NYSE$GLW

Corning Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Corning reported Q1 2026 with $4.14B revenue, net income of $371M, and diluted EPS of $0.43.

For the period ended 2026-03-31, Corning reported $4.14B revenue. Net sales $4.14B (+20% YoY). Net income $371M optical and display. Springboard and AI optical demand. Springboard plan; Optical Communications growth.

  • Net sales $4.14B (+20% YoY).
  • Net income $371M optical and display.
  • Springboard and AI optical demand.

Headline financials

Total Revenue

$4.14B

Previous: $3.45B+20.0%
EPS (adj)

$0.43

Previous: $0.54-20.4%
Capital Expenditures

-$332M

Previous: -$208M-59.6%
Free Cash Flow

$30M

Previous: -$57M+152.6%
Net Income

$371M

Previous: $185M+100.5%
Operating Income

$639M

Previous: $457M+39.8%
Gross Profit

$1.53B

Previous: $1.19B+28.7%
Cash & Equivalents

$1.76B

No prior period
Total Assets

$31.3B

No prior period

Revenue & EPS history

Corning · Revenue · Quarterly

$4.14B

Q1 2026+20%vs Q1 2025
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Revenue by segment

Corning · $2.68B total across 4 segments · Q3 2023

  • Display
    $972M+41.7%
  • Optical Comm
    $918M-29.4%
  • Specialty Materials
    $563M+8.5%
  • Life Sciences
    $230M-26.3%

Forward guidance

Springboard plan; Optical Communications growth.

Tailwinds

  • Strong revenue growth.
  • AI data center demand.
  • Materials recovery.

Headwinds

  • Display cyclicality.
  • Capacity capex.
  • FX.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+2.1%

Avg return

30 days after

49%

36 / 73 earnings

Positive

+14.9%

Q4 2021

Best reaction

-9.9%

Q2 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%-5.8%+9.0%
Q4 2025-5.0%+0.6%+37.0%
Q3 2025-3.3%-0.3%-6.5%
Q2 2025-1.9%+1.2%+6.0%
Q1 2025+0.8%+3.8%+13.3%
Q4 2024-2.8%+0.2%-2.1%
Q3 2024+2.6%+3.2%+2.9%
Q2 2024-6.3%-8.8%-1.9%
Q1 2024+5.3%+6.1%+16.3%
Q4 2023+4.3%+3.5%+3.5%
Q3 2023-0.6%-1.3%+4.6%
Q2 2023+3.6%+1.7%-3.7%
Q1 2023-4.2%-1.3%-7.8%
Q4 2022-3.1%-1.8%-5.2%
Q3 2022+0.2%+0.5%+4.9%
Q2 2022+4.2%+6.6%+3.9%
Q1 2022+4.8%+2.2%+2.3%
Q4 2021+14.9%+19.1%+16.4%
Q3 2021-8.3%-7.9%+1.1%
Q2 2021-0.5%+1.9%-2.1%
Q1 2021-3.7%-4.0%-6.0%
Q4 2020-2.0%-3.4%+2.9%
Q3 2020-7.4%-6.7%+8.9%
Q2 2020+3.2%+1.2%+4.9%
Q1 2020+3.9%-4.5%+6.6%
Q4 2019-1.1%-3.9%-14.8%
Q3 2019-0.7%-3.4%-4.1%
Q2 2019-9.8%-14.1%-18.7%
Q1 2019-4.2%-5.2%-13.5%
Q4 2018+10.4%+9.0%+14.7%
Q3 2018-1.7%-0.5%-0.4%
Q2 2018+12.7%+10.4%+10.6%
Q1 2018-1.6%-1.0%-0.6%
Q4 2017-8.8%-8.7%-17.1%
Q3 2017+5.1%+5.0%+6.0%
Q2 2017-8.2%-9.3%-10.8%
Q1 2017+3.2%+4.8%+7.4%
Q4 2016+7.7%+7.7%+11.3%
Q3 2016-3.6%-5.1%+1.3%
Q2 2016+2.7%+2.7%+4.4%
Q1 2016-8.0%
Q4 2015+6.9%
Q3 2015+8.7%
Q2 2015+0.5%
Q1 2015-4.6%
Q4 2014+1.3%
Q3 2014+5.5%
Q2 2014-9.9%
Q1 2014+0.6%
Q4 2013-5.8%
Q3 2013-2.4%
Q2 2013-1.3%
Q1 2013+8.4%
Q4 2012-1.2%
Q3 2012-9.8%
Q4 2011+1.7%
Q2 2012-7.0%
Q1 2012+7.1%
Q3 2011+8.4%
Q2 2011-2.3%
Q1 2011-0.9%
Q4 2010-1.9%
Q3 2010+0.3%
Q2 2010+5.5%
Q1 2010+1.0%
Q4 2007+1.1%
Q2 2009+1.1%
Q4 2009+1.1%
Q3 2008-0.1%
Q3 2009-0.1%
Q1 2009+0.2%
Q4 2008+0.2%
Q2 2008+0.2%

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