CluenexCorning Incorporated GLW
Corning Incorporated scores average on business quality (4.9 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Corning Incorporated does
Corning makes specialty glass, ceramics, and optical fiber, selling directly to major tech, telecom, and auto manufacturers. It generates revenue by supplying the physical materials that enable high-speed data transmission and durable device screens.
- What it does best
Corning dominates optical fiber innovation, backed by a gross margin of 36.4%. This edge rests on decades of proprietary material science and high-volume manufacturing scale that competitors struggle to match economically.
- The main risk
Patent litigation from rivals threatens its specialized solar and hardware component lines, creating legal uncertainty around key growth products.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 15.3% while FCF margin reaches 14.1%, showing stable profitability supported by higher revenue. Scale drives modest efficiency gains across the manufacturing base.
A weak moat score of 4.0 reflects limited pricing power, landing in the bottom quartile for gross margins at 16% sector-wide. Rivals easily contest its material formulations over time.
Revenue growth hit 19.1%, accelerating sharply compared to prior years as optical connectivity demand drives volume higher across key customer segments.
Total debt sits at $8.4B against $1.5B in cash, while interest coverage of 7.3x keeps debt service manageable. Free cash flow reached $2.4B, showing notable improvement as operations strengthen.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
2 sold $3.5M outside pre-planned sales.
Our sealed record on GLW
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Corning Incorporated scores average on the Cluenex quality check (4.9 of 10), measured against its own industry. Profitability is weak, moat weak, growth steady and financial health fair.
In the last 90 days of SEC Form 4 filings: 2 sold $3.5M outside pre-planned sales.
Oct 27, 2026, before the open.
See GLW today
- Today's verdict on GLW, and why
- Fair value with cautious, base and optimistic cases
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- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Corning Incorporated (GLW)”, https://cluenex.com/stocks/glw/, data as of Oct 10, 2026.