[SCHEDULE 13G] ROGERS CORP Passive Investment Disclosure (>5%)

Rogers stock rose about 3.5% in pre-open after its Q2 2026 results beat expectations, with adjusted EPS of $0.92 on revenue of $216.8 million versus $0.79 and $210.9 million. The company guided Q3 EPS of $1.10–$1.30 and revenue of $233–$243 million. The move follows a prior selloff tied to supply chain headwinds and a plant fire.

ROGERS CORP (ROG) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q22026resultsannouncement.htm EX-99.1 Document Rogers Corporation Reports Second Quarter 2026 Results • Net sales of $216.8 million increased 6.9% year-over-year (YoY) • Gross margin of 32.5% increased 90 basis points YoY • Net income of $13.6 million, versus a $73.6 mi

The article says the CRTC has finalized new rules requiring online streaming companies to promote Canadian content and increase funding for it. It cites OUTtv’s disputes over distribution visibility and notes streaming growth of 90% in 2018-19 versus broadcaster revenue down 1.8%. It also references Netflix’s $500m/5-year Canadian pledge.

Bloomberg reported the US Army plans to buy at least $400 million of AeroVironment counter-drone laser systems, citing a person familiar with the deal. The order would include dozens of LOCUST units that use AI to detect and track small to medium drones and then engage them with a high-energy laser. AeroVironment’s stock rose about 8% on Friday.

Rocket Lab (RKLB) said it won a $397 million U.S. Space Force contract to develop, launch, and operate multiple Flatellites for the SB-AMTI program. Flatellites are slimmer, stackable satellites intended to increase deployments per launch and integrate with Rocket Lab’s Neutron rocket. The article cites analyst forecasts for revenue rising from $602M (2025) to $1.7B (2028).

Diversified Energy (LSE:DEC, NYSE:DEC) said it will shift from acquisition-led growth to drilling its own wells, launching a one-rig operated development programme in Oklahoma in 2H, spending $35m to $50m. It expects drilling to materially affect 2027 production. Q2 adjusted EBITDA fell 14% to $240m; guidance calls for $960m-$1.01b adjusted earnings and ~$440m free cash flow.