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Operating Expense Breakdown
Details core operating costs such as R&D, selling and administrative expenses, and manufacturing overhead to reveal how much the company is investing in innovation and scale versus controlling costs, which directly impacts margins and long‑term competitiveness.Corning is clearly front‑loading operating expenses: SG&A jumped materially into late‑2025/2026 as the company scales sales, customer programs and capacity tied to its Springboard deals, while R&D has crept higher to support photonics, Gen‑AI and solar product builds. Falling amortization is a small, persistent margin tailwind. Management’s guidance (robust FCF, ~$2B CapEx and >20% operating margins) implies they expect these investments to pay off, but adoption/timing risk in photonics means elevated SG&A/R&D increases could pressure near‑term profit if customer ramp delays occur.
Date | Selling, General, and Administrative | Amortization | Research, Development, and Engineering |
|---|---|---|---|
Jun 30, 2026 | $608.00M | $23.00M | $299.00M |
Mar 31, 2026 | $588.00M | $23.00M | $278.00M |
Dec 31, 2025 | $512.00M | $27.00M | $284.00M |
Sep 30, 2025 | $624.00M | $27.00M | $280.00M |
Jun 30, 2025 | $515.00M | $28.00M | $276.00M |
Mar 31, 2025 | $471.00M | $28.00M | $270.00M |
Dec 31, 2024 | $499.00M | $30.00M | $275.00M |
Sep 30, 2024 | $510.00M | $31.00M | $294.00M |
Jun 30, 2024 | $471.00M | $30.00M | $262.00M |
Mar 31, 2024 | $451.00M | $30.00M | $258.00M |