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Anyone in GLW

Posted on 6/12/26 at 8:40 am
Posted by LChama
Member since May 2020
4379 posts
Posted on 6/12/26 at 8:40 am
Revenue Growth
Q1 2025 Revenue: $3.5 billion
Q1 2026 Revenue: $4.1 billion

Net Margin Improvement
Q1 2025 Net Margin: 3.3%
Q1 2026 Net Margin: 11.1%

Compelling numbers and lots of momentum dt relationship with semiconductor mfg
Posted by YorkRoadAG
Member since Nov 2024
26 posts
Posted on 6/12/26 at 5:10 pm to
Yes. I have family in Corning. Stock went crazy along with the internet stock bubble in the late 90's then crashed. I would go visit my in laws and look around the town and talked to folks and heard they were investing a lot of $ into fiberoptics and catalytic convertors (that could have both civilian and military applications ). Around 2003, I took a flyer and bought around $2,000 bucks worth at approximately $5 per share and parked it and forgot about it, per se. My BIL called me in early 2025 and asked me about them and I started checking and watching this meteoric rise. Unreal.

It's beautiful country there on the Southern Tier of NY - very good gliding. It's also funny seeing a tech company in a small town in Upstate NY - you go to the Wegmans there and you see lots of Indians and Asians who work at Corning.

Edit since post: Just spoke to my MIL and it sounds like Corning Inc is making the slow march down to North Carolina.
This post was edited on 6/12/26 at 5:24 pm
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