CORNING INC /NY(GLW)Stock Analysis
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Rank #220 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
GLW Stock Analysis & AI Quality Score
AI stock analysis and institutional research for CORNING INC /NY (GLW), a Materials sector company. 13F Pro's AI-powered ranking engine scores GLW at 72.7/100 on a 32-signal composite quality model, placing it at rank #220 of 2,879 stocks — the top 10% of the AI-ranked universe. GLW scores in the top quartile across revenue scale (90.8), institutional flow (77.4), earnings quality (77.3). Shareholder dilution risk is elevated at 42.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), CORNING INC /NY reports quarterly revenue of $4.1B, net income of $371.0M, an operating margin of 15.4%. Top institutional holders of GLW by reported 13-F value include CACTI ASSET MANAGEMENT, OFI INVEST ASSET MANAGEMENT, WEALTH ENHANCEMENT ADVISORY SERVICES,, based on the most recent SEC filings. GLW trades on the NYSE exchange and files with the SEC under CIK 24741. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate GLW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CORNING INC /NY directly from SEC EDGAR. CORNING INC /NY's 13F Pro composite quality score has ranged between 8 and 77 since 2021, currently 72.7 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving GLW's Business? Latest 10-Q Breakdown
AI-extracted from CORNING INC /NY's 10-Q filed 2026-05-01 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Corning's Q1 2026 net sales reached $4.1B (+20% YoY), driven by Optical Communications surging 36% and Solar growing 80%, with net income nearly doubling to $371M.
Biggest Revenue Drivers
Total revenue: $4,144M+20% YoY
Strong demand for Generative AI products in Enterprise business and datacenter interconnect and fiber-to-the-home products in Carrier business.
Continued strong demand for LCD glass and Gorilla glass.
Increased premium content sales offset softness in North America heavy-duty diesel market.
Growth in polysilicon and solar wafers and module sales for the solar industry.
Largest Expense Items
Increase primarily driven by higher net sales; Solar segment has temporarily higher costs to ramp up capacity.
Increase primarily due to higher variable compensation.
Remained consistent as percentage of sales compared to prior year.
Watch Items from the Filing
- South Korea tax dispute: Company received final unfavorable ruling on February 11, 2026 for tax years 2010–2012, reducing receivable balance by $92M through noncash charge to tax provision in Q1 2026.
- Luxembourg tax dispute: Company received final unfavorable ruling on March 12, 2026; reduced deferred tax assets by $879M with corresponding valuation allowance reduction, resulting in no impact to income tax provision.
- Solar segment profitability deteriorated: Segment net income fell 74% YoY to $7M from $27M due to temporarily higher costs to ramp manufacturing capacity despite 80% revenue growth.
- Elevated upcoming debt maturities: $1.3B of long-term debt and short-term borrowings due within one year; company expects to settle through cash from operations and refinancing.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$4.1B
Net Income
Q1 2026
$371.0M
Free Cash Flow
Q1 2026
$362.0M
Operating Margin
Q1 2026
15.4%
D/E Ratio
Q1 2026
0.76
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+19.1% YoYNet Income
+215.4% YoYOperating Income
+100.8% YoYEPS (Diluted)
+215.5% YoYTotal Assets
+11.7% YoYTotal Debt
+22.4% YoYOp. Cash Flow
+39.0% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2019 | FY 2016 |
|---|---|---|---|---|---|---|
| Revenue | $15.63B +19.1% | $13.12B -7.5% | $14.19B +0.8% | $14.08B +22.4% | $11.50B +22.5% | $9.39B |
| Net Income | $1.60B +215.4% | $506.0M -61.6% | $1.32B -31.0% | $1.91B +98.5% | $960.0M -74.0% | $3.69B |
| Operating Income | $2.28B +100.8% | $1.14B -21.1% | $1.44B -31.9% | $2.11B +61.7% | $1.31B -8.3% | $1.42B |
| EPS (Diluted) | $1.83 +215.5% | $0.58 -62.3% | $1.54 +20.3% | $1.28 +19.6% | $1.07 -66.9% | $3.23 |
| Total Assets | $30.98B +11.7% | $27.73B -6.0% | $29.50B -2.2% | $30.15B +4.3% | $28.90B +3.6% | $27.90B |
| Total Debt | $9.23B +22.4% | $7.54B +5.6% | $7.13B +0.5% | $7.10B -8.4% | $7.75B +86.4% | $4.16B |
| Operating Cash Flow | $2.69B +39.0% | $1.94B -25.9% | $2.62B -23.4% | $3.41B +68.0% | $2.03B -19.9% | $2.54B |
AI Insight: GLW Financial Trends
Corning delivered strong revenue growth from $3,251M in Q2 2024 to $4,144M in Q1 2026, but total debt surged 23% to $8,973M in the latest quarter.
• Revenue grew 27% from $3,251M in Q2 2024 to $4,144M in Q1 2026.
• Operating income more than tripled from $186M in Q2 2024 to $639M in Q1 2026.
• Total debt increased from $7,284M in Q2 2024 to $8,973M in Q1 2026.
• Operating cash flow declined sharply from $1,052M in Q4 2025 to $362M in Q1 2026.
⚠ Debt-to-equity ratio rose from 69% in Q2 2024 to 76% in Q1 2026.
⚠ Operating cash flow shows high quarterly volatility, ranging from $151M to $1,052M.
AI Insight: GLW Ratio Trends
Operating margin surged from 5.7% in Q2 2024 to 15.4% in Q1 2026, with ROIC nearly tripling from 4.2% to 12.3%.
• Operating margin expanded dramatically from 5.7% in Q2 2024 to 15.4% in Q1 2026.
• ROIC climbed from 4.2% in Q2 2024 to 12.3% in Q1 2026, showing strong capital efficiency gains.
• ROE recovered sharply from -4.2% in Q3 2024 to 12.6% in Q1 2026.
• Debt-to-equity ratio remained stable around 0.7x throughout the period.
⚠ Net profit margin declined from 12.8% in Q4 2025 to 8.9% in Q1 2026 despite strong operations.
⚠ ROE dropped from 18.3% in Q4 2025 to 12.6% in Q1 2026, breaking momentum.
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Top Institutional Holders of GLW
CACTI ASSET MANAGEMENT LLC
$173.7M680,192 shOFI INVEST ASSET MANAGEMENT
$162.7M727,360 shWEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$158.0M854,663 shAssenagon Asset Management S.A.
$157.2M615,352 shSwedbank AB
$88.2M345,115 shBurns Matteson Capital Management, LLC
$79.5M311,205 shCzech National Bank
$56.9M222,923 shGODSEY & GIBB, INC
$52.7M206,338 shPensionDanmark Pensionsforsikringsaktieselskab
$44.9M175,776 shCOMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
$44.2M172,983 sh
| Fund | Value | Shares |
|---|---|---|
| CACTI ASSET MANAGEMENT LLC | $173.7M | 680,192 |
| OFI INVEST ASSET MANAGEMENT | $162.7M | 727,360 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $158.0M | 854,663 |
| Assenagon Asset Management S.A. | $157.2M | 615,352 |
| Swedbank AB | $88.2M | 345,115 |
| Burns Matteson Capital Management, LLC | $79.5M | 311,205 |
| Czech National Bank | $56.9M | 222,923 |
| GODSEY & GIBB, INC | $52.7M | 206,338 |
| PensionDanmark Pensionsforsikringsaktieselskab | $44.9M | 175,776 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $44.2M | 172,983 |
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Popular Research
Is GLW a good stock to buy?
13F Pro's AI-powered analysis of CORNING INC /NY (GLW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for GLW are available on the GLW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own GLW?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling GLW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CORNING INC /NY's investment landscape.