Corning Inc.

GLW · NYSE · ·

下次财报：2026年10月27日

US$158.73+4.7%9月29日收盘

1M: +6.7%
6M: +23.9%
1Y: +95.2%
5Y: +367.5%

Corning makes glass, ceramic, optical-fiber and laboratory products used in phones, televisions, data networks, vehicles, research and solar manufacturing.

Corning Inc.（GLW）股票——这是一门好生意吗？ — InspectStocks

Corning Inc.

GLW · NYSE · ·

下次财报：2026年10月27日

US$158.73+4.7%9月29日收盘

1M: +6.7%
6M: +23.9%
1Y: +95.2%
5Y: +367.5%

对比

Corning makes glass, ceramic, optical-fiber and laboratory products used in phones, televisions, data networks, vehicles, research and solar manufacturing.

怎么赚钱

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%

各项收入占比是对year ended 2025-12-31的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

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.

再显示 3 项

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.

谁在买6

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.

再显示 3 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

与同行业相比处在什么位置

三项评分，每一项都是相对我们在Electronic Components覆盖的 42 家公司的百分位。刻意分开而不揉成一个总分：便宜、上涨和经营得好是三件不同的事，一个数字会把它们是哪一件藏起来。

动量

90在同行业中满分 100

接近同行业顶部

截至一个月前的 12 个月123.8%

截至一个月前的 6 个月-0.8%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

31在同行业中满分 100

低于行业内多数公司

每单位价格对应的利润1.39%

每单位价格对应的现金1.75%

每单位价格对应的营收12.41%

每单位价格对应的资产8.64%

整个企业对应的经营利润2.54%

这些是收益率，所以数值越高越便宜——亏损的公司会排在最后，而不是被剔除。便宜不等于好：高收益率往往意味着股价是有原因才跌下来的。五项指标齐全。

资本配置

4/5大体克制

1 项检验未披露

资本回报率8.7%

股东回报率0.53%

股本数量，3 年0.5%

净债务 / EBITDA1.66x

内部人，12 个月-US$54.7M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 8.7%
债务与盈利之比净债务为经营利润的 1.66 倍
回馈给股东的现金每年 0.5% 用于回购和分红
三年间的股本数量三年间股本数量减少 0.5%
现金流对派付的覆盖自由现金流覆盖了派付的部分
内部人在公开市场的买入净卖出 US$54.7M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于Corning Inc.

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.

总部: Corning, New York, United States
成立于: 1851 (business origins)
员工人数: approximately 67,200 (year ended 2025-12-31, high)
上市于: NYSE
财年结束: December 31

基于 Corning Inc. 自己向 SEC 提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

怎么赚钱

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%

各项收入占比是对year ended 2025-12-31的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

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.

再显示 3 项

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.

谁在买6

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.

再显示 3 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

与同行业相比处在什么位置

动量

90在同行业中满分 100

接近同行业顶部

截至一个月前的 12 个月123.8%

截至一个月前的 6 个月-0.8%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

31在同行业中满分 100

低于行业内多数公司

每单位价格对应的利润1.39%

每单位价格对应的现金1.75%

每单位价格对应的营收12.41%

每单位价格对应的资产8.64%

整个企业对应的经营利润2.54%

资本配置

4/5大体克制

1 项检验未披露

资本回报率8.7%

股东回报率0.53%

股本数量，3 年0.5%

净债务 / EBITDA1.66x

内部人，12 个月-US$54.7M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 8.7%
债务与盈利之比净债务为经营利润的 1.66 倍
回馈给股东的现金每年 0.5% 用于回购和分红
三年间的股本数量三年间股本数量减少 0.5%
现金流对派付的覆盖自由现金流覆盖了派付的部分
内部人在公开市场的买入净卖出 US$54.7M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于Corning Inc.

总部: Corning, New York, United States
成立于: 1851 (business origins)
员工人数: approximately 67,200 (year ended 2025-12-31, high)
上市于: NYSE
财年结束: December 31

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于Corning Inc.

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于Corning Inc.

成长与现金——5 项中通过 5 项