The earnings call reflects a positive outlook for CLEAR, driven by strong financial performance, membership growth, and successful expansion into international markets. Despite the flat travel environment, the company has introduced new services and continues to improve efficiency and profitability.

Company Guidance -

Q3 2025

During CLEAR's Fiscal Second Quarter 2025 Conference Call, the company provided guidance for the upcoming quarter and year. They expect Q3 revenue to range between $223 million and $226 million, with total bookings anticipated between $253 million and $258 million, representing growth rates of 13.1% and 12.3% at the midpoint, respectively. For the full year, CLEAR reaffirmed their guidance of at least $310 million in free cash flow and anticipate expanding adjusted EBITDA margins year-over-year. The call highlighted CLEAR's strategic focus on product innovation and expanding membership, including the rollout of CLEAR Plus to international travelers from the U.K., Canada, Australia, and New Zealand, and the introduction of their premium CLEAR Concierge service. The company also noted a strong financial performance in Q2, reporting $219.5 million in revenue, marking a 17.5% growth, and $117.9 million in free cash flow. Active CLEAR Plus members increased to 7.6 million, up 7.5% year-over-year, with gross dollar retention at 87.3%.

Strong Financial Performance

Second quarter revenue reached $219.5 million, marking a 17.5% growth year-over-year. Total bookings were $222.9 million, showing a 13.1% increase, and free cash flow was $117.9 million.

Growth in Membership

Active CLEAR Plus members grew to 7.6 million, up 7.5% year-over-year. Total members increased to 33.5 million, up 38.2% from the previous year.

Expansion of Global Reach

CLEAR Plus is now available to travelers from the U.K., Canada, Australia, and New Zealand, expanding the total addressable market.

Introduction of New Services

Launch of CLEAR Concierge, a premium service offering assistance from curbside to gate, and updates to the enrollment process with ePassport capability for one-step enrollment.

Profitability and Efficiency Improvements

Achieved $42.6 million in operating income with a 19.4% margin, a 300 basis points expansion. Adjusted EBITDA was $60.1 million with a 27.4% margin.

Clear Secure (YOU) 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 >

YOU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2025 (Q3)	0.30 / -	0.3	―	―	―
Aug 05, 2025	2025 (Q2)	0.24 / 0.37	0.34	8.53% (+0.03)	―
May 08, 2025	2025 (Q1)	0.31 / 0.34	0.28	22.14% (+0.06)	―
Feb 26, 2025	2024 (Q4)	0.29 / 0.90	0.17	429.41% (+0.73)	―
Nov 07, 2024	2024 (Q3)	0.33 / 0.30	0.21	42.86% (+0.09)	―
Aug 06, 2024	2024 (Q2)	0.26 / 0.34	0.15	126.67% (+0.19)	―
May 08, 2024	2024 (Q1)	0.17 / 0.28	0.06	366.67% (+0.22)	―
Feb 28, 2024	2023 (Q4)	0.16 / 0.17	0.14	21.43% (+0.03)	―
Nov 08, 2023	2023 (Q3)	0.12 / 0.21	0.05	320.00% (+0.16)	―
Aug 02, 2023	2023 (Q2)	0.07 / 0.15	0	―	―

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

YOU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$29.99	$31.84	+6.17%
May 08, 2025	$26.15	$24.16	-7.61%
Feb 26, 2025	$23.29	$21.78	-6.48%
Nov 07, 2024	$37.50	$27.83	-25.79%

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.

FAQ

When does Clear Secure, Inc. (YOU) report earnings?

Clear Secure, Inc. (YOU) is schdueled to report earning on Nov 17, 2025, Before Open (Confirmed).

What is Clear Secure, Inc. (YOU) earnings time?

Clear Secure, Inc. (YOU) earnings time is at Nov 17, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is YOU EPS forecast?

YOU EPS forecast for the fiscal quarter 2025 (Q3) is 0.3.

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