Corning vs Littelfuse
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KIRA’s take AI analyst
I put Corning and Littelfuse side by side, using each one’s latest annual report. Here is what stands out:
- Corning is the larger business, with $15.6B of revenue in fiscal 2025 against $2.4B for Littelfuse, about 6.5 times as much.
- Corning grew revenue faster (19.1%, against 8.9%).
- Corning kept more of each dollar of sales as operating profit (14.6% operating margin, against 1.6%).
- Littelfuse turned more of its sales into free cash flow (15.3% FCF margin, against 9.0%).
- Corning earned a higher return on the capital invested in it (10.8%, against 0.7%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Corning
GLW
5/11
Revenue growthOperating marginNet marginReturn on capitalReturn on equity
Littelfuse
LFUS
5/11
5-year growthGross marginFCF marginNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | GLW FY25 | LFUS FY25 |
|---|---|---|
| Size | ||
| Market cap | $108.2B | $8.9B |
| Revenue | $15.6B | $2.4B |
| Free cash flow | $1.4B | $366M |
| Net income | $1.6B | −$71.7M |
| Growth | ||
| Revenue growth | 19.1% | 8.9% |
| 5-year growth | 6.7% | 10.5% |
| Share count change | 0.2% | −0.9% |
| Profitability | ||
| Gross margin | 36.0% | 38.0% |
| Operating margin | 14.6% | 1.6% |
| Net margin | 10.2% | −3.0% |
| FCF margin | 9.0% | 15.3% |
| Return on capital | 10.8% | 0.7% |
| Return on equity | 14.2% | −3.0% |
| Balance sheet | ||
| Net debt | $6.9B | $239M |
| Net debt / EBITDA | 1.9x | 1.4x |
| Dividends and buybacks | $1.2B | $99.6M |
| Valuation & quality | ||
| P/E | 56.5x | — |
| Piotroski F-score | 6 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.