Corning Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
33.0%projected annual EPS growth
Analyst Coverage
15analysts covering
FY Revenue (est.)
$19.2Bnext fiscal year
FY EPS (est.)
$3.27next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 27 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Optical Communications Segment Sales Quarterly2.1BTarget: Continued double-digit growth driven by AI data center demand
Core Gross Margin Quarterly39.6%Target: Expansion toward 40%+
Core Operating Margin Quarterly20.9%Target: At or above 20%
Annualized Sales Run Rate (Springboard Plan) Annually19BTarget: $20 billion by end of 2026, $30 billion by end of 2028, $40 billion by end of 2030
Watch Items
- Solar Wafer Facility Ramp and ProfitabilityTrigger: Solar segment revenue contribution and margin improvement in Q3 2026Action: Monitor execution following the extended maintenance shutdown and equipment upgrade in Q2 2026.
- Hyperscaler Capital Expenditure TrendsTrigger: Slowing or deferral of AI-related infrastructure buildouts by major customers (Meta, Amazon, NVIDIA)Action: Assess impact on Optical Communications order book and capacity utilization.
Research as of 2 Sep 2026