NYSE$GLW

Corning Inc · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Sales grew sequentially, margins expanded, and free cash flow exceeded expectations due to innovation adoption and strong execution.

Corning Incorporated reported strong financial results for Q3 2020, with both GAAP and core sales reaching $3.0 billion. Core sales increased 16% sequentially, driven by Environmental Technologies and Specialty Materials. The company's GAAP EPS was $0.48, and core EPS was $0.43. Free cash flow for the quarter was $518 million, and the cash balance grew to $2.5 billion.

  • GAAP and core sales were $3.0 billion.
  • GAAP EPS was $0.48 and core EPS was $0.43.
  • Core operating margin expanded to 18.3%.
  • Free cash flow for the third quarter was $518 million.

Headline financials

Total Revenue

$3B

Previous: $2.93B+2.3%
EPS (adj)

$0.43

Previous: $0.44-2.3%
Free Cash Flow

$427M

Previous: $337M+26.7%
Net Income

$427M

Previous: $337M+26.7%
Operating Income

$257M

Previous: $365M-29.6%
Gross Profit

$1B

Previous: $1.02B-1.6%
Cash & Equivalents

$2.51B

Previous: $971M+158.9%
Total Assets

$30.3B

Previous: $27.3B+10.8%
Stock-Based Comp

$62M

Previous: $13M+376.9%

Revenue & EPS history

Corning · Revenue · Quarterly

$3B

Q3 2020+2.3%vs Q3 2019
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Corning · $2.53B total across 4 segments · Q3 2020

  • Optical Comm
    $909M-9.7%
  • Display
    $827M+4.3%
  • Specialty Materials
    $570M+23.1%
  • Life Sciences
    $223M-12.9%

Forward guidance

Corning expects another solid quarter to end the year. The company's execution and market leadership position it to emerge from the current uncertainty even stronger. In the near term, they measure success by their ability to outperform markets, innovation progress, and balance sheet.

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 Q3 2020

Historical avgQ3 2020

+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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