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Mar 31, 2025
Clearfield Q2 2025 Earnings Report
Clearfield reported a return to profitability in Q2 2025 with net income per diluted share of $0.09 and revenue of $47.2 million, driven by growth in the Clearfield Segment.
Key Takeaways
Clearfield reported net sales of $47.2 million for the second quarter of fiscal 2025, a 28% increase year-over-year, driven by strong demand in the Clearfield segment. The company returned to profitability with net income of $1.3 million, or $0.09 per diluted share, compared to a net loss in the prior year quarter. Gross profit significantly improved to $14.2 million.
Net sales increased 28% year-over-year to $47.2 million in Q2 Fiscal 2025.
The company returned to profitability, reporting net income of $1.3 million and diluted EPS of $0.09.
Gross profit rose significantly to $14.2 million, representing a gross margin of 30.1%.
Order backlog as of March 31, 2025, was $34.1 million, an increase of 31% from the previous quarter.
Forward Guidance
Clearfield reiterated its fiscal 2025 net sales guidance range of $170 million to $185 million and provided third quarter fiscal 2025 guidance for net sales between $45 million and $50 million and net income per share between $0.01 and $0.08.
Positive Outlook
- Confidence in the ability to take market share.
- Industry is expected to return to normalized demand and ordering patterns.
- Management believes current tariffs will not materially affect operating results.
- Continued execution to convert quoting activity into revenue.
- Expecting continued gross margin improvements.
Challenges Ahead
- Current level of macro uncertainty persists.
- Guidance range implies potential flat or lower revenue in the second half compared to the first half.
- Net income per share guidance for Q3 is relatively modest.
- Potential impact from evolving tariff situation (though expected to be immaterial).
Historical Earnings Impact
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Avg. Return Before/After Earnings
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