen, LLC	$10.163.376	62.074	0,33%	Ações
THIRD AVENUE MANAGEMENT LLC	$10.083.148	61.584	0,33%	Ações
RENAISSANCE TECHNOLOGIES LLC	$9.512.713	58.100	0,31%	Ações
Public Sector Pension Investment Board	$9.344.235	57.071	0,31%	Ações
D. E. Shaw & Co., Inc.	$9.208.666	56.243	0,30%	Ações
NEEDHAM INVESTMENT MANAGEMENT LLC	$9.005.150	55.000	0,29%	Ações
PRUDENTIAL FINANCIAL INC	$8.877.277	54.219	0,29%	Ações

Mostrar todos os 320 proprietários institucionais →

Ativistas e proprietários de 5%+ 1 participação

18

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante	Declarado	Participação	Status	Propósito	Declaração
Starboard Value LP, STARBOARD VALUE & OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE & OPPORTUNITY S LLC, Starboard Value & Opportunity Master Fund L LP, Starboard Value L LP, Starboard Value R GP LLC, Starboard X Master Fund Ltd, Starboard Value GP LLC, Starboard Principal Co LP, Starboard Principal Co GP LLC, Smith Jeffrey C, Feld Peter A ×6 declarações	23 de Janeiro de 2026	3,30%	Emenda	·	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Executivos da empresa 77 insiders · 42 diretores · 28 conselheiros

19

Investidor com informação privilegiada	Função	Última atividade	Ações detidas	Vendas 12m	Líquido 12m
Ali Omar El-Haj	President & CEO	12 de Julho de 2026 F	37.502	0	$0
Randall Colin Gouveia	President & CEO	19 de Fevereiro de 2025 F	47.508	0	$0
Laura Russell	SVP, CFO, Treasurer	5 de Setembro de 2026 F	12.584	0	$0
Ramakumar Mayampurath	SVP, CFO, Treasurer	1 de Maio de 2024 F	20.626	0	$0
Michael M Ludwig	SVP, CFO, Treasurer	12 de Fevereiro de 2021 F	7.123	0	$0
David Mathieson	Vice President & CFO	19 de Maio de 2015 F	5.470	0	$0
Dennis M Loughran	VP Finance and CFO	12 de Maio de 2014 F	21.491	0	$0
James M Rutledge	V.P. Finance and CFO	3 de Janeiro de 2005 J	1.787	0	$0
Jeff Tsao	President of AES	28 de Fevereiro de 2026 F	12.149	0	$0
Raymond Sean Reeder	Corporate Controller & CAO	14 de Agosto de 2026 F	1.824	0	$0
Brian Keith Larabee	SVP & GM - EMS	1 de Maio de 2026 S	5.515	2	$-179.354
Jessica Ann Morton	SVP, Gen Counsel, Secretary	11 de Março de 2026 F	10.745	0	$0
Michael Reed Webb	SVP & Chief Admin Officer	2 de Março de 2026 S	7.769	3	$-305.570
Griffin Melaney Gappert	VP, Chief Technology Officer	1 de Maio de 2025 S	4.484	0	$0
Lawrence Erwin Schmid	Senior VP Global Operations	19 de Fevereiro de 2025 F	9.304	0	$0
John Alexis	SVP, Chief Info & Digital Ofcr	12 de Fevereiro de 2025 A	2.087	0	$0
Mark Weaver	Corporate Controller & CAO	9 de Fevereiro de 2024 F	2.713	0	$0
Robert C Daigle	SVP	14 de Fevereiro de 2023 F	11.341	0	$0
Peter Bennett Williams	SVP Global Operations	22 de Julho de 2022 F	8.217	0	$0
Jonathan James Rowntree	SVP, GM of AES	3 de Junho de 2022 F	7.252	0	$0
Benjamin Mcneil Buckley	VP, Chief HR Officer	14 de Fevereiro de 2022 A	6.313	0	$0
Jay B Knoll	SVP, General Counsel	14 de Fevereiro de 2022 A	13.247	0	$0
John J Krawczynski	Chief Accounting Officer	8 de Março de 2016 F	2.116	0	$0
John C. Quinn	V.P.	10 de Agosto de 2015 P	7.006	0	$0
Paul B Middleton	Dir Fin-Treas Op-NBD-Corp Trsr	4 de Agosto de 2014 S	1.861	0	$0
Debra J Granger	VP Corp Compliance & Controls	9 de Junho de 2014 M	5.366	0	$0
Terrence W Mahoney	VP & General Counsel	20 de Maio de 2014 F	16	0	$0
Ronald J. Pelletier	Corp Controller & PrinAcct Off	12 de Maio de 2014 F	7.646	0	$0
Luc Van Eenaeme	Vice President Europe	28 de Maio de 2013 M	25.211	0	$0
Robert M Soffer	VP & Corporate Secretary	22 de Fevereiro de 2013 F	45.200	0	$0
Cooper L Michael	VP Logistics	31 de Maio de 2012 I	0	0	$0
Michael D Bessette	Sr. Vice President	9 de Janeiro de 2012 J	11.644	0	$0
Peter G Kaczmarek	Sr Vice President	9 de Janeiro de 2012 J	15.625	0	$0
Robert D Wachob	Chairman of the Board	7 de Outubro de 2011 M	82.823	0	$0
Roland Schmider	Vice President Curamik	12 de Maio de 2011 A	6.730	0	$0
Michael N Sehnert	VP Rogers Asia	12 de Maio de 2011 A	1.633	0	$0
Frank J Gillern	VP Corporate Manufacturing	2 de Julho de 2009 J	4.847	0	$0
John A Richie	Vice President Human Resources	2 de Julho de 2009 J	12.135	0	$0
David W Smith	V.P. Manufacturing and IT	2 de Julho de 2007 J	572	0	$0
Mario C Kerr	V.P. Sales and Marketing	2 de Julho de 2007 J	763	0	$0
Ty L Mcfarland	V.P. Supply Chain Management	14 de Fevereiro de 2007 A	446	0	$0
Bruce G Kosa	Vice President Technology	5 de Novembro de 2003 S	11.341	0	$0
Woon Keat Moh	Conselheiro	6 de Maio de 2026 A	4.723	0	$0
Armand F Lauzon Jr	Conselheiro	6 de Maio de 2026 A	7.837	0	$0
Megan Faust	Conselheiro	6 de Maio de 2026 A	7.353	0	$0
Brett Alan Cope	Conselheiro	6 de Maio de 2026 A	1.427	0	$0
Anne K Roby	Conselheiro	6 de Maio de 2026 A	6.837	0	$0
Eric Howard Starkloff	Conselheiro	6 de Maio de 2026 A	1.427	0	$0
Larry L Berger	Conselheiro	6 de Maio de 2026 A	6.637	0	$0
Jeffrey J Owens	Conselheiro	6 de Maio de 2026 A	13.487	0	$0
Keith Barnes	Conselheiro	4 de Maio de 2023 A	2.770	0	$0
Ganesh Moorthy	Conselheiro	4 de Maio de 2023 A	12.250	0	$0
Carol R Jensen	Conselheiro	3 de Março de 2023 S	12.538	0	$0
Bruce D. Hoechner	Conselheiro	14 de Fevereiro de 2023 F	113.272	0	$0
Keith R Larson	Conselheiro	5 de Maio de 2022 A	1.900	0	$0
Helene Simonet	Conselheiro	5 de Maio de 2022 A	10.500	0	$0
Robert G Paul	Conselheiro	4 de Maio de 2016 S	18.254	0	$0
Gregory B Howey	Conselheiro	24 de Fevereiro de 2015 M	27.314	0	$0
Charles M Brennan III	Conselheiro	3 de Maio de 2013 A	18.730	0	$0
Carl J Hsu	Conselheiro	4 de Maio de 2012 A	14.515	0	$0
Eileen S Kraus	Conselheiro	28 de Novembro de 2011 M	13.094	0	$0
Walter E Boomer	Conselheiro	7 de Maio de 2009 A	5.150	0	$0
Leonard R Jaskol	Conselheiro	9 de Maio de 2008 A	11.888	0	$0
Leonard M Baker	Conselheiro	9 de Maio de 2008 A	9.938	0	$0
Edward L Diefenthal	Conselheiro	26 de Abril de 2007 A	38.419	0	$0
William E Mitchell	Conselheiro	15 de Junho de 2004 A	8.191	0	$0
Harry H Birkenruth	Conselheiro	10 de Maio de 2004 G	65.566	0	$0
Donna Costello	·	6 de Maio de 2026 A	6.137	0	$0
Peter C Wallace	·	30 de Abril de 2026 S	4.260	5	$-1.490.450
Michael F Barry	·	9 de Maio de 2019 A	17.350	0	$0
Marc J Beulque	·	2 de Maio de 2019 S	2.225	0	$0
Helen Zhang	·	22 de Fevereiro de 2019 S	4.000	0	$0
Jeffrey M Grudzien	·	22 de Fevereiro de 2019 S	22.557	0	$0
Gary M Glandon	·	7 de Fevereiro de 2019 F	14.791	0	$0
Christopher Shadday	·	30 de Agosto de 2018 S	4.188	0	$0
Janice E Stipp	·	4 de Maio de 2018 S	8.183	0	$0
William Mitchell	·	23 de Fevereiro de 2017 S	2.915	0	$0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 49 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo	Peso	Unidades	Em	Fonte
PSCT · Invesco Exchange-Traded Fund Trust …	1,08%	37.139 SH	1 de Outubro de 2026	Diário
XSMO · Invesco Exchange-Traded Fund Trust	0,57%	106.986 SH	1 de Outubro de 2026	Diário
QIDX · Spinnaker ETF Series	0,47%	1.487 NS	31 de Julho de 2026	N-PORT
SMDX · Tidal Trust III	0,43%	4.565 NS	31 de Julho de 2026	N-PORT
ESSC · Strategy Shares	0,40%	1.161 NS	31 de Julho de 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,29%	35.223 SH	19 de Agosto de 2026	Diário
OMFS · Invesco Exchange-Traded Self-Indexe…	0,21%	3.693 SH	1 de Outubro de 2026	Diário
VTWV · VANGUARD SCOTTSDALE FUNDS	0,19%	15.837 SH	19 de Agosto de 2026	Diário
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,17%	8.060 NS	31 de Julho de 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0,16%	2.428 SH	1 de Outubro de 2026	Diário
VIOO · VANGUARD ADMIRAL FUNDS	0,15%	58.057 SH	19 de Agosto de 2026	Diário
PRFZ · Invesco Exchange-Traded Fund Trust	0,15%	26.089 SH	1 de Outubro de 2026	Diário
NUSC · Nushares ETF Trust	0,14%	14.429 NS	31 de Julho de 2026	N-PORT
ESML · iShares Trust	0,10%	20.282 SH	11 de Setembro de 2026	Diário
VTWO · VANGUARD SCOTTSDALE FUNDS	0,09%	104.386 SH	19 de Agosto de 2026	Diário
DFSV · Dimensional ETF Trust	0,09%	57.230 NS	31 de Julho de 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,08%	236.166 SH	19 de Agosto de 2026	Diário
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,08%	4.486 NS	31 de Julho de 2026	N-PORT
IWM · iShares Trust	0,08%	463.725 SH	11 de Setembro de 2026	Diário
ISCG · iShares Trust	0,07%	5.232 SH	11 de Setembro de 2026	Diário
RSSL · Global X Funds	0,07%	8.678 NS	31 de Julho de 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0,06%	8.149 SH	1 de Outubro de 2026	Diário
DFAS · Dimensional ETF Trust	0,05%	59.659 NS	31 de Julho de 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,04%	387.356 SH	19 de Agosto de 2026	Diário
DXUV · Dimensional ETF Trust	0,03%	1.450 NS	31 de Julho de 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,03%	190.293 SH	19 de Agosto de 2026	Diário
VB · VANGUARD INDEX FUNDS	0,03%	409.438 SH	19 de Agosto de 2026	Diário
FTEC · FIDELITY COVINGTON TRUST	0,03%	47.900 NS	31 de Julho de 2026	N-PORT
WSML · iShares Trust	0,02%	1.012 SH	11 de Setembro de 2026	Diário
EBIT · Harbor ETF Trust	0,02%	18 NS	31 de Julho de 2026	N-PORT
DFAC · Dimensional ETF Trust	0,01%	42.572 NS	31 de Julho de 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	2.797 NS	31 de Julho de 2026	N-PORT
IGM · iShares Trust	0,01%	7.773 SH	11 de Setembro de 2026	Diário
DFAU · Dimensional ETF Trust	0,00%	4.680 NS	31 de Julho de 2026	N-PORT
IWV · iShares Trust	0,00%	5.163 SH	11 de Setembro de 2026	Diário
ITOT · iShares Trust	0,00%	22.118 SH	11 de Setembro de 2026	Diário
DFUS · Dimensional ETF Trust	0,00%	4.674 NS	31 de Julho de 2026	N-PORT
DFAT · Dimensional ETF Trust	0,00%	1.911 NS	31 de Julho de 2026	N-PORT
TILT · FlexShares Trust	0,00%	33 NS	31 de Julho de 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	567.848 SH	19 de Agosto de 2026	Diário
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	13.445 SH	19 de Agosto de 2026	Diário
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	1.530 SH	19 de Agosto de 2026	Diário
ESGV · VANGUARD WORLD FUND	0,00%	4.021 SH	19 de Agosto de 2026	Diário
IJR · iShares Trust	·	1.013.809 SH	10 de Setembro de 2026	Diário
IJS · iShares Trust	·	148.060 SH	8 de Setembro de 2026	Diário
IWN · iShares Trust	·	169.716 SH	11 de Setembro de 2026	Diário
XJR · iShares Trust	·	2.293 SH	31 de Agosto de 2026	Diário
ISCB · iShares Trust	·	731 SH	11 de Setembro de 2026	Diário
SMMV · iShares Trust	·	6.446 SH	1 de Setembro de 2026	Diário

ROG Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

21

classificação · 7 analistas COMPRA

Alvo mediano $185.00 +15,6%

1 14,3% Compra forte

5 71,4% Compra

1 14,3% Manter

0 0,0% Venda

0 0,0% Venda forte

Preço-alvo de 12 meses

3 analistas · 2026-10-02

Alvo médio $193.33 +20,8%

← Abaixo de todos os alvos Preço atual $160.00

Mín$170.00 Média$193.33 Máx$225.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker	Capitalização de Mercado	P/E	Receita YoY	Margem Líquida	ROE	Margem Bruta
ROG	$1.63B	-26.9	-2.3%	-7.6%	-5.1%	31.7%
LFUS	·	-90.7	8.9%	-3.0%	-3.0%	38.0%
VSH	·	-207.0	4.5%	-0.29%	-0.44%	19.4%
BDC	$4.54B	19.7	10.3%	8.8%	19.0%	38.0%
BELFA	·	·	26.3%	9.1%	15.7%	39.1%
KN	$1.82B	42.9	7.2%	7.4%	5.8%	43.2%
LWLG	$473M	-20.2	147.7%	-8576.5%	-39.3%	·
AMPG	·	·	·	·	·	·

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

ROG Rogers Corporation Common Stock

ROG Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

ROG Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Sobre Rogers Corporation Common Stock Visão geral da empresa da Wikipedia

History

Products and technology

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Investidores institucionais (13F) 320 declarantes · $3.1B total · Em 30 de Setembro de 2026

Ativistas e proprietários de 5%+ 1 participação

Executivos da empresa 77 insiders · 42 diretores · 28 conselheiros

Participação em ETFs Detido por 49 ETFs

ROG Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

Preço-alvo de 12 meses

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos