Corning(US:GLW) ZACKS·2025-07-29 14:31Core Insights - Corning reported $4.05 billion in revenue for Q2 2025, a year-over-year increase of 12.2%, with an EPS of $0.60 compared to $0.47 a year ago, exceeding both revenue and EPS estimates [1] - The company’s stock has returned +5.4% over the past month, outperforming the S&P 500 composite's +3.6% change, and currently holds a Zacks Rank 2 (Buy) [3] Revenue Performance by Segment - Automotive: Net sales of $460 million, exceeding the average estimate of $443.97 million, representing a year-over-year increase [4] - Display Technologies: Net sales of $898 million, below the average estimate of $919.85 million, showing a year-over-year decline of 11.4% [4] - Optical Communications: Net sales of $1.57 billion, surpassing the average estimate of $1.47 billion, with a year-over-year increase of 40.7% [4] - Specialty Materials: Net sales of $545 million, exceeding the average estimate of $520.03 million, reflecting an 8.8% year-over-year increase [4] - Life Sciences: Net sales of $250 million, slightly above the average estimate of $245.7 million, with a year-over-year change of 0.4% [4] - Hemlock and Emerging Growth Businesses: Net sales of $326 million, exceeding the average estimate of $242.92 million, representing a year-over-year increase of 10.1% [4] Segment Net Income Performance - Display Technologies: Segment net income of $243 million, exceeding the average estimate of $233.14 million [4] - Automotive: Segment net income of $79 million, surpassing the average estimate of $67.78 million [4] - Life Sciences: Segment net income of $18 million, above the average estimate of $16.13 million [4] - Optical Communications: Segment net income of $247 million, exceeding the average estimate of $202.79 million [4] - Specialty Materials: Segment net income of $81 million, surpassing the average estimate of $76.36 million [4] - Hemlock and Emerging Growth Businesses: Segment net income of -$10 million, below the average estimate of $17.21 million [4]