GLW · Corning Inc /Ny
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AI Brief
Q2 FY26 earnings call · Jul 28, 2026TL;DR. Corning delivered Q2 core sales growth of 17% to $4.74B and core EPS growth of 30% to $0.78, both above guided ranges, and reiterated its internal Springboard Plan targeting a 19% sales CAGR from Q4 2026 to Q4 2030 to reach a $40B annualized run rate by year-end 2030. The company guided Q3 core sales to grow ~16% to $4.9–$5.0B and core EPS to grow ~28% to $0.85–$0.89, while announcing new multi-year customer agreements with Amazon and NVIDIA to expand U.S. optical connectivity manufacturing.
- + Q2 core sales grew 17% YoY to $4.74B and core EPS grew 30% to $0.78, both above guided ranges
- + Enterprise Networks sales grew 65% YoY to $1.27B and Gen AI product sales nearly doubled
- + Q2 core operating margin expanded 190bps to 20.9%, core ROIC expanded 180bps to 14.9%, and adjusted free cash flow was $1.42B
- + Q3 guidance calls for core sales growth of ~16% to $4.9–$5.0B and core EPS growth of ~28% to $0.85–$0.89
- + Announced long-term partnership with NVIDIA to expand U.S. optical connectivity manufacturing capacity 10x and U.S. fiber production by more than 50%
- + Announced multi-year, multibillion-dollar agreement with Amazon to supply optical fiber, cable, and connectivity for U.S. data centers
- − Solar segment posted a net loss of $7M in Q2 after an extended maintenance shutdown and equipment upgrade
- − Handheld end market expected to be down mid-teens percentage for the year on memory price headwinds
- − Carrier sales grew only 1% YoY in Q2 due to customer/project timing
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GLW
this stock
Corning Inc /Ny
|
$135.01B | +81.3% | +19.1% | 71.9 | 2.0% |
|
APH
Amphenol Corp /De/
|
$416.11B | — | +51.7% | 84.6 | 0.6% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$93.18B | +132.8% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.28B | -6.6% | +8.9% | 21.4 | 2.9% |
|
IBIDF
Ibiden Co., Ltd./ADR
|
$42.80B | — | — | — | 0.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GLW | -0.6% | +6.7% | -3.9% | +6.7% | +81.3% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | +0.6% | +7.1% | -16.9% | +7.1% | +69.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.