| GLW |
Report |
Core sales |
IN-LINE |
pred ~$4.660B vs. cons $4.646B |
MEDIUM |
| GLW |
Report |
Core diluted EPS |
IN-LINE |
pred ~$0.760 vs. cons $0.762 |
MEDIUM |
| GLW |
Report |
Optical Communications sales |
BEAT |
pred ~$2.050B vs. cons $2.023B |
MEDIUM |
| GLW |
Guide |
Core sales (Q3 2026) |
UNCHANGED |
guide ~$5.00B vs. cons $5.036B |
MEDIUM |
| GLW |
Guide |
Core diluted EPS (Q3 2026) |
LOWER |
guide midpoint ~$0.86 vs. cons $0.879 |
MEDIUM |
| GLW |
Guide |
Optical demand commentary (Q3 2026) |
UNCHANGED |
robust AI demand but no incremental acceleration vs. May framework |
LOW |
| GLW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| GLW |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — lower Q3 EPS should pressure forward estimates |
MEDIUM |