Corning Inc: EPS $0.91 vs $0.881 expected; revenue $5.08B vs $5.03B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.910 | 0.881 | +3.3% | 0.670 |
| Revenue (USD bn) | 5.080 | 5.030 | +1.1% | 4.100 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Q3 FY2026 | 0.91 | 0.881 | +3.3% | 5.08 | 5.03 | +1.1% |
| Jul 28, 2026 | Q2 FY2026 | 0.78 | 0.755 | +3.3% | 4.74 | 4.63 | +2.3% |
| Apr 28, 2026 | Q1 FY2026 | 0.70 | 0.692 | +1.2% | 4.35 | 4.30 | +1.1% |
| Jan 28, 2026 | Q4 FY2025 | 0.72 | 0.707 | +1.8% | 4.41 | 4.36 | +1.1% |
| Oct 28, 2025 | Q3 FY2025 | 0.67 | 0.665 | +0.8% | 4.10 | 4.23 | −3.1% |
| Jul 29, 2025 | Q2 FY2025 | 0.60 | 0.571 | +5.1% | 3.86 | 3.86 | +0.2% |
| Apr 29, 2025 | Q1 FY2025 | 0.54 | 0.507 | +6.5% | 3.45 | 3.64 | −5.3% |
| Jan 29, 2025 | Q4 FY2024 | 0.57 | 0.560 | +1.8% | 3.50 | 3.76 | −7.0% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Corning Inc results: EPS $0.91 vs $0.881 expected; revenue $5.08B vs $5.03B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 3.3%; revenue above the estimate by 1.1%.
Revenue was up 23.9% from $4.10 billion a year earlier (Q3 FY2025). EPS was up 35.8% from $0.67 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Revenue growth reflects expanding activity at Corning Inc, but the available material does not identify which businesses drove that growth. The company spans optical communications, display glass, specialty materials, automotive products, and life sciences, so interpreting performance requires understanding each business's contribution.
Its business drivers include customer spending on communications networks, screen and electronic device manufacturing, and the use of specialty materials in industrial applications. Its automotive business also serves emissions control and glass and optical applications, making product mix and demand across end markets important to understanding profitability.
What to watch on the earnings call: Listen for management's discussion of demand across optical communications, displays, specialty materials, and automotive products, and how sales mix and manufacturing costs affect margins. Its explanation of segment contributions to revenue growth and spending decisions on production capacity would also be useful.
For the full analysis of Corning Inc stock — valuation, scores and financial statements — see the stock page linked with this story.