Corning said net sales for the 3 months ended September 30, 2026 increased $755 million, or 18%, from the same period a year earlier. The company cited higher sales of optical communication products of $727 million and higher sales of polycrystalline silicon and solar products of $117 million as the main drivers.

1. 01

   Corning said net sales for the 3 months ended September 30, 2026 increased $755 million, or 18%, from the same period a year earlier. The company cited higher sales of optical communication products of $727 million and higher sales of polycrystalline silicon and solar products of $117 million as the main drivers.

2. 02

   Corning said it updated and extended its Springboard plan in May 2026, setting an annualized core sales run rate target of $20 billion by the end of 2026. The company said its Q3 results already reflected an annualized core sales run rate of $20.3 billion, surpassing the target one quarter early.

3. 03

   Corning said operating cash flow for the 9 months ended September 30, 2026 improved from a year earlier. The company cited higher net income and the receipt of $1.0 billion in customer prepayments related to long-term supply agreements as factors. Capital expenditures for the period were $1.3 billion, and the company said it expects them to rise to about $2.0 billion a year in 2026.

4. 04

   Corning said core net income for the 3 months ended September 30, 2026 was $795 million, up $210 million from $585 million a year earlier, and core earnings per share were $0.91. The company cited a $237 million increase in Optical Communications segment net income as the main driver, which it said was partly offset by higher variable compensation and costs for expanding Solar production capacity.

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