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CLFD Clearfield, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Technology

Scale

Market cap
$413m
Revenue TTM
$130m
Net income TTM
$-7m
Free cash flow
$13m
Composite score
39.6
Sector rank
#2491

Valuation

P / E
EV / EBITDA
38.4
EV / sales
2.4
FCF yield
3.05%
Earnings yield vs 10-yr
-6.47pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-5.5%
EBITDA margin
6.2%
ROE
-2.9%
ROIC
2.1%
Revenue growth
-27.4%

Insider activity, last 90 days

Net open-market
$-0.49m
Buyers
0
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our products speed up the time to revenue for our service provider customers in Multiple Dwelling Units (“MDUs”) and Multiple Tenant Units (“MTUs”) by reducing the amount of labor and materials needed to provide gigabit broadband service. THREE MONTHS ENDED JUNE 30, 2025 Net sales for the three months ended June 30, 2026, all of which were to Broadband Service Providers, were $43,864,000, an increase of approximately 13%, or $5,109,000 from net sales of $38,755,000 for the three months ended June 30, 2025. The Company recorded $999,000 in international sales for the three months ended June 30, 2026 versus $1,341,000 for the three months ended June 30, 2025. …Clearfield, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

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