Welcome to our dedicated page for Corning SEC filings (Ticker: GLW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Corning Incorporated filings document the reporting framework for a New York materials-science company with NYSE-listed common stock and exchange-listed notes. Recent Form 8-K reports cover operating results, Regulation FD investor communications, segment-reporting changes, capital-market matters, and unregistered equity securities issued in connection with a commercial technology partnership.
Proxy and annual-meeting disclosures cover board elections, shareholder voting results, executive compensation, governance practices, and audit matters. Corning’s filings also describe how the company organizes businesses such as Glass Innovations, Solar, optical communications, life sciences, and other operations for financial reporting and resource allocation.
Corning Incorporated reported significantly stronger results for the first quarter of 2026. Net sales reached $4.144 billion, up 20% from $3.452 billion, with growth led by Optical Communications and Solar products. Gross margin rose to $1.528 billion and improved to 37% of sales.
Net income attributable to Corning increased to $371 million from $157 million, and diluted earnings per share grew to $0.43 from $0.18. Core net income was $612 million and core earnings per share were $0.70, reflecting strong operational performance under the company’s Springboard growth plan.
Optical Communications sales rose 36% to $1.846 billion, helped by generative AI and datacenter demand, while Solar sales grew 80% to $370 million despite temporarily higher ramp-up costs. Operating cash flow improved to $362 million, and Corning ended the quarter with $1.755 billion in cash and a stable leverage ratio of 42%.
Corning Incorporated senior vice president Stefan Becker reported routine equity-compensation activity. On April 29, 2026, he exercised vested performance share units and restricted stock units into a total of 2,795 shares of common stock and delivered 2,795 shares at $151.90 per share to satisfy tax obligations.
Following these transactions, Becker directly held 28,937 shares of Corning common stock. He also held restricted stock units covering 4,846 underlying shares, which vest 100% on April 16, 2029, subject to earlier vesting under conditions such as retirement, death, or disability.
Corning Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 58,226,346 shares of Common Stock, representing 6.77% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over these shares and discloses affiliated entities and fund holdings as the source of voting/dispositive authority.
Corning Inc. senior vice president Michael Paul O'Day, SVP and GM of Optical Communications, reported a routine share disposition related to taxes. On the vesting of restricted stock, 3,496 shares of common stock were withheld to cover his tax withholding obligations. After this tax-withholding event, O'Day directly holds 39,122 shares of Corning common stock, showing he retains a meaningful equity stake. The transaction was not an open-market sale but an automatic share withholding to satisfy taxes.
Corning Incorporated reported strong first-quarter 2026 results, with GAAP sales of $4.14 billion, up 20% year over year, and core sales of $4.35 billion, up 18%. GAAP EPS was $0.43, up 139%, while core EPS rose 30% to $0.70.
Growth was driven by Gen AI and solar demand: Optical Communications sales grew 36% and Solar sales 80% versus Q1 2025. Core operating margin increased to 20.2%, and adjusted free cash flow reached $188 million. Management expects Q2 core sales of about $4.6 billion (up ~14%) and core EPS of $0.73–$0.77 (up ~25%), including a planned $30 million maintenance-related expense at the solar wafer facility.
The company also revised its segment structure to four reportable segments—Optical Communications, Glass Innovations, Automotive, and Solar—while grouping smaller activities into Life Sciences and Emerging Growth Businesses. Prior-period segment data for 2024 and 2025 have been recast in Exhibit 99.2 to match the new structure.
Corning Incorporated filed a shelf registration on Form S-3 to register the offering of multiple types of securities, including debt securities, warrants, preferred stock, depositary shares and common stock, from time to time after the effective date.
The prospectus dated April 24, 2026 states that specific terms, amounts, prices and net proceeds for each offering will be provided in prospectus supplements. The company notes its common stock last traded at $169.50 per share on April 23, 2026.
Corning Inc. Chairman, CEO and President Wendell P. Weeks exercised derivative awards into common stock and had shares withheld for taxes. He converted 235,610 performance share units and 104,474 restricted stock units into an equal number of common shares. To cover tax obligations, 165,622 common shares were disposed of at $168.27 per share, a tax-withholding transaction rather than an open-market sale. Following these moves, he directly holds 908,353 common shares, along with additional indirect positions reported for his spouse and employee benefit plans.
Corning Incorporated executive John Z. Zhang, Exec. Vice President & CCDO, exercised equity awards that converted into common stock and triggered a tax share withholding. On April 15, 2026, he exercised performance share units and restricted stock units covering 61,571 shares of common stock in total, reflected as derivative exercises.
Following these exercises, 31,433 common shares were withheld in a tax-withholding disposition at an indicated price of $168.27 per share, leaving Zhang with 30,138 common shares held directly after the reported transactions. He also continues to hold multiple performance share unit and restricted stock unit awards that remain subject to future service-based vesting on dates ranging from April 15, 2026 through April 16, 2029.
Corning Incorporated senior vice president Ronald L. Verkleeren reported equity compensation activity involving performance share units, restricted stock units, and common stock. On April 15, 2026, he exercised derivative awards, converting 32,571 performance share units and 14,332 restricted stock units into the same number of Corning common shares.
Following these conversions, a total of 22,843 common shares were disposed of to satisfy tax obligations through a tax-withholding disposition, not an open-market sale, at a reported price of $168.27 per share. After the transactions, he directly held 58,143 shares of Corning common stock.
The filing also shows remaining unvested equity awards. These include performance share units covering 24,543 and 8,145 underlying shares and restricted stock units covering 15,333, 11,612, and 4,056 underlying shares. Footnotes indicate these units vest between April 15, 2026 and April 16, 2029, subject to service-based vesting conditions and certain events such as retirement, death, or disability.
Corning Incorporated vice chairman Lewis A. Steverson exercised equity awards and increased his direct share holdings. On April 15, 2026, he converted 71,118 performance share units and 31,109 restricted stock units into the same number of Corning common shares at an exercise price of $0.00 per share.
To cover tax obligations, 49,786 common shares were withheld at $168.27 per share in a tax-withholding disposition, not an open-market sale. After these transactions, Steverson directly holds 55,902 common shares, along with significant remaining unvested performance and restricted stock units that vest between April 15, 2026 and April 16, 2029, subject to service-based vesting conditions.