NASDAQ$CLFD

Clearfield Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Clearfield's Q3 2024 performance saw a decrease in net sales but an improvement in gross margin due to better capacity utilization and lower inventory reserve costs, with strategic efforts focused on customer retention and market share growth amidst an industry-wide recovery.

Clearfield reported a decrease in net sales to $48.8 million, a net loss of $0.4 million, and a gross margin of 21.9% for Q3 2024. The company repurchased $5.5 million in shares and is focusing on customer retention and multi-year supply agreements.

  • Net sales decreased by 20% to $48.8 million compared to the same quarter last year.
  • Gross margin improved significantly from the previous quarter to 21.9% due to better capacity utilization and lower inventory reserve costs.
  • Net loss totaled $0.4 million, or ($0.04) per diluted share, compared to net income of $5.2 million, or $0.33 per diluted share, in the same quarter last year.
  • The company repurchased $5.5 million in shares under the share buyback program.

Headline financials

Total Revenue

$48.8M

Previous: $61.3M-20.4%
EPS

-$0.04

Previous: $0.33-112.1%
Order Backlog

$32.6M

No prior period
Gross Profit Margin

21.9%

No prior period
Capital Expenditures

-$1.22M

Previous: -$1.73M+29.4%
Free Cash Flow

-$1.67M

Previous: $3.49M-147.8%
Net Income

-$447K

Previous: $5.22M-108.6%
Operating Income

-$2.31M

Previous: $5.63M-141.0%
Gross Profit

$10.7M

Previous: $19.1M-43.9%
Cash & Equivalents

$25.6M

Previous: $31.4M-18.4%
Total Assets

$318M

Previous: $361M-11.9%
Stock-Based Comp

$1.15M

Previous: $1.06M+8.8%

Revenue & EPS history

Clearfield · Revenue · Quarterly

$48.8M

Q3 2024-20.4%vs Q3 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The Company expects net sales for the fourth quarter of fiscal 2024 to be in the range of $40 million to $43 million and net loss per share to be in the range of $0.17 to $0.22.

Headwinds

  • Net sales for the fourth quarter of fiscal 2024 are expected to be in the range of $40 million to $43 million.
  • Net loss per share is expected to be in the range of $0.17 to $0.22.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+1.6%

Avg return

Earnings day

+3.5%

Avg return

5 days after

+3.8%

Avg return

30 days after

57%

36 / 63 earnings

Positive

+27.5%

Q4 2022

Best reaction

-20.0%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+6.6%+13.3%+6.4%
Q1 2026-4.6%+3.1%-1.5%
Q4 2025-4.9%-0.1%+0.2%
Q2 2025+9.1%+17.8%+22.7%
Q1 2025-5.9%-10.7%-22.4%
Q4 2024-5.7%-8.9%-15.6%
Q3 2024-10.1%-11.8%-14.1%
Q2 2024+16.8%+17.6%+23.7%
Q1 2024+16.9%+14.9%+25.2%
Q4 2023+1.6%+9.4%+15.5%
Q3 2023-12.8%-12.4%-23.1%
Q2 2023-17.0%-13.5%-4.3%
Q1 2023-12.4%-8.5%-13.8%
Q4 2022+27.5%+35.9%+7.1%
Q3 2022+17.1%+23.1%+45.6%
Q2 2022+7.0%+6.2%+13.2%
Q1 2022+16.0%+20.7%+26.1%
Q4 2021+5.9%+7.6%+4.8%
Q3 2021+17.5%+9.4%+16.4%
Q2 2021+23.4%+25.8%+24.9%
Q1 2021-5.9%-4.5%-2.7%
Q4 2020+6.1%+11.2%+10.2%
Q3 2020+24.9%+33.9%+29.6%
Q2 2020-2.0%+3.9%+6.3%
Q1 2020+3.0%+1.6%-13.9%
Q4 2019+4.8%+5.1%+19.3%
Q3 2019-4.2%-6.3%-22.9%
Q2 2019-3.0%-4.2%-7.7%
Q1 2019+1.2%+1.1%+22.5%
Q4 2018+9.7%-3.3%-6.3%
Q3 2018+8.4%+14.1%+18.1%
Q2 2018-3.8%-7.9%-16.5%
Q1 2018+2.1%+2.9%+22.9%
Q4 2017-13.0%-12.6%-7.7%
Q3 2017-13.4%-17.8%-11.6%
Q2 2017-11.3%-12.5%-13.5%
Q1 2017-3.7%-9.0%-13.0%
Q4 2016+4.3%+2.4%+8.7%
Q3 2016+1.7%-1.6%-9.2%
Q2 2016+9.4%
Q1 2016+14.0%
Q4 2015-20.0%
Q3 2015+25.4%
Q2 2015-8.8%
Q1 2015+1.4%
Q4 2014-10.1%
Q3 2014-17.6%
Q2 2014-19.9%
Q1 2014+7.8%
Q4 2013+10.3%
Q3 2013-15.8%
Q2 2013+7.1%
Q1 2013+14.3%
Q4 2012-0.6%
Q3 2012-2.4%
Q2 2012-1.8%
Q1 2011+0.2%
Q1 2012-1.8%
Q4 2011+1.9%
Q2 2011+1.9%
Q4 2010+0.7%
Q3 2011+0.7%
Q2 2010+6.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro