Corning Q1 2026 core sales rise 18% and optical sales jump 36%; Q2 core sales guided to about $4.6 billion

Corning reported first-quarter 2026 core sales of $4.35 billion, up 18%, and core EPS of $0.70, up 30%. Optical Communications grew 36% to $1.85 billion, with net income up 93%. Management said two more hyperscale customers had signed large, long-term deals similar to the Meta agreement, and guided Q2 core sales to about $4.6 billion.

• Q1 2026 core sales $4.35 billion (+18%); GAAP sales $4.14 billion (+20%); GAAP EPS $0.43
• Optical Communications sales $1,846 million (+36%) and net income $387 million (+93%)
• Solar sales $370 million (+80%) with net income of $7 million
• Glass Innovations sales $1,420 million (+1%) and net income $324 million (+2%)
• Q2 2026 guidance: core sales about $4.6 billion (+14%) and core EPS $0.73 to $0.77, including about $30 million of extra solar wafer shutdown cost

SEC filing 8-K · accession 0000024741-26-000198 · sec.gov ↗