Rogers shares jumped 17% in the morning session after the engineered materials manufacturer hosted an Investor Day at which management laid out strategy and multi-year financial targets through 2030. President and CEO Ali El-Haj and CFO Laura Russell outlined growth priorities tied to AI data centers, vehicle electrification, and capital allocation. Management targeted roughly a 13% revenue compound annual growth rate from 2025 to 2030, a 26% adjusted EBITDA margin by 2030, and adjusted EPS of $14.00 in 2030, which implies more than a 40% five-year adjusted EPS CAGR. The long-dated growth and margin targets give investors a clearer framework for valuing the engineered-materials story. Rogers is up 70.6% since the beginning of the year and, at $156.86 per share, is trading close to its 52-week high of $167.09.
Rogers CorporationInvestor Day 2030 targets of ~13% revenue CAGR, 26% EBITDA margin, and $14.00 EPS give a clearer valuation framework, driving the 17% share jump
Rogers Communications Inc
