Companies/Corning/product line
scalingproduct line

Solar

Q2 2026 sales rose 90% to $438 million after a maintenance shutdown and equipment upgrade.

GLW market data

The numbers

Net sales$438 millionQ2 2026 · +90% year over year · source ↗

What it is

Solar segment created in Q1 2026. It includes Hemlock Semiconductor, which makes polysilicon, and Corning's solar wafer and module manufacturing. Management expects the Solar earnings impact to improve from Q3 2026.

Why it matters to the stock. This is the segment with the most room to swing margins. Its profitability is a swing factor for Corning's Q3 2026 results.

News

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