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Parkev Tatevosian, CFA发布 2026-08-29
Business is Booming for Corning. Time to Buy?
$GLW未明确方向
GLW 评级为持有;估值表现不一,尽管远期市盈率合理,但 DCF 显示其估值偏高。

康宁的业务正在蓬勃发展,因为市场对其光连接解决方案的需求强劲,尤其是在企业网络领域,其中生成式人工智能产品的销售额同比增长了近一倍。

Business is booming for Corning as demand for its optical connectivity solutions, particularly within enterprise networks, where generative AI product sales nearly doubled year over year.

总体而言,该公司在最近一个完整季度的销售额为 47.4 亿美元,较去年同期增长 17%。管理团队对其长期前景表示乐观,并宣布了一项“Springboard 2030-40”计划,预计到 2026 年底销售额年化运行率将达到 200 亿美元,到 2028 年底达到 300 亿美元,到 2030 年底达到 400 亿美元。

Overall, the company reported $4.74 billion in sales in its most recently completed quarter, and that was up 17% from the same time last year. The management team sounded optimistic about their long-term prospects, announcing a spring board 2030-40 plan where they expect their sales targeting annualized run rate of $20 billion by the end of 2026, $30 billion by the end of 2028, and $40 billion by the end of 2030.

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