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Side-by-side financial comparison of IMMERSION CORP (IMMR) and ROGERS CORP (ROG). Click either name above to swap in a different company.
IMMERSION CORP is the larger business by last-quarter revenue ($372.9M vs $200.5M, roughly 1.9× ROGERS CORP). ROGERS CORP runs the higher net margin — 2.2% vs -4.6%, a 6.8% gap on every dollar of revenue. On growth, IMMERSION CORP posted the faster year-over-year revenue change (750.4% vs 5.2%). Over the past eight quarters, IMMERSION CORP's revenue compounded faster (537.9% CAGR vs -3.3%).
Immersion Corporation is an Aventura, Florida based developer and licensor of touch feedback technology, also known as haptic technology. Immersion Corporation has been accused of being a patent troll. Founded in 1993 by Louis Rosenberg, it is currently headed by lawyer Francis Jose, who serves as both chief executive officer and general counsel.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
IMMR vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $372.9M | $200.5M |
| Net Profit | $-17.0M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | -2.8% | — |
| Net Margin | -4.6% | 2.2% |
| Revenue YoY | 750.4% | 5.2% |
| Net Profit YoY | -191.3% | 421.4% |
| EPS (diluted) | $-0.57 | $0.25 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | — | $216.0M | ||
| Q2 25 | $372.9M | $202.8M | ||
| Q1 25 | $471.3M | $190.5M | ||
| Q4 24 | $616.2M | $192.2M | ||
| Q3 24 | — | $210.3M | ||
| Q2 24 | $95.5M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | $-17.0M | $-73.6M | ||
| Q1 25 | $24.1M | $-1.4M | ||
| Q4 24 | $30.8M | $-500.0K | ||
| Q3 24 | — | $10.7M | ||
| Q2 24 | $26.4M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | -2.8% | -33.3% | ||
| Q1 25 | 7.5% | -0.2% | ||
| Q4 24 | 11.4% | -6.6% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 23.7% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | -4.6% | -36.3% | ||
| Q1 25 | 5.1% | -0.7% | ||
| Q4 24 | 5.0% | -0.3% | ||
| Q3 24 | — | 5.1% | ||
| Q2 24 | 27.7% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | $-0.57 | $-4.00 | ||
| Q1 25 | $0.73 | $-0.08 | ||
| Q4 24 | $0.93 | $-0.04 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | $0.81 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $161.4M | $195.8M |
| Total DebtLower is stronger | $103.1M | — |
| Stockholders' EquityBook value | $298.1M | $1.2B |
| Total Assets | $1.1B | $1.4B |
| Debt / EquityLower = less leverage | 0.35× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | $161.4M | $157.2M | ||
| Q1 25 | $153.9M | $175.6M | ||
| Q4 24 | $159.3M | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | $133.4M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $298.1M | $1.2B | ||
| Q1 25 | $317.9M | $1.3B | ||
| Q4 24 | $305.5M | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $273.4M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $1.2B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $5.8M |
| Free Cash FlowOCF − Capex | — | $1.1M |
| FCF MarginFCF / Revenue | — | 0.5% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | — | $28.9M | ||
| Q2 25 | — | $13.7M | ||
| Q1 25 | $-43.7M | $11.7M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | — | $42.4M | ||
| Q2 24 | $-85.9M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | $-46.2M | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | -9.8% | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | 0.5% | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | -1.82× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | -3.25× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
ROG
Segment breakdown not available.
