earnings
confidence high
sentiment positive
materiality 0.75
Corning Q2 core sales $4.05B (+12% YoY), core EPS $0.60 (+28%); Q3 guidance above street
CORNING INC /NY
2025-Q2 EPS reported
$0.72
revenue$7,314,000,000
- Core sales $4.05B, core EPS $0.60, both above Q2 guidance; GAAP EPS $0.54.
- Q3 outlook: core sales ~$4.2B, core EPS $0.63-$0.67, implying double-digit YoY growth.
- Optical Communications Enterprise sales surged 81% YoY on Gen AI product demand.
- Adjusted free cash flow $451M, up 28% YoY; core operating margin expanded 160 bps to 19%.
- Guidance factors $0.01-$0.02 tariff impact and $0.02-$0.03 cost headwind from demand ramp.
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