@usstocksnews | YouTube | VK Видео | Чат
🔹 Core sales: $4.41B (Est. $4.36B) 🟢; +14% Y/Y
🔹 Core EPS: $0.72 (Est. $0.70) 🟢; +26% Y/Y
🔹 Corning and Meta: multiyear, up to $6B agreement
Q1 Guide:
🔹 Core sales: $4.2B to $4.3B; ~+15% Y/Y
🔹 Core EPS: $0.66 to $0.70
Segment Performance:
🔹 Optical Communications: $1,701M; +24% Y/Y
🔹 Display: $955M; (2%) Y/Y
🔹 Specialty Materials: $544M; +6% Y/Y
🔹 Automotive: $440M; (1%) Y/Y
🔹 Life Sciences: $246M; (2%) Y/Y
🔹 Hemlock and Emerging Growth Businesses: $526M; +62% Y/Y
Updated the Springboard Plan:
🔹 Springboard internal plan: adds $11B incremental annualized sales by end of 2028 (was $8B)
🔹 Springboard internal plan: adds $6.5B incremental annualized sales by end of 2026 (was $6B)
🔹 Springboard high-confidence plan: adds $5.75B incremental annualized sales by end of 2026 (was $4B)
🔹 Since Springboard launch (Q4’23 to Q4’25): core operating margin +390 bps to 20.2%
🔹 Since Springboard launch (Q4’23 to Q4’25): core ROIC +540 bps to 14.2%
#glw
Переходи в чат t.me/USstocksnews_chat
