Corning CEO Wendell Weeks said tariffs have a de minimis impact on the company because 90% of its U.S. revenue comes from U.S.-origin products and only 1% of U.S. sales are made in China. Speaking on Jim Cramer's Mad Money on August 14, 2026, Weeks attributed this insulation to Corning's philosophy of locating factories close to customers to compete on innovation. The company's stock has surged 93% year to date, supported by second-quarter core EPS of $0.78 beating consensus and a 32% rise in Optical Communications revenue. Corning supplies Apple, Nvidia, and Amazon from U.S. facilities, a footprint built for customer proximity that also shields it from import duties.
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NVIDIA CorporationCorning IncorporatedCEO states 90% domestic revenue shields Corning from tariffs, a key positive.
