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Clearfield (CLFD) investor relations material
Clearfield Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Aug, 2025
Executive summary
Q3 2025 net sales reached $49.9M, up 2% year-over-year, driven by Clearfield segment growth and strong demand from Large Regional Service Providers and MSOs, offset by lower international sales.
Net income per share was $0.11, exceeding guidance and reversing a prior year loss.
Year-to-date net sales rose 11% to $132.5M, with net income of $1.0M versus a loss in the prior year.
Order backlog as of June 30, 2025, was $36.1M, up 11% year-over-year.
Product innovation and a three-pillar strategy are expanding addressable markets and supporting future growth.
Financial highlights
Q3 2025 gross margin improved to 30.5% from 21.9% year-over-year, aided by better inventory utilization and recoveries of excess inventory.
Q3 2025 net income was $1.6M, compared to a net loss of $0.4M in Q3 2024.
Operating income for Q3 2025 was $1.5M, reversing a prior year loss.
Year-to-date gross margin rose to 28.4% from 15.2% year-over-year.
Recoveries of excess and obsolete inventory contributed approximately 1.7% to gross margin improvement.
Outlook and guidance
Full-year fiscal 2025 net sales outlook raised to $180M–$184M, with Clearfield segment expected to grow at or above industry rates.
Q4 2025 net sales expected in the range of $47M–$51M; net income per share guidance is $0.03–$0.11.
Sufficient liquidity and cash flow expected to meet working capital and investment needs beyond the next 12 months.
Tariffs and trade policy changes are a risk, but current tariffs are not expected to materially impact results.
Nestor segment revenue expected to decline slightly year-over-year as focus shifts to margin improvement.
How will AI trends affect Clearfield's investments?
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Next Clearfield earnings date
Q4 20256 Nov, 2025
Next Clearfield earnings date
Q4 20256 Nov, 2025
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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.
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