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Dec 31, 2025
Clearfield Q1 2026 Earnings Report
Clearfield reported its first quarter fiscal 2026 financial results, showing growth in net sales and improved gross margin from continuing operations.
Key Takeaways
Clearfield, Inc. reported net sales from continuing operations of $34.3 million for the first quarter of fiscal 2026, a 16% increase year-over-year. Gross margin from continuing operations improved to 33.2%, up 4 percentage points. The company also introduced its NOVA™ Platform and reiterated its full-year fiscal 2026 guidance.
Net sales from continuing operations increased by 16% year-over-year to $34.3 million.
Gross margin from continuing operations improved by 4 percentage points to 33.2%.
Clearfield introduced the NOVA™ Platform to optimize scalability and installation simplicity for high-density fiber connectivity.
The company reiterated its full-year fiscal 2026 guidance for net sales between $160 million and $170 million, and EPS between $0.48 and $0.62.
Revenue by Segment
Forward Guidance
For the second quarter of fiscal 2026, Clearfield anticipates net sales from continuing operations to be in the range of $32 million to $35 million, with operating expenses slightly up and net loss per diluted share between $0.02 and $0.10. The full-year fiscal 2026 guidance remains unchanged, with net sales between $160 million and $170 million and EPS between $0.48 and $0.62.
Positive Outlook
- Reiterated full-year fiscal 2026 guidance for net sales ($160M-$170M) and EPS ($0.48-$0.62).
- Operating expenses as a percentage of revenue expected to remain consistent with fiscal 2025.
- Current understanding suggests tariffs will not materially affect operating results.
- Signs of stabilization and early rebound in Community Broadband demand.
- Introduction of NOVA™ Platform to capitalize on demand for higher fiber density.
Challenges Ahead
- Anticipated net loss per diluted share for Q2 2026 in the range of $0.02 to $0.10.
- Operating expenses expected to be up slightly relative to Q1 2026.
Historical Earnings Impact
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