CORNING INC /NY is expected to release its Q3 2026 10-Q filing on October 26, 2026, before market open. Last quarter: Corning Incorporated delivered strong financial results in 2026-Q2 with GAAP net sales rising 17% YoY to $4.51B and Core EPS expanding 30% YoY to $0.78, driven by robust AI-related demand in Optical Communications.
EPS Estimate
$0.86
Revenue Estimate
$5.04B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the GLW page.
Drawn from management commentary in the Q2 2026 10-Q:
Optical Communications segment net sales grew 32% YoY to $2,072M in 2026-Q2 (up from $1,566M in 2025-Q2), while segment net income rose 77% YoY to $438M, powered by surging demand for Generative AI products in enterprise networks.
Solar segment sales grew 90% YoY to $438M in 2026-Q2 due to increased demand for hyper-pure polysilicon, solar wafers, and modules. However, segment net income dropped to -$7M due to temporary operational costs incurred while ramping up manufacturing capacity.
Effective April 1, 2026, Corning prospectively replaced its constant-currency reporting with a new 'adjustment for hedged exposures' non-GAAP metric to better reflect the underlying results of its foreign currency hedging program across Japanese yen, Euro, and other currency exposures.
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