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Company Research10 May 2024
The Suppliers Making the iPhone Possible
An article exploring the relationship of the suppliers working with Apple to make the iPhone and other products possible.
Corning
Corning (GLW) investor relations material
Corning Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Achieved record Q4 and full-year 2025 results, with sales up 14% year-over-year to $4.41B in Q4 and $16.41B for the year, and EPS up 26% to $0.72 in Q4 and 29% to $2.52 for the year.
Upgraded Springboard plan now targets $11B in incremental annualized sales by 2028, up from $8B, and $6.5B by 2026.
Secured a multi-year, up to $6B agreement with Meta for advanced optical solutions, with similar agreements in progress.
Entering 2026 with strong momentum and accelerating growth expectations for Q1.
Financial highlights
Q4 2025: Sales $4.41B (+14% YoY), EPS $0.72 (+26% YoY), operating margin 20.2%, ROIC 14.2%, free cash flow $732M.
Full-year 2025: Sales $16.41B (+13% YoY), EPS $2.52 (+29% YoY), operating margin 19.3%, free cash flow $1.72B.
Adjusted free cash flow nearly doubled from $880M in 2023 to $1.72B in 2025.
Realized after-tax gains of $66M from currency-hedging contracts and $10M from translation of foreign denominated debt in Q4.
Outlook and guidance
Q1 2026: Sales expected to grow ~15% YoY to $4.2B–$4.3B, EPS to rise ~26% to $0.66–$0.70.
Full-year 2026 CapEx planned at $1.7B, above depreciation, with higher free cash flow expected.
Upgraded Springboard plan projects $24B annualized sales run rate by 2028.
Hemlock and Emerging Growth sales expected at $2.1B–$2.3B for FY 2026.
What underpins the upgraded 2026 high-confidence sales plan?
When will Meta agreement revenue be recognized?
How do new constant-currency rates impact segment trends?
How will Meta deal impact Optical margins?
Solar business profitability target timeline?
Customer funding for new capacity CapEx?
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Latest summaries
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Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next Corning earnings date
Q1 202628 Apr, 2026
Corning
Next Corning earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Specialty Glass and Ceramics
Corning Inc. is an American company that specializes in the development and manufacturing of advanced materials, including specialty glass and ceramics. The company's products are utilized in various sectors, including telecommunications, to which it supplies fiber optic materials and its famous Gorilla Glass. Additionally, Corning supplies products to the automotive and life sciences sectors. The company is headquartered in Corning, New York, and its shares are traded on the NYSE.
Over 170 Years in Business
What would later go on to become Corning was founded in 1851 as the Bay State Glass Co. in Somerville, Massachusetts. The company moved to Corning, New York in 1868, shifting its focus to glass technology. Corning's most pivotal inventions include developing railway signal lenses and heat-resistant glassware, known as Pyrex, in 1915. In the 20th century, Corning advanced in telecommunications by inventing low-loss optical fiber, significantly impacting the industry. This invention, alongside others in specialty glass and ceramics, cemented Corning's role as a leader in technology-driven sectors. Today, the company is one of the undisputed leaders in its field and is a major supplier to companies like Apple.
Gorilla Glass
While Corning has a diverse portfolio of various products, the company is most known for its Gorilla Glass. The specialty glass is incredibly tough with the ability to withstand drops and scratches while maintaining clarity and touch sensitivity, which in turn makes it a preferred choice for smartphone manufacturers. Over the years, Corning has continuously improved Gorilla Glass, enhancing its durability and resistance to damage and today Gorilla Glass is supplied to large manufacturers such as Sony and Samsung.
Other Products
The company has a diversified product range well beyond Gorilla Glass. One of their notable innovations is optical fiber, crucial for telecommunications, offering high-speed data transmission capabilities. They also produce specialty glass for a variety of uses, including advanced optics and cover glass for displays. In the life sciences sector, Corning's contributions include laboratory products like glassware and plastic consumables, instrumental in scientific research. Moreover, they have developed advanced ceramics used in automotive and industrial emissions control, and in aerospace and defense applications.
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