8-KCurrent report
Results of operations
✓ VerifiedCorning reported first-quarter core sales up 18% to $4.35 billion and core EPS up 30% to $0.70, with Optical Communications up 36%, Solar up 80%, and two new hyperscaler deals similar to its up-to-$6 billion Meta agreement.
7.01 Reg FD disclosure
Filed Apr 28, 2026 · 07:02 ET
Summary
- Core sales grew 18% to $4.35 billion and core EPS 30% to $0.70; GAAP sales were $4.14 billion with EPS of $0.43 and operating cash flow of $362 million.
- Optical Communications sales grew 36% and the new Solar segment 80% year over year.
- The company finalized two more hyperscaler deals similar in size and duration to the multiyear, up-to-$6 billion Meta agreement.
- Second-quarter guidance is core sales of approximately $4.6 billion and core EPS of $0.73 to $0.77, absorbing an extra $30 million of solar-facility maintenance expense.
- The quarter also recast segments: Display and Specialty Materials merge into Glass Innovations, and Hemlock plus solar businesses report as Solar.
Key facts
- Core sales
- $4.35 billion, up 18%
From the filing for Core sales
“First-quarter core sales grew 18% to $4.35 billion”
- Solar growth
- up 80%
From the filing for Solar growth
“Solar sales were up 80% year over year”
Why it mattersAI datacenter fiber and the new solar business are compounding into hyperscaler contracts measured in billions.
- Filed
- Apr 28, 2026
- Accepted
- 2026-04-28 11:02Z
- Period
- Apr 28, 2026
- Accession no.
- 0000024741-26-000198
- Size
- 1006 KB
- Index
- Filing index