Corning (NYSE: GLW) reported better-than-expected fourth-quarter 2025 results, though its shares fell more than 3% intraday as investors weighed forward guidance.
The company posted adjusted earnings of $0.72 per share, above analyst estimates of $0.70, while revenue reached $4.41 billion, surpassing the $4.36 billion consensus. Revenue increased 14% year over year, while earnings grew at a faster pace of 26%.
For the first quarter of 2026, Corning forecast core sales of $4.2 billion to $4.3 billion, representing roughly 15% year-over-year growth, and core earnings of $0.66 to $0.70 per share.
Optical Communications was the standout segment, with revenue rising 24% year over year to $1.7 billion. In contrast, Display segment revenue declined 2% to $955 million from the prior year period.
Corning also announced an enhanced version of its Springboard Plan, increasing its target for incremental annualized sales to $11 billion by the end of 2028 from $8 billion previously. For 2026, the company raised its internal sales growth target to $6.5 billion from $6.0 billion.
For full-year 2025, Corning reported core sales of $16.41 billion, up 13% year over year, while core earnings per share climbed 29% to $2.52.
