Corning (NYSE:GLW) delivered a double-digit beat for its fourth quarter and full year 2025, proving that the glass-making giant has successfully tethered its future to the artificial intelligence boom.
The company reported fourth-quarter core sales of $4.41 billion, a 14% increase year-over-year, while core earnings per share (EPS) jumped 26% to $0.72.
The results cap off a transformative year for the 175-year-old innovator.
For the full year 2025, Corning saw core sales grow 13% to $16.41 billion and core EPS soar 29% to $2.52.
More impressively, the company’s "Springboard" strategy—a plan launched in 2023 to boost margins and revenue—achieved its 20% operating margin target a full year ahead of schedule.
The primary catalyst for this acceleration is the massive shift from copper to fiber-optic cabling in data centers.
Just yesterday, Corning announced a landmark agreement with Meta Platforms, which will see the social media giant pay Corning up to $6 billion through 2030 to supply the specialized fiber-optic infrastructure required for its massive AI workloads.
"Since we launched Springboard two years ago, we have fundamentally transformed Corning’s financial profile," said Wendell P. Weeks, chairman and CEO.