NASDAQ$CLFD

Clearfield Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Clearfield reported Q4 2025 net sales from continuing operations of $41.1M with net income of $1.8M and diluted EPS of $0.13.

Fourth-quarter net sales from continuing operations rose 13% year over year to $41.1 million. Net income from continuing operations was $1.8 million ($0.13 per diluted share) versus a small loss in the prior-year quarter. Gross margin expanded as the company focused on MSO and large regional carrier markets. Management guided fiscal 2026 revenue from continuing operations to $160–$170 million and EPS to $0.48–$0.62.

  • Q4 continuing net sales $41.1M (+13% YoY); gross margin up eight points.
  • Continuing net income $1.8M; diluted EPS $0.13.
  • FY25 continuing net sales $150.1M (+20% YoY).
  • FY26 revenue guide $160–$170M; EPS guide $0.48–$0.62.

Headline financials

Total Revenue

$41.1M

Previous: $46.8M-12.1%
EPS (adj)

$0.13

Previous: -$0.06+316.7%
Order Backlog

$24.7M

Previous: $22.8M+8.3%
Gross Profit Margin

34.6%

Previous: 26.6%+30.1%
Share Buybacks

$0.00

No prior period
Remaining Share Repurchase Authorization

$28.4M

No prior period
Net Income

$1.8M

Previous: -$800K+325.0%
Operating Income

$1M

Previous: -$800K+225.0%
Gross Profit

$14.2M

Previous: $10.7M+33.1%

Revenue & EPS history

Clearfield · Revenue · Quarterly

$41.1M

Q4 2025-12.1%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The release discusses Clearfield's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Clearfield cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

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 Q4 2025

Historical avgQ4 2025

+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%

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