CLFD

Clearfield posted Q2 net sales of $34.4 million (near the high end of guidance) and guided to a sequential step-up in Q3 of $42–46 million, while reiterating full‑year FY26 sales guidance of $160–170 million and EPS of $0.48–0.62. The company’s backlog grew 39% sequentially, producing a book‑to‑bill of 1.3, and management is expanding beyond community broadband—highlighting the NOVA platform and edge‑AI/edge compute opportunities as longer‑term growth drivers. Clearfield said delays in federal BEAD funding are the primary constraint on orders, and it expects meaningful BEAD‑related revenue to materialize in fiscal 2027 despite ongoing planning and quoting activity today. Interested in Clearfield, Inc.? Here are five stocks we like better. Clearfield (NASDAQ:CLFD) reported fiscal second-quarter 2026 net sales of $34.4 million, landing near the high end of its guidance range of $32 million to $35 million, as the company pointed to continued strength in its community broadband market and a rising backlog heading into the second half of the year. President and CEO Cheri Beranek said year-to-date revenues were up 5% versus the same period last year, driven by community broadband demand. The company posted a net loss per diluted share of $0.04 for the quarter, which management said was within its guidance range. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Beranek said Clearfield’s backlog increased 39% sequentially from the first fiscal quarter, producing a book-to-bill ratio of 1.3. She characterized the results as “consistent with typical summer seasonality” and supportive of the company’s outlook for the second half of the fiscal year. Management also emphasized a strategic push to expand beyond its traditional broadband customer base. Beranek said Clearfield is “building a significant pipeline of opportunities beyond our traditional broadband customer base,” though she noted those adjacent markets have not yet produced meaningful revenue due to longer sales cycles. She highlighted early engagement tied to data center environments, where capacity expansion is driving more consistent infrastructure planning needs, and said the company expects these opportunities to “contribute meaningfully to revenue” over time. → Tyson Foods' Total Returns: Tasty Treats for Income Investors? Beranek said the pace of the BEAD funding process continu...

Net sales from continuing operations of $34.4 million and net loss per share from continuing operations of $0.04, both toward top end of guidance range Order backlog increased 39% from December 31, 2025, to $31.6 million Reiterates full year fiscal 2026 guidance of net sales from continuing operations in the range of $160 million to $170 million, which represents approximately 10% topline growth at the midpoint, and EPS of $0.48 to $0.62 Share buybacks totaled $7.3 million with $15.9 million remaining available for repurchase MINNEAPOLIS, May 06, 2026 (GLOBE NEWSWIRE) -- Clearfield, Inc. (NASDAQ: CLFD), a leader in fiber connectivity, reported results for the fiscal second quarter of 2026. Additional commentary is provided in a letter to shareholders available in the Investor Relations section of the Company’s website. Management Commentary “We are focused on consistent execution while investing in Clearfield’s next phase of growth. We continue to see an early engagement in adjacent markets, with a particularly strong reception for bringing our proven outside plant techniques and strategies to datacenter environments,” said Company President and Chief Executive Officer, Cheri Beranek. “While these opportunities have yet to contribute meaningful revenue, they represent a compelling avenue for future expansion and early indications are encouraging.” “We are pleased to report revenue and earnings in-line with our guidance. While lumpy on a quarter-over-quarter basis, performance has been driven by a year-to-date revenue increase of 5% in our Community Broadband segment,” said Chief Financial Officer, Dan Herzog. “With backlog up 39% from last quarter, the Company is positioned to achieve our annual guidance of 7% to 14% revenue growth and a return to profitability. We remain committed to our long-term strategy demonstrated by the continued execution of our stock buy-back program this past quarter.” Financial Results for the Three Months Ended March 31, 2026 Net sales from continuing operations for the second quarter of fiscal 2026 decreased 15% to $34.4 million from $40.6 million in the same year-ago quarter partially due to a pull-in by a large customer into last year’s second quarter from our fiscal year 2025 third quarter. As of March 31, 2026, order backlog (defined as purchase orders received but not yet fulfilled) was $31.6 million, an increase of $8.9 mi...

BROOKLYN PARK, Minn. (AP) — BROOKLYN PARK, Minn. (AP) — Clearfield Inc. (CLFD) on Wednesday reported a loss of $528,000 in its fiscal second quarter. The Brooklyn Park, Minnesota-based company said it had a loss of 4 cents per share. The maker of fiber optic management products posted revenue of $34.4 million in the period. For the current quarter ending in June, Clearfield said it expects revenue in the range of $42 million to $46 million. The company expects full-year earnings to be 48 cents to 62 cents per share, with revenue ranging from $160 million to $170 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CLFD at https://www.zacks.com/ap/CLFD

Image source: The Motley Fool. Wednesday, May 6, 2026 at 5 p.m. ET President and Chief Executive Officer — Cheryl Beranek Chief Financial Officer — Daniel Herzog Cheryl Beranek: Good afternoon, everyone. Thank you for joining us to discuss Clearfield's results for the second quarter of fiscal 2026. I'll begin with an overview of the quarter and our strategic priorities. And then I'll turn the call over to Dan to review the financial details and outlook. Second quarter net sales were $34.4 million, which came in towards the high end of our guidance range of $32 million to $35 million. Our performance was driven by continued strength in our Community Broadband market with year-to-date revenues up 5% over the same period of last year. Our net loss per share of $0.04 was within our guidance range. Our backlog rose 39% sequentially from the first fiscal quarter, resulting in a book-to-bill ratio of 1.3 for the quarter, consistent with typical summer seasonality and supportive of our outlook for the second half of the year. We are focused on consistent execution while investing in Clearfield's next phase of growth. To that end, we are building a significant pipeline of opportunities beyond our traditional broadband customer base. While these adjacent markets have yet to contribute meaningful revenue, reflecting their longer sales cycles, they do represent a compelling avenue for future expansion and early indications are encouraging. In particular, we are seeing increasing engagement linked to data center environments where capacity expansion is driving more consistent infrastructure planning needs. As these opportunities develop, we expect them to contribute meaningfully to revenue, driving a gradual broadening of our revenue base. Recently, Clearfield hosted Fiber to the Future at our headquarters, a program that brought together key thought leaders from across our industry. The event featured demonstrations of our BABA-ready cable extrusion capabilities and optical fiber termination solutions alongside insights from these leaders. Participants included executives from service providers, our top distributors, industry media, and association leaders gained a Clearview of how Clearfield's innovation and operational excellence position us to meet the growing data infrastructure demands driven by fiber-enabled Artificial Intelligence. As Edge AI takes shape, Clearfi...

MINNEAPOLIS, April 22, 2026 (GLOBE NEWSWIRE) -- Clearfield, Inc. (NASDAQ: CLFD), the leader in community broadband fiber connectivity, today announced that it will release results for the second quarter of fiscal 2026, ended March 31, 2025, on Wednesday, May 6, 2026, after the close of the market. The company will host a conference call at 5:00 p.m. Eastern time (4:00 p.m. Central time) to discuss its financial results with the investment community. Financial results will be available on the Investor Relations section of the company’s website along with a shareholder letter. Date: Wednesday, May 6, 2026 Time: 5:00 p.m. Eastern time (4:00 p.m. Central time) U.S. dial-in: 1-844-826-3033 International dial-in: 1-412-317-5185 The conference call will be webcast live and available for replay here. An audio replay of the call will be available after 8:00 p.m. Eastern time on the same day through May 20, 2026. U.S. replay dial-in: 1-844-512-2921 International replay dial-in: 1-412-317-6671 Replay ID: 10207981 About Clearfield, Inc. Clearfield, Inc. (NASDAQ: CLFD) designs, manufactures, and distributes fiber optic management, protection, and delivery solutions that play a critical role in enabling broadband operators to close the digital divide. Our labor lite, craft-friendly platform is leveraged by community broadband, MSOs, incumbent service providers, ISPs, data centers, military, municipalities, and coops - from homes passed to homes connected faster and more efficiently. Headquartered in Minneapolis, MN, Clearfield deploys more than a million fiber ports each year. For more information, visit www.SeeClearfield.com. Investor Relations Contact: Greg McNiff The Blueshirt Group 773-485-7191 [email protected] Source: Clearfield, Inc.

The United States market has recently experienced a notable upswing, climbing 3.6% in the last week and showing a robust 39% increase over the past year, with earnings projected to grow by 16% annually in the coming years. In this favorable environment, growth companies with high insider ownership can be particularly appealing as they often demonstrate strong confidence from those who know the business best and have vested interests in its success. Click here to see the full list of 202 stocks from our Fast Growing US Companies With High Insider Ownership screener. Let's take a closer look at a couple of our picks from the screened companies. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Clearfield, Inc. designs, manufactures, and distributes fiber management, protection, and delivery products globally with a market cap of $415.12 million. Operations: The company's revenue segment is primarily derived from its fiber management, protection, and delivery products, totaling $154.78 million. Insider Ownership: 18.3% Earnings Growth Forecast: 61.1% p.a. Clearfield's insider ownership aligns with its growth prospects, as earnings are forecast to grow significantly at 61.1% annually, outpacing the US market. Despite recent losses, Clearfield became profitable this year and expects net sales between US$160 million and US$170 million for fiscal 2026. Substantial insider buying occurred over the past three months, reflecting confidence in future performance. Recent presentations at major industry events highlight ongoing efforts to strengthen market presence and investor relations. Unlock comprehensive insights into our analysis of Clearfield stock in this growth report. In light of our recent valuation report, it seems possible that Clearfield is trading beyond its estimated value. Simply Wall St Growth Rating: ★★★★★☆ Overview: Alphatec Holdings, Inc. is a medical technology company that focuses on designing and developing technologies for the surgical treatment of spinal disorders, with a market cap of approximately $1.68 billion. Operations: The company generates revenue primarily from its Medical Products segment, which accounted for $764.16 million. Insider Ownership: 10.4% Earnings Growth Forecast: 56.9% p.a. Alphatec Holdings' insider ownership supports its growth trajectory, with earnings projected to grow significantly at 56.89% annually and revenue expected...

Net sales from continuing operations grew 16% year over year to $34.3 million; Gross margin from continuing operations improved by 4 percentage points to 33.2% Clearfield Introduces NOVA™ Platform, Optimizing Scalability and Installation Simplicity for High-Density Fiber Connectivity Reiterates full year fiscal 2026 guidance of net sales from continuing operations in the range of $160 million to $170 million and EPS of $0.48 to $0.62 Share buybacks totaled $5.2 million with $23.1 million remaining available for repurchases MINNEAPOLIS, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Clearfield, Inc. (NASDAQ: CLFD), a leader in fiber connectivity, reported results for the fiscal first quarter of 2026 ending December 31, 2025. Additional commentary is provided in a letter to shareholders available in the Investor Relations section of the Company’s website. Management Commentary: “During the quarter, we saw signs of stabilization and an early rebound in Community Broadband demand, reinforcing confidence in our long-term outlook for fiscal 2026.” said Company President and Chief Executive Officer, Cheri Beranek. “To capitalize on this momentum, we introduced our NOVA™ product line, which represents a strategic extension of our platform into adjacent markets. The NOVA product line positions Clearfield to leverage the demand for higher fiber density driven by data center deployments, low latency applications, and AI. As the leading provider of fiber management solutions for the Community Broadband market, we are guided by a disciplined strategy anchored in our Three-Pillar framework. That framework remains focused on protecting and strengthening our core business, expanding market share, and strategically extending our technology into adjacent markets.” “We delivered fiscal first quarter net sales from continuing operations of $34.3 million, exceeding our guidance range of $30 to $33 million and up 16% from $29.7 million in the prior year period,” said Chief Financial Officer, Dan Herzog. “Gross margin for the first fiscal quarter improved 4 percentage points to 33.2%, driven primarily by improved overhead absorption and better inventory utilization. We ended the first fiscal quarter with approximately $157 million in cash, short-term and long-term investments and no debt. In November 2025, our Board of Directors increased our share repurchase authorization from $65 million to...

This article first appeared on GuruFocus. Net Sales: $34.3 million, exceeding guidance range of $30 million to $33 million, up 16% from $29.7 million in the prior year period. Gross Margin: 33.2%, compared to 29.2% in the prior year quarter. Operating Expenses: $13.2 million, up from $10.7 million year over year. Net Loss Per Share from Continuing Operations: $0.02, unchanged from the comparable period last year. Net Loss from Discontinued Operations: $340,000, or $0.02 per share, compared to $1.6 million, or $0.11 per share, in the prior year. Cash, Short-term and Long-term Investments: Approximately $157 million, with no debt. Share Repurchase: $5.2 million invested to repurchase 179,000 shares; $23.1 million available for additional repurchases. Second Quarter 2026 Sales Guidance: $32 million to $35 million. Full Year 2026 Sales Guidance: $160 million to $170 million. Full Year 2026 Earnings Per Share Guidance: $0.48 to $0.62. Warning! GuruFocus has detected 4 Warning Signs with CLFD. Is CLFD fairly valued? Test your thesis with our free DCF calculator. Release Date: February 04, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Clearfield Inc (NASDAQ:CLFD) exceeded its net sales guidance for the first quarter of fiscal 2026, reporting $34.3 million compared to the expected range of $30 million to $33 million. The company introduced the NOVA platform, a modular high-density fiber system, which is strategically important for future growth in AI, data center, and edge compute networks. Gross margin improved to 33.2% from 29.2% in the prior year quarter, driven by better overhead absorption and inventory utilization. Clearfield Inc (NASDAQ:CLFD) ended the quarter with a strong balance sheet, holding approximately $157 million in cash, short-term, and long-term investments, with no debt. The company has a proactive approach to the BEAD program, positioning itself to support community broadband providers who are expected to move quickly once funding is released. Clearfield Inc (NASDAQ:CLFD) reported a net loss per share from continuing operations of $0.02 for the first quarter of fiscal 2026. Operating expenses increased to $13.2 million from $10.7 million year over year, reflecting continued investment in technology and customer expansion initiatives. The company anticipates a modest revenue contribution...

BROOKLYN PARK, Minn. (AP) — BROOKLYN PARK, Minn. (AP) — Clearfield Inc. (CLFD) on Wednesday reported a loss of $614,000 in its fiscal first quarter. On a per-share basis, the Brooklyn Park, Minnesota-based company said it had a loss of 4 cents. Losses, adjusted to account for discontinued operations, were 2 cents per share. The maker of fiber optic management products posted revenue of $34.3 million in the period. For the current quarter ending in March, Clearfield said it expects revenue in the range of $32 million to $35 million. The company expects full-year earnings to be 48 cents to 62 cents per share, with revenue ranging from $160 million to $170 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CLFD at https://www.zacks.com/ap/CLFD

Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 5 p.m. ET President and CEO — Cheryl P. Beranek Chief Financial Officer — Daniel R. Herzog Need a quote from a Motley Fool analyst? Email [email protected] Additionally, as announced on November 12, 2025, Clearfield sold its Nestor cables business. Following the divestiture of Nestor, we are reporting only on the Clearfield segment. Clearfield is reflected as continuing operations with Nestor classified as discontinued operations and assets and liabilities held for sale for 2026 and all prior periods on our financials. With that, I would like to turn the call over to Clearfield's President and CEO, Cheryl P. Beranek. Cheryl? Cheryl P. Beranek: Good afternoon, everyone. Thank you for joining us to discuss Clearfield's results for 2026. I'll begin with an overview of the quarter and our strategic priorities, and then I'll turn the call over to Daniel R. Herzog to review the financial details and outlook. During the quarter, we saw signs of stabilization and an early rebound in community broadband demand, reinforcing confidence in our long-term outlook. Clearfield continues to operate as the leading provider of fiber management solutions for the community broadband market, guided by a disciplined strategy anchored in our three-pillar framework to deliver better broadband and beyond. This framework remains focused on protecting and strengthening our core business, expanding market share, and selectively extending our technology into adjacent markets. Turning to results, first-quarter net sales from continuing operations were $34.3 million, exceeding our guidance range of $30 million to $33 million. That outperformance reflected a favorable seasonal product mix and solid demand across key customer segments. Net loss per share from continuing operations was 2¢. As a reminder, in November, we completed the sale of our Nestor cables business. With this transaction behind us, our focus and portfolio are now fully centered on the Clearfield business and the execution of our core strategy. Following the end of the quarter, we introduced the Nova platform, a modular, high-density fiber system designed to make building and expanding modern networks simpler. The Nova platform takes the cassette-based modular design approach that has long defined our success in broadband, and it extends it into new environments, including...

Clearfield beat fiscal Q1 sales guidance with net sales of $34.3 million (up 16% year-over-year) and improved gross margin to 33.2%, and management reiterated full-year fiscal 2026 revenue guidance of $160–$170 million with Q2 sales guidance of $32–$35 million. After quarter-end the company launched the Nova Platform, a modular high-density fiber system targeting AI, data center and edge markets that management expects will drive only modest near-term revenue but could become the company’s dominant product over the next two to three years. Clearfield ended the quarter with about $157 million in cash and investments and no debt, repurchased 179,000 shares for $5.2 million (with $23.1 million remaining under buyback authorization), while cautioning that BEAD-related revenue will likely be modest in 2026 due to planning timelines and BABA-driven fiber supply constraints. Interested in Clearfield, Inc.? Here are five stocks we like better. Clearfield (NASDAQ:CLFD) reported fiscal first-quarter 2026 results that topped its sales guidance, as management pointed to early signs of stabilization and a rebound in community broadband demand. The company also discussed its newly introduced Nova Platform and provided updates on expected timing for BEAD-related activity, while reiterating full-year revenue guidance. For the fiscal first quarter, Clearfield posted net sales from continuing operations of $34.3 million, above its guidance range of $30 million to $33 million and up 16% from $29.7 million in the year-ago quarter. President and CEO Cheri Beranek said the outperformance reflected a favorable seasonal product mix and solid demand across key customer segments. → AMD’s Post-Earnings Dip Looks Like the Buying Window Bulls Wanted Gross margin improved to 33.2% from 29.2% a year earlier, which CFO Dan Herzog attributed primarily to improved overhead absorption and better inventory utilization. Operating expenses increased to $13.2 million from $10.7 million year over year, reflecting ongoing investment in technology and customer expansion initiatives. Clearfield reported a net loss per share from continuing operations of $0.02, unchanged from the prior-year period. Herzog noted the company recorded an income tax benefit of $1,000 versus income tax expense of $53,000 in the year-ago quarter, with the quarter’s lower effective rate driven by discrete items and a lower l...