CLFD News & Events

Sees Q3 revenue $42M-$46M, consensus $43.73M. The company said, "For the third quarter of fiscal 2026, Clearfield expects net sales to be in the range of $42 million to $46 million and net income per share to be in the range of $0.17 to $0.21. The net income per share ranges are based on the number of shares outstanding at the end of the second quarter of fiscal 2026 and do not reflect potential additional share repurchases completed in fiscal 2026. Our guidance reflects the potential supply chain constraints of optical fiber mentioned in last quarter's letter to shareholders, as well as our current understanding of the impact of the evolving tariff situation, which could contribute to uncertainty in our business and in the macroeconomic environment."

Reports Q2 revenue $34.4M, consensus $33.58M. "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."

The company said, "The Company reiterates its annual revenue guidance for fiscal 2026 in the range of $160 million to $170 million."

Clearfield announced the launch of the CraftSmart FiberFirst 8- and 10-inch pedestals, designed to give network operators a more flexible, field-ready solution for modern Fiber-to-the-Home deployments. The new 8- and 10-inch options round out Clearfield's pedestal platform offering. Ranging from the smallest 6-inch pedestal to the largest 12-inch pedestal, the size range supports the most common access network deployments. In a category long defined by commodity products with limited differentiation, they introduce an all-in-one platform-supporting both Clearfield and third-party components to eliminate vendor lock-in and enable operators to adapt configurations in real time without costly rework or delays.