Companies · GLW
Corning
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Latest analysis
Updated Jul 29, 2026
Corning Optical Communications surges 32% in Q2 2026 on generative AI demand, driving 17% total revenue growth and 30% core EPS expansion
Corning's Optical Communications segment is the unambiguous growth engine: Q2 2026 segment net sales of $2.1 billion rose 32% year-over-year on generative AI product demand, contributing $506 million of the $643 million total revenue increase and $191 million of the $157 million core net income gain. The Solar segment delivered 90% revenue growth in Q2 but swung to a segment net loss as capacity ramp costs temporarily compressed margins. A $1.0 billion upfront customer deposit received in H1 2026 under a long-term supply agreement signals deepening hyperscaler commitment to Corning's fiber infrastructure.
Tone: bullishRevenue
$15.6B
GLW 10-K · FY 2025
Employees
67,200
Revenue growth YoY
+19%
Founded
1851
Profile
GLW 10-K Item 1 · Feb 12, 2026Corning Incorporated is a materials science and manufacturing company with 175 years of history, applying expertise in glass science, ceramic science and optical physics across five reportable segments: Optical Communications, Display, Specialty Materials, Automotive and Life Sciences. The company manufactures products in 14 countries for end markets spanning optical networking, flat panel displays, mobile consumer electronics, automotive emissions and glass, life sciences, semiconductors and solar. Its Optical Communications segment — driven by AI-related data center demand — is its largest, representing 38% of total segment net sales in 2025.
Read filing description ↓ Collapse description ↑
Corning is vital to progress – in the industries we help advance and in the world we share. With a 175-year track record of life-changing inventions, Corning applies its unparalleled expertise in glass science, ceramic science and optical physics, along with its deep manufacturing and engineering capabilities to develop category-defining products that transform industries and enhance people's lives. Our materials science and manufacturing expertise, boundless curiosity and commitment to purposeful invention place us at the center of the way the world works, learns and lives. In addition, our sustained investment in research, development and engineering capabilities means we are always ready to solve the toughest challenges alongside our customers. Our capabilities are versatile and synergistic, allowing Corning to evolve to meet changing market needs, while also helping customers capture new opportunities in dynamic industries. Today, Corning's markets include optical communications, display, mobile consumer electronics, automotive, life sciences, semiconductors and solar. Corning's industry-leading products include damage-resistant cover materials for mobile devices; precision glass for advanced displays; optical fiber, cable and connectivity solutions for advanced communications networks, such as fiber to the home and data centers, enabling artificial intelligence and connections around the world; trusted products to accelerate drug discovery and delivery; and clean-air technologies and technical glass for cars and trucks. Corning manufactures products in 14 countries and operates in five reportable segments: Optical Communications, Display, Specialty Materials, Automotive and Life Sciences.
Primary products
- Vascade optical fibers
- LEAF optical fiber
- SMF-28e ULL and TXF fiber
- SMF-28e+ single-mode optical fiber
- ClearCurve ultra-bendable single-mode fiber
- SMF-28e Ultra and SMF-28e Contour fibers
Business segments
End markets
Geographies
Named customers
A relatively small number of end customers account for a high percentage of our net sales in each of our business segments.
Named competitors
“We maintain a leadership position in the segment's principal product groups, which include carrier and enterprise networks.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales for the year ended December 31, 2025 increased by $2.5 billion, or 19%, compared to 2024, primarily driven by higher optical communications, polycrystalline silicon and solar, display, specialty materials and automotive product sales.
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