Corning (GLW) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.52%. A quarter ago, it was expected that this specialty glass maker would post earnings of $0.57 per share when it actually produced earnings of $0.6, delivering a surprise of +5.26%.Over the last four quarters, the comp ...

Gorilla Glass maker Corning on Tuesday forecast fourth-quarter sales above analysts' estimates, but revenue from its largest business unit that makes fiber optic products fell short of expectations. ...

Third-Quarter 2025 Investor Call Corning Reports Third-Quarter 2025 Financial Results October 28, 2025 Forward-Looking and Cautionary Statements The statements contained in this presentation and related comments by management that are not historical facts or information and contain words such as "will," "believe," "anticipate," "expect," "intend," "plan," "seek," "see," "would," "target," "estimate," "forecast" or similar expressions are forward-looking statements. These forward-looking statements are made ...

Exhibit 99 News Release FOR RELEASE – Oct. 28, 2025 Corning Announces Third-Quarter 2025 Financial Results with Record Core Sales and Core EPS (1) In Q3, core sales grew 14% year over year, while core EPS grew 24%, and core operating margin expanded 130 basis points Optical Communications' Enterprise sales grew 58% year over year in the third quarter, driven by the continued strong adoption of Corning's new Gen AI products Company expects continued strong performance on its Springboard plan and now expects ...

显示面板电子玻璃作为高性能功能性玻璃的核心品类，是电子、微电子及光电子领域的关键基础材料， 主要涵盖玻璃基板与盖板玻璃两大应用类型。其凭借优异的光学透过率、低热膨胀性及高抗压强度，能 够精准匹配手机、平板电脑、液晶电视及工控屏等高端显示设备对精度与耐用性的严苛要求。随着 OLED、MicroLED 及触控显示技术的持续迭代，市场对电子玻璃的性能参数（如透光率、平整度）与 尺寸规格（大尺寸、柔性化）要求不断提升，进一步巩固了其在现代显示产业链中的核心地位。 从市场规模来看，QYResearch 最新调研报告数据显示，预计到 2031 年，全球显示面板电子玻璃市场规 模将突破 205.27 亿美元，2024-2031 年期间年复合增长率（CAGR）稳定维持在 4.7%。这一增长趋势主 要得益于消费电子终端产品的更新换代，以及新兴显示技术商业化进程的加速，为行业提供了持续的市 场增量空间。 在市场竞争格局方面，全球显示面板电子玻璃行业呈现高度集中的特点。根据 QYResearch 头部企业研 究中心调研结果，当前全球市场主要由康宁（Corning）、旭硝子（Asahi Glass）、日本电气硝子 （NEG）、德国肖 ...

市场整体表现 - 美股主要股指连续第二周上涨并创下收盘纪录新高，标普500指数本周上涨2%，纳斯达克指数本周上涨23% [1] - 标普500指数在周五首次突破6800点，随后收盘略低于该水平 [1] - 推动市场上涨的关键因素是9月消费者价格指数数据，该数据因政府停摆而延迟10天发布 [1] 宏观经济数据 - 9月整体CPI环比上涨03%，同比上涨30%，两项增幅均低于预期 [1] - 核心CPI环比上涨02%，同比上涨30%，两项增幅也均低于预期 [1] - CPI数据表现温和为美联储下周会议再次降息敞开大门 [1] 企业财报表现 - 约30%的标普500成分公司已公布季度业绩，其中87%的公司盈利超预期，远高于典型的67%超预期比例 [1] - 丹纳赫第三季度营收和盈利均超预期，公司发布了对新财年的乐观初步预测，股价本周上涨67% [1] - 第一资本周二晚间公布季度盈利大幅超预期，其信贷表现优于预期，股价本周上涨近65% [1] - 霍尼韦尔周四公布季度报告，销售、盈利和有机增长均超预期，管理层提高了这家工业集团的全年业绩指引，股价本周上涨近65% [1] - 都福周四公布第三季度利润超预期，管理层提高了全年盈利指引，股价本周上涨近66% [1] - GE Vernova周三公布强劲盈利和稳健的积压订单增长，但股价因能源交易投机领域疲软而下跌，本周下跌26% [1] 公司特定动态 - 霍尼韦尔将于10月30日分拆Solstice Advanced Materials，记录日期为10月17日的股东每持有4股霍尼韦尔股票将获得1股Solstice股票 [2] - 德州路店因不断上涨的牛肉价格持续挤压利润率而被从1级下调至2级评级 [2] - 俱乐部周二建仓康宁，该公司是人工智能建设受益者，苹果公司此前宣布向为所有iPhone和Apple Watch生产盖板玻璃的康宁投资25亿美元 [2] - 俱乐部在富国银行公布业绩后股价大涨至纪录高位后获利了结，实现了约170%的收益 [2] - 俱乐部周五出售部分伊顿股份，该电气设备制造商股价在8月初管理层第三季度业绩指引不及预期导致股价下跌后出现反弹 [2]

财报发布日期与历史表现 - 公司计划于10月28日盘前公布2025财年第三季度业绩 [1] - 公司在过去四个季度的每股收益平均超出预期4.73%，上一季度超出预期5.26% [1] 季度业绩预期 - 第三季度营收共识预期为42.1亿美元，较上年同期的37.3亿美元实现增长 [7] - 第三季度调整后每股收益共识预期为0.66美元，较上年同期的0.54美元有所增加 [7] - 光学通信板块营收预期为16.1亿美元，显著高于上年同期的12.4亿美元 [6] - 显示科技板块营收预期为7.662亿美元，预计同比增长8.4% [6] - 特殊材料板块营收预期为5.956亿美元，预计同比增长9.7% [6] 推动增长的主要因素 - 苹果公司承诺投资25亿美元，在其肯塔基州工厂开发所有iPhone和Apple Watch的盖板玻璃，此举有望推动特殊材料板块的净销售增长 [3] - 公司与GlobalFoundries合作，为其硅光子平台开发可拆卸光纤连接器解决方案，利用GlassBridge解决方案满足AI数据中心的高带宽需求 [4] - 主要电信运营商Lumen为满足激增的AI需求加速网络扩张，并向公司采购下一代光纤电缆，推动光学通信板块增长 [5] - 公司与T1 Energy达成战略合作，通过提供本土采购的太阳能组件来加强美国太阳能供应链，预计对第三季度业绩产生积极影响 [5] - 太阳能市场的健康需求是公司发展的有利因素 [2] 其他提及公司 - 摩托罗拉解决方案公司定于10月30日公布业绩，其收益ESP为+0.61%，Zacks评级为2 [11] - 高通公司定于11月5日公布业绩，其收益ESP为+1.43%，Zacks评级为3 [12] - Celestica公司定于10月27日公布业绩，其收益ESP为+2.49%，Zacks评级为2 [12]

Key Takeaways Corning and Qualcomm both forecast solid sales and EPS growth for 2025.GLW benefits from fiber optic demand, AI-driven connectivity, and restructured operations.QCOM sees strength in 5G, automotive and AI PCs but faces fierce competition and trade risks.Corning Incorporated (GLW) and Qualcomm Incorporated (QCOM) are key technology firms in the smartphone and communications value chain. Corning is a leading innovator in the glass substrate industry. In addition to being a pioneer in Gorilla Gla ...

Key Takeaways Corning is seeing robust growth in Specialty Materials, Optical Communications and solar segments.Partnerships with Apple, Samsung and Broadcom are strengthening GLW's innovation and market reach.GLW expects to triple solar sales by 2027, adding $1.6B in annualized revenues from U.S. expansion.Corning Incorporated (GLW) is benefiting from solid customer growth across several segments. The company’s growing prowess in developing state-of-the-art cover materials is driving growth in the Specialt ...

The market expects Corning (GLW) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better ...