NYSE$GLW

Corning Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported second-quarter 2023 financial results, showing progress on profitability and cash flow.

Corning's second-quarter results reflect progress on the company's plan to improve profitability and cash flow, despite a weak end-market environment. Core gross margin expanded sequentially, and free cash flow improved to $310 million.

  • GAAP sales were $3.2 billion, up 2% sequentially.
  • Core sales were $3.5 billion, up 3% sequentially, driven by Display Technologies.
  • Core operating income increased 16% sequentially.
  • Free cash flow grew to $310 million.

Headline financials

Total Revenue

$3.24B

Previous: $3.62B-10.3%
EPS (adj)

$0.45

Previous: $0.57-21.1%
Capital Expenditures

-$770M

Previous: -$736M-4.6%
Free Cash Flow

-$489M

Previous: -$173M-182.7%
Net Income

$281M

Previous: $563M-50.1%
Operating Income

$279M

Previous: $490M-43.1%
Gross Profit

$1.01B

Previous: $1.25B-18.7%
Cash & Equivalents

$1.54B

Previous: $1.63B-5.6%
Total Assets

$28.6B

Previous: $29.7B-3.6%
Stock-Based Comp

$59M

Previous: $51M+15.7%

Revenue & EPS history

Corning · Revenue · Quarterly

$3.24B

Q2 2023-10.3%vs Q2 2022
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Revenue by segment

Corning · $2.65B total across 4 segments · Q2 2023

  • Optical Comm
    $1.07B-17.7%
  • Display
    $928M+5.7%
  • Specialty Materials
    $423M-12.8%
  • Life Sciences
    $231M-26.0%

Forward guidance

In the third quarter, management expects core sales of approximately $3.5 billion and core EPS to be about the same or slightly better than in the second quarter.

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 Q2 2023

Historical avgQ2 2023

+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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