Every material Form 8-K Corning has filed with the SEC since July 08, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Corning Incorporated reported its third-quarter 2026 financial results, with core sales increasing 19% year over year to $5.08 billion and core EPS growing 36% to $0.91, exceeding previous guidance. The company also issued its fourth-quarter outlook, expecting core sales of $5.2 billion to $5.3 billion and core EPS of $0.96 to $1.00. These results highlight the accelerating execution of Corning's Springboard Plan and provide positive momentum for shareholders.
Core sales grew 19% year over year to $5.08 billion for the third quarter ended September 30, 2026.
Core EPS increased 36% year over year to $0.91 for the third quarter of 2026.
Optical Communications Q3 sales rose 44% year over year to $2.38 billion, driven by Enterprise Networks and Gen AI product growth.
Fourth-quarter 2026 outlook projects core sales between $5.2 billion and $5.3 billion and core EPS between $0.96 and $1.00.
Corning reported second-quarter 2026 results with core sales up 17% year over year to $4.74 billion and core EPS up 30% to $0.78, while GAAP diluted EPS rose 19% to $0.64. The company also guided third-quarter core sales to $4.9 billion to $5 billion and core EPS to $0.85 to $0.89, and said it upgraded its Springboard growth plan, which targets a $40 billion annualized sales run rate by the end of 2030.
GAAP net sales were $4.51 billion, up 17% year over year; GAAP net income attributable to Corning was $559 million.
Optical Communications sales rose 32% to $2.07 billion, including a 65% increase in Enterprise Networks.
Third-quarter outlook: core sales of $4.9 billion to $5 billion and core EPS of $0.85 to $0.89.
Amazon and NVIDIA announced multi-year customer partnerships in the second quarter.
Corning reported first-quarter 2026 GAAP sales of $4.14 billion, up 20% from a year earlier, and GAAP diluted EPS of $0.43, up 139%. Core sales rose 18% to $4.35 billion and core EPS rose 30% to $0.70, led by Optical Communications and the Solar segment. For the second quarter, the company expects core EPS of $0.73 to $0.77, a figure that includes $30 million of added expense from an extended maintenance shutdown at its solar wafer facility.
GAAP net income attributable to Corning was $371 million, up 136% from $157 million a year earlier.
Optical Communications sales rose 36% to $1,846 million, and Solar sales rose 80% to $370 million.
Two additional hyperscale customers signed large, long-term agreements similar in size and duration to the multiyear, up-to-$6 billion agreement with Meta.
Second-quarter outlook: core sales growth of about 14% to approximately $4.6 billion and core EPS of $0.73 to $0.77.
Corning reported fourth-quarter 2025 GAAP sales of $4.22 billion, up 20% from a year earlier, and GAAP diluted EPS of $0.62 versus $0.36. It also forecast first-quarter 2026 core sales of $4.2 billion to $4.3 billion and core EPS of $0.66 to $0.70, and raised its internal Springboard sales target, which matters to shareholders because it signals expected growth and profit gains.
Q4 2025 GAAP sales $4.22 billion (up 20% year over year); core sales $4.41 billion (up 14%)
Q4 2025 GAAP EPS $0.62 vs. $0.36 a year earlier; core EPS $0.72, up 26%
Full-year 2025 GAAP sales $15.63 billion; GAAP EPS $1.83 vs. $0.58 in 2024
Q1 2026 outlook: core sales $4.2 billion to $4.3 billion; core EPS $0.66 to $0.70; Meta agreement up to $6 billion
Corning reported third-quarter 2025 results with record core sales and core EPS, both up year over year, and GAAP net income attributable to the company of $430 million. The company guided to fourth-quarter core sales of about $4.35 billion and core EPS of $0.68 to $0.72, and said it expects to reach its Springboard operating margin target of 20% in Q4 2025, a year ahead of plan.
GAAP sales were $4.10 billion, up 21% year over year; core sales were $4.27 billion, up 14%
GAAP diluted EPS was $0.50 versus a loss of $0.14 in Q3 2024; core EPS was $0.67, up 24%
Fourth-quarter 2025 outlook: core sales of about $4.35 billion and core EPS of $0.68 to $0.72
Optical Communications Enterprise sales grew 58% year over year; Apple committed $2.5 billion to make iPhone and Apple Watch cover glass at its Kentucky facility
Corning appointed Ami Badani, chief marketing officer at Arm Holdings plc, as a director effective October 7, 2025, and placed her on the Information Technology and Finance Committees. The appointment brings the board to 10 directors, and the Board determined she is independent under New York Stock Exchange standards.
Ami Badani elected to the Board on October 7, 2025, effective immediately
Appointed to the Information Technology Committee and the Finance Committee
Her compensation follows the non-employee director practices in the March 21, 2025 proxy statement
Board size rises to 10 directors; she will stand for a one-year term at the spring 2026 annual meeting
Corning signed a new $1.5 billion revolving Credit Agreement dated July 28, 2025, with JPMorgan Chase Bank, N.A. as administrative agent, replacing its existing $1.5 billion facility from June 2022. No borrowings were outstanding under either agreement when the new one was executed, and the facility runs to July 28, 2030, with options to extend. The filing describes a refinancing of an existing credit line rather than new debt taken on.
New $1.5 billion credit facility dated July 28, 2025, replaces the Existing Credit Agreement dated June 6, 2022
Commitment can be increased by up to $500 million, subject to lenders agreeing to fund the increase
Scheduled termination July 28, 2030, with up to two one-year extensions at Corning's request and lender consent
No amounts outstanding under the new or existing agreement at signing; margin ranges from 0.690% to 1.125% over Term SOFR, tied to debt ratings
Corning reported second-quarter 2025 results, with core sales up 12% year over year to $4.05 billion and core EPS up 28% to $0.60, which the company said exceeded its Q2 guidance. GAAP net income attributable to Corning was $469 million, or $0.54 per diluted share, compared with $104 million, or $0.12, a year earlier. For the third quarter, management expects core sales of $4.2 billion and core EPS of $0.63 to $0.67.
Core sales were $4.05 billion, up 12% year over year; GAAP sales were $3.86 billion, up 19%
Optical Communications Enterprise sales grew 81% year over year
Adjusted free cash flow was $451 million, up 28% year over year
Q3 2025 guidance: core sales of $4.2 billion and core EPS of $0.63 to $0.67, including about $0.01 to $0.02 for tariffs
At its May 1, 2025 annual meeting, Corning's shareholders elected nine directors to the board and approved the company's executive pay in an advisory vote. Three directors, Deborah A. Henretta, Deborah D. Rieman and Mark S. Wrighton, retired from the board after 11, 25 and 16 years of service, respectively. The filing describes these as routine annual meeting outcomes with no change to the company's financial results.
Nine directors were elected to serve until the 2026 annual meeting, with each receiving more 'For' than 'Against' votes.
Shareholders approved executive pay on an advisory basis, with 555,670,173 votes for and 92,059,339 against.
PricewaterhouseCoopers LLP was ratified as independent auditor for 2025, with 709,615,197 votes for and 27,370,798 against.
Shares represented at the meeting were 743,257,714 of 856,777,024 outstanding, an 86.75% quorum.
Corning said President and Chief Operating Officer Eric Musser will retire in mid-2025 after 39 years with the company. The board named Avery H. (Hal) Nelson III as Executive Vice President and, effective at Musser's retirement, Chief Operating Officer, and reinstated Chairman and CEO Wendell P. Weeks as President.
Eric S. Musser, President and Chief Operating Officer, will retire in mid-2025, per notice given April 30, 2025.
Avery H. (Hal) Nelson III, age 57, becomes Chief Operating Officer at Musser's retirement and will manage the Market-Access Platforms.
Wendell P. Weeks, age 65, will reassume the President role at Musser's retirement while remaining Chairman and CEO.
Lewis A. Steverson, age 61, was named Vice Chairman, and John Z. Zhang, age 52, was named Executive Vice President and Chief Corporate Development Officer, both effective immediately.
Corning reported first-quarter 2025 results and guided to second-quarter core sales of about $3.85 billion and core EPS of $0.55 to $0.59. Core results improved, but GAAP EPS fell to $0.18 from $0.24 a year earlier, and the filing also recasts prior-year segment results under the company's new five-segment structure, which the company says is not a restatement.
Core sales were $3.68 billion, up 13% year over year; GAAP sales were $3.45 billion, up 16%.
Core EPS was $0.54, up 42% year over year; GAAP diluted EPS was $0.18, down from $0.24 in the first quarter of 2024.
Second-quarter 2025 outlook: core sales of about $3.85 billion and core EPS of $0.55 to $0.59.
Optical Communications Enterprise sales rose 106% year over year on demand for new Gen AI products.
Corning reported fourth-quarter 2024 GAAP sales of $3.5 billion, up 17% year over year, and GAAP diluted EPS of $0.36, compared with a loss of $0.05 a year earlier. Core sales rose 18% to $3.87 billion and core EPS rose 46% to $0.57. For full-year 2024, GAAP EPS fell 15% to $0.58, and the company guided to first-quarter 2025 core EPS of $0.48 to $0.52, up about 30%.
Q4 2024 GAAP net income attributable to Corning was $310 million, versus a $40 million loss in Q4 2023.
Full-year 2024 GAAP net income attributable to Corning was $506 million, down 13% from $581 million, and GAAP diluted EPS was $0.58, down 15%.
Q1 2025 outlook: core sales of about $3.6 billion, up approximately 10%, and core EPS of $0.48 to $0.52.
Display Technologies expects 2025 segment net income of $900 million to $950 million.
Corning reported third-quarter 2024 GAAP net sales of $3.39 billion and a GAAP net loss attributable to Corning of $117 million, or $(0.14) per share, compared with net income of $164 million a year earlier. Core sales rose 8% to $3.73 billion and core EPS rose 20% to $0.54, led by Optical Communications, and management expects fourth-quarter core sales of about $3.75 billion and core EPS of $0.53 to $0.57.
Q3 2024 GAAP net loss attributable to Corning was $117 million, or $(0.14) per share, versus $164 million, or $0.19 per share, a year earlier
Core sales were $3.73 billion, up 8% year over year; core EPS was $0.54, up 20%
Optical Communications sales rose 36% to $1.2 billion, with Enterprise sales up 55%
Fourth-quarter 2024 outlook: core sales of about $3.75 billion and core EPS of $0.53 to $0.57
Corning said directors Hansel E. Tookes II and Kurt M. Landgraf will retire and resign from the Board effective November 1, 2024, as part of the company's regular board refreshment process. The company states the departures are not due to any disagreement with Corning on its operations, policies, or practices.
Directors Hansel E. Tookes II and Kurt M. Landgraf informed the Board on October 2, 2024 of their intention to retire.
Resignations take effect November 1, 2024.
Filing says the departures are part of the regular board refreshment process and not due to any disagreement.
Corning reported second-quarter 2024 GAAP sales of $3.25 billion, up 9% from the first quarter but flat year over year, while GAAP diluted EPS fell to $0.12 from $0.33 a year earlier. Core sales of $3.60 billion and core EPS of $0.47 both rose 4% year over year, and management guided third-quarter core sales to about $3.7 billion with core EPS of $0.50 to $0.54. The company also said it reached an agreement with Lumen Technologies to reserve 10% of its global fiber capacity for each of the next two years.
GAAP net income attributable to Corning was $104 million, down 63% year over year, and GAAP diluted EPS was $0.12 versus $0.33 in Q2 2023.
Core sales were $3.60 billion, up 4% year over year, and core EPS was $0.47, up from $0.45.
Third-quarter outlook: core sales of approximately $3.7 billion and core EPS of $0.50 to $0.54.
Corning and Lumen Technologies agreed to reserve 10% of Corning's global fiber capacity for each of the next two years for AI-enabled data center networks.
Corning said it now expects second-quarter 2024 core sales of about $3.6 billion, up from prior guidance of about $3.4 billion, with core EPS at the high end of or slightly above its $0.42 to $0.46 range. The company credited strong adoption of new optical connectivity products for generative AI and said it began buying back shares in the second quarter. The figures are preliminary and subject to change until closing and review procedures are complete, and full results are due July 30, 2024.
Q2 2024 core sales now expected at about $3.6 billion, versus prior guidance of about $3.4 billion
Core EPS expected at the high end of or slightly above the guided range of $0.42 to $0.46
Company expects a return to year-over-year core sales and core EPS growth in the second quarter
Full second-quarter results and outlook to be reported July 30, 2024, at 8:30 a.m. EDT
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