$GLW 8-K earnings — Q2 FY26

Core EPS of $0.78 beat consensus of $0.76 (+2.6%), while revenue of $4.74B (+17% YoY) exceeded expectations on strong Optical Communications growth. Q3 guidance calls for core sales of $4.9B-$5.0B and core EPS of $0.85-$0.89, implying ~28% YoY EPS growth. The key nuance: Solar segment sales surged 90% and just completed a major equipment upgrade, with management expecting improving profitability from Solar starting Q3—a potential margin tailwind the market may underappreciate.

Core EPS of $0.78 beat consensus of $0.76 (+2.6%), while revenue of $4.74B (+17% YoY) exceeded expectations on strong Optical Communications growth. Q3 guidance calls for core sales of $4.9B-$5.0B and core EPS of $0.85-$0.89, implying ~28% YoY EPS growth. The key nuance: Solar segment sales surged 90% and just completed a major equipment upgrade, with management expecting improving profitability from Solar starting Q3—a potential margin tailwind the market may underappreciate.