Corning has inked a multi‐year agreement with Meta under which it could supply up to $6 billion worth of precision glass components for AI data centers over the term of the deal. The contract calls for expanded U.S. manufacturing capacity, including a new facility in North Carolina that is expected to create approximately 500 high-skilled engineering and technical jobs by 2028. Management anticipates that this agreement will contribute more than $500 million in incremental annual revenue starting in 2027, reinforcing Corning’s position as a critical supplier to hyperscale data center operators.

In the fourth quarter of 2025, Corning reported an adjusted earnings per share of $0.72 and quarterly revenues of $4.41 billion, representing a 2.1% beat over consensus estimates. The company’s core optical communications segment delivered a 24.3% year-over-year increase in net sales, driven by strong demand for fiber, cables and connectors in AI-driven networks. Operating margin expanded to 20.2%, up 1.7 percentage points from the prior year, while free cash flow nearly doubled to $1.72 billion for the full year, highlighting the company’s ability to convert growth into cash generation.

Corning has raised its Springboard growth targets, now aiming for up to $11 billion in incremental annualized sales by 2028, with roughly two-thirds expected to come from advanced optical and specialty glass solutions. In late January 2026, Executive Vice President and CFO Edward Schlesinger sold 21,104 shares of common stock, retaining 54,780 shares post-transaction. While insider transactions can carry mixed interpretations, the broader financial trajectory and capacity investments suggest management’s conviction in Corning’s multi-year growth strategy.