05 Feb 2026
In Q1 2026, growth forecast to accelerate, with core sales to rise 15% to $4.2 B.
Corning has reported its fourth-quarter and full-year 2025 results and provided its outlook for first-quarter 2026. The financial announcement, published on January 28th, said the company has delivered “record results” for both its fourth quarter (Q4) and full-year 2025 – and expects continued growth in Q1 of 2026.
Highlights
Wendell P. Weeks, Corning’s chairman, CEO, and president, commented, “Since the launch of our Springboard Plan, in 2024, we have transformed the company’s financial profile. Between Q4-2023 to Q4-2025, we expanded the core operating margin by 390 basis points to 20.2%, and expanded core ROIC 540 basis points to 14.2%, while nearly doubling adjusted free cash flow to $1.72 B for full-year 2025. We now have a highly profitable launch point for future growth.”
He continued, “We have even stronger long-term growth ahead. Today [January 28, 2026], we are upgrading our original Springboard plan to now add $11 B in incremental annualized sales by the end of 2028, up from our original $8-B plan.”
Ed Schlesinger, executive VP and CFO, said, “In 2025, we delivered double-digit core sales growth, with core EPS growing twice as fast as sales and adjusted free cash flow growing three times as fast. We expanded core operating margin and core ROIC 180 and 120 basis points, respectively. We significantly enhanced our financial profile and positioned the company to generate even more profit and cash going forward on our upgraded Springboard growth plan.”
Schlesinger continued, “We enter 2026 with exciting momentum. In Q1, we expect year-over-year growth to accelerate, with core sales up approximately 15% to a range of $4.2 B to $4.3 B, and core EPS growing to a range of $0.66 to $0.70. We are also upgrading Springboard. Our internal and high-confidence plans now add $6.5 B and $5.75 B in incremental annualized sales by the end of 2026, respectively, up from our previous $6 B and $4 B.”
At the time of releasing the latest financial statement Corning also announced that it had agreed with Meta a multiyear, Up to $6-B agreement. Corning then commented that this long-term partnership reflects its “commitment to develop, innovate, and manufacture the critical technologies to power next-generation data centers in the United States”.
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