[{"data":1,"prerenderedAt":208},["ShallowReactive",2],{"triple-beat-GLW":3,"og-beat-monitoring-GLW":207},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":147,"highlightQuarter":37,"highlightDescription":157,"sources":158,"latestStock":204},"GLW","Corning Incorporated","Corning（GLW）は光ファイバー/ケーブル（Optical Communications）、ディスプレイ用ガラス、Gorilla Glass等の特殊ガラス・セラミックス素材を手がける素材・部品メーカー。直近の成長ドライバーはAIデータセンター向け光接続（Optical の Enterprise/GenAI 部門）で、Enterprise売上はQ2 2025に前年比+81%、Optical全体もQ1 2026に+36%へ加速。2026/1にMetaと最大$6Bの長期供給契約、5月にはNVIDIAとの光接続提携（米国に3工場新設）を発表し、中期成長計画『Springboard』を2030年まで延長・年率$40B超の売上ランレートへ上方修正した。直近5四半期は core sales / core EPS でコンセンサスを連続ビートしているが、EPSのビート幅は+1〜6%と小さく、決算翌日の株価反応はQ2 2025の+11.9%急騰からQ4 2025 −5.0%・Q1 2026 −8.9%の『ビート＆株安』まで一様でない。AI光接続で評価軸は転換しつつあるが、半導体本命（NVDA/MU）ほど切り替わったとは言えず、ビート継続・成長期待として観察する段階。株価は直近1年で約+269%、時価総額は約$156B。","EPS ($, 非GAAP コアEPS 希薄化後)","次Qガイド (core sales / core EPS midpoint)","株価反応 ($)",[11,36,61,86,107,131],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":33},"Q1 2025","2025/4/29","コア売上$3.70B（+13% YoY）、Optical の Enterprise（AIデータセンター向け）が+106% YoY。コアEPS $0.54もビートだが、マクロ/関税の重しで反応は+0.8%と限定的",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$3.70 B","$3.64 B",1.6,13,{"actual":21,"consensus":22,"beatPct":23},"$0.54","$0.51",5.9,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$3.85 B","$3.82 B",0.8,{"company":30,"consensus":31,"beatPct":32},"$0.57","$0.56",1.8,{"reportClose":34,"nextClose":35,"changePct":28},"$44.10","$44.46",{"quarter":37,"reportDate":38,"event":39,"revenue":40,"eps":45,"guidance":48,"stock":57},"Q2 2025","2025/7/29","過去最高のコア売上$4.05B（+12% YoY）、Optical $1.6B（+41%）うちEnterprise +81% YoY。コアEPS $0.60ビートで株価+11.9%急騰、AI光接続の評価軸が点火",{"actual":41,"consensus":42,"beatPct":43,"yoyPct":44},"$4.05 B","$3.86 B",4.9,12,{"actual":46,"consensus":30,"beatPct":47},"$0.60",5.3,{"revenue":49,"eps":53},{"company":50,"consensus":51,"beatPct":52},"$4.20 B","$4.03 B",4.2,{"company":54,"consensus":55,"beatPct":56},"$0.65","$0.62",4.8,{"reportClose":58,"nextClose":59,"changePct":60},"$55.41","$61.98",11.9,{"quarter":62,"reportDate":63,"event":64,"revenue":65,"eps":70,"guidance":74,"stock":82},"Q3 2025","2025/10/28","コア売上$4.27B（+14% YoY）・コアEPS $0.67で連続record＆ビート、Optical Enterprise +58% YoY。次Q（Q4）ガイドを売上+2.4%・EPS+4.5%上回らせ営業利益率20%目標を前倒しもビートだが株価−3.3%（割高感・FCF鈍化）",{"actual":66,"consensus":67,"beatPct":68,"yoyPct":69},"$4.27 B","$4.24 B",0.7,14,{"actual":71,"consensus":72,"beatPct":73},"$0.67","$0.66",1.5,{"revenue":75,"eps":79},{"company":76,"consensus":77,"beatPct":78},"$4.35 B","$4.25 B",2.4,{"company":80,"consensus":71,"beatPct":81},"$0.70",4.5,{"reportClose":83,"nextClose":84,"changePct":85},"$89.37","$86.43",-3.3,{"quarter":87,"reportDate":88,"event":89,"revenue":90,"eps":94,"guidance":97,"stock":103},"Q4 2025","2026/1/28","コア売上$4.41B（+14% YoY、過去最高）・コアEPS $0.72。前日にMetaと最大$6B契約発表＋Springboardを$11Bへ上方修正の強材料も、高バリュエーション嫌気＆Meta急騰の反動で−5.0%",{"actual":91,"consensus":92,"beatPct":93,"yoyPct":69},"$4.41 B","$4.36 B",1.1,{"actual":95,"consensus":80,"beatPct":96},"$0.72",2.9,{"revenue":98,"eps":100},{"company":77,"consensus":66,"beatPct":99},-0.5,{"company":101,"consensus":101,"beatPct":102},"$0.68",0,{"reportClose":104,"nextClose":105,"changePct":106},"$109.76","$104.28",-5,{"quarter":108,"reportDate":109,"event":110,"revenue":111,"eps":115,"guidance":118,"stock":127},"Q1 2026","2026/4/28","コア売上$4.35B（+18% YoY）・コアEPS $0.70、Optical +36%・Solar +80%、8四半期連続YoY成長。だが次Q（Q2）ガイドが売上・EPSとも当時コンセンサスを約1%下回り、割高感も相まって−8.9%急落（ビート＆株安）",{"actual":76,"consensus":112,"beatPct":113,"yoyPct":114},"$4.30 B",1.2,18,{"actual":80,"consensus":116,"beatPct":117},"$0.69",1.4,{"revenue":119,"eps":123},{"company":120,"consensus":121,"beatPct":122},"$4.60 B","$4.65 B",-1.1,{"company":124,"consensus":125,"beatPct":126},"$0.75","$0.76",-1.3,{"reportClose":128,"nextClose":129,"changePct":130},"$168.01","$153.05",-8.9,{"quarter":132,"reportDate":133,"isForecast":134,"event":135,"revenue":136,"eps":140,"guidance":141,"stock":146},"Q2 2026","2026/8/4",true,"2026/8/4 BMO 発表予定。2026/6/22時点のアナリスト予想は当期売上 $4.62 B / 非GAAP EPS $0.75、次Q (3Q 2026) 売上 $5.00 B / EPS $0.85（Koyfin 集約コンセンサス）。",{"actual":137,"consensus":138,"beatPct":139,"yoyPct":139},"n/a","$4.62 B",null,{"actual":137,"consensus":124,"beatPct":139},{"revenue":142,"eps":144},{"company":137,"consensus":143,"beatPct":139},"$5.00 B",{"company":137,"consensus":145,"beatPct":139},"$0.85",{"reportClose":137,"nextClose":137,"changePct":139},[148,149,150,151,152,153,154,155,156],"Q2 2026（2026/8/4 発表予定）はアナリスト予想のみ先行入力。当期 売上$4.62 B / EPS$0.75、次Q (3Q 2026) 売上$5.00 B / EPS$0.85 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","Corning は暦年会計（12月決算）。四半期ラベルは暦年表記（Q1 2025 = 2025年1〜3月期）。決算は毎回米国市場の寄り前に発表されるため、reportClose = 発表前営業日の終値、nextClose = 発表当日（反応日）の終値とした。","revenue は Corning の非GAAP『core sales（コア売上）』、eps は『core EPS（コアEPS・希薄化後）』を採用（会社のヘッドライン指標）。GAAP純売上は core sales より小さい（例: Q1 2025 GAAP $3.45B vs core $3.70B、Q3 2025 GAAP $4.10B vs core $4.27B）。コンセンサスも core 同士で比較している。","各四半期の『発表当時のアナリスト・コンセンサス』（実績の事前予想＋次Qガイドの対コンセンサス）は、決算当日に投稿する株式系アカウント（@TheValueist の Bloomberg Consensus 転載、@CHItrader / @CorleoneDon77 / @MarketMaestro1 / @BankTheTrade / @epictrades1 / @wallstengine 等）の投稿を X（Grok）サーチで複数収集し、中央値を採用した（point-in-time の値。Koyfin の現在予想ではない）。","実績・会社ガイダンスは Corning 公式IR / SEC EDGAR 8-K の一次情報。株価終値は stockanalysis.com 日次履歴を主に、各四半期の反応方向・概算幅を独立ニュースで照合。","次Qガイダンスは会社提示の core sales / core EPS midpoint と、発表当時の次Qコンセンサス（上記 X-search 中央値）の対比。ビート率 =（会社ガイド − コンセンサス）÷ コンセンサス × 100。Q1 2026 は次Q（Q2 2026）ガイドが売上・EPSとも約1%下回り（会社 $4.60B/$0.75 vs 市場 $4.65B/$0.76）、これが『ビート＆株安』の主因。","Q4 2025 の次Q（Q1 2026）ガイドは、StockStory/Yahoo Finance/Finviz の決算当日記事で、売上ガイド $4.25B がアナリスト予想 $4.27B を約0.5%下回り、EPSガイド $0.68 は予想と概ね同水準と報じられたため、consensus = $4.27B / $0.68 とした。","Q4 2025 の株価反応 −5.0% は、前営業日（2026/1/27）に Meta との最大$6B供給契約発表で急騰（$110前後）した反動を含む。決算自体はビート＆Springboard上方修正だったが、高バリュエーションが嫌気された。","株式分割は直近に無し（最後は2000年の3:1）。Corning は2030年まで延長した『Springboard』計画で年率$40B超の売上ランレート・約19%CAGR、$10BのPhotonics新規市場を掲げる。","AI光接続の転換点はQ2 2025（2025/7/29発表）。コア売上は過去最高の$4.05B（+12% YoY）、Optical Communications $1.6B（+41%）、うちEnterprise（AIデータセンター向け）が+81% YoYと急加速し、コアEPS $0.60もビート。さらに次Q（Q3）ガイドを売上+4.2%・EPS+4.8%でコンセンサス超えに引き上げ、寄り前発表当日に株価は+11.9%急騰。『AIの光接続はCorning』という評価軸を市場が織り込み始めた。ただしその後はビートの常態化とともに株価反応が逆転する。Q3 2025は連続ビート＋次Qガイドも上回ったのに−3.3%、Q4 2025はMetaとの最大$6B契約＋Springboard計画を$11Bへ上方修正という強材料でも（前日のMeta急騰の反動も重なり）−5.0%、Q1 2026はコア売上+18%・8四半期連続成長のビートでも、次Q（Q2 2026）ガイドが売上・EPSとも当時コンセンサスを約1%下回り（会社$4.60B/$0.75 vs 市場$4.65B/$0.76）、割高感も相まって−8.9%と急落した。EPSのビート幅は+1〜6%と小さく、株価は決算ヘッドラインより『次Qガイドの上振れ余地とバリュエーション』で動く。Micron/NVDA級に評価軸が完全転換した『構造転換済み』とまでは言えず、Meta/NVIDIA契約とSpringboardの実行（Optical売上の伸長と粗利改善）が伴うかを見極める『ビート継続・成長期待』段階。株価は直近1年で約+269%、足元$181.16。",[159,162,165,168,171,174,177,180,183,186,189,192,195,198,201],{"label":160,"url":161},"Corning IR — Q1 2025 Results (Springboard reiterated)","https://investor.corning.com/news-and-events/news/news-details/2025/Corning-Announces-Strong-First-Quarter-2025-Financial-Results1-and-Reiterates-Confidence-in-Springboard-Plan/default.aspx",{"label":163,"url":164},"SEC 8-K Q1 2025 (glw-20250429xex991)","https://www.sec.gov/Archives/edgar/data/24741/000162828025020470/glw-20250429xex991.htm",{"label":166,"url":167},"Corning IR — Q2 2025 Results (record core sales & core EPS)","https://investor.corning.com/news-and-events/news/news-details/2025/Corning-Announces-Outstanding-Second-Quarter-2025-Financial-Results1-Highlighted-by-Record-Core-Sales-and-Core-EPS/default.aspx",{"label":169,"url":170},"Invezz/TradingView — Corning shares surge ~13% on Q2 2025 (AI Optical)","https://invezz.com/news/2025/07/29/corning-shares-surge-13-on-strong-q2-2025-results-ai-driven-optical-sales/",{"label":172,"url":173},"Corning IR — Q3 2025 Results (record core sales & core EPS)","https://investor.corning.com/news-and-events/news/news-details/2025/Corning-Announces-Third-Quarter-2025-Financial-Results1-with-Record-Core-Sales-and-Core-EPS/default.aspx",{"label":175,"url":176},"X-search (Grok): GLW 各四半期の発表当時コンセンサス（@TheValueist Bloomberg 転載・@CHItrader・@CorleoneDon77・@MarketMaestro1・@BankTheTrade・@epictrades1・@wallstengine の決算当日投稿の中央値）","https://x.com/TheValueist/status/2016483226844344506",{"label":178,"url":179},"Corning IR — 2025 Full-Year Results & Springboard upgrade to $11B","https://investor.corning.com/news-and-events/news/news-details/2026/Corning-Announces-Outstanding-2025-Financial-Results-1--Upgrades-Springboard-Plan-for-Faster-Sales-Growth-on-Significantly-Enhanced-Financial-Profile/default.aspx",{"label":181,"url":182},"Investing.com — Corning beats Q4 expectations, stock falls","https://www.investing.com/news/earnings/corning-beats-q4-expectations-stock-falls-4469857",{"label":184,"url":185},"Yahoo Finance / StockStory — Q4 2025 results and Q1 2026 guidance vs analyst estimates","https://finance.yahoo.com/news/corning-nyse-glw-reports-sales-124246593.html",{"label":187,"url":188},"Finviz / StockStory — GLW Q4 Deep Dive, Q1 2026 guidance vs estimates","https://finviz.com/news/292142/glw-q4-deep-dive-optical-demand-and-major-data-center-contracts-shape-outlook",{"label":190,"url":191},"Corning IR — Strong First-Quarter 2026 Results","https://investor.corning.com/news-and-events/news/news-details/2026/Corning-Announces-Strong-First-Quarter-2026-Financial-Results-1/default.aspx",{"label":193,"url":194},"CNBC — Red-hot Corning shares slide on earnings (Apr 28 2026)","https://www.cnbc.com/2026/04/28/red-hot-corning-shares-slide-on-earnings-why-thats-a-gift-to-investors.html",{"label":196,"url":197},"BusinessWire — Corning Upgrades & Extends Springboard (2030, $40B, Photonics $10B)","https://www.businesswire.com/news/home/20260505616158/en/Corning-Upgrades-and-Extends-Springboard-Plan-Outlines-New-Phase-of-Accelerating-Growth",{"label":199,"url":200},"Fierce Network — Corning to build 3 new US optical plants (NVIDIA partnership)","https://www.fierce-network.com/broadband/corning-build-3-new-optical-plants-us-little-500m-help-nvidia",{"label":202,"url":203},"stockanalysis.com GLW (price history & market cap)","https://stockanalysis.com/stocks/glw/",{"date":205,"close":206},"2026-06-18","$194.92","https://log.eurekapu.com/og/pages/general/beat-monitoring-GLW.png?title=GLW%20Corning%20Incorporated%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=6974cf911f7c0265",1782528865057]