What move does the options market price into Corning's report?

Implied ±21.4%, either direction · provisional.

How often does Corning move more than the options market prices?

2 of the last 8 reports moved at least as far as the implied move.

GLWNYSEDrawing & Insulating of Nonferrous Wire

Corning Inc (GLW) earnings date, market-implied expected move, and options open interest by expiry

118.80

pre 114.67 −3.45%

Pre-market04:08 ETdelayed

Open114.65Volume14.1MMkt cap$102.3BP/E45.69EPS2.51Div yield0.94%

Day114.65 – 114.6550%52-wk76.98 – 271.2719%

GLW

Corning Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±21.4%implied · straddle

93.31144.23

spot 118.77exp Feb 19ATM strike 120ATM straddle 29.95IV 59%

Nov 4 closeprovisional

Expected move

Inputs

Next report

Jan 27

before open · in 83 days

est.Q4 FY26

Calendar

Next report

Last report

−1.13%

vs ±7.2% implied · ×0.16

shaded = implied · ▲▼ = realized

Oct 27 '26 · confirmed

Implied vs realized

Linked news

12hAAPL · customerApple cements its status as tech’s biggest heavyweight with the stock’s best day in over a year

News

Largest filed tie

13F top-10 QoQ

−0.63%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

2,693 managers

Top fund weight

1.11%

GLW weight · XLK

N-PORTJun 30 '26

12 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Corning (GLW) is expected to report on Jan 27 before open (estimated date).

Implied vs realized

8 reports

2 of 8≥ implied

avg implied: ±6.8%
avg realized: ±5.7%

Jan 29 '25Jan 29 '25confirmed±5.1%▼−2.79%×0.55

Apr 29 '25Apr 29 '25confirmed±6.5%▲+0.82%×0.13

Q2 FY25Jul 29 '25confirmed±4.2%▲+11.86%×2.80

Q3 FY25Oct 28 '25confirmed±6.1%▼−3.29%×0.54

Q4 FY25Jan 28 '26confirmed±6.8%▼−4.98%×0.73

Q1 FY26Apr 28 '26confirmed±9.4%▼−8.90%×0.95

Q2 FY26Jul 28 '26confirmed±9.2%▼−12.10%×1.31

Q3 FY26Oct 27 '26confirmed±7.2%▼−1.13%×0.16

quarterimplied−15%0+15%realized×

Q3 FY26±7.2%▼−1.13%×0.16

Q2 FY26±9.2%▼−12.10%×1.31

Q1 FY26±9.4%▼−8.90%×0.95

Q4 FY25±6.8%▼−4.98%×0.73

Q3 FY25±6.1%▼−3.29%×0.54

Q2 FY25±4.2%▲+11.86%×2.80

2 older reports

Apr '25±6.5%▲+0.82%×0.13

Jan '25±5.1%▼−2.79%×0.55

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 11 expiries · Nov 3 close

1.46OI · 11 expiries · Nov 3 closeP/C open interest · Feb 19 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

6 nearer expiries

12,003+58%Nov 61d0.8514,044+66%0.85

5,702+37%Nov 138d1.005,684+38%1.00

63,497−3%Nov 2015d1.0858,694+3%1.08

4,633+143%Nov 2722d1.562,978+387%1.56

283+45%Dec 429d1.07265+70%1.07

813—Dec 1136d4.75171—4.75

55,072+9%Dec 1843d1.2245,282+22%1.22

56,335+1%Jan 1571d1.1449,331+3%1.14

report · Jan 27 · before open · est.

13,754+3%Feb 19106d9,396+5%

26,627+3%Mar 19134d1.3320,0330%1.33

11,581+11%Apr 16162d2.834,086+10%2.83

ExpiryPutsCallsP/C

6 nearer expiries

Nov 61d12,003+58%14,044+66%0.85

Nov 138d5,702+37%5,684+38%1.00

Nov 2015d63,497−3%58,694+3%1.08

Nov 2722d4,633+143%2,978+387%1.56

Dec 429d283+45%265+70%1.07

Dec 1136d813—171—4.75

Dec 1843d55,072+9%45,282+22%1.22

Jan 1571d56,335+1%49,331+3%1.14

report · Jan 27 · before open · est.

Feb 19106d13,754+3%9,396+5%1.46

Mar 19134d26,627+3%20,0330%1.33

Apr 16162d11,581+11%4,086+10%2.83

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±21.4%

Funds 4

XLK±0.2%

FTC±0.1%

VTV±0.1%

SPY±0.1%

Dashed = straddleMethod 2 more funds Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ3 FY26

15.37%as filednet margin · revenue +7.77% QoQ · +18.41% YoY

Revenue

$4.9B+7.77% QoQ

Gross profit

$1.8B+11.18% QoQ

37.28% margin

Operating income

$911M+30.52% QoQ

18.76% margin

Pre-tax income

$968M+49.15% QoQ

Net income

$746M+22.50% QoQ

15.37% margin

Cost of revenue

$3.0B+5.84% QoQ

Operating expenses

$899M−3.33% QoQ

SG&A $563M

R&D $314M

Other operating $22M

Tax

$222M+455.00% QoQ

Other income

$57M+216.33% QoQ

Revenue$4.9B+7.77%

Gross profit

$1.8B+11.18%

37.28% margin

Operating income

$911M+30.52%

18.76% margin

Pre-tax income

$968M+49.15%

Net income

$746M+22.50%

15.37% margin

Cost of revenue

$3.0B+5.84%

Operating expenses

$899M−3.33%

SG&A $563M

R&D $314M

Other operating $22M

Other income$57M+216.33%

Tax$222M+455.00%

flow · deduction · inflow · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

No trades yet today.

Intraday

Event sensitivity

NFP ×2.56· ±5.1% vs ±2.0% · 10 releases

eventrelease day|move|up · n×base

NFPjobs report±5.1%5 of 10×2.56

PCEpersonal income & outlays±3.2%12 of 19×1.60

GDPgross domestic product±3.1%12 of 19×1.53

CPIconsumer prices±2.9%7 of 11×1.46

CPROFcorporate profits±2.7%8 of 12×1.36

PPIproducer prices±2.6%5 of 11×1.30

FOMCrate decision±1.6%14 of 25×0.79

Bar = avg |move| to ±6% · tick = ±2.0% avg day · ×base = |move| ÷ ±2.0% · min 6 releases

Earnings history

EPS 0.78 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Oct 27 '26 · confirmed	0.78	—
Q2 FY26	Jul 28 '26 · confirmed	0.64	—
Q1 FY26	Apr 28 '26 · confirmed	0.43	—
Q4 FY25	Jan 28 '26 · confirmed	0.72	—
Q3 FY25	Oct 28 '25 · confirmed	0.67	—
Q2 FY25	Jul 29 '25 · confirmed	0.60	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod