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Sep 30
Corning Q3 2025 Earnings Report
Corning posted record core sales and EPS in Q3 2025, driven by strong demand in Optical Communications and Specialty Materials.
Key Takeaways
Corning delivered strong Q3 2025 results with core sales reaching an all-time high of $4.27B and core EPS rising to $0.67. The company saw significant growth in Optical Communications due to Gen AI products and is on track to hit key margin targets ahead of schedule.
Core sales reached $4.27B, up from $3.73B a year ago.
Core EPS increased to $0.67, with GAAP EPS at $0.50.
Net income was $430M, recovering from a loss last year.
Optical Communications led growth with $1.652B in revenue.
Corning
Corning
Corning Revenue by Segment
Revenue by Segment
Optical Comms Revenue
CapyFin.comDisplay Tech Revenue
CapyFin.comSpecialty Materials Revenue
CapyFin.comAutomotive Revenue
CapyFin.comLife Sciences Revenue
CapyFin.comHemlock & Emerging Revenue
CapyFin.com Forward Guidance
Corning expects strong Q4 2025 growth, driven by Gen AI and solar demand, with core EPS outpacing revenue and hitting margin targets early.
Positive Outlook
- Core sales expected to reach approximately $4.35B
- Core EPS projected between $0.68 and $0.72
- Operating margin goal of 20% to be achieved in Q4, one year early
- Continued strong demand for Gen AI products
- Apple's $2.5B glass deal adds long-term growth potential
Challenges Ahead
- Automotive segment revenue declined QoQ
- Life Sciences segment showed a slight revenue drop YoY
- Hemlock and Emerging Growth segment had a net loss
- Display segment revenue declined YoY
- No geographic breakdown provided for deeper visibility