The earnings call highlighted strong growth in the Clearfield segment, significant improvements in gross margins, and successful product innovations. However, challenges in the Nestor segment, delays in BEAD funding, and supply chain issues present ongoing concerns.

Company Guidance -

Q4 2025

During Clearfield's Fiscal Third Quarter 2025 Conference Call, the company reported net sales of $49.9 million, reflecting a 2% increase from the previous year and aligning with the upper end of their guidance range. The Clearfield segment experienced a notable 15% year-over-year growth. Gross margin improved significantly from 21.9% to 30.5%, attributable to better overhead absorption and inventory recovery. Net income per share stood at $0.11, surpassing the guidance range. For the full fiscal year, Clearfield raised their sales outlook to between $180 million and $184 million, with anticipated fourth-quarter net sales ranging from $47 million to $51 million and net income per share expected to be between $0.03 and $0.11. Despite challenges with the Nestor segment, the company remains optimistic about its long-term growth strategy, focusing on core customer protection, market expansion, and targeting adjacent markets.

Clearfield Segment Growth

Clearfield segment net sales were up 15% year-over-year, showing strong performance and market share gains.

Gross Margin Improvement

Gross margin improved significantly from 21.9% to 30.5%, driven by better overhead absorption and recoveries of previously reserved inventory.

New Product Innovations

Introduction of the FieldSmart FiberFlex 600 Powered Cabinet and TetherSmart MFT, which are gaining market recognition and expanding Clearfield's reach into new applications.

Increased Fiscal 2025 Outlook

The fiscal 2025 net sales outlook was increased to a range of $180 million to $184 million, reflecting confidence in continued growth.

Successful Home Deployment Kits

The Home Deployment Kits are gaining traction and are expected to significantly contribute to future revenue growth.

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
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.