Filing Flows › Corning (GLW) › Q3 2026 › vs Q2 2026
Corning (GLW) Q3 2026 vs Q2 2026 (quarter over quarter)
Corning's revenue rose $350M (+8%) from $4.5B in Q2 2026 to $4.9B in Q3 2026. The biggest changes: Optical communications products +$307M (+15%); Electronics glass and advanced optics products +$51.0M (+4%); Automotive products −$3.0M (-0.6%). Gross margin 37.3% against 36.1% (+1.1 pts).
Corning, Q3 2026: revenue $4.9B (+18% year over year), operating margin 18.8%, net earnings $680M, operating cash flow $1.1B. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 37.3% | 36.1% | +1.1 pts |
| Operating margin | 18.8% | 15.5% | +3.3 pts |
| Net margin | 14.0% | 12.4% | +1.6 pts |
| Free cash flow margin | 10.6% | 28.7% | -18.1 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Optical communications products | $2.4B | $2.1B | $307M | +15% |
| Electronics glass and advanced optics products | $1.3B | $1.2B | $51.0M | +4% |
| Automotive products | $471M | $474M | −$3.0M | -0.6% |
| Polycrystalline silicon and solar products | $436M | $438M | −$2.0M | -0.5% |
| Life Sciences products | $247M | $249M | −$2.0M | -0.8% |
| All other products | $41.0M | $42.0M | −$1.0M | -2% |
| Revenue | $4.9B | $4.5B | $350M | +8% |
| Gross profit | $1.8B | $1.6B | $182M | +11% |
| Cost of revenue | $3.0B | $2.9B | $168M | +6% |
| Other income, net | $57.0M | −$49.0M | $106M | — |
| Operating profit | $911M | $698M | $213M | +31% |
| Operating expenses | $899M | $930M | −$31.0M | -3% |
| Pre-tax earnings | $968M | $649M | $319M | +49% |
| SG&A | $563M | $608M | −$45.0M | -7% |
| Other operating costs | $336M | $322M | $14.0M | +4% |
| Net earnings | $680M | $559M | $121M | +22% |
| Minority interests | $66.0M | $50.0M | $16.0M | +32% |
| Income tax | $222M | $40.0M | $182M | +455% |
| Depreciation & amortization | $393M | $391M | $2.0M | +0.5% |
| Share-based compensation | $48.0M | $135M | −$87.0M | -64% |
| Working capital & other | $60.0M | −$632M | $692M | — |
| Operating cash flow | $1.1B | $1.7B | −$656M | -38% |
| Free cash flow (OCF − capex) | $516M | $1.3B | −$779M | -60% |
| Capital expenditures | $545M | $422M | $123M | +29% |
Questions
How much did Corning's revenue grow quarter over quarter in Q3 2026?
Corning's revenue rose $350M (+8%) from $4.5B in Q2 2026 to $4.9B in Q3 2026.
What drove Corning's revenue change in Q3 2026?
Optical communications products +$307M (+15%); Electronics glass and advanced optics products +$51.0M (+4%); Automotive products −$3.0M (-0.6%).