Corning Inc · GLW · Next earnings

Corning Inc reports Wednesday, Jan 27, 2027

GLW reports before market open with consensus EPS at $0.97 and revenue at $5.24B. Last quarter: Corning Q3: Optical growth leads, solar remains a drag

Reports Before market open84 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.97 Calendar consensus
Consensus revenue $5.24B Calendar consensus
Report date Jan 27, 2027 Wednesday, date estimated
Session Before market open 84 days away

Where GLW left off: FY2026 Q3

Full report

Corning Q3: Optical growth leads, solar remains a drag

EPS surprise +3.3% Reported $0.91 vs $0.88
Revenue surprise +1.1% Reported $5.08B vs $5.03B
Stock move -1.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained: Q4 sales guidance is $5.2-$5.3 billion and EPS guidance is $0.96-$1.00. Management also maintained its longer-term SpringBoard direction, targeting $40 billion of sales by 2030.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Solar losses could continue to pressure consolidated profitability.
  • The timing and financial impact of optical scale-up remain uncertain, with scale-up projected for 2028.
  • Customer prepayments may create cash-flow timing dependence.
  • Chinese fiber competition, tariffs and shipping costs create geopolitical and pricing risks.
  • Currency exposure, including a weak yen, may affect display-glass margins.

Questions analysts left open

  • Future optical margin targets and cadence.
  • Sustainability of Gen AI demand.
  • Impact of solar losses on overall profitability.
  • Variable compensation effects on corporate expenses.
  • Timing of optical scale-up and its financial impact.

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Recent GLW quarters

All GLW earnings
-1.1%FY2026 Q3-12.1%FY2026 Q2-8.9%FY2026 Q1-5.0%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.