康宁2026年第二季度光通信业务销售额同比增长32% 光连接产能将扩大10倍

智通财经
Jul 29
【康宁2026年第二季度光通信业务销售额同比增长32% 光连接产能将扩大10倍】康宁公司近日公布2026年第二季度财务业绩,实现核心销售额为47.4亿美元;核心运营利润率20.9%;每股收益同比增长30%。报告期内,光通信业务销售额同比增长32%,达到20.7亿美元。其中,企业网络业务销售额增长65%,生成式人工智能相关产品的销售额增长强劲。公司与亚马逊、英伟达的合作协议,将为亚马逊提供光纤、光缆及连接解决方案支持,并计划将美国光连接产品制造产能扩大10倍,美国光纤产能提升50%以上,以满足人工智能工厂建设带动的持续增长需求。公司预计今年底年化销售额将达到200亿美元,2028年底和2030年底分别达到300亿美元和400亿美元。

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