Corning Q4 FY25: where the revenue came from and where it went
The whole income statement of Corning for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Feb 12, 2026
Revenue$4.22B
+20% year over year
Gross profit$1.50B
35% margin
Operating profit$0.67B
16% margin
Net profit$0.54B
13% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 4.22 | 100% | +20% |
| Optical communications | 1.70 | 40% | +24% |
| Display products | 0.76 | 18% | +12% |
| Specialty materials products | 0.54 | 13% | +6% |
| Automotive products | 0.44 | 10% | +16% |
| Product & service other | 0.29 | 7% | +319% |
| Life science products | 0.24 | 6% | +3% |
| Polycrystalline silicon | 0.24 | 6% | −6% |
| Cost of revenue | −2.72 | 65% | |
| Gross profit | 1.50 | 35% margin | +1pp |
| SG&A | −0.51 | 12% | −2pp |
| Other | −0.31 | 8% | +0pp |
| Operating profit | 0.67 | 16% margin | +5pp |
| Interest & other costs | −0.04 | ||
| Tax | −0.09 | ||
| Net profit | 0.54 | 13% margin | +4pp |
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