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Jun 30
Clearfield Q3 2025 Earnings Report
Clearfield reported a 2% increase in revenue, significant gross profit and net income growth, and increased its full-year fiscal 2025 revenue guidance.
Key Takeaways
Clearfield delivered a strong fiscal third quarter of 2025, with net sales increasing by 2% year-over-year to $49.9 million, primarily driven by robust demand in the Large Regional Service Provider and MSO end markets within its Clearfield segment. The company achieved substantial improvements in profitability, with gross profit surging by 42% and net income by 459%, reflecting better overhead absorption and inventory recoveries. Diluted EPS was $0.11, exceeding guidance. Clearfield also increased its full-year fiscal 2025 revenue guidance.
Net sales for Q3 2025 increased by 2% to $49.9 million compared to $48.8 million in Q3 2024.
Gross profit for Q3 2025 significantly increased by 42% to $15.2 million, with gross margin improving to 30.5% from 21.9% in the prior year.
Net income for Q3 2025 was $1.6 million, a substantial improvement from a net loss of $0.4 million in Q3 2024, resulting in diluted EPS of $0.11.
The company increased its full-year fiscal 2025 revenue guidance to a range of $180 million to $184 million.
Clearfield
Clearfield
Clearfield Revenue by Segment
Revenue by Segment
Clearfield Segment Revenue
CapyFin.com Forward Guidance
Clearfield is increasing its full-year fiscal 2025 revenue guidance and provided specific net sales and EPS expectations for the fourth quarter of fiscal 2025.
Positive Outlook
- Increased annual revenue guidance for fiscal 2025 to a range of $180 million to $184 million.
- Expects net sales for Q4 2025 to be in the range of $47 million to $51 million.
- Anticipates net income per share for Q4 2025 to be in the range of $0.03 to $0.11.
- Does not believe current tariffs will materially affect operating results.
- Guidance for Q4 EPS is based on current shares outstanding and does not reflect potential future share repurchases.
Challenges Ahead
- The net income per share range for Q4 does not reflect potential share repurchases completed in the fourth quarter, which could impact the actual EPS.
- No specific negative forward-looking statements were highlighted in the guidance section beyond standard cautionary language.