NYSE$GLW

Corning Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Corning reported third-quarter 2021 results with sales reaching an all-time high, core sales and EPS growing year over year, and announcements highlighting contributions to industry advancements.

Corning Incorporated announced strong third-quarter results with sales reaching an all-time high. The company is on track to reach $14 billion in sales and over $2 in EPS for 2021, with continued growth expected in 2022. Strong execution and strategic partnerships drove the outstanding quarter.

  • Sales reached an all-time high, with core sales and EPS growing 21% and 30% year over year, respectively.
  • Company is on track to reach $14 billion in sales and over $2 in EPS for 2021.
  • Announcements with AT&T, Jeep, PPG, and Samsung highlight Corning’s contributions to significant industry advancements.
  • Strong growth is expected to continue in 2022, driven by sales growth and strong cash generation.

Headline financials

Total Revenue

$3.62B

Previous: $3B+20.5%
EPS (adj)

$0.56

Previous: $0.43+30.2%
Capital Expenditures

-$1.01B

No prior period
Free Cash Flow

-$643M

Previous: $427M-250.6%
Net Income

$371M

Previous: $427M-13.1%
Operating Income

$552M

Previous: $257M+114.8%
Gross Profit

$1.32B

Previous: $1B+32.0%
Cash & Equivalents

$2.21B

Previous: $2.51B-12.0%
Total Assets

$29.7B

Previous: $30.3B-1.9%
Stock-Based Comp

$39M

Previous: $62M-37.1%

Revenue & EPS history

Corning · Revenue · Quarterly

$3.62B

Q3 2021+20.5%vs Q3 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Corning · $2.95B total across 4 segments · Q3 2021

  • Optical Comm
    $1.13B+24.3%
  • Display
    $956M+15.6%
  • Specialty Materials
    $556M-2.5%
  • Life Sciences
    $305M+36.8%

Forward guidance

The company expects sales and EPS growth with strong cash generation to continue in 2022.

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 2021

Historical avgQ3 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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