Fool - Investing News·13h ago
These 4 Stocks Are Tied to the Smartphone in Your PocketWhich of these four businesses is still earning more money from your phone?
Corning's revenue growth reaccelerated from 0.2% in 2024Q2 to 18.4% in 2026Q3, accompanied by 810 basis points of gross margin expansion to 37.3% and an operating margin of 18.8%, suggesting structural mix shift toward higher-value optical products tied to hyperscaler AI infrastructure spending.
Price trend, volume and key moving averages
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Revenue growth accelerated to 18.4% with gross margin expanding 810 basis points to 37.3% and operating margin reaching 18.8% in 2026Q3, though 2026Q1's 9.0% net margin versus a 15.4% operating margin indicates meaningful below-the-line noise.
Corning's Photonics MAP positions it as a key player in advanced optical connectivity technologies, essential for scaling AI data center networks.
The bull case highlights Corning's potential to dominate the global supply chain for AI data center optics, driven by increasing demand for high-performance connectivity.
Recent multibillion-dollar agreements with major tech companies like Amazon underscore Corning's role as a critical supplier in high-growth markets.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $0.91+3.3% vs $0.88 | $5.1B+1.1% vs $5.0B |
Q3 2026 Jul 28, 2026 | $0.78+3.3% vs $0.76 | $4.7B+2.3% vs $4.6B |
Q2 2026 Apr 28, 2026 | $0.70+1.2% vs $0.69 | $4.3B+1.1% vs $4.3B |
Q1 2026 Jan 28, 2026 | $0.72+1.8% vs $0.71 | $4.4B+1.1% vs $4.4B |
Which of these four businesses is still earning more money from your phone?
Benchmark Electronics (NYSE: BHE - Get Free Report) and Corning (NYSE: GLW - Get Free Report) are both technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, institutional ownership, earnings, dividends, risk and analyst recommendations. Analyst Recommendations This is a breakdown of recent recommendations
The London Company Income Equity portfolio declined 3.4% (-3.6% net) during the quarter vs. a 1.8% increase in the Russell 1000 Index. Top 3 contributors to relative performance include Chevron Corporation, Nintendo Co and BlackRock. Top 3 detractors from relative performance include Corning, Cummins and Dominion Energy.
Bank Julius Baer and Co. Ltd Zurich lessened its stake in Corning Incorporated (NYSE: GLW) by 73.1% in the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 26,508 shares of the electronics maker's stock after selling 72,159 shares during the quarter. Bank Julius
Benchmark GLW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Corning Inc (GLW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $106.13 | $91.34B | 57.37 | 19.14% | 10.21% | 13.65% | 1.09% | |
| $74.59 | $183.94B | 44.66 | 51.71% | 17.98% | 39.3% | 0.42% | |
| $207.01 | $60.02B | 33.61 | 7.85% | 16.36% | 24.26% | 1.3% | |
| $162.35 | $90.93B | 40.19 | 3% | 13.83% | 12.68% | 1.3% | |
| $121.96 | $2.18B | -36.30 | -2.33% | 5.3% | 3.76% | — | |
| $27.10 | $754.99M | -61.59 | 2.49% | -9.48% | -3.42% | — |
Corning Inc (GLW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Corning Inc (GLW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Jul 28, 2026·SEC
May 15, 2026·SEC
Feb 12, 2026·SEC
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Corning Inc (GLW) stock FAQ — growth, dividends, profitability & financials explained
Corning Inc (GLW) reported $17.72B in revenue over the trailing twelve months. Revenue was $15.63B in fiscal year 2025. That is 328% more than the $3.65B of fiscal year 1996.
Corning Inc (GLW) grew revenue by 19.1% in fiscal year 2025, compared with the prior fiscal year.
Yes. Corning Inc (GLW) earned $2.15B in net income over the trailing twelve months (a 12.1% net margin).
Yes. Corning Inc (GLW) pays a dividend that yields 1.09% at the current price, a moderate yield.
Corning Inc (GLW) had a return on equity (ROE) of 13.7% in fiscal year 2025. That is in line with the market's typical 10-15%.
Corning Inc (GLW) generated $2.46B in free cash flow over the trailing twelve months.
