Every material Form 8-K Corning filed with the SEC in 2026, 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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