Corning (GLW) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and Corning published the results on October 27, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Corning reports EPS two ways: GAAP, under the accounting rules every US filer follows, and core, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• From Q1 2026 Corning reports Glass Innovations (the former Display and Specialty Materials segments combined), Solar (Hemlock Semiconductor Group plus solar wafers and modules), Optical Communications, Automotive, and Life Sciences and Emerging Growth Businesses. Prior periods were recast.
• Since April 1, 2026 Corning's core results use an adjustment for hedged exposures in place of its old constant-currency adjustment. Prior periods were not recast, so year-ago core figures use the old method.

Source: Corning Q3 2026 results, October 27, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Corning splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Corning's Optical communications products revenue was $2.4 billion in Q3 2026, up 44% from $1.7 billion in Q3 2025, 49% of total revenue.
• Corning's Electronics glass and advanced optics products revenue was $1.3 billion in Q3 2026, down 8% from $1.4 billion in Q3 2025, 26% of total revenue.
• Corning's Automotive products revenue was $471 million in Q3 2026, up 4% from $453 million in Q3 2025, 10% of total revenue.
• Corning's Polycrystalline silicon and solar products revenue was $436 million in Q3 2026, up 37% from $319 million in Q3 2025, 9% of total revenue.
• Corning's Life Sciences products revenue was $247 million in Q3 2026, up 2% from $241 million in Q3 2025, 5% of total revenue.
• Corning's All other products revenue was $41.0 million in Q3 2026, down 9% from $45.0 million in Q3 2025, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Corning gives its outlook on a core (non-GAAP) basis only. It says it cannot provide GAAP outlook figures because it does not forecast currency movements or items outside ongoing operations.

In its Q3 2026 release, Corning said:

“In the fourth quarter, management expects to grow core sales approximately 19% year over year to a range of $5.2 billion to $5.3 billion and grow core EPS approximately 36% year over year to a range of $0.96 to $1.00.”

Source: Corning Q3 2026 release, Oct 27, 2026.

This is the company's own guidance as of Oct 27, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the GLW forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release. Core EPS is left out because Corning changed its currency adjustment on April 1, 2026 and did not recast earlier quarters.

Corning's next report is expected around January 26, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 27, 2026

Corning's GAAP net sales were $4,855 million in Q3 2026, up 18% from $4,100 million. By product category, optical communications products brought in $2,379 million, electronics glass and advanced optics products $1,281 million, automotive products $471 million, polycrystalline silicon and solar products $436 million, Life Sciences products $247 million and all other products $41 million. (Corning Q3 2026 release, Oct 27, 2026; Corning Form 10-Q, Q3 2026, Oct 29, 2026)

Optical Communications is now about half of Corning's sales and drove the quarter: segment sales rose 44% to $2,379 million, Enterprise Networks sales grew 84%, and Gen AI product sales grew more than 100% year over year. The segment makes carrier network products and enterprise network products, the latter including hyperscale data centers, and the 10-Q puts the increase down to strong demand for Generative AI products. (Corning Q3 2026 release, Oct 27, 2026; Corning Form 10-Q, Q3 2026, Oct 29, 2026)

Glass Innovations, which makes flat glass substrates for LCD and OLED displays and cover materials such as Gorilla Glass, fell 3% to $1,506 million on lower volume as increasing memory prices hit its end markets (TVs, notebooks and smartphones). Solar grew 37% to $436 million as Corning ramped its solar wafer and module businesses, and Automotive grew 4% to $470 million on demand for diesel products and auto glass. (Corning Q3 2026 release, Oct 27, 2026; Corning Form 10-Q, Q3 2026, Oct 29, 2026; Corning Form 10-K, 2025, Feb 12, 2026)

Corning's segment figures sum to core sales of $5,081 million, not GAAP sales, because they include an adjustment for hedged exposures of $226 million. The largest part relates to the Japanese yen exposure within Glass Innovations. A year earlier the equivalent constant-currency adjustment was $172 million, so core sales grew 19% from $4,272 million. (Corning Q3 2026 release, Oct 27, 2026; Corning Form 10-Q, Q3 2026, Oct 29, 2026)

Corning signed four long-term, multibillion-dollar customer agreements in the quarter, including with Verizon and AT&T. Such agreements can carry customer deposits: contract liabilities were $2.7 billion at September 30, 2026, and in Q2 2026 Corning recorded a $1.0 billion customer deposit under a supply agreement running through December 31, 2029. (Corning Q3 2026 release, Oct 27, 2026; Corning Form 10-Q, Q3 2026, Oct 29, 2026)

Corning's GAAP diluted EPS was $0.78 in Q3 2026, up 56% from $0.50, and core EPS was $0.91, up 36% from $0.67. Corning says the gap mainly reflects the adjustment for hedged exposures, which added $0.20 to core EPS, and discrete tax items, which added $0.05. Core EPS also excludes a $0.12 per share translated earnings contract gain that GAAP EPS includes. (Corning Q3 2026 release, Oct 27, 2026)

Corning's GAAP effective tax rate was 22.9%, against 18.5% on a core basis, both calculated excluding net income attributable to non-controlling interest of about $66 million. Selling, general and administrative expenses fell $61 million from a year earlier, mainly from lower share-based compensation expense tied to moves in Corning's stock price. (Corning Q3 2026 release, Oct 27, 2026; Corning Form 10-Q, Q3 2026, Oct 29, 2026)

The share count was close to flat: diluted weighted-average shares were 871 million, against 868 million a year earlier. Net income attributable to Corning was $680 million, against $430 million. (Corning Q3 2026 release, Oct 27, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Corning gives a one-quarter outlook in its release, on a core basis only. For Q4 2026 it expects core sales of $5.2 billion to $5.3 billion, approximately 19% growth year over year, and core EPS of $0.96 to $1.00, approximately 36% growth. (Corning Q3 2026 release, Oct 27, 2026)

Corning measures itself against its Springboard plan. In May 2026 it set a target of a $20 billion annualized core sales run rate by the end of 2026, and its Q3 results already reflect an annualized run rate of $20.3 billion. Its CFO said the upgraded plan lays out a path to $40 billion by the end of 2030. (Corning Form 10-Q, Q3 2026, Oct 29, 2026; Corning Q3 2026 release, Oct 27, 2026)

A consensus figure is the average of the models published by the analysts who cover Corning, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Corning's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning GLW is on is GLW a buy or a sell?, what analysts expect next is on the GLW forecast, and what the company does is on the Corning (GLW) stock page.

Every number on this page can be traced to a document Corning published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.