The article compares Corning (GLW) and Honeywell International (HON) using fiscal 2025 figures. Corning reported revenue of nearly $15.6 billion, up about 19.1%, and net income of roughly $1.6 billion, versus $506 million in 2024; its free cash flow was nearly $1.4 billion. Honeywell posted revenue of nearly $37.4 billion, up about 7.8%, but net income fell to roughly $4.7 billion from nearly $5.7 billion, with net margin dropping to about 12.6% from 16.4%; its free cash flow was nearly $5.4 billion. The article flags Corning's customer concentration, with two customers accounting for nearly 28% of optical sales, and Honeywell's litigation, including securities class actions and matters related to Flexjet. It also says Corning's optical communications revenue grew more than 30% year over year in Q2 2026.
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