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Corning Teams With NVIDIA, Meta, Amazon & Apple — AI Demand Accelerates!

Corning Incorporated reported strong financial results for the second quarter of 2026, reflecting solid progress against its strategic Springboard growth plan. The company delivered 17% year-over-year sales growth to $4.74 billion and a 30% increase in earnings per share to $0.78, supported by expanded gross margin up 120 basis points to 39.6%, and operating margin growth of 190 basis points to 20.9%. Return on invested capital improved to 14.9%, while free cash flow rose to $1.42 billion, reinforcing a robust financial position. The Optical Communications segment led growth, with sales rising 32% year-over-year to over $2 billion and net income increasing 77% to $438 million. Notably, Enterprise sales nearly doubled, driven by demand for artificial intelligence-related products and accelerating orders. Corning highlighted strategic multi-year agreements with major technology firms, including Apple, NVIDIA, Meta, and Amazon, underscoring strong customer partnerships in critical data center infrastructure and AI applications.