Corning Incorporated

NYSE:GLW 주식 리포트

시가총액: US$154.2b

Corning 과거 순이익 실적

과거 기준 점검 4/6

Corning의 수입은 연평균 -2.7%의 비율로 감소해 온 반면, Electronic 산업은 수입이 연평균 3.8% 증가했습니다. 매출은 연평균 1.7%의 비율로 증가해 왔습니다. Corning의 자기자본이익률은 15.9%이고 순이익률은 11.1%입니다.

핵심 정보

-2.66%

순이익 성장률

-4.16%

주당순이익(EPS) 성장률

Electronic 산업 성장률15.34%
매출 성장률1.70%
자기자본이익률15.91%
순이익률11.09%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha Jun 09

Corning's Monumental Growth Won't Save It From Underperformance (Downgrade)

Summary Corning Incorporated has surged 112.7% since November, vastly outperforming the S&P 500, driven by robust revenue and profit growth. GLW’s Optical Communications and Solar segments are fueling expansion, with management projecting annualized sales of $30 billion by 2028 and $40 billion by 2030. Despite management’s ambitious Springboard growth plan and margin expansion targets, GLW’s current valuation appears stretched, even factoring in aggressive forecasts. I downgrade GLW to a soft Sell given its premium valuation relative to peers and limited near-term upside despite operational excellence. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 02

GLW: AI Infrastructure Euphoria Will Likely Limit Future Share Upside

Corning's updated analyst narrative keeps fair value steady at $149.00 per share. A series of recent price target increases and its addition to a major "US 1 List" reflect analysts' focus on slightly higher modeled revenue growth, modestly stronger profit margins, and a marginally lower future P/E multiple.
내러티브 업데이트 May 18

GLW: AI Data Center Hype Will Likely Cap Future Share Returns

Corning's analyst fair value estimate has shifted from $91.00 to $149.00 as analysts factor in higher modeled revenue growth, a revised discount rate, and updated future P/E assumptions supported by a wave of recent price target increases across major research firms. Analyst Commentary Recent Street research on Corning shows a cluster of higher price targets and fresh coverage, but it is not a uniformly bullish story.
내러티브 업데이트 May 02

GLW: AI Data Center Fiber Contracts Will Drive Long Term Optical Upside

The analyst fair value estimate for Corning has moved from $171.00 to $190.00, as analysts factor in recent price target increases from multiple firms tied to higher modeled revenue growth, updated long term optical demand assumptions, and a higher future P/E multiple despite slightly lower profit margin expectations. Analyst Commentary Recent Street research around Corning has been active, with several bullish analysts revisiting their models and adjusting price targets.
내러티브 업데이트 Apr 18

GLW: AI Fiber Deal Enthusiasm Will Outrun Realistic Data Center Demand

Analyst fair value for Corning has shifted from about $129.64 to $139.21 as recent Street research, including multiple price target increases and updated AI related optical demand assumptions, has led analysts to adjust revenue growth expectations, profit margin outlooks, and future P/E assumptions, while modestly lifting the discount rate. Analyst Commentary Recent Street research on Corning reflects an active debate, with many firms lifting price targets and growth assumptions around AI driven optical demand, while a few higher profile downgrades signal concern about execution risk and valuation stretch.
내러티브 업데이트 Apr 03

GLW: AI Fiber Deal Euphoria Will Exceed Realistic Execution Prospects

Analysts have raised the fair value estimate for Corning to about $130 from roughly $114, citing updated models that incorporate stronger assumptions for optical and scale-out revenue, slightly higher profit margins, and a higher future P/E multiple supported by a wave of recent price target increases across major firms. Analyst Commentary Recent Street research on Corning clusters around a few clear themes, with most attention on the scale out and optical opportunities, while a smaller group of firms remains more cautious on execution and valuation.
내러티브 업데이트 Mar 19

GLW: AI Data Center Fiber Deals Will Drive Long Term Scale Out

Corning's analyst fair value estimate has been revised to $171 from $84, as analysts factor in higher projected revenue growth, stronger profit margins, and a richer future P/E, supported by Street research highlighting expanding optical and AI data center opportunities and larger long term scale out revenue estimates. Analyst Commentary Recent Street research around Corning is skewed toward upbeat revisions, with a wave of higher price targets and constructive commentary on long term growth drivers in optical and AI data center markets.
내러티브 업데이트 Mar 05

GLW: AI Fiber Deal Euphoria Will Likely Limit Future Returns

Narrative Update The analyst price target for Corning has been raised to $127. According to analysts, this change is supported by updated models and a larger potential optical and chemicals market tied to growing AI data center investment and new network technologies.
내러티브 업데이트 Feb 18

GLW: AI Fiber Deal And Margin Reliance May Cap Future Upside

Analysts have lifted their blended price target for Corning to about $91, reflecting Street research that points to slightly lower assumed revenue growth, higher expected profit margins, and a richer future P/E multiple. Analyst Commentary Recent research on Corning has been active, with several firms adjusting their price targets and refining their views on the setup for earnings, margins, and valuation.
분석 기사 Feb 06

Corning Incorporated's (NYSE:GLW) P/E Is Still On The Mark Following 26% Share Price Bounce

Corning Incorporated ( NYSE:GLW ) shares have continued their recent momentum with a 26% gain in the last month alone...
내러티브 업데이트 Feb 04

GLW: AI Data Center Fiber Deal And Execution Risks Will Shape Upside Potential

Analysts have lifted their price target framework for Corning, with the updated fair value estimate moving by about $21. This change is supported by slightly lower assumed discount rates, modestly adjusted revenue growth expectations, higher projected profit margins, and a marginally lower future P/E, in line with a broad wave of recent target hikes across Wall Street research.
내러티브 업데이트 Jan 21

GLW: Optical And Solar Execution Risks May Delay AI Fiber Payoff

Analysts at several firms have raised their Corning price targets by $7 to $25, citing stronger end-demand expectations in Optical and Solar, incremental Polysilicon and Fiber revenue contributions, and constructive views on connector exposure into 2026 as key reasons for their higher fair value assessments. Analyst Commentary Recent research has centered on how Corning is executing across Optical, Solar, Display, Specialty Materials, and Hemlock, and what that might mean for the share price over the next couple of years.
내러티브 업데이트 Jan 06

GLW: Optical And Solar Execution Risks May Undermine AI Fiber Hopes

Analysts have nudged their fair value estimate for Corning higher from US$69.53 to US$71.59, reflecting recent price target increases that cite stronger contributions from Display, Specialty Materials, polysilicon related revenue and data center focused fiber demand, even as Optical remains a key focus for the current P/E multiple. Analyst Commentary Recent Street commentary on Corning clusters around a similar theme, with higher price targets tied to specific business drivers and a close watch on how those drivers affect the current P/E multiple.
분석 기사 Jan 01

Corning Incorporated's (NYSE:GLW) Intrinsic Value Is Potentially 25% Below Its Share Price

Key Insights Corning's estimated fair value is US$65.96 based on 2 Stage Free Cash Flow to Equity Current share price...
내러티브 업데이트 Dec 15

GLW: AI Fiber Demand May Prove Insufficient To Justify Elevated Expectations

Analysts have raised their price targets for Corning, lifting our fair value estimate from about $50 to roughly $70 per share. This follows a series of target hikes that cited stronger than expected performance in Display and Specialty Materials, along with growing conviction in long term Optical, fiber, and polysilicon driven growth tied to data center and AI demand.
내러티브 업데이트 Nov 30

GLW: Data Center Buildouts And Fiber Demand Will Support Robust Upside Potential

Analysts have raised their price target for Corning from $92.75 to $93.31. They cite continued improvements in revenue growth, profit margin, and robust demand in the Optical and Specialty Materials segments as key drivers for the upward revision.
내러티브 업데이트 Nov 16

GLW: Display and Connectivity Demand Will Drive Strong Performance Through 2027

Corning's analyst price target has seen a significant increase, with most estimates now ranging from $82 to $100 as analysts anticipate sustained revenue growth driven by strength in the Display, Specialty Materials, and Optical segments. This growth is further supported by ongoing expansion in Polysilicon and Fiber.
내러티브 업데이트 Nov 02

GLW: Optical And Solar Demand Will Drive Earnings While Risks Remain

Corning's analyst price target has risen significantly from $77.75 to $92.75, as analysts cite stronger profit margins, improving revenue growth, and optimism about expanding opportunities in key business segments. Analyst Commentary Analyst sentiment around Corning has grown increasingly positive, with several firms raising their price targets and citing both recent execution and promising future growth drivers.
분석 기사 Oct 29

Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28

Corning Incorporated ( NYSE:GLW ) has announced that it will pay a dividend of $0.28 per share on the 12th of December...
내러티브 업데이트 Oct 18

Optical Communications And Solar Sectors Will Open New Markets

Corning's analyst fair value estimate has been raised from $76.17 to $77.75. Analysts cite improving margins, increased demand for connectivity driven by artificial intelligence, and resilient end markets as justification for the upward revision.
분석 기사 Oct 12

Corning (NYSE:GLW) Is Due To Pay A Dividend Of $0.28

The board of Corning Incorporated ( NYSE:GLW ) has announced that it will pay a dividend on the 12th of December, with...
내러티브 업데이트 Oct 04

Optical Communications And Solar Sectors Will Open New Markets

Corning’s analyst price target has increased from approximately $71.42 to $76.17 per share, as analysts cited robust demand for AI-related connectivity, stronger profit margins, and improving growth prospects across end markets. Analyst Commentary Analysts have recently updated their outlooks on Corning, largely in response to strong market demand and developments in key technology segments.
내러티브 업데이트 Sep 19

Optical Communications And Solar Sectors Will Open New Markets

Corning’s consensus price target rose to $71.42 as analysts point to robust Q3 guidance, ongoing AI-driven fiber demand, capital spending catalysts, and margin strength as key growth drivers supporting higher valuation. Analyst Commentary Bullish analysts cite strong Q3 guidance, with revenue growth of 13% year-over-year and EPS growth of 21% year-over-year, as supporting further upside to estimates.
분석 기사 Sep 06

Corning (NYSE:GLW) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
내러티브 업데이트 Sep 03

Optical Communications And Solar Sectors Will Open New Markets

Analysts have raised Corning’s price target to $69.83 on strong Q3 guidance driven by robust AI infrastructure demand, expanding margins, and increased U.S. solar project exposure, despite elevated sector valuations. Analyst Commentary Bullish analysts cite Corning's strong Q3 guidance, highlighting projected revenue growth of 13% year-over-year and EPS growth of 21% year-over-year, signaling robust operational momentum.
분석 기사 Aug 09

Corning Incorporated's (NYSE:GLW) 25% Jump Shows Its Popularity With Investors

Corning Incorporated ( NYSE:GLW ) shares have continued their recent momentum with a 25% gain in the last month alone...
분석 기사 Aug 03

Corning (NYSE:GLW) Has Announced A Dividend Of $0.28

Corning Incorporated ( NYSE:GLW ) has announced that it will pay a dividend of $0.28 per share on the 29th of...
분석 기사 Jul 13

Corning (NYSE:GLW) Will Pay A Dividend Of $0.28

Corning Incorporated ( NYSE:GLW ) will pay a dividend of $0.28 on the 29th of September. Based on this payment, the...
분석 기사 Jul 11

Corning (NYSE:GLW) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Jun 29

Corning (NYSE:GLW) Is Paying Out A Dividend Of $0.28

Corning Incorporated ( NYSE:GLW ) will pay a dividend of $0.28 on the 29th of September. This makes the dividend yield...

매출 및 비용 세부 내역

Corning가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:GLW 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2616,3211,8102,1931,118
31 Dec 2515,6291,5962,0801,110
30 Sep 2514,9151,3662,0911,101
30 Jun 2514,2068191,9501,115
31 Mar 2513,5954541,9191,101
31 Dec 2413,1185061,9021,089
30 Sep 2412,6111561,9051,103
30 Jun 2412,3934371,8811,079
31 Mar 2412,3856141,8551,080
31 Dec 2312,5885811,8251,076
30 Sep 2313,0005851,7691,052
30 Jun 2313,3156291,7521,060
31 Mar 2313,6879111,7961,037
31 Dec 2214,1891,3161,8351,047
30 Sep 2214,4591,8391,7811,045
30 Jun 2214,5862,0021,8041,018
31 Mar 2214,4721,0851,7651,020
31 Dec 2114,0821,0791,727994
30 Sep 2113,7568191,719943
30 Jun 2113,1428511,709905
31 Mar 2112,2021,1091,627881
31 Dec 2011,3034141,601907
30 Sep 2010,7701941,602943
30 Jun 2010,7031041,514969
31 Mar 2011,0822671,5811,000
31 Dec 1911,5038621,6491,001
30 Sep 1911,7211,1221,6461,002
30 Jun 1911,7951,4101,7171,007
31 Mar 1911,6022,0561,6901,001
31 Dec 1811,2909681,873987
30 Sep 1810,892-7361,595969
30 Jun 1810,491-9711,529940
31 Mar 1810,241-1,2701,508903
31 Dec 1710,116-5951,473864
30 Sep 179,9552,3891,620796
30 Jun 179,8552,2831,543768
31 Mar 179,7184,0511,594754
31 Dec 169,3903,5971,518736
30 Sep 169,1452,2491,574777
30 Jun 168,9102,1771,597771
31 Mar 168,8934661,497770
31 Dec 159,1111,2411,497769
30 Sep 159,2842,0061,270771
30 Jun 159,5522,8071,298789

양질의 수익: GLW는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: GLW의 현재 순 이익률 (11.1%)은 지난해 (3.3%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: GLW의 수익은 지난 5년 동안 연평균 2.7% 감소했습니다.

성장 가속화: 지난 1년간 GLW 의 수익 증가율(298.7%)은 연간 평균(-2.7%)을 초과합니다.

수익 대 산업: GLW의 지난 1년 수익 증가율(298.7%)은 Electronic 업계의 10.6%를 상회했습니다.


자기자본이익률

높은 ROE: GLW의 자본 수익률(15.9%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/15 04:37
종가2026/06/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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분석가 소스

Corning Incorporated는 33명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James KelleherArgus Research Company
Amir RozwadowskiBarclays
Timothy LongBarclays