Corning Inc. (GLW) reported strong fourth-quarter earnings for 2025, with adjusted earnings per share (EPS) of $0.72, exceeding the Zacks Consensus Estimate of $0.70 and the previous year’s EPS of $0.57. The company reported quarterly revenues of $4.41 billion, surpassing expectations by 2.1% and increasing from $3.87 billion year-over-year. Notably, net sales from the core optical communications sector grew by 24.3%, and free cash flow nearly doubled to $1.72 billion from $880 million in 2024.
Corning has partnered with major firms like NVIDIA Corp. (NVDA) to support AI-centric infrastructure, and a deal with Meta Platforms Inc. (META) worth $6 billion will further expand its data center capabilities. Looking ahead, Corning projects core sales between $4.2 billion and $4.3 billion for Q1 2026, expecting adjusted EPS of $0.66 to $0.70. The company also raised its growth forecasts, anticipating $6.5 billion in incremental annualized sales by the end of 2026 and $11 billion by the end of 2028.
