NYSE$GLW

Corning Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Corning reported a strong first quarter, with core sales growing 29% year over year and core EPS increasing 125% year over year.

Corning's first-quarter results reflected a strong start to 2021, with significant growth in core sales and EPS. The company is confident in maintaining momentum throughout the year, driven by its innovative capabilities and strong market access platforms.

  • GAAP and core sales were $3.3 billion, with year-over-year increases of 38% and 29%, respectively.
  • Free cash flow grew year over year to $372 million.
  • All segments experienced double-digit growth year over year.
  • The company expects this momentum to continue throughout 2021.

Headline financials

Total Revenue

$3.29B

Previous: $2.39B+37.6%
EPS (adj)

$0.45

Previous: $0.20+125.0%
Capital Expenditures

-$289M

No prior period
Free Cash Flow

$310M

Previous: -$96M+422.9%
Net Income

$599M

Previous: -$96M+724.0%
Operating Income

$502M

Previous: -$121M+514.9%
Gross Profit

$1.16B

Previous: $561M+106.1%
Cash & Equivalents

$2.87B

Previous: $2.03B+41.6%
Total Assets

$30.1B

Previous: $27.9B+8.2%
Stock-Based Comp

$34M

No prior period

Revenue & EPS history

Corning · Revenue · Quarterly

$3.29B

Q1 2021+37.6%vs Q1 2020
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Corning · $2.55B total across 4 segments · Q1 2021

  • Optical Comm
    $937M+18.5%
  • Display
    $863M+14.9%
  • Specialty Materials
    $451M+28.1%
  • Life Sciences
    $300M+16.3%

Forward guidance

For the second quarter, the company expects core sales to be in the range of $3.3 billion to $3.5 billion and core EPS in the range of $0.49 to $0.53. Corning anticipates strong demand and positive momentum across its businesses to continue throughout 2021.

Tailwinds

  • Core sales are expected to be in the range of $3.3 billion to $3.5 billion.
  • Core EPS is expected to be in the range of $0.49 to $0.53.
  • Strong demand is anticipated across its businesses.
  • Positive momentum is expected to continue throughout 2021.
  • Display glass substrate prices are expected to increase moderately in the second quarter.

Headwinds

  • Elevated freight and logistic costs impacted profitability in the first quarter.
  • Global supply chains were disrupted in the first quarter.
  • Profitability was impacted by elevated freight and logistic costs.
  • Uncertainty about the pace of economic recovery.
  • Potential for further disruptions in global supply chains.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

+0.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+2.1%

Avg return

30 days after

49%

36 / 73 earnings

Positive

+14.9%

Q4 2021

Best reaction

-9.9%

Q2 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%-5.8%+9.0%
Q4 2025-5.0%+0.6%+37.0%
Q3 2025-3.3%-0.3%-6.5%
Q2 2025-1.9%+1.2%+6.0%
Q1 2025+0.8%+3.8%+13.3%
Q4 2024-2.8%+0.2%-2.1%
Q3 2024+2.6%+3.2%+2.9%
Q2 2024-6.3%-8.8%-1.9%
Q1 2024+5.3%+6.1%+16.3%
Q4 2023+4.3%+3.5%+3.5%
Q3 2023-0.6%-1.3%+4.6%
Q2 2023+3.6%+1.7%-3.7%
Q1 2023-4.2%-1.3%-7.8%
Q4 2022-3.1%-1.8%-5.2%
Q3 2022+0.2%+0.5%+4.9%
Q2 2022+4.2%+6.6%+3.9%
Q1 2022+4.8%+2.2%+2.3%
Q4 2021+14.9%+19.1%+16.4%
Q3 2021-8.3%-7.9%+1.1%
Q2 2021-0.5%+1.9%-2.1%
Q1 2021-3.7%-4.0%-6.0%
Q4 2020-2.0%-3.4%+2.9%
Q3 2020-7.4%-6.7%+8.9%
Q2 2020+3.2%+1.2%+4.9%
Q1 2020+3.9%-4.5%+6.6%
Q4 2019-1.1%-3.9%-14.8%
Q3 2019-0.7%-3.4%-4.1%
Q2 2019-9.8%-14.1%-18.7%
Q1 2019-4.2%-5.2%-13.5%
Q4 2018+10.4%+9.0%+14.7%
Q3 2018-1.7%-0.5%-0.4%
Q2 2018+12.7%+10.4%+10.6%
Q1 2018-1.6%-1.0%-0.6%
Q4 2017-8.8%-8.7%-17.1%
Q3 2017+5.1%+5.0%+6.0%
Q2 2017-8.2%-9.3%-10.8%
Q1 2017+3.2%+4.8%+7.4%
Q4 2016+7.7%+7.7%+11.3%
Q3 2016-3.6%-5.1%+1.3%
Q2 2016+2.7%+2.7%+4.4%
Q1 2016-8.0%
Q4 2015+6.9%
Q3 2015+8.7%
Q2 2015+0.5%
Q1 2015-4.6%
Q4 2014+1.3%
Q3 2014+5.5%
Q2 2014-9.9%
Q1 2014+0.6%
Q4 2013-5.8%
Q3 2013-2.4%
Q2 2013-1.3%
Q1 2013+8.4%
Q4 2012-1.2%
Q3 2012-9.8%
Q4 2011+1.7%
Q2 2012-7.0%
Q1 2012+7.1%
Q3 2011+8.4%
Q2 2011-2.3%
Q1 2011-0.9%
Q4 2010-1.9%
Q3 2010+0.3%
Q2 2010+5.5%
Q1 2010+1.0%
Q4 2007+1.1%
Q2 2009+1.1%
Q4 2009+1.1%
Q3 2008-0.1%
Q3 2009-0.1%
Q1 2009+0.2%
Q4 2008+0.2%
Q2 2008+0.2%

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