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Corning Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.692 |
| EPS actual | $0.700 |
| EPS Surprise | 1.16% |
| Revenue estimate | 4.298B |
| Revenue actual | 4.345B |
| Revenue Surprise | 1.09% |
| Release date | Jan 28, 2026 |
| EPS estimate | $0.707 |
| EPS actual | $0.720 |
| EPS Surprise | 1.84% |
| Revenue estimate | 4.362B |
| Revenue actual | 4.412B |
| Revenue Surprise | 1.15% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.665 |
| EPS actual | $0.670 |
| EPS Surprise | 0.752% |
| Revenue estimate | 4.231B |
| Revenue actual | 4.1B |
| Revenue Surprise | -3.11% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.571 |
| EPS actual | $0.600 |
| EPS Surprise | 5.08% |
| Revenue estimate | 3.856B |
| Revenue actual | 3.862B |
| Revenue Surprise | 0.154% |
Last 4 Quarters for Corning
Below you can see how GLW performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $61.98 |
| EPS estimate | $0.571 |
| EPS actual | $0.600 |
| EPS surprise | 5.08% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $55.80 |
| Jul 24, 2025 | $55.72 |
| Jul 25, 2025 | $55.36 |
| Jul 28, 2025 | $55.41 |
| Jul 29, 2025 | $61.98 |
| Jul 30, 2025 | $62.61 |
| Jul 31, 2025 | $63.24 |
| Aug 01, 2025 | $62.05 |
| Aug 04, 2025 | $63.49 |
| 4 days before | 11.08% |
| 4 days after | 2.44% |
| On release day | 1.02% |
| Change in period | 13.78% |
| Release date | Oct 28, 2025 |
| Price on release | $86.43 |
| EPS estimate | $0.665 |
| EPS actual | $0.670 |
| EPS surprise | 0.752% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $84.14 |
| Oct 23, 2025 | $85.84 |
| Oct 24, 2025 | $87.41 |
| Oct 27, 2025 | $89.37 |
| Oct 28, 2025 | $86.43 |
| Oct 29, 2025 | $90.29 |
| Oct 30, 2025 | $90.28 |
| Oct 31, 2025 | $89.08 |
| Nov 03, 2025 | $87.50 |
| 4 days before | 2.72% |
| 4 days after | 1.24% |
| On release day | 4.47% |
| Change in period | 3.99% |
| Release date | Jan 28, 2026 |
| Price on release | $104.29 |
| EPS estimate | $0.707 |
| EPS actual | $0.720 |
| EPS surprise | 1.84% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $94.28 |
| Jan 23, 2026 | $93.27 |
| Jan 26, 2026 | $94.95 |
| Jan 27, 2026 | $109.76 |
| Jan 28, 2026 | $104.29 |
| Jan 29, 2026 | $103.00 |
| Jan 30, 2026 | $103.25 |
| Feb 02, 2026 | $110.36 |
| Feb 03, 2026 | $112.79 |
| 4 days before | 10.62% |
| 4 days after | 8.15% |
| On release day | -1.24% |
| Change in period | 19.63% |
| Release date | Apr 28, 2026 |
| Price on release | $153.05 |
| EPS estimate | $0.692 |
| EPS actual | $0.700 |
| EPS surprise | 1.16% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $168.76 |
| Apr 23, 2026 | $169.50 |
| Apr 24, 2026 | $175.89 |
| Apr 27, 2026 | $168.00 |
| Apr 28, 2026 | $153.05 |
| Apr 29, 2026 | $151.86 |
| Apr 30, 2026 | $164.24 |
| May 01, 2026 | $158.28 |
| May 04, 2026 | $160.20 |
| 4 days before | -9.31% |
| 4 days after | 4.67% |
| On release day | -0.775% |
| Change in period | -5.07% |
Corning Earnings Call Transcript Summary of Q1 2026
Corning reported strong Q1 2026 results: sales +18% YoY to $4.35B, EPS +30% to $0.70, operating margin 20.2%, gross margin 39.1%, ROIC 13.5%, and free cash flow $188M. Performance was driven by Optical Communications (enterprise and carrier demand, large multiyear agreements with hyperscalers) and a rapidly scaling Solar platform (polysilicon, wafer and module operations). Management will upgrade and extend its Springboard growth plan at an investor event on May 6 (now planning through 2030). Optical demand (including Gen AI products and fiber-to-the-home) is driving capacity expansion plans and long-term supply agreements where Corning and customers share risk and investment. Solar ramp shows meaningful revenue contribution (Q1 solar sales +80% YoY) but wafer ramp issues require an extended maintenance shutdown; Q2 guidance assumes an incremental ~$30M of expense related to transitioning to permanent utility systems and equipment repairs/upgrades. Q2 guidance: revenue ~ $4.6B (+~14% YoY) and EPS $0.73–$0.77 (+~25% YoY). Management reiterated capital allocation priorities: invest in high-return organic growth, use customer funding and risk-sharing to finance expansions, maintain a strong balance sheet, continue dividends and prioritize share buybacks for returning excess cash. New reporting segments introduced (Solar as standalone; Glass Innovations combining Display & Specialty Materials).
