ROG

• GAAP net income was $13.6 million versus a net loss of $73.6 million in Q2 2025, which included $71.8 million in non-cash impairment charges.
• Diluted EPS was $0.76, compared to a loss per share of $4.00 in the prior year period.
• Adjusted EBITDA was $37.6 million, up $13.7 million year-over-year; adjusted EPS was $0.92, up $0.58.
• Q3 2026 guidance: net sales of $233–$243 million, gross margin of 33.2%–34.2%, adjusted EPS of $1.10–$1.30, and adjusted EBITDA of $44–$50 million.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Ali El-Haj, previously Interim President and CEO, was appointed President, Chief Executive Officer, and a member of the Board, effective May 19, 2026.
• Mr. El-Haj's offer letter provides an annual base salary of $750,000 and a target annual incentive of 100% of base salary under the 2026 AICP.
• He will receive a long-term incentive equity grant valued at $5,000,000, comprising $3,200,000 in time-based RSUs and $1,800,000 in performance-based RSUs.
• Mr. El-Haj is eligible to participate in the Rogers Corporation Executive Severance Plan.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• On May 6, 2026, shareholders approved the Rogers Corporation 2026 Employee Stock Purchase Plan (2026 ESPP), which replaces the Prior Plan for offering periods starting on or after June 16, 2026.
• All nine director nominees were elected, with votes ranging from 16,059,768 to 16,329,397 for each nominee.
• Shareholders ratified PricewaterhouseCoopers LLP as independent auditor for fiscal year 2026 (16,735,256 for, 139,828 against).
• The non-binding advisory vote on 2025 executive compensation passed with 15,944,114 votes for and 412,113 against.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Net sales for Q1 2026 were $200.5 million, a 5.2% increase year-over-year, with a $7.9 million foreign currency benefit.
• GAAP net income was $4.5 million, up $5.9 million from a net loss of $(1.4) million in Q1 2025.
• Adjusted EBITDA was $32.0 million, up $12.5 million from Q1 2025.
• Q2 2026 guidance: net sales of $210-$220 million, gross margin of 32.5%-33.5%, adjusted EPS of $0.90-$1.10, and adjusted EBITDA of $35-$41 million.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Michael Webb, Senior Vice President and Chief Administrative Officer, will leave Rogers Corporation on March 13, 2026.
• Severance is subject to execution of a general release of claims and compliance with restrictive covenants, including non-competition and non-solicitation.
• The departure was disclosed in an 8-K filed March 3, 2026, with the event date of March 2, 2026.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Full-year 2025 net sales were $810.8 million, down from $830.1 million in 2024; Q4 2025 net sales were $201.5 million, up 4.8% from Q4 2024.
• Q4 2025 net income was $4.6 million, or $0.26 per diluted share, versus a net loss of $(0.5) million, or $(0.03) per diluted share, in Q4 2024.
• Adjusted EBITDA was $115.0 million for 2025 and $34.4 million for Q4 2025; adjusted earnings per diluted share were $2.39 for 2025 and $0.89 for Q4 2025.
• For Q1 2026, the company guides net sales of $193 to $208 million, gross margin of 30.5% to 32.5%, adjusted EPS of $0.45 to $0.85, and adjusted EBITDA of $27 to $35 million.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Q3 2025 net sales were $216.0 million, a 6.5% increase sequentially from $202.8 million in Q2 2025.
• Adjusted diluted EPS was $0.90, up from $0.34 in the prior quarter.
• Gross margin was 33.5%, up 190 basis points sequentially.
• Q4 2025 guidance: net sales of $190 to $205 million, gross margin of 30.0% to 32.0%, and adjusted EPS of $0.40 to $0.80.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Armand F. Lauzon, Jr., an independent director since 2023, was appointed Chair of the Board effective October 16, 2025.
• Wallace's decision was not due to any disagreement with the Company on operations, policies, or practices.
• The Company plans to search for an additional independent director, with input from Starboard Value LP.
• Starboard Value confirmed it will not nominate directors for the 2026 Annual Meeting.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 8.01 Other Events · 9.01 Financial Statements and Exhibits