| GLW |
Report |
Core sales |
BEAT |
pred ~$4.69B vs. cons $4.63B |
MEDIUM |
| GLW |
Report |
Core EPS |
BEAT |
pred ~$0.79 vs. cons $0.75 |
MEDIUM |
| GLW |
Report |
Optical Communications sales |
BEAT |
pred ~$2.03B vs. cons $1.99B |
MEDIUM |
| GLW |
Guide |
3Q26 core sales outlook |
BETTER |
guide ~$4.82B vs. cons $4.76B (3Q26) |
MEDIUM |
| GLW |
Guide |
3Q26 core EPS outlook |
BETTER |
guide ~$0.82 vs. cons $0.79 (3Q26) |
MEDIUM |
| GLW |
Guide |
2026 adjusted free-cash-flow outlook |
BETTER |
guide ~$1.35B vs. cons $1.25B (FY2026) |
LOW |
| GLW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| GLW |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
~5.5% day-1 residual can extend to ~7.5% over five days because a ~$4.82B 3Q26 sales guide versus ~$4.76B consensus and ~$0.82 EPS guide versus ~$0.79 support upward out-period revisions, while Optical strength offsets the temporary solar-wafer cost drag. |
MEDIUM |