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Clearfield
Clearfield (CLFD) investor relations material
Clearfield Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Feb, 2026
Executive summary
Net sales from continuing operations increased 16% year-over-year to $34.3 million, driven by strong community broadband demand and international growth.
Gross margin improved to 33.2% from 29.2% year-over-year, reflecting better overhead absorption and inventory utilization.
Net loss per share from continuing operations was $0.02, unchanged year-over-year, with total net loss narrowing to $277,000.
The sale of the Nestor Cables business was completed in November 2025, with results now reported as discontinued operations.
The Nova Platform, a modular high-density fiber system, was launched to target new markets including data centers and edge compute.
Financial highlights
Gross profit increased 31% to $11.4 million, and operating expenses rose 23% to $13.2 million, mainly due to higher personnel and technology investments.
Ended the quarter with $157 million in cash, short- and long-term investments, and no debt.
Repurchased $5.2 million in shares during the quarter; share repurchase authorization increased to $85 million, with $23.1 million remaining.
Net investment income was $1.5 million, down from $1.7 million year-over-year.
Order backlog at quarter-end was $22.8 million, down 8% sequentially and 4% year-over-year.
Outlook and guidance
Second quarter net sales expected between $32 million and $35 million; net loss per diluted share projected between $0.02 and $0.10.
Full-year fiscal 2026 net sales guidance reiterated at $160 million to $170 million; EPS from continuing operations expected between $0.48 and $0.62.
BEAD-related revenue contribution anticipated to remain modest in fiscal 2026 due to supply chain constraints and timing of federal funding.
Management expects existing cash, investments, and credit facilities to be sufficient for working capital and investment needs beyond the next 12 months.
Guidance incorporates current tariff environment, not expected to materially impact results.
NOVA platform's impact on adjacent market growth?
Why did backlog decrease despite sales growth?
How will increased OpEx impact future profitability?
NOVA platform's role in future product strategy
BABA fiber supply impact on BEAD deployment
Capitalize on Verizon/Frontier merger opportunity
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Next Clearfield earnings date
Q2 20267 May, 2026
Clearfield
Next Clearfield earnings date
Q2 20267 May, 2026
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Clearfield, Inc. Clearfield, Inc. is a telecommunications equipment company that designs and manufactures fiber management, connectivity, and protection solutions. The company's product portfolio includes fiber distribution systems, fiber optic enclosures, optical components, and related accessories that support the deployment of high-speed broadband networks. Clearfield serves network operators, including broadband providers, telecommunications companies, and utilities, to enhance the efficiency and reliability of their fiber optic infrastructure. The company is headquartered in Brooklyn Park, Minnesota, and its shares are listed on the NASDAQ.
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