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Jun 30, 2025
Corning Q2 2025 Earnings Report
Corning posted strong Q2 2025 results with record core sales and EPS, surpassing guidance expectations.
Key Takeaways
Corning delivered robust second-quarter results, driven by strong demand in Optical Communications and new Gen AI products, achieving record core revenue and earnings.
Core sales reached a record $4.05 billion, up 12% year over year.
Core EPS rose to $0.60, reflecting a 28% increase from the prior year.
Net income climbed to $469 million, up 351% YoY.
Optical Communications sales surged 41% YoY, led by Gen AI demand.
Revenue by Segment
Forward Guidance
Corning expects continued strong Springboard performance in Q3 2025, projecting double-digit core sales growth and core EPS between $0.63 and $0.67.
Positive Outlook
- Projected Q3 core sales of $4.2 billion
- Core EPS expected between $0.63 and $0.67
- Sustained demand for Gen AI and solar products
- Continued momentum from Springboard plan
- Customer response to U.S.-made innovations remains strong
Challenges Ahead
- Expected tariff impact of $0.01 to $0.02 on EPS
- Temporary higher costs of $0.02 to $0.03 due to ramping production
- Macroeconomic uncertainties remain a risk
- Currency fluctuations may affect GAAP-to-core comparisons
- Potential volatility from geopolitical and trade tensions
Historical Earnings Impact
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Avg. Return Before/After Earnings
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