Corning (GLW) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Information Technology· Apr 28, 2026

Source: earnings call transcript

Corning delivered strong first-quarter results, exceeding guidance on both sales and EPS, primarily driven by robust performance in Optical Communications and Solar. The company announced significant progress on its Springboard plan, with further upgrades and an extension through 2030 to be unveiled at an upcoming investor event. While the solar wafer ramp faces temporary setbacks, management remains confident in its long-term growth trajectory and the value creation from its innovation-driven strategy.

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GLW operating KPIs by quarter

GLW operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2025 Q1 FY25	Jun 2025 Q2 FY25	Change vs prior quarter
Manufacturing facilities US	34 We also manufacture products for our automotive, Life Sciences, mobile consumer electronics and solar businesses in the US Almost all the products we sell in the US originate from our 34 advanced manufacturing facilities in the US In fact, nearly 90% of our US revenue comes from products of US origin. Source: earnings call transcript	34 But we have 34 factories in the US We're engaged with a number of our major customers in a number of our maps to basically make a major commitment to US-based manufacturing and to help us utilize those factories going forward. Source: earnings call transcript	0%
Customers Gen AI fiber and cable system	3 We now have 3 industry-leading customers adopting the technology, and our production tripled every month in the first quarter. Source: earnings call transcript	3 We've now fully commercialized this product set and we have 3 industry-leading customers adopting the technology. Source: earnings call transcript	0%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

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