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Corning

GLW Q2 2025 Earnings

Reported Jul 29, 2025 at 7:02 AM ET · SEC Source

Q2 25 EPS

$0.60

BEAT +5.13%

Est. $0.57

Q2 25 Revenue

$3.86B

BEAT +0.66%

Est. $3.84B

vs S&P Since Q2 25

+174.6%

BEATING MARKET

GLW +190.7% vs S&P +16.1%

Market Reaction

Did GLW Beat Earnings? Q2 2025 Results

Corning delivered a standout second quarter in 2025, posting core EPS of $0.60 against a consensus estimate of $0.57, a beat of 5.13%, while revenue of $3.86 billion edged past expectations by 0.66% and climbed 18.8% year over year. The headline driv… Read more Corning delivered a standout second quarter in 2025, posting core EPS of $0.60 against a consensus estimate of $0.57, a beat of 5.13%, while revenue of $3.86 billion edged past expectations by 0.66% and climbed 18.8% year over year. The headline driver was a remarkable surge in Optical Communications, where enterprise sales jumped 81% on robust demand for next-generation AI infrastructure products, helping lift segment net income 73% to $247 million and validating the company's "More Corning" content strategy. Core operating margin expanded 160 basis points to 19.0%, and GAAP net income attributable to Corning soared to $469 million from just $104 million in the year-ago period, underscoring how broadly the Springboard plan is flowing through to profitability. Adjusted free cash flow rose 28% year over year to $451 million. Management guided Q3 2025 core sales to approximately $4.20 billion with core EPS in a range of $0.63 to $0.67, projecting continued double-digit growth as customers increasingly seek to leverage Corning's expansive U.S. Advanced manufacturing footprint heading into 2026.

Key Takeaways

  • • Optical Communications Enterprise sales grew 81% year over year on strong Gen AI product demand
  • • Core sales grew 12% YoY driven by key secular trends and 'More Corning' content strategy
  • • Core operating margin expanded 160 basis points to 19.0%
  • • Core EPS grew 28% YoY with profit growing faster than sales
  • • Core ROIC improved 210 basis points to 13.1%
  • • GAAP gross margin improved 680 basis points year over year to 36.0%
24/7 Wall St

GLW YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

GLW Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“We delivered an outstanding second quarter, with core sales up 12% year over year to $4.05 billion and core EPS growing more than double that rate to $0.60. Overall, key secular trends and our 'More Corning' content strategy drove demand for our capabilities, and we continued to capture the powerful profitable growth outlined in our recently upgraded Springboard plan.”

— Wendell P. Weeks, Q2 2025 Earnings Press Release

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