Corning's accelerating revenue growth, up 16.6% year-over-year in 2026Q2 to $4.5B, is driven by AI data center optical demand, with gross margins expanding from 29.2% in 2024Q2 to 36.1% in 2026Q2. Operating leverage is evident as operating margin reached 15.5%...
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Revenue growth accelerated to 16.6% year-over-year in 2026Q2, with gross margin expanding to 36.1% from 29.2% in 2024Q2, though EPS of $0.64 missed consensus of $0.87.
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 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 28, 2025 | $0.67+0.8% vs $0.67 | $4.1B-3.1% vs $4.2B |
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Optical connectivity stocks are climbing Monday after a joint artificial intelligence (AI) interconnect demonstration put the sector's fiber and photonics suppliers in the spotlight.
MALAGA, Spain--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”) today announced plans for a joint demonstration together with Qualcomm Technologies, Inc. and Corning Incorporated (NYSE: GLW) of a high-density die-to-die (D2D) optical interconnect showcase for AI scale-up architectures at ECOC 2026. The board-level demonstration will combine a D2D interface IP subsystem from Qualcomm Technologies with Lumentum's VCSEL-based optical interconnect platform and Corning multimode fiber connectivi.
Corning Incorporated (NYSE: GLW - Get Free Report)'s share price rose 1.6% during mid-day trading on Friday. The stock traded as high as $153.77 and last traded at $150.0960. Approximately 14,361,493 shares changed hands during trading, an increase of 15% from the average session volume of 12,450,095 shares. The stock had previously closed at $147.80.
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 |
|---|---|---|---|---|---|---|---|
| $159.63 | $137.38B | 86.29 | 19.14% | 10.21% | 13.65% | 0.73% | |
| $82.84 | $204.28B | 49.60 | 51.71% | 17.76% | 36.94% | — | |
| $213.48 | $61.9B | 34.66 | 7.85% | 15.75% | 22.92% | — | |
| $154.25 | $86.4B | 38.18 | 3% | 13.83% | 12.68% | — | |
| $137.96 | $2.46B | -41.06 | -2.33% | 3.78% | 2.61% | — | |
| $33.36 | $929.39M | -75.82 | 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)
Jul 28, 2026·SEC
May 15, 2026·SEC
May 6, 2026·SEC
Feb 12, 2026·SEC
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Corning Inc (GLW) stock FAQ — growth, dividends, profitability & financials explained
Corning Inc (GLW) reported $16.96B in revenue for fiscal year 2025. This represents a 365% increase from $3.65B in 1996.
Corning Inc (GLW) grew revenue by 19.1% over the past year. This is strong growth.
Yes, Corning Inc (GLW) is profitable, generating $1.90B in net income for fiscal year 2025 (10.2% net margin).
Yes, Corning Inc (GLW) pays a dividend with a yield of 0.73%. This makes it attractive for income-focused investors.
Corning Inc (GLW) has a return on equity (ROE) of 13.7%. This is reasonable for most industries.
Corning Inc (GLW) generated $2.40B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
