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Corning Incorporated
GLW · NYSEMaterials
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Raw inputs
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AI demand
Raw inputsore, oil, gas, air & landChemicals,metals & gasesrefining & reactingFinishedmaterialspaints, packaging, aggreg…Customers &end marketswho paysSiOSilica sand & mineralsPWRNatural gas & powerSiMetallurgical siliconGLWCorning IncorporatedHSCHemlock SemiconductorFBROptical fiber & cableLCDDisplay glass substratesGGGorilla GlassCERCeramic substrates & filtersLABLife-science glassAAPLAppleSECSamsung ElectronicsSDCSamsung DisplayBOEBOE & panel makersMETAMetaMSFTMicrosoftGOOGAlphabet (Google)AMZNAmazonNVDANVIDIATAT&TVZVerizonAUTOAutomakers & truck OEMsRXPharma & labsSUNSolar & chip makers
Company details
Market cap
$168B
P/E ratio
90×
Div yield
0.6%
Core EPS (2025)
$2.52
Profit margin
11%
Rev. growth
+13%
Core sales (2025)
$16.4B
Free cash flow
~$2B
In plain English
A 175-year-old materials-science company that melts sand and minerals into the glass and ceramics hidden inside modern life — the optical fiber wiring AI data centers, the LCD glass in TVs, the Gorilla Glass on your phone, the ceramic filters in cars, and the polysilicon in solar panels. Its Optical Communications arm, riding the AI-datacenter boom, is now its biggest and fastest-growing business.
In simple terms
What Corning Incorporated really sells
A 175-year-old materials-science company that melts sand and minerals into the glass and ceramics hidden inside modern life — the optical fiber wiring AI data centers, the LCD glass in TVs, the Gorilla Glass on your phone, the ceramic filters in cars, and the polysilicon in solar panels. Its Optical Communications arm, riding the AI-datacenter boom, is now its biggest and fastest-growing business.
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Risk read
Moderate
SteadierMore speculative
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