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Dec 31, 2025
Corning Q4 2025 Earnings Report
Corning delivered strong Q4 2025 results, with notable growth in sales, earnings, and profitability metrics.
Key Takeaways
Corning posted record Q4 2025 results with significant YoY growth in revenue and EPS. Operating margins expanded notably, and the company reported strong free cash flow. Segment performance was led by Optical Communications and Hemlock.
Core EPS rose to $0.72 in Q4 2025, a 26% increase YoY.
Core sales reached $4.41 billion, up 14% YoY.
Net income increased 74% YoY to $540 million.
Free cash flow for the quarter totaled $732 million.
Revenue by Segment
Forward Guidance
Corning expects continued strong momentum in Q1 2026, with accelerated sales and EPS growth.
Positive Outlook
- Q1 2026 core sales expected to grow ~15% YoY.
- Core EPS expected in the range of $0.66 to $0.70.
- Stronger launch point due to enhanced financial profile.
- Upgraded Springboard plan with higher sales targets.
- Double-digit core EPS growth expected to continue.
Challenges Ahead
- Macroeconomic conditions may pose risks.
- Continued FX volatility could impact results.
- Hemlock and Emerging Growth segment showed inconsistent profitability.
- Inventory pressures could affect margins.
- Some business units showed flat or declining YoY performance.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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