Short answer
Corning Inc. (GLW) filed its Q3 2025 10-Q quarterly report on Oct 31, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $4.1B (up 20.9% year over year) with net income of $430M.
Q3 2025 key financials · XBRL
- Revenue
- $4.1B
- +20.9% YoY · +6.2% QoQ
- Net income
- $430M
- +467.5% YoY · −8.3% QoQ
- Operating margin
- 14.4%
- Gross margin
- 37.1%
- EPS (diluted)
- $0.49
- +476.9% YoY · −9.3% QoQ
Source: XBRL data from the Corning Inc. (GLW) Q3 2025 10-Q on SEC EDGAR. USD.
Corning Inc. Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $4.10B Q3 2025, up 21% YoY from $3.39B; 9M revenue $11.4B, up 19% from $9.62B, driven by Optical Communications (+$406M Q3, +$1.3B 9M) and Specialty Materials (+$74M Q3, +$164M 9M)
- Gross margin 37.1% Q3 2025 vs 34.1% Q3 2024 (+3 pts); 9M gross margin 36.2% vs 32.1% 9M 2024 (+4 pts) due to volume growth and pricing actions
- Optical Communications best-performing segment: net sales $1.65B Q3 (+33%), net income up $120M; Display worst-performing: net sales down 7% Q3 to $1.02B, net income down $35M
- Operating cash flow $1.64B 9M 2025, up from $1.32B 9M 2024; capital expenditures increased $139M YoY to $850M 9M; $1.6B cash and equivalents with $1.5B available credit
- 2025 Q4 net sales outlook ~$4.35B; Management cites geopolitical risks, currency volatility, supply chain, and macroeconomic conditions as headwinds; effective tax rate improved to 14.5% Q3 2025 vs (3.3)% Q3 2024
Risk Factors
- No new or updated risk factors disclosed this quarter compared to 2024 Form 10-K
- Key carried-forward risk: technology market volatility impacting demand for optical solutions
- Regulatory risk: ongoing compliance with evolving environmental regulations from multiple jurisdictions
- Operational risk: supply chain disruptions affecting manufacturing efficiency and product delivery timelines
- Financial risk: exposure to foreign currency fluctuations impacting reported earnings and cash flows
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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