Corning announced a multi-year agreement to supply advanced glass and optical fiber components to Meta, with total order potential of up to $6 billion over the life of the deal. The contract calls for Corning to expand its U.S. manufacturing footprint, adding two new production lines at its Harrodsburg, Kentucky facility and increasing capacity at its optical cable plant in Hickory, North Carolina. The expansion is expected to create more than 400 high-skilled engineering and manufacturing jobs by 2027, positioning Corning as a key supplier for AI-driven data center infrastructure growth.

In the fourth quarter of fiscal 2025, Corning delivered adjusted earnings per share of $0.72, surpassing consensus estimates by $0.02 and up from $0.57 in Q4 2024. Revenue for the period reached $4.41 billion, a 2.1% beat versus analyst forecasts. The core Optical Communications segment drove net sales growth of 24.3% year-over-year, fueled by rising demand for high-speed optical fiber, cable and connector solutions. Operating margin expanded 170 basis points to 20.2%, while free cash flow nearly doubled to $1.72 billion, providing ample liquidity to fund capital investments and shareholder returns.

On January 29, 2026, Executive Vice President and CFO Edward A. Schlesinger sold 21,104 shares of common stock, retaining 54,780 shares. While insiders routinely rebalance holdings, the sale was disclosed alongside Corning’s reaffirmation of its Springboard program targets, which aim to deliver up to $11 billion in incremental annualized sales by 2028. Management’s public guidance underscores confidence in the company’s innovation pipeline—particularly in glass ceramics for life sciences and environmental technologies—and its ability to sustain double-digit revenue growth in fiber optics and next-generation display materials.