Littelfuse vs. Corning: Revenue Growth Comparison Amid Big Tech Partnerships
In Q1 2026, Littelfuse reported $657 million in revenue with an 11% net income margin and a market cap of approximately $10 billion. Meanwhile, Corning generated $4.1 billion in the same period with a roughly 15% EBIT margin and a significantly larger market cap of around $134 billion. Both companies have shown revenue growth over the past year: Littelfuse increased by 17.6%, while Corning grew its revenue by 24%. Despite being much smaller, Littelfuse's recent Q1 performance outpaced expectations and marked a positive quarter for the company. In contrast, Corning experienced a slight decline in revenue during that period. Corning benefits from major partnerships with tech giants like Nvidia, Broadcom, Meta Platforms, Amazon, and Apple—particularly through its supply of glass components for iPhones. These relationships position it well within the AI data center boom. Littelfuse is also growing but faces challenges due to market cyclicality in technology, transportation, and industrial sectors.
Topics: Corning Littelfuse revenue analysis