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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Clearfield
Clearfield (CLFD) investor relations material
Clearfield Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary10 Nov, 2026
Executive summary
FY26 continuing-operations net sales were $151.9M, up 1% YoY; diluted EPS was $0.16.
Backlog reached $43.3M, up 75% YoY and 106% QoQ; shipments began against the previously announced $22M data-center order.
FY27 growth plan combines a gradual broadband recovery with data-center shipments; management cited $50M–$60M in data-center bookings and roughly $40M in expected shipments.
Financial highlights
Q4 FY26 continuing-operations net sales were $39.3M, down 4% YoY; gross profit was $12.1M, down 15%.
Q4 continuing-operations net loss was $73,000, or $0.00 per diluted share, versus net income of $1.8M and $0.13 EPS in Q4 FY25.
FY26 continuing-operations net income was $2.1M versus $6.3M in FY25; diluted EPS was $0.16 versus $0.45.
FY26 gross profit was $48.6M versus $50.5M in FY25; operating expenses rose 5% to $50.9M.
Outlook and guidance
FY27 net sales guidance is $195M–$205M, representing 30% YoY growth at the midpoint; diluted EPS guidance is $0.25–$0.46.
Q1 FY27 net sales guidance is $48M–$52M; diluted EPS guidance ranges from a $0.06 loss to $0.03 income.
Broadband is expected to return to mid- to high-single-digit growth in FY27; data-center project timing may make quarterly revenue lumpy and less seasonal.
Margin improvement is expected from Q2 FY27 as pricing, sourcing, efficiency, production volume and overhead absorption improve; Q1 may be limited by data-center ramp costs.
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Latest events from Clearfield
- Strong financials and innovative fiber solutions drive growth across broadband and hyperscale markets.CLFD
Investor presentation - Net sales up 13% year-over-year; $22M data center order offsets margin and backlog declines.CLFDQ3 2026
- Q2 FY26 net sales hit $34.4M, with strong cash reserves and FY26 sales guidance of $160M–$170M.CLFDInvestor presentation
- Strong bookings, margin recovery, and innovation drive growth in fiber and data center markets.CLFD21st Annual Needham Technology, Media, & Consumer Conference
- Q2 2026 net sales fell 15% to $34.4M, but backlog rose 39% and guidance was maintained.CLFDQ2 2026
- Q1 FY26 sales rose 16% as modular fiber solutions drive growth across broadband and wireless markets.CLFDInvestor presentation
- All proposals passed; focus shifts to modular solutions and $160–$170M revenue in FY26.CLFDAGM 2026
- Net sales up 16% to $34.3M, gross margin 33.2%, Nova Platform launched, guidance reaffirmed.CLFDQ1 2026
- Net sales up 20%, margins and EPS improved, with a sharpened focus and expanded buyback.CLFDQ4 2025
Next Clearfield earnings date
Q1 20273 Feb, 2027
Clearfield
Next Clearfield earnings date
Q1 20273 Feb, 2027
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Frequently asked questions
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.