Ready 8-Ks
29
Latest filing
May 15, 2026, 4:31 PM ET
Top materiality
0.85
Event mix
earnings ×10 · other ×8 · other_material ×7
Sentiment
12 pos · 0 neg · 17 neu
Latest earnings
reported 2026-Q1
-
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.
-
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%).
-
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.
-
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).
-
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.
-
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).
-
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.
-
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).
-
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.
-
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.
-
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.
-
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).