Corning's earnings call revealed strong performance with record sales and EPS, driven by robust demand for new Gen AI and solar products. While there are challenges such as tariff impacts and higher production ramp costs, the positive momentum from the Springboard plan and significant growth in Optical Communications and other segments lead to a positive outlook.

Company Guidance -

Q3 2025

In the second quarter of 2025, Corning Incorporated exceeded expectations with record sales of $4 billion, a 12% year-over-year increase, and EPS growth of 28% to $0.60. The company expanded its operating margin by 160 basis points to 19% and increased its return on invested capital by 210 basis points to 13.1%. Free cash flow grew 28% to $451 million. Corning's performance was driven by strong demand across its platforms, including Gen AI and U.S.-based solar products. Looking ahead, Corning anticipates continued momentum with an expected $4.2 billion in sales for the third quarter, along with EPS guidance in the range of $0.63 to $0.67, as it progresses toward its Springboard target of a 20% operating margin by 2026.

Record Sales and EPS Exceed Expectations

Corning's second-quarter sales grew 12% year-over-year to $4 billion. Earnings per share increased 28% to $0.60, surpassing guidance.

Strong Operating Margin and Return on Invested Capital

Operating margin expanded by 160 basis points to 19%, and return on invested capital grew by 210 basis points to 13.1%.

Optical Communications Growth

Optical Communications sales increased 41% year-over-year, led by an 81% rise in enterprise sales and a 16% increase in carrier business.

Gen AI and U.S. Solar Products Driving Demand

Record customer response to new Gen AI and U.S.-based solar products, contributing to growth in mobile consumer electronics, display, automotive, and optical communications platforms.

Springboard Plan Exceeds Milestones

At the halfway point of the Springboard plan, sales grew 24%, adding over $3 billion to the annualized run rate. Operating margin expanded by 270 basis points, and EPS grew 54%.

Corning (GLW) Earnings, Revenues Date & History

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GLW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.66 / -	0.54	―	―	―
Jul 29, 2025	2025 (Q2)	0.57 / 0.60	0.47	27.66% (+0.13)
Apr 29, 2025	2025 (Q1)	0.51 / 0.54	0.38	42.11% (+0.16)
Jan 29, 2025	2024 (Q4)	0.56 / 0.57	0.39	46.15% (+0.18)
Oct 29, 2024	2024 (Q3)	0.53 / 0.54	0.45	20.00% (+0.09)
Jul 30, 2024	2024 (Q2)	0.46 / 0.47	0.45	4.44% (+0.02)
Apr 30, 2024	2024 (Q1)	0.35 / 0.38	0.41	-7.32% (-0.03)
Jan 30, 2024	2023 (Q4)	0.39 / 0.39	0.47	-17.02% (-0.08)
Oct 24, 2023	2023 (Q3)	0.46 / 0.45	0.51	-11.76% (-0.06)
Jul 25, 2023	2023 (Q2)	0.45 / 0.45	0.57	-21.05% (-0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GLW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$55.41	$61.98	+11.86%
Apr 29, 2025	$43.85	$44.21	+0.82%
Jan 29, 2025	$50.65	$49.24	-2.78%
Oct 29, 2024	$46.04	$48.19	+4.67%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.