GLW Corning (GLW) Q2 FY25 earnings call
Corning delivered strong Q2 FY25 results, exceeding guidance with record sales and EPS, driven by robust demand for Gen AI and new solar products. The company is making significant progress on its Springboard plan, expanding operating margins and generating strong free cash flow, while navigating tariff impacts and temporary ramp-up costs for new offerings.
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GLW operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | This call Jun 2025 Q2 FY25 | Change vs prior quarter |
|---|---|---|---|
| Manufacturing facilities US | 34We 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 | 34But 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 | 3We now have 3 industry-leading customers adopting the technology, and our production tripled every month in the first quarter.Source: earnings call transcript | 3We'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.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.