Filing Flows › Corning (GLW) › Q2 2026 › vs Q1 2026
Corning (GLW) Q2 2026 vs Q1 2026 (quarter over quarter)
Corning's revenue rose $361M (+9%) from $4.1B in Q1 2026 to $4.5B in Q2 2026. The biggest changes: Optical communications products +$226M (+12%); Polycrystalline silicon and solar products +$68.0M (+18%); Automotive products +$33.0M (+7%). Gross margin 36.1% against 36.9% (-0.7 pts).
Corning, Q2 2026: revenue $4.5B (+17% year over year), operating margin 15.5%, net earnings $559M, operating cash flow $1.7B. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Gross margin | 36.1% | 36.9% | -0.7 pts |
| Operating margin | 15.5% | 15.4% | +0.1 pts |
| Net margin | 12.4% | 9.0% | +3.5 pts |
| Free cash flow margin | 28.7% | 0.7% | +28.0 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Optical communications products | $2.1B | $1.8B | $226M | +12% |
| Electronics glass and advanced optics products | $1.2B | $1.2B | $15.0M | +1% |
| Automotive products | $474M | $441M | $33.0M | +7% |
| Polycrystalline silicon and solar products | $438M | $370M | $68.0M | +18% |
| Life Sciences products | $249M | $228M | $21.0M | +9% |
| All other products | $42.0M | $44.0M | −$2.0M | -5% |
| Revenue | $4.5B | $4.1B | $361M | +9% |
| Gross profit | $1.6B | $1.5B | $100M | +7% |
| Cost of revenue | $2.9B | $2.6B | $261M | +10% |
| Operating profit | $698M | $639M | $59.0M | +9% |
| Operating expenses | $930M | $889M | $41.0M | +5% |
| Pre-tax earnings | $649M | $529M | $120M | +23% |
| Other expense, net | $49.0M | $110M | −$61.0M | -55% |
| SG&A | $608M | $588M | $20.0M | +3% |
| Other operating costs | $322M | $301M | $21.0M | +7% |
| Net earnings | $559M | $371M | $188M | +51% |
| Minority interests | $50.0M | $37.0M | $13.0M | +35% |
| Income tax | $40.0M | $121M | −$81.0M | -67% |
| Depreciation & amortization | $391M | $357M | $34.0M | +10% |
| Share-based compensation | $135M | $115M | $20.0M | +17% |
| Working capital & other | $632M | −$481M | $1.1B | — |
| Operating cash flow | $1.7B | $362M | $1.4B | +374% |
| Free cash flow (OCF − capex) | $1.3B | $30.0M | $1.3B | 43× |
| Capital expenditures | $422M | $332M | $90.0M | +27% |
Questions
How much did Corning's revenue grow quarter over quarter in Q2 2026?
Corning's revenue rose $361M (+9%) from $4.1B in Q1 2026 to $4.5B in Q2 2026.
What drove Corning's revenue change in Q2 2026?
Optical communications products +$226M (+12%); Polycrystalline silicon and solar products +$68.0M (+18%); Automotive products +$33.0M (+7%).