Corning (GLW) Tops Q4 Earnings and Revenue Estimates

Core Insights - Corning (GLW) reported quarterly earnings of $0.72 per share, exceeding the Zacks Consensus Estimate of $0.70 per share, and up from $0.57 per share a year ago, representing an earnings surprise of +3.11% [1] - The company achieved revenues of $4.41 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.08% and increasing from $3.87 billion year-over-year [2] - Corning has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +1.52%, with actual earnings of $0.67 per share against an expected $0.66 [1] - The current consensus EPS estimate for the upcoming quarter is $0.65, with projected revenues of $4.18 billion, and for the current fiscal year, the estimate is $3.03 on revenues of $18.09 billion [7] Stock Performance - Corning shares have increased approximately 25.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Industry Outlook - The Communication - Components industry, to which Corning belongs, is currently ranked in the top 16% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]