The earnings call reflects a strong performance by the Clearfield segment with notable sales growth and gross margin improvements. However, challenges in the Nestor segment and uncertainties related to the BEAD program and supply chain present concerns. The company remains optimistic about future opportunities, particularly in the data center market.

Company Guidance

During Clearfield's fiscal third quarter 2025 conference call, the company provided several key metrics and guidance indicating positive performance and future outlook. Net sales for the quarter reached $49.9 million, marking a 2% increase compared to the same period last year, with the Clearfield segment seeing a robust 15% year-over-year growth. Gross margin showed significant improvement, rising from 21.9% to 30.5%, attributed to better overhead absorption and inventory management. Net income per share was reported at $0.11, surpassing the guidance range. Looking ahead, Clearfield raised its fiscal 2025 net sales outlook to a range of $180 million to $184 million, with fourth-quarter net sales expected between $47 million and $51 million and net income per share projected between $0.03 and $0.11. The company highlighted strong demand in the Clearfield segment, particularly from large regional and MSO businesses, and emphasized the ongoing success of new products such as the TetherSmart MFT and Home Deployment Kits, which are anticipated to contribute significantly to future revenue growth.

Clearfield Segment Net Sales Growth

Clearfield segment net sales increased by 15% year-over-year, demonstrating strong performance and market share gains.

Gross Margin Improvement

Gross margin improved from 21.9% to 30.5%, driven by better overhead absorption and optimized capacity at North American facilities.

Home Deployment Kits Success

The Home Deployment Kits, combining innovative fiber deploy reels, are gaining recognition for labor-saving opportunities and are expected to contribute significantly to future revenue growth.

Positive Outlook for Clearfield Segment

Clearfield segment is expected to align with or exceed industry growth, with anticipated net sales for fiscal 2025 between $180 million to $184 million.

Data Center Market Opportunities

Clearfield is positioning to benefit from the growing demand for fiber in data centers and edge networks, driven by AI and cloud provider needs.

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

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CLFD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q4)	0.08 / -	-0.06	―	―	―
Aug 06, 2025	2025 (Q3)	0.05 / 0.11	-0.04	375.00% (+0.15)	―
May 08, 2025	2025 (Q2)	-0.19 / 0.09	-0.4	122.50% (+0.49)	―
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)

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
Aug 06, 2025	$44.14	$33.26	-24.65%
May 08, 2025	$31.82	$34.31	+7.83%
Feb 06, 2025	$36.94	$34.75	-5.93%
Nov 07, 2024	$36.80	$34.20	-7.07%

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.