Topic：Corning

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Corning beats third-quarter expectations on optical communications; fourth-quarter revenue guidance is soft

Corning’s third-quarter revenue and earnings per share both exceeded expectations, with optical communications the main contributor, but free cash flow fell short. The company’s fourth-quarter revenue guidance was below Bernstein’s forecast, while its earnings-per-share guidance was higher.

Bernstein · 2026.10.30 02:21

TV panel prices stop falling, providing fourth-quarter support for Corning’s display business

Average LCD TV panel prices were flat month over month in October, and Omdia expects stability to continue in November. TV makers are cutting purchases of smaller panels, but a higher share of larger sizes may limit the impact on total LCD panel area.

J.P. Morgan · 2026.10.30 02:26