Filing Flows › Corning (GLW) › Q3 2026 › vs Q3 2025
Corning (GLW) Q3 2026 vs Q3 2025 (year over year)
Corning's revenue rose $755M (+18%) from $4.1B in Q3 2025 to $4.9B in Q3 2026. The biggest changes: Optical communications products +$727M (+44%); Polycrystalline silicon and solar products +$117M (+37%); Electronics glass and advanced optics products −$109M (-8%). Gross margin 37.3% against 37.1% (+0.2 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 Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 37.3% | 37.1% | +0.2 pts |
| Operating margin | 18.8% | 14.4% | +4.4 pts |
| Net margin | 14.0% | 10.5% | +3.5 pts |
| Free cash flow margin | 10.6% | 11.0% | -0.3 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Optical communications products | $2.4B | $1.7B | $727M | +44% |
| Electronics glass and advanced optics products | $1.3B | $1.4B | −$109M | -8% |
| Automotive products | $471M | $453M | $18.0M | +4% |
| Polycrystalline silicon and solar products | $436M | $319M | $117M | +37% |
| Life Sciences products | $247M | $241M | $6.0M | +2% |
| All other products | $41.0M | $45.0M | −$4.0M | -9% |
| Revenue | $4.9B | $4.1B | $755M | +18% |
| Gross profit | $1.8B | $1.5B | $290M | +19% |
| Cost of revenue | $3.0B | $2.6B | $465M | +18% |
| Other income, net | $57.0M | −$39.0M | $96.0M | — |
| Operating profit | $911M | $589M | $322M | +55% |
| Operating expenses | $899M | $931M | −$32.0M | -3% |
| Pre-tax earnings | $968M | $550M | $418M | +76% |
| SG&A | $563M | $624M | −$61.0M | -10% |
| Other operating costs | $336M | $307M | $29.0M | +9% |
| Net earnings | $680M | $430M | $250M | +58% |
| Minority interests | $66.0M | $40.0M | $26.0M | +65% |
| Income tax | $222M | $80.0M | $142M | +178% |
| Depreciation & amortization | $393M | $337M | $56.0M | +17% |
| Share-based compensation | $48.0M | $99.0M | −$51.0M | -52% |
| Working capital & other | $60.0M | $82.0M | −$22.0M | -27% |
| Operating cash flow | $1.1B | $784M | $277M | +35% |
| Free cash flow (OCF − capex) | $516M | $450M | $66.0M | +15% |
| Capital expenditures | $545M | $334M | $211M | +63% |
Questions
How much did Corning's revenue grow year over year in Q3 2026?
Corning's revenue rose $755M (+18%) from $4.1B in Q3 2025 to $4.9B in Q3 2026.
What drove Corning's revenue change in Q3 2026?
Optical communications products +$727M (+44%); Polycrystalline silicon and solar products +$117M (+37%); Electronics glass and advanced optics products −$109M (-8%).