{"schema_version":"secwatch.filing_event.v1","accession":"0000024741-26-000198","form_type":"8-K","ticker":"GLW","cik":"0000024741","company_name":"CORNING INC /NY","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.530311+00:00","generated_at":"2026-05-15T03:21:03.374701+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Corning Q1 core sales $4.35B (+18%), core EPS $0.70 (+30%); Q2 guidance ~$4.6B","bullets":["Core sales $4.35B (+18% YoY); core EPS $0.70 (+30% YoY). GAAP EPS $0.43 (+139%).","Optical Communications sales +36% YoY; Solar +80% YoY. Two new hyperscaler deals similar to Meta's up-to-$6B agreement.","Q2 guided core sales ~$4.6B (+14% YoY), core EPS $0.73-$0.77 (+25% YoY); includes $30M solar wafer shutdown expense.","Segment structure revised: Glass Innovations (Display+Specialty) and Solar (Hemlock+solar wafer/module); Life Sciences now 'other'.","Management plans to extend Springboard plan through 2030; new Photonics platform unveiled at May 6 investor event."],"urls":{"canonical":"https://secwatch.observer/filing/0000024741-26-000198","json":"https://secwatch.observer/filing/0000024741-26-000198.json","markdown":"https://secwatch.observer/filing/0000024741-26-000198.md","text":"https://secwatch.observer/filing/0000024741-26-000198.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/24741/000002474126000198/0000024741-26-000198-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/24741/000002474126000198/glw-20260428.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T03:21:03.374701+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4f270fbb324cae9c8181b8c90833f1693216c2b7","claim":"CORNING INC /NY reported first-quarter ended March 31, 2026 results: revenue $4.35 billion, net income $612 million, EPS $0.70.","evidence_excerpt":"Incorporated (NYSE: GLW) today announced its first-quarter 2026 results and provided its outlook for second-quarter 2026. News Summary: • First-quarter core sales grew 18% to $4.35 billion, and core EPS grew 30% to $0.70 versus Q1-2025. • Robust demand for Gen AI products and the ramp of new solar products drove Q1 growth. • Optical Communications sales grew 36%,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/24741/000002474126000198/0000024741-26-000198-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first-quarter ended March 31, 2026"},{"label":"Revenue","value":"$4.35 billion"},{"label":"Net income","value":"$612 million"},{"label":"EPS","value":"$0.70"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"7922f0cdfc09b00c7e4a447e39652fbbf733c2eb","claim":"CORNING INC /NY reported second-quarter 2026 results: revenue approximately $4.6 billion, EPS $0.73-$0.77. Guidance initiated.","evidence_excerpt":"For the second quarter, management expects to grow core sales about 14% year over year to approximately $4.6 billion and core EPS about 25% year over year to a range of $0.73-$0.77.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/24741/000002474126000198/0000024741-26-000198-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second-quarter 2026"},{"label":"Revenue","value":"approximately $4.6 billion"},{"label":"EPS","value":"$0.73-$0.77"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}