기업 정보 불러오는 중
Just reported
Q3 2026 results
From Corning's results release of 2026년 10월 27일; its quarterly report has since been filed.
Revenue
Actual
US$4.86B
+18% y/y
+7.8% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$0.78
+56% y/y
+22% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$911M
+55% y/y
+31% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Corning is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Electronic Components
Graded A or B and worth $2B or more: A first, then the largest.
APHAmphenol CorporationUS$196.7BA+
TELTE Connectivity plcUS$62.4BA+
CLSCelestica Inc.US$32BA
JBLJabil Inc.US$26.8BA
LFUSLittelfuse Inc.US$10.1BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Optical Communications: optical fiber, cable and network connections40%
- Display Products: glass substrates for flat-panel screens19%
- Specialty Materials: protective glass, specialty glass and optics14%
- Automotive Products: emissions-control ceramics, filters and vehicle glass11%
- Life Science Products: laboratory supplies and cell-culture products6%
- Polycrystalline silicon products6%
매출 비중은 year ended 2025-12-31 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
Optical fiber, cable and network connection products
Light-carrying glass fibers, cables, connectors and related equipment used to build carrier networks, business networks and data centers.
Display glass substrates
Thin, precisely made sheets of glass used by screen makers to build television, computer and handheld-device displays.
Gorilla Glass and specialty optics
Durable glass used as a cover on mobile devices, along with specialized glass and optical parts for semiconductor equipment and other uses.
3개 더 보기
Automotive ceramics, filters and glass
Ceramic parts and filters used in vehicle exhaust systems to control emissions, plus technical glass and optical products for vehicle interiors and exteriors.
Laboratory products
Lab vessels, glassware, plastic supplies, cell-culture products, media and equipment used in research, testing and drug manufacturing.
Polysilicon and solar products
High-purity polysilicon for solar and electronics manufacturing, as well as solar wafers and modules.
누가 사는가6
- Telecommunications carriers buy fiber, cable and network connection products for communications networks.
- Cloud and data-center operators buy fiber, cable and connections for data-center networks; Corning also described agreements with Amazon and Meta and a partnership with NVIDIA on optical products.
- Display-panel makers buy glass sheets for screens; makers of phones, computers and televisions use the panels in their devices.
3개 더 보기
- Vehicle and engine makers, and companies that build vehicle exhaust systems, buy or specify emissions-control parts; vehicle companies also buy Corning technical glass.
- Pharmaceutical and biotechnology companies, contract manufacturers, testing laboratories, hospitals and research institutions buy laboratory products, often through distributors.
- Solar manufacturers and electronics companies buy polysilicon and related solar products.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1The Optical Communications and Display businesses account for a large part of Corning's profits and cash flow, tying results to demand and pricing in those markets.
- 2Corning reports a concentrated customer base. Some major capacity investments are supported by long-term customer agreements, and loss or reduced orders from key customers could affect sales and cash flow.
- 3Manufacturing depends on steady supplies of materials, utilities and specialized equipment; some inputs or equipment come from sole or limited sources, and some raw materials face export restrictions.
잘못될 수 있는 일
- 1A fall in prices, sales volumes or market share in Optical Communications or Display could materially reduce company profits and cash flow.
- 2The loss of, or reduced orders from, one or more key customers could lower sales and cash flow because Corning has a concentrated customer base.
- 3Supply shortages, trade restrictions or interruptions at Corning's facilities or suppliers could delay shipments, increase costs or leave the company with excess inventory.
Corning Inc. 소개
Corning develops and manufactures specialized glass, ceramics and products that carry or manage light. Its products include glass for display screens and mobile-device covers, fiber-optic cables for communications networks, vehicle emissions-control parts and laboratory supplies. It sells to businesses such as network operators, device makers, vehicle suppliers, pharmaceutical companies and research laboratories.
- 본사
- Corning, New York, United States
- 설립
- 1851 (business origins)
- 임직원 수
- approximately 67,200 (year ended 2025-12-31, high)
- 상장 시장
- NYSE
- 회계연도 종료
- December 31
Corning Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
