Earnings summaries and quarterly performance for Clearfield.
Executive leadership at Clearfield.
Board of directors at Clearfield.
AS
Ademir Sarcevic
Detailed
Director
CW
Carol Wirsbinski
Detailed
Director
CK
Catherine Kelly
Detailed
Director
CH
Charles Hayssen
Detailed
Director
DH
Donald Hayward
Detailed
Director
KS
Kathleen Skarvan
Detailed
Director
RS
Rebecca Seidel
Detailed
Director
RR
Ronald Roth
Detailed
Chair of the Board
WJ
Walter Jones Jr.
Detailed
Director
Research analysts who have asked questions during Clearfield earnings calls.
Tim Savageaux
Northland Capital Markets
8 questions for CLFD
Also covers: AAOI, ADTN, AIRG +18 more
Ryan Koontz
Needham & Company, LLC
6 questions for CLFD
Also covers: AAOI, ADTN, ANET +27 more
SS
Scott Searle
ROTH MKM
4 questions for CLFD
Also covers: ADEA, AIOT, AIRG +22 more
Matthew Cavanagh
Needham & Company
2 questions for CLFD
Also covers: VSAT
Jaeson Schmidt
Lake Street Capital Markets
1 question for CLFD
Also covers: AIRG, AVNW, BHE +15 more
MC
Matt Caveney
Needham & Company
1 question for CLFD
Recent press releases and 8-K filings for CLFD.
Clearfield Holds FY 2026 Annual General Meeting, Provides Strategic Update and Forecast
CLFD
Proxy Vote Outcomes
Guidance Update
Product Launch
- At the FY 2026 Annual General Meeting, shareholders elected eight directors, approved the advisory vote on executive compensation, and ratified the appointment of Deloitte & Touche LLP as the company's independent auditors.
- Clearfield completed a divestiture in fiscal 2025 to sharpen its strategic focus, remove an underperforming asset, and improve the company's long-term margin profile, returning focus to the Clearfield segment for growth and profitability.
- The company introduced its NOVA product line, designed for high-density, modular solutions that support AI-driven architectures and growing fiber demands, particularly at the edge of the network and for community broadband providers.
- Clearfield's current forecast for fiscal year 2026 revenue is projected to be between $160 million and $170 million.
Feb 26, 2026, 8:00 PM
Clearfield Holds FY 2026 Annual General Meeting, Provides Business Update and FY 2026 Forecast
CLFD
Proxy Vote Outcomes
Guidance Update
M&A
- Clearfield's Annual General Meeting for FY 2026 confirmed the election of 8 directors, approved executive compensation, and ratified Deloitte & Touche LLP as the independent auditors.
- In fiscal 2025, Clearfield underwent a transformational year, including the divestiture of an underperforming business to sharpen strategic focus and improve its long-term margin profile.
- The company is expanding its footprint in broadband and introducing high-density modular solutions, such as the recently announced NOVA product line, which is positioned for the edge of the network to support AI-driven architectures and growing fiber demands.
- Clearfield forecasts fiscal year 2026 revenue to be between $160 million and $170 million, with this commitment expected to enable increased guidance for fiscal years 2028, 2029, and beyond.
Feb 26, 2026, 8:00 PM
Clearfield Holds FY 2026 Annual General Meeting, Provides FY 2026 Revenue Forecast
CLFD
Proxy Vote Outcomes
Guidance Update
M&A
- Clearfield's FY 2026 Annual General Meeting included the election of eight directors, an advisory vote on executive compensation, and the ratification of Deloitte & Touche LLP as independent auditors.
- In fiscal 2025, the company completed a divestiture of an underperforming asset to sharpen its strategic focus and improve its long-term margin profile.
- Clearfield is expanding its footprint in broadband and introducing high-density modular solutions, such as the NOVA product line, to support AI-driven architectures and growing fiber demands at the network edge.
- For fiscal year 2026, Clearfield forecasts revenue to be between $160 million and $170 million.
Feb 26, 2026, 8:00 PM
Clearfield Reports Q1 2026 Results, Launches Nova Platform, and Reiterates FY 2026 Guidance
CLFD
Earnings
Guidance Update
Product Launch
- Clearfield reported Q1 2026 net sales from continuing operations of $34.3 million, exceeding its guidance range of $30-$33 million, and a net loss per share from continuing operations of $0.02.
- The company reiterated its full-year fiscal 2026 net sales guidance of $160 million-$170 million and earnings per share guidance of $0.48-$0.62 from continuing operations.
- Clearfield introduced the Nova Platform, a new modular, high-density fiber system designed for AI, data center, and edge compute networks, which is strategically important for future growth despite modest near-term revenue expectations.
- Management noted signs of stabilization and an early rebound in community broadband demand and views the Verizon-Frontier merger as a significant opportunity. However, BEAD program revenue contribution is anticipated to be modest in fiscal 2026 due to potential supply chain constraints for BABA-compliant fiber.
Feb 4, 2026, 10:00 PM
Clearfield Reports Q1 2026 Results, Provides Guidance, and Launches New Product
CLFD
Earnings
Guidance Update
Product Launch
- Clearfield reported net sales from continuing operations of $34.3 million for Q1 fiscal 2026, exceeding its guidance range, and a net loss per share from continuing operations of $0.02. Gross margin improved to 33.2% from 29.2% in the prior year quarter.
- The company reiterated its full-year fiscal 2026 net sales guidance of $160 million to $170 million and EPS guidance of $0.48 to $0.62. For Q2 2026, net sales are anticipated to be between $32 million and $35 million, with a net loss per diluted share in the range of $0.02 to $0.10.
- Clearfield completed the sale of its Nestor Cables business on November 12, 2025, and is now fully focused on the Clearfield business segment.
- Following the end of the quarter, Clearfield introduced the Nova Platform, a new modular, high-density fiber system designed for AI, data center, and edge compute networks, with modest near-term revenue expected.
- During Q1 2026, Clearfield repurchased 179,000 shares for $5.2 million. As of December 31, 2025, $23.1 million remained available under the increased share repurchase authorization.
Feb 4, 2026, 10:00 PM
Clearfield Reports Q1 2026 Results, Exceeds Sales Guidance, and Launches Nova Platform
CLFD
Earnings
Product Launch
Guidance Update
- Clearfield reported Q1 2026 net sales from continuing operations of $34.3 million, surpassing its guidance range of $30 million-$33 million, and a net loss per share from continuing operations of $0.02.
- The company reiterated its full-year fiscal 2026 net sales guidance of $160 million-$170 million and earnings per share guidance of $0.48-$0.62 from continuing operations.
- Clearfield introduced the Nova Platform, a new modular, high-density fiber system designed for AI, data center, and edge compute networks, with modest near-term revenue contribution expected.
- Following the divestiture of its Nestor Cables business in November 2025, Clearfield is now fully focused on its core business.
- Clearfield ended the quarter with approximately $157 million in cash and no debt, and had $23.1 million available for additional share repurchases as of December 31, 2025.
Feb 4, 2026, 10:00 PM
Clearfield Reports Q1 Fiscal 2026 Results and Reiterates Full Year Guidance
CLFD
Earnings
Guidance Update
Share Buyback
- Clearfield reported net sales from continuing operations of $34.3 million for Q1 fiscal 2026, a 16% increase year-over-year, exceeding its guidance range of $30 million to $33 million.
- The company's gross margin from continuing operations improved by 4 percentage points to 33.2% in Q1 fiscal 2026.
- Clearfield reiterated its full year fiscal 2026 guidance, expecting net sales from continuing operations in the range of $160 million to $170 million and EPS of $0.48 to $0.62.
- During the quarter, Clearfield repurchased $5.2 million in shares, with $23.1 million remaining available for repurchases as of December 31, 2025.
- Clearfield introduced its NOVA™ Platform, designed to optimize scalability and installation simplicity for high-density fiber connectivity.
Feb 4, 2026, 9:00 PM
Clearfield Reports First Quarter Fiscal 2026 Results
CLFD
Earnings
Guidance Update
Share Buyback
- Clearfield reported net sales from continuing operations of $34.3 million for Q1 fiscal 2026, representing a 16% increase year-over-year, and its gross margin from continuing operations improved by 4 percentage points to 33.2%. The consolidated net loss per diluted share was $(0.04).
- The company reiterated its full year fiscal 2026 guidance, expecting net sales from continuing operations in the range of $160 million to $170 million and EPS of $0.48 to $0.62. For Q2 fiscal 2026, net sales are anticipated to be between $32 million and $35 million, with a net loss per diluted share in the range of $0.02 to $0.10.
- Clearfield repurchased approximately $5.2 million in shares during Q1 fiscal 2026, with $23.1 million remaining available for additional repurchases as of December 31, 2025.
- The company introduced its NOVA™ Platform, designed to optimize scalability and installation simplicity for high-density fiber connectivity.
Feb 4, 2026, 9:00 PM
Clearfield Discusses BEAD Program Impact, Margin Improvements, Nestor Divestiture, and Capital Allocation
CLFD
Demand Weakening
M&A
Share Buyback
- Clearfield's community broadband revenue was soft in Q4 due to delays in the $42 billion BEAD program, and the company has not included any BEAD dollars in its 2026 forecast, though business flow is estimated to start later in 2026.
- The company experienced gross margin improvement from 2024 to fiscal 2025, driven by 20% sales growth and improved inventory utilization.
- Clearfield divested Nestor last quarter, an organization that had been losing money, to improve profitability and focus on strategic growth pillars, including expanding into edge computing and adjacent markets.
- Clearfield maintains a strong balance sheet with no debt and approximately $160 million in cash, with plans for internal growth, a share buyback program, and selective M&A.
Jan 13, 2026, 2:30 PM
Clearfield Discusses BEAD Program, New AI/Edge Compute Products, and Nestor Divestiture
CLFD
New Projects/Investments
Demand Weakening
M&A
- Clearfield's community broadband revenue was soft in Q4 and is expected to remain soft, as the company does not include any BEAD program dollars in its 2026 forecast due to delays in fund disbursement.
- The company is launching a new product category focused on high-density cassettes to support AI and edge compute applications, leveraging its customer base in rural America.
- Clearfield recently divested Nestor, a supplier it had acquired, to improve profitability and align with its strategic growth pillars, as Nestor was losing money and the European market entry was not opportune.
- Clearfield maintains a strong balance sheet with no debt and approximately $160 million in cash, and has $28 million available for share buybacks at year-end, positioning it for strategic M&A opportunities.
Jan 13, 2026, 2:30 PM
Quarterly earnings call transcripts for Clearfield.
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