Corning’s Optical Communications sales rose 44% year over year to $2.38 billion in the third quarter of 2026, driven by demand for high-density optical fiber used in AI data centers. Sales in the unit’s enterprise networks business jumped 84%, outpacing the growth in GPU shipments. Group-wide core sales reached $5.08 billion, up 19%, while core earnings per share of $0.91 topped analyst estimates. For the fourth quarter, Corning forecast core sales of $5.2 billion to $5.3 billion, while management targets $30 billion in annualized sales by the end of 2028 and $40 billion by the end of 2030.
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