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Earnings by Segment
Breaks down profit contribution from each business unit, revealing which parts of Corning generate the most earnings and which are margin drivers or drains; helps investors spot where strengths, cyclicality (like display glass demand), or cost pressures may affect overall profitability.Optical Communications has become the primary earnings engine, driving margin expansion and record free cash flow and backed by large, multi‑year customer deals; management’s guidance and ~$2B capex indicate capacity‑led growth. Be cautious: Corning’s recent resegmentation (a new Glass Innovations line appears while legacy series drop to zero) muddies historical comparisons, and photonics adoption plus solar upgrade costs introduce timing and profitability risk—watch Enterprise/GenAI order momentum and customer‑backed contracts to confirm sustainable upside versus heavy upfront investment.
Date | Optical Communications | Display Technologies | Specialty Materials | Environmental Technologies | Life Sciences | Hemlock and Emerging Growth Businesses | Glass Innovations | Solar | Life Sciences & Emerging Growth | Automotive |
|---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2026 | $438.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $354.00M | -$7.00M | -$21.00M | $82.00M |
Mar 31, 2026 | $387.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $324.00M | $7.00M | -$24.00M | $70.00M |
Dec 31, 2025 | $305.00M | $257.00M | $99.00M | $0.00 | $14.00M | $1.00M | $0.00 | $0.00 | $0.00 | $63.00M |
Sep 30, 2025 | $295.00M | $250.00M | $113.00M | $0.00 | $16.00M | -$1.00M | $0.00 | $0.00 | $0.00 | $68.00M |
Jun 30, 2025 | $247.00M | $243.00M | $81.00M | $0.00 | $18.00M | -$10.00M | $0.00 | $0.00 | $0.00 | $79.00M |
Mar 31, 2025 | $201.00M | $243.00M | $74.00M | $0.00 | $13.00M | -$16.00M | $0.00 | $0.00 | $0.00 | $68.00M |
Dec 31, 2024 | $194.00M | $262.00M | $81.00M | $81.00M | $18.00M | -$10.00M | $0.00 | $0.00 | $0.00 | $0.00 |
Sep 30, 2024 | $175.00M | $285.00M | $72.00M | $75.00M | $15.00M | -$12.00M | $0.00 | $0.00 | $0.00 | $0.00 |
Jun 30, 2024 | $143.00M | $258.00M | $63.00M | $97.00M | $17.00M | -$23.00M | $0.00 | $0.00 | $0.00 | $0.00 |
Mar 31, 2024 | $100.00M | $201.00M | $44.00M | $105.00M | $13.00M | -$10.00M | $0.00 | $0.00 | $0.00 | $0.00 |