Corning Reports Strong Q3 2026 Financial Results and Raises Outlook

Overview

On October 27, 2026, Corning Incorporated (NYSE: GLW) submitted a Form 8-K under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits), reporting its financial results for the third quarter ended September 30, 2026.

Key Financial Highlights

• Core Sales: Reached $5.08 billion, representing a 19% increase year-over-year compared to $4.272 billion in Q3 2025.
• Core EPS: Increased 36% year-over-year to $0.91 (up from $0.67 in Q3 2025).
• GAAP Sales & Diluted EPS: GAAP net sales totaled $4.855 billion (+18% YoY) with diluted EPS of $0.78 (+56% YoY from $0.50).
• Operating Cash Flow & FCF: GAAP operating cash flow stood at $1.06 billion, with adjusted free cash flow at $661 million.
• Segment Highlights:
  • Optical Communications: Q3 sales reached $2.379 billion, up 44% year-over-year, driven by Gen AI product demand (+100% YoY) and Enterprise Networks (+84% YoY).
  • Glass Innovations: Sales were $1.506 billion (-3% YoY).
  • Automotive: Sales were $470 million.

Guidance for Q4 2026

• Core Sales: Projected in the range of $5.2 billion to $5.3 billion (~19% YoY growth).
• Core EPS: Projected between $0.96 and $1.00 (~36% YoY growth).

Signatures

The report was signed by Stefan Becker, Senior Vice President and Corporate Controller, on October 27, 2026.