Corning Reports Strong Q1 2025 Results, Driven by Gen AI and U.S. Solar Demand

Corning Incorporated (NYSE: GLW) announced first-quarter 2025 results that exceeded guidance, with core sales rising 13% year-over-year to $3.7 billion and core EPS jumping 42% to $0.54. Operating margin improved to 18%, up 250 basis points. Enterprise sales surged 106%, fueled by strong demand for Gen AI-related products.

Corning is accelerating U.S. production of solar products due to robust demand. For Q2, the company expects core sales of ~$3.85 billion and EPS of $0.55–$0.59. CEO Wendell Weeks reaffirmed confidence in Corning’s Springboard plan, citing momentum from secular trends like AI and clean energy.