The earnings call reflects a mixed sentiment. The company achieved revenue growth in the Clearfield segment and has promising long-term prospects, especially with new facilities and strong quoting activity. However, challenges remain, including a net loss, declining sales in the Nestor segment, and potential tariff impacts.

Company Guidance

During Clearfield's Fiscal First Quarter 2025 conference call, the company provided guidance reflecting steady progress towards normalized growth. Clearfield reported net sales of $35.5 million, aligning with their guidance range of $33 million to $38 million, and a net loss per share of $0.13, which was better than anticipated. The Clearfield segment's net sales increased 6% year-over-year, while the Nestor segment experienced a 6% decline. Clearfield anticipates annual revenue growth in line with or above industry forecasts at 12.5% for fiscal 2025, particularly due to ongoing reductions in inventory and the transition to the second phase of the EA CAM program. The company remains optimistic about long-term opportunities presented by the BEAD program, expecting it to contribute more significantly to revenue in fiscal 2026. Additionally, Clearfield is actively managing potential impacts from new tariffs on Mexican goods, leveraging dual manufacturing sites for cost optimization. Looking ahead, Clearfield projects second-quarter net sales between $37 million and $40 million, with a net loss per share ranging from $0.16 to $0.21.

Revenue Growth in Clearfield Segment

Clearfield segment net sales increased 6% year over year, contributing to the overall 4% increase in consolidated net sales for the first quarter of fiscal 2025.

New Facility in Estonia

The new facility in Estonia is projected to accelerate MicroDuct production from near zero to $7 million for the current fiscal year, enhancing European operations with higher-margin solutions.

Strong Quoting Activity

Significant increase in quoting activity observed, signaling strong customer engagement and positioning Clearfield well for upcoming build seasons.

Optimistic Long-Term Outlook

The company is optimistic about long-term revenue growth, expecting the BEAD program to contribute more meaningfully starting in fiscal 2026.

---

Clearfield (CLFD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CLFD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 24, 2025	2025 (Q2)	-0.19 / -	-0.4	―	―	―
Feb 06, 2025	2025 (Q1)	-0.31 / -0.13	-0.35	62.86% (+0.22)	―
Nov 07, 2024	2024 (Q4)	-0.19 / -0.06	0.17	-135.29% (-0.23)	―
Aug 01, 2024	2024 (Q3)	-0.34 / -0.04	0.33	-112.12% (-0.37)
May 02, 2024	2024 (Q2)	-0.52 / -0.40	0.67	-159.70% (-1.07)
Feb 01, 2024	2024 (Q1)	-0.42 / -0.35	1	-135.00% (-1.35)
Nov 09, 2023	2023 (Q4)	0.10 / 0.17	1.22	-86.07% (-1.05)
Aug 03, 2023	2023 (Q3)	0.09 / 0.33	0.92	-64.13% (-0.59)
May 04, 2023	2023 (Q2)	0.58 / 0.67	0.66	1.52% (+0.01)
Feb 02, 2023	2023 (Q1)	0.96 / 1.00	0.75	33.33% (+0.25)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

---

CLFD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 06, 2025	$36.94	$34.75	-5.93%
Nov 07, 2024	$36.80	$34.20	-7.07%
Aug 01, 2024	$42.64	$39.02	-8.49%
May 02, 2024	$31.91	$36.13	+13.22%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

---