Recent 8-K filings for GLW

• July 28, 2026, 7:03 AM ET earnings materiality 0.85 positive item 2.02item 9.01

  Corning Q2 core sales up 17% to $4.74B, core EPS up 30% to $0.78; Amazon, NVIDIA deals

  Core sales $4.74B (+17% YoY), core EPS $0.78 (+30% YoY); GAAP EPS $0.64, sales $4.51B.

• May 6, 2026, 7:59 PM ET other material materiality 0.85 positive item 3.02item 7.01item 9.01 ◈ Equity Issuances ×2

  Corning-NVIDIA partnership: 10x optical capacity, 3 new plants, $500M warrant sale

  Corning issued NVIDIA warrants for $500M: 15M shares at $180 (traditional) and 3M pre-funded at $0.0001.

• April 28, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases ×2

  Corning Q1 core sales $4.35B (+18%), core EPS $0.70 (+30%); Q2 guidance ~$4.6B

  Core sales $4.35B (+18% YoY); core EPS $0.70 (+30% YoY). GAAP EPS $0.43 (+139%).

• January 28, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Corning Q4 core sales $4.41B (+14% YoY), core EPS $0.72 (+26%); Meta deal up to $6B

  Full-year 2025 core sales $16.41B (+13% YoY), core EPS $2.52 (+29%); GAAP EPS $1.83.

• October 28, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Corning Q3 core sales $4.27B (+14% YoY), core EPS $0.67 (+24%); Q4 guidance above estimates, margin target a year early

  Q3 core sales $4.27B (+14% YoY), core EPS $0.67 (+24% YoY); core operating margin 19.6% (+130bps).

• July 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Corning Q2 core sales $4.05B (+12% YoY), core EPS $0.60 (+28%); Q3 guidance above street

  Core sales $4.05B, core EPS $0.60, both above Q2 guidance; GAAP EPS $0.54.

• April 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Corning Q1 core sales up 13% YoY to $3.68B, core EPS up 42% to $0.54; Q2 guidance above

  Core sales $3.68B (+13% YoY), core EPS $0.54 (+42% YoY), core operating margin 18% (+250bp).

• January 29, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Corning Q4 core sales $3.87B (+18% YoY), core EPS $0.57 (+46%); Q1 guidance strong

  Core sales $3.87B (+18% YoY), core EPS $0.57 (+46% YoY), both exceeded guidance.

• October 29, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Corning Q3 core EPS $0.54 (+20% YoY); Q4 core sales guide ~$3.75B

  Q3 core sales $3.73B (+8% YoY); core EPS $0.54 (+20% YoY); GAAP EPS $(0.14).

• September 19, 2024, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Corning targets 20% operating margin by end 2026; Display price hikes, Q3 guidance reaffirmed

  Springboard plan targets >$3B in annualized sales by 2026 with operating margin of 20% by end 2026.

• July 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Corning Q2 core EPS $0.47 beats guidance; Lumen deal for AI fiber capacity

  Core sales $3.60B (+4% YoY), core EPS $0.47 (+4% YoY), both above April guidance.

• July 8, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Corning raises Q2 core sales guidance to $3.6B, driven by AI optical products

  Expects Q2 core sales ~$3.6B vs prior guidance $3.4B; core EPS at high end or above $0.42–$0.46 range.

• April 30, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  Corning Q1 core EPS $0.38, core sales $3.26B; guides Q2 core EPS $0.42-$0.46

  GAAP sales $2.98B, core sales $3.26B (down 6% and 3% YoY).

• January 30, 2024, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases ×3

  Corning Q4 core EPS $0.39; guides Q1 core sales ~$3.1B, core EPS $0.32–$0.38

  Q4 GAAP sales $2,994M (-6% seq, -12% YoY); core sales $3,272M (-5% seq, -10% YoY).

• October 24, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  Corning Q3 core EPS $0.45 flat QoQ; Q4 core sales guide ~$3.25B

  Core sales $3.46B flat QoQ; GAAP sales $3.17B down 2% QoQ. Core gross margin 37% +80bps QoQ.

• July 25, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Corning Q2 core EPS $0.45, core sales $3.48B; guides Q3 core sales ~$3.5B

  GAAP EPS $0.33 (up 65% seq); core EPS $0.45 (up 10% seq); core gross margin 36.2% (up 100 bps seq).

• April 25, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

  Corning Q1 core sales $3.4B, core EPS $0.41; guides Q2 core sales $3.4-3.6B

  Q1 GAAP sales $3.18B, core sales $3.4B, both down 7% sequentially; core EPS $0.41 vs $0.47 Q4 2022.

• January 31, 2023, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases ×3

  Corning Q4 core EPS $0.47, GAAP loss $(0.04); guides Q1 $0.35-0.42 on China disruptions

  Q4 core sales $3.6B, core EPS $0.47; GAAP EPS loss $(0.04) from restructuring and mark-to-market hedges.

• October 25, 2022, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Corning Q3 core sales flat YoY at $3.7B, core EPS $0.51; Q4 guidance below Q3 actual

  Core sales $3.666B (+1% YoY); GAAP sales $3.488B (-4% YoY); core EPS $0.51 vs. $0.56 YoY; GAAP EPS $0.24.

• July 26, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Corning Q2 core sales $3.76B (+7% YoY), core EPS $0.57 (+8% YoY); FY guidance slightly above $15B

  Core sales $3.762B (+7% YoY); Optical Communications sales +22% YoY.

• June 7, 2022, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 1.02item 2.03item 9.01

  Corning enters new $1.5B revolving credit facility, replaces 2018 agreement

  New $1.5B multi-currency revolver with potential increase up to $2B.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.50 · Most common event earnings

15 positive 1 negative 34 neutral

source · GLW on sec.gov