Corning
Q1 FY26 Jan 1 – Mar 31, 2026
Revenue$4.1B
+20% year over year
Gross profit$1.5B
Operating profit$0.6B
Net profit$0.4B
9% margin
Numbers and detail
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 4.1 | 100% | +20% |
| Optical communications products | 2.1 | 51% | +53% |
| Electronics glass and advanced… | 1.2 | 29% | |
| Automotive products | 0.5 | 12% | +11% |
| Life Sciences products | 0.2 | 5% | |
| Other | 0.1 | 2% | |
| Cost of revenue | −2.6 | 63% | |
| Gross profit | 1.5 | 37% margin | +2pp |
| SG&A | −0.6 | 14% | +1pp |
| Other | −0.3 | 7% | +0pp |
| Operating profit | 0.6 | 15% margin | +3pp |
| Tax | −0.1 | ||
| Interest & other costs | −0.1 | ||
| Net profit | 0.4 | 9% | +4pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 4.2 | 100% | +20% |
| Optical Communications | 1.7 | 40% | +24% |
| Display Products | 0.8 | 19% | +12% |
| Specialty Materials Products | 0.5 | 12% | +6% |
| Automotive Products | 0.4 | 10% | +16% |
| Product and Service Other | 0.3 | 7% | +319% |
| Life Science Products | 0.2 | 5% | +3% |
| Polycrystalline Silicon Products | 0.2 | 5% | −6% |
| Cost of revenue | −2.7 | 64% | |
| Gross profit | 1.5 | 35% margin | +1pp |
| SG&A | −0.5 | 12% | −2pp |
| Other | −0.3 | 7% | +0pp |
| Operating profit | 0.7 | 16% margin | +5pp |
| Tax | −0.2 | ||
| Net profit | 0.5 | 13% | +4pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 4.1 | 100% | +21% |
| Optical Communications Products | 1.7 | 41% | +33% |
| Display Products | 0.8 | 20% | +9% |
| Specialty Materials Products | 0.6 | 15% | +14% |
| Automotive Products | 0.5 | 12% | +10% |
| Polycrystalline Silicon Products | 0.3 | 7% | +47% |
| Life Science Products | 0.2 | 5% | +3% |
| Product and Service Other | 0.1 | 2% | +41% |
| Cost of revenue | −2.6 | 63% | |
| Gross profit | 1.5 | 37% margin | +4pp |
| SG&A | −0.6 | 15% | +0pp |
| Other | −0.3 | 7% | +0pp |
| Operating profit | 0.6 | 14% margin | +5pp |
| Tax | −0.1 | ||
| Interest & other costs | −0.1 | ||
| Net profit | 0.4 | 10% | +14pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.9 | 100% | +19% |
| Optical Communications Products | 1.6 | 41% | +41% |
| Display Products | 0.7 | 18% | +3% |
| Specialty Materials Products | 0.5 | 13% | +9% |
| Automotive Products | 0.5 | 13% | +1% |
| Life Science Products | 0.2 | 5% | +4% |
| Polycrystalline Silicon Products | 0.2 | 5% | +12% |
| Product and Service Other | 0.1 | 3% | +110% |
| Cost of revenue | −2.5 | 64% | |
| Gross profit | 1.4 | 36% margin | +7pp |
| SG&A | −0.5 | 13% | −1pp |
| Other | −0.3 | 8% | +0pp |
| Operating profit | 0.6 | 15% margin | +9pp |
| Tax | −0.1 | ||
| Net profit | 0.5 | 12% | +9pp |
Quarter by quarter
Pick a quarter and the diagram above changes. Bars compare revenue across the quarters we hold.
| Quarter | Period | Reported | Revenue | Year over year | Operating margin | Net profit | Net margin |
|---|---|---|---|---|---|---|---|
| Q1 FY26 | Jan 1 – Mar 31, 2026 | Jul 29, 2026 | $4.1B | +20% | 15% | $0.4B | 9% |
| Q4 FY25 | Oct 1 – Dec 31, 2025 | Feb 12, 2026 | $4.2B | +20% | 17% | $0.5B | 13% |
| Q3 FY25 | Jul 1 – Sep 30, 2025 | Oct 31, 2025 | $4.1B | +21% | 15% | $0.4B | 10% |
| Q2 FY25 | Apr 1 – Jun 30, 2025 | Aug 1, 2025 | $3.9B | +19% | 15% | $0.5B | 12% |
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