Corning Inc. (GLW) FY2025 10-K Annual Report

Filed: Feb 12, 2026
Materials
Drawing & Insulating of Nonferrous WireSEC EDGAR

Corning Inc. (GLW) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 12, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Corning Inc. FY2025 10-K Analysis

Business Overview

  • Core business model focused on materials science and specialty glass for technology-driven industrial applications, as reflected by board expertise
  • No new products, services, or segments explicitly introduced or highlighted in this year's filing text
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Management Discussion & Analysis

  • Revenue $15.6B, up 19% YoY (+$2.5B) driven by Optical Communications (+$1.6B), Specialty Materials (+$193M), and Hemlock/Emerging (+$363M)
  • Operating margin improved: Gross margin 36% vs 33% (+3 points); SG&A 14% vs 15%; R&D 7% vs 8%
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Risk Factors

  • Regulatory risk from environmental laws tightening CO2 emission targets, possibly increasing manufacturing costs or restricting production
  • Geopolitical exposure: Asia Pacific plant concentration vulnerable to trade restrictions, political instability, or natural disasters impacting operations
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Corning Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$15.6B

+19.1% YoY

Net Income

$1.6B

+215.4% YoY

Gross Margin

36.0%

+337bp YoY

Operating Margin

14.6%

+593bp YoY

Net Margin

10.2%

+635bp YoY

ROE

13.5%

+878bp YoY

Total Assets

$31.0B

+11.7% YoY

EPS (Diluted)

$1.83

+215.5% YoY

Operating Cash Flow

$2.7B

+39.0% YoY

Source: XBRL data from Corning Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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