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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Corning Inc. (GLW) is 9/10.
Revenue grew 18% to $4.35 billion with EPS of $0.70 up 30% as Optical Communications surged 36% on GenAI demand and three hyperscaler multi-billion-dollar long-term agreements were secured. Solar polysilicon exceeded the 20% operating margin target, and operating margin expanded 220 basis points to 20.2%. Carrier fiber-to-the-home recovery accelerated, and the Springboard plan acceleration with a 2030 extension was scheduled for the May 6 event.
Scored from Corning Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.50B | +16.9% | $0.36 | +866.0% | 34.2% | 11.2% | 8.9% | $369M |
| FY2025 Q1 | $3.45B | +16.0% | $0.18 | -25.0% | 35.2% | 12.9% | 4.5% | $-57M |
| FY2025 Q2 | $3.86B | +18.8% | $0.54 |
| +350.0% |
| 36.0% |
| 14.8% |
| 12.1% |
| $400M |
| FY2025 Q3 | $4.10B | +20.9% | $0.50 | +457.1% | 37.1% | 14.4% | 10.5% | $450M |
| FY2025 Q4 | $4.21B | +20.4% | $0.63 | +75.0% | 35.3% | 16.6% | 12.8% | $620M |
| FY2026 Q1 | $4.14B | +20.0% | $0.43 | +138.9% | 36.9% | 15.4% | 9.0% | $30M |
| FY2026 Q2 | $4.50B | +16.6% | $0.64 | +18.5% | 36.1% | 15.5% | 12.4% | $1.29B |