13F Pro Quality Score

72.7/100

Rank #220 of 2,879 stocksTOP 10%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

67.6/100

Profitability

75.4/100

Balance Sheet

68.0/100

Earnings Quality

77.3/100

Free Cash Flow

69.4/100

Institutional Flow

77.4/100

Revenue Scale

90.8/100

Dilution Risk

42.7/100

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.

Fun facts about CORNING INC /NY

Quirks, history, and lore behind GLW — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. materials company · large-cap · listed on the NYSE · headquartered in upstate New York.
  • 2
    The Numbers
    Annual revenue in the range of $12–14 billion, with operations spanning over 40 countries — this is not a small glass act.
  • 3
    The History
    Founded in the 1850s, it has spent over 170 years turning specialty glass and ceramics into high-tech materials that power modern industry.
  • 4
    The Secret
    It makes the ceramic substrates inside your car's catalytic converter and the optical fiber that carries a huge chunk of the world's internet traffic.
  • 5
    The Lore
    It developed the ultra-thin, damage-resistant glass that Steve Jobs demanded for the original iPhone screen — legend has it Apple's order was fulfilled in under six months.
  • 6
    The Giveaway
    Its Gorilla Glass is on billions of smartphones, and its hometown — where it has been the dominant employer for generations — shares its exact name.
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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

Optical Communications$1,846M+36% YoY

Strong demand for Generative AI products in Enterprise business and datacenter interconnect and fiber-to-the-home products in Carrier business.

Glass Innovations$1,420M+1% YoY

Continued strong demand for LCD glass and Gorilla glass.

Automotive$437M-1% YoY

Increased premium content sales offset softness in North America heavy-duty diesel market.

Solar$370M+80% YoY

Growth in polysilicon and solar wafers and module sales for the solar industry.

Largest Expense Items

Cost of sales$2,616M+17% YoY

Increase primarily driven by higher net sales; Solar segment has temporarily higher costs to ramp up capacity.

Selling, general and administrative expenses$588M+25% YoY

Increase primarily due to higher variable compensation.

Research, development and engineering expenses$278M+3% YoY

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% YoY
$15.63BFY 2025
FY21 $14.08BFY22 $14.19BFY24 $13.12BFY25 $15.63B

Net Income

+215.4% YoY
$1.60BFY 2025
FY21 $1.91BFY22 $1.32BFY24 $506.0MFY25 $1.60B

Operating Income

+100.8% YoY
$2.28BFY 2025
FY21 $2.11BFY22 $1.44BFY24 $1.14BFY25 $2.28B

EPS (Diluted)

+215.5% YoY
$1.83FY 2025
FY21 $1.28FY22 $1.54FY24 $0.58FY25 $1.83

Total Assets

+11.7% YoY
$30.98BFY 2025
FY21 $30.15BFY22 $29.50BFY24 $27.73BFY25 $30.98B

Total Debt

+22.4% YoY
$9.23BFY 2025
FY21 $7.10BFY22 $7.13BFY24 $7.54BFY25 $9.23B

Op. Cash Flow

+39.0% YoY
$2.69BFY 2025
FY21 $3.41BFY22 $2.62BFY24 $1.94BFY25 $2.69B

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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13F Pro tracks comprehensive data for CORNING INC /NY including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

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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.