CORNING INC /NY — Form 8-K

Corning reported Q3 2026 core sales of $5.08 billion (up 19% YoY) and core EPS of $0.91 (up 36% YoY), exceeding guidance. Core gross margin expanded 150 bps to 40.5%, core operating margin expanded 310 bps to 22.7%, and core ROIC improved 330 bps to 16.7%. Optical Communications drove growth with sales up 44% to $2.38 billion; Enterprise Networks gen-AI sales grew over 100%. For Q4 2026, management guides core sales of $5.2–5.3 billion (19% YoY growth) and core EPS of $0.96–1.00 (36% YoY growth). Four long-term multibillion-dollar customer agreements were secured in Q3, including with Verizon and AT&T, supporting the Springboard Plan to double annualized sales from $20 billion to $40 billion by end of 2030.