| GLW |
Report |
Core sales (2026Q2) |
BEAT |
pred ~$4.70B vs. cons $4.63B |
MEDIUM |
| GLW |
Report |
Core EPS (2026Q2) |
BEAT |
pred ~$0.78 vs. cons $0.75 |
MEDIUM |
| GLW |
Report |
Optical Communications sales (2026Q2) |
BEAT |
pred ~$2.04B vs. cons $1.99B |
MEDIUM |
| GLW |
Guide |
Core sales guidance |
BETTER |
guide ~$4.85B vs. cons $4.80B (2026Q3) |
MEDIUM |
| GLW |
Guide |
Core EPS guidance |
BETTER |
guide ~$0.81 vs. cons $0.80 (2026Q3) |
LOW |
| GLW |
Guide |
Core operating margin guidance |
UNCHANGED |
guide ~20.2% vs. cons 20.2% (2026Q3) |
MEDIUM |
| GLW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| GLW |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
Q2 sales of ~$4.70B versus $4.63B consensus and Q3 guidance of ~$4.85B versus $4.80B consensus should lift estimates rather than imply an out-period cut; Optical upside and a contained solar drag support positive revisions after the initial relief move. |
MEDIUM |