NYSE$YOU

Clear Secure Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Clear Secure (YOU) reported Q1 2026 with $253M revenue, net income of $38.8M, and diluted EPS of $0.38.

For the period ended 2026-03-31, Clear Secure (YOU) reported $253M revenue. Revenue $253.0M (+20% YoY). Net income attributable to Clear $38.8M; diluted EPS $0.38. CLEAR Plus membership and airport identity platform growth. No formal quarterly EPS guide; member growth and airport penetration are key KPIs.

  • Revenue $253.0M (+20% YoY).
  • Net income attributable to Clear $38.8M; diluted EPS $0.38.
  • CLEAR Plus membership and airport identity platform growth.

Headline financials

Total Revenue

$253M

Previous: $211M+19.7%
EPS (adj)

$0.38

Previous: $0.26+46.2%
Capital Expenditures

-$4.87M

Previous: -$7.08M+31.2%
Net Income

$38.8M

Previous: $25.4M+52.7%

Revenue & EPS history

Clear · Revenue · Quarterly

$253M

Q1 2026+19.7%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

No formal quarterly EPS guide; member growth and airport penetration are key KPIs.

Tailwinds

  • Double-digit revenue growth.
  • Strong gross profit $190M+.
  • Profitable on attributable basis.

Headwinds

  • Travel volume sensitivity.
  • Competition in trusted-traveler services.
  • Seasonality in air passenger traffic.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+2.3%

Avg return

Earnings day

+4.8%

Avg return

5 days after

+3.4%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+39.3%

Q4 2025

Best reaction

-10.7%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.7%-3.3%-8.3%
Q4 2025+39.3%+43.5%+41.7%
Q3 2025+0.8%+17.2%+5.4%
Q1 2025-0.2%-4.2%+2.7%
Q4 2024-6.5%+0.0%+11.7%
Q3 2024-0.3%-24.6%-25.7%
Q2 2024-9.6%+13.3%+42.3%
Q1 2024+0.2%-3.8%-5.4%
Q4 2023+4.5%+2.7%+15.5%
Q3 2023-1.0%+10.1%+25.1%
Q2 2023-0.1%-0.7%-5.7%
Q1 2023+3.7%-1.1%+2.5%
Q4 2022-6.2%-4.6%-14.9%
Q3 2022+2.9%+25.1%+22.9%
Q2 2022+3.4%-5.1%-14.3%
Q1 2022+12.3%+36.6%-7.8%
Q4 2021+10.0%+14.0%+34.3%
Q3 2021-2.2%-14.2%-41.8%
Q2 2021-10.7%-9.0%-15.5%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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