Corning Inc · GLW · Next earnings

Corning Inc reports Tuesday, Oct 27, 2026

GLW reports before market open with consensus EPS at $0.88 and revenue at $5.00B. Last quarter: Corning Q1 2026: Sales Up 18% to $4.35B, EPS Beats as Solar Segment Surges 80%

Reports Before market open37 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.88 Calendar consensus
Consensus revenue $5.00B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session Before market open 37 days away

Where GLW left off: FY2026 Q1

Full report

Corning Q1 2026: Sales Up 18% to $4.35B, EPS Beats as Solar Segment Surges 80%

EPS surprise +1.2% Reported $0.70 vs $0.69
Revenue surprise +1.1% Reported $4.34B vs $4.30B
Stock move -8.9% Event window
Subsequent drift +24.7% Up to 20 sessions

Guidance sentiment shifted from raised (Q4 2025) to maintained (Q1 2026). Capex outlook moved from increasing to stable. Prior-quarter guidance for 15% Q1 sales growth was exceeded by the actual 18% result. Q2 2026 guidance calls for $4.6 billion in sales and EPS of $0.73-$0.77, inclusive of an estimated $30 million expense from a temporary solar wafer plant shutdown.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Extended maintenance shutdown at the solar wafer plant impacting Q2 EPS
  • Policy and commercial uncertainty in the domestic solar market
  • Potential memory price pressure on display glass margins
  • Capital-intensive nature of optical and solar capacity expansions
  • Execution risk around scaling fiber draw capacity for hyperscaler agreements

Questions analysts left open

  • Drivers of margin expansion in Optical Communications (price mix vs. operating leverage)
  • Timing and magnitude of the $30 million solar wafer expense drag
  • Details of risk-sharing mechanisms in hyperscaler contracts
  • Capital-expenditure outlook relative to new agreements
  • Impact of rising memory prices on Gorilla Glass demand

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Recent GLW quarters

All GLW earnings
-8.9%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.