Corning

Q2 FY2026 EarningsQ2 FY26 results beat consensus across core earnings metrics: normalized EPS reached $0.78 vs. $0.75 expected, and core revenue of $4.74B surpassed the $4.63B mean estimate. Optical Communications surged 32% YoY, significantly exceeding expectations driven by AI-related infrastructure demand, while Solar revenue jumped 90% YoY. Despite GAAP gross margin pressure from Solar capacity ramp-ups, core profitability remains robust with net income up 30% YoY.