Clearfield, Inc. CLFD
- Market cap
- $414.7M
- P/E
- 0.0×
Follow CLFD
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 12.27 | 11.00 | 8.41 | 9.86 | 8.32 | 23.60 | 44.15 | 22.91 | 24.78 | 23.78 |
Analyst estimates 2026–2028 Powerpack |
Low Price
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| 21.60 | 21.50 | 15.30 | 16.75 | 28.32 | 86.71 | 134.90 | 100.00 | 44.83 | 46.76 |
High Price
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| 222 | 230 | 225 | 240 | 230 | 250 | 407 | 400 | 400 | 243 |
Employees
|
|||
| 0 | 0 | 0 | 0 | 0 | 1 | 1 | 1 | 0 | 1 |
Revenue/Emp
|
|||
| 75 | 74 | 78 | 85 | 93 | 141 | 271 | 226 | 126 | 150 |
Revenue
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|||
| 43.66% | 40.93% | 39.92% | 38.44% | 40.74% | 43.46% | 41.70% | 35.38% | 20.58% | 33.66% |
Gross Margin
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| 11 | 6 | 6 | 6 | 9 | 26 | 64 | 43 | (12) | 9 |
EBT
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| 14.46% | 7.55% | 7.12% | 6.97% | 9.84% | 18.28% | 23.57% | 18.88% | (9.37%) | 5.77% |
EBT Margin
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| 8 | 4 | 4 | 5 | 7 | 20 | 49 | 33 | (12) | (8) |
Net Income
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| 1 | 2 | 2 | 2 | 2 | 2 | 3 | 1 | 2 | 4 |
Depreciation
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| 5.63 | 5.46 | 5.78 | 6.33 | 6.82 | 10.26 | 19.67 | 15.07 | 8.61 | 10.73 |
Revenue/Sh
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| 0.60 | 0.28 | 0.32 | 0.34 | 0.53 | 1.48 | 3.58 | 2.17 | (0.85) | (0.58) |
Earnings/Sh
|
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| 0.86 | 0.47 | 0.34 | 1.10 | 0.49 | 0.79 | 0.16 | 1.64 | 1.22 | 1.90 |
Cash Flow/Sh
|
|||
| (0.12) | (0.15) | (0.08) | (0.19) | (0.13) | (0.15) | (0.66) | (0.50) | (0.54) | (0.27) |
Capex/Sh
|
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| 0.74 | 0.32 | 0.26 | 0.91 | 0.36 | 0.65 | (0.50) | 1.15 | 0.67 | 1.62 |
Free CF/Sh
|
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| 4.68 | 4.77 | 5.13 | 5.57 | 6.07 | 7.57 | 10.72 | 21.04 | 18.91 | 18.31 |
Book Value/Sh
|
|||
| 13 | 14 | 13 | 13 | 14 | 14 | 14 | 15 | 15 | 14 |
Shares
|
|||
| 32.41 | 48.93 | 41.72 | 34.11 | 38.06 | 29.83 | 29.23 | 13.26 | 0.00 | 0.00 |
PE Ratio
|
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| 3.34 | 2.51 | 2.31 | 1.87 | 2.96 | 4.30 | 5.32 | 1.91 | 4.52 | 3.20 |
PS Ratio
|
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| 4.02 | 2.87 | 2.60 | 2.13 | 3.33 | 5.83 | 9.76 | 1.37 | 2.06 | 1.88 |
PB Ratio
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| 2.89 | 2.18 | 2.08 | 1.60 | 2.70 | 4.15 | 5.33 | 1.22 | 3.53 | 2.53 |
EV/Sales
|
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| 22.13 | 39.01 | 49.27 | 11.25 | 53.47 | 67.21 | (205.07) | 16.21 | 45.85 | 16.86 |
EV/FCF
|
|||
| 12 | 6 | 5 | 15 | 7 | 11 | 2 | 25 | 18 | 27 |
Op' Cash Flow
|
|||
| (2) | (2) | (1) | (3) | (2) | (2) | (9) | (7) | (8) | (4) |
Capex
|
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| 10 | 4 | 3 | 12 | 5 | 9 | (7) | 17 | 10 | 23 |
FCF
|
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| 44 | 37 | 36 | 36 | 42 | 51 | 108 | 267 | 205 | 162 |
Working Cap'
|
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| — | — | — | — | 3 | 3 | 26 | 13 | 2 | — |
Total Debt
|
|||
| (34) | (24) | (17) | (24) | (24) | (21) | 4 | (155) | (127) | (106) |
Net Debt
|
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| 63 | 65 | 69 | 75 | 83 | 104 | 148 | 315 | 276 | 256 |
Sh' Equity
|
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| 12.50% | 5.49% | 5.95% | 5.85% | 8.23% | 18.38% | 27.81% | 11.13% | (3.71%) | (2.59%) |
ROA
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| 23.09% | 8.29% | 6.17% | 6.32% | 8.95% | 19.06% | 26.31% | 14.70% | (8.07%) | 0.88% |
ROIC
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| 14.07% | 6.05% | 6.41% | 6.35% | 9.25% | 21.79% | 39.27% | 14.06% | (4.21%) | (3.03%) |
ROE
|
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Clearfield, Inc. peers in Communication Equipment
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| ADTN ADTRAN Holdings, Inc. | $563.5M | 0.0× | Compare |
| NTGR NETGEAR, Inc. | $601.2M | 0.0× | Compare |
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| AVNW Aviat Networks, Inc. | $256.5M | 106× | Compare |
| AUDC AudioCodes Ltd. | $252.3M | 41.0× | Compare |
| TSAT Telesat Corporation | $731.2M | 0.0× | Compare |
Clearfield, Inc. (CLFD) key facts
- Clearfield, Inc. (CLFD) is a Communication Equipment company in the Technology sector, listed on Nasdaq.
- Clearfield, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $150.1 million, up 19.6% from fiscal 2024.
- Clearfield, Inc. reported a net loss of $8.1 million, or a loss of $0.58 per share, for fiscal 2025.
- As of September 25, 2026, CLFD traded at $31.07, a market capitalization of $414.7 million.
- Trailing earnings are negative, so a P/E ratio is not meaningful; the stock trades at 2.7× sales.
- Return on equity was −3.03% and debt-to-equity 0.00.
Clearfield, Inc. (CLFD) Latest News
24 Sep
Clearfield launched the NOVA Velocity Panel, a high-density fiber management solution that supports up to 2,304 fibers in 2RU to speed fiber deployment in AI-focused data centers. By consolidating routing, splicing, and management at the top of the rack, it cuts installation time—potentially hours per panel—while preserving rack space and maintaining low-loss performance. The panel accommodates traditional MPO, LC, and SC connectors as well as VSFF options including MMC, MDC, EBO, SN, and SN-MT. Developed with input from a hyperscale customer and Southern FiberLink Solutions, the modular design allows incremental deployment. Clearfield positions the product as addressing the increased fiber density driven by AI infrastructure and expects it to fit into data-center and compute-focused deployments; it will be showcased at Yotta 2026. High-density deployment capability could significantly influence market adoption, revenue, and competitive positioning in hyperscale data centers.
2 Sep
Clearfield enters distribution agreement with WAV to expand wireless infrastructure market reach. Distribution deal with WAV broadens Clearfield wireless access but remains incremental to overall operations.
6 Aug
Clearfield Inc posted Q3 2026 earnings with a strategic data center contract win offsetting softness in other areas. Data center win opens major new revenue stream in high-growth sector for Clearfield.
5 Aug
Clearfield, Inc. reported its third quarter fiscal 2026 financial results. Quarterly earnings directly shape investor views on performance and outlook.
Clearfield reported Q3 financial results during its earnings call, noting revenue growth driven by fiber optic demand, updated guidance, and operational highlights for the connectivity solutions segment. Quarterly earnings updates supply fresh financial metrics and guidance that can move near-term share price and analyst views.
Clearfield, Inc. (CLFD) reported Q3 earnings above analyst estimates. Beating quarterly earnings estimates can lift near-term investor sentiment and stock price but rarely shifts long-term company trajectory.
28 Jul
Clearfield, Inc. expands its fiber portfolio with sensing cables for continuous infrastructure monitoring. New sensing cables addition advances core fiber product line with moderate potential to support innovation and market positioning.
21 Jul
Clearfield launches Fault Managed Power Portfolio integrating fiber and power delivery at network edges. New portfolio launch constitutes major product initiative in core fiber-power sector with potential to shift competitive positioning.
31 May
Clearfield rebuilt an entire island nation's fiber network in weeks. Rapid national-scale project win demonstrates execution strength and opens path to larger contracts.
19 May
Clearfield, Inc. joins VoltServer's Solution Partner Program to advance Digital Electricity® adoption. Partnership expands Clearfield's access to Digital Electricity technology and strengthens its positioning in power distribution markets.
18 May
Clearfield expects NOVA Platform shipments to begin in the second half of the year. NOVA Platform shipments represent a key product launch expected to drive revenue growth and strengthen competitive positioning.
15 May
Clearfield (CLFD) valuation math turns compelling when cash reserves are stripped out, highlighting underlying business attractiveness. Valuation recalibration excluding cash exposes stronger fundamentals, moderately lifting investor sentiment and stock trajectory.
12 May
Clearfield reports fiber demand stabilizing, bookings rising, and data center prospects building. Stabilizing demand, rising bookings, and emerging data center opportunities indicate significant positive shift in market dynamics and growth trajectory.
7 May
Clearfield (CLFD) released Q2 2026 earnings call transcript detailing quarterly financial results, management discussion, and future outlook. Q2 2026 earnings transcript reveals financial metrics, guidance, and strategic updates with potential to significantly sway stock performance and investor views.
6 May
Clearfield (CLFD) released Q2 earnings call highlights covering financial results, operational updates, and forward guidance. Q2 earnings call highlights reveal financial performance and strategic outlook that significantly influence stock trajectory and investor sentiment.
Clearfield, Inc. (CLFD) reported second quarter fiscal 2026 results, detailing financial performance for the period. Quarterly earnings releases significantly influence financial performance, stock price, and investor sentiment for Clearfield.
Clearfield (CLFD) reported a Q2 net loss of $0.XX per share but beat revenue estimates with $XX million, amid challenges in fiber optic deployments. Q2 loss highlights profitability pressures despite revenue beat, moderately impacting financial performance and market sentiment.
4 May
Clearfield expands Craftsmart® portfolio with 8- and 10-inch FiberFirst™ Pedestals designed for aerial, buried, and pole-mount deployments, offering scalable fiber capacity up to 864 strands. Portfolio expansion introduces new fiber pedestal sizes, enhancing product innovation and competitive positioning in fiber management.
13 Feb
Clearfield, Inc. (CLFD) has been identified as a growth leader backed by insider support, highlighting its potential for expansion in the telecommunications infrastructure sector. The company is positioned to benefit from increasing demand for fiber optic solutions, driven by the ongoing digital transformation and government initiatives aimed at enhancing broadband access. Insider buying trends suggest confidence in Clearfield's strategic direction and future performance. Insider backing and growth potential in a critical sector indicate significant future impact on the company's trajectory.
12 Feb
Clearfield, Inc. (CLFD) is experiencing a shift due to increased demand from the Broadband Equity, Access, and Deployment (BEAD) program and recent divestitures. These changes are reshaping the company's strategic focus and market positioning, potentially enhancing its growth prospects in the broadband infrastructure sector. The divestitures are expected to streamline operations and allow Clearfield to concentrate on its core competencies, aligning with the growing demand for broadband solutions. Increased BEAD demand and strategic divestitures are likely to significantly impact Clearfield's growth trajectory and market performance.
11 Feb
Clearfield, Inc. (CLFD) is experiencing mixed market sentiment due to its mixed fundamentals, which may be affecting investor confidence. The company's performance indicators show both strengths and weaknesses, leading to uncertainty about its future trajectory. Analysts are closely monitoring these developments as they could influence market perceptions and the company's operational strategies. Mixed fundamentals indicate a moderately noticeable influence on Clearfield's financial performance and market sentiment.
6 Feb
Clearfield, Inc. released Q1 2026 earnings call summary detailing quarterly financial results, operational highlights, management guidance, and future outlook amid fiber optic market dynamics. Q1 earnings call summary discloses financial metrics, guidance, and strategic updates poised to significantly sway investor sentiment and company trajectory.
5 Feb
Clearfield, Inc. (CLFD) reported strong Q1 2026 earnings, surpassing sales expectations and demonstrating robust growth in demand for its fiber management solutions. The company highlighted increased revenue driven by strategic initiatives and expanding market presence, positioning itself favorably in the competitive landscape. Management expressed optimism about future performance, citing ongoing investments in innovation and infrastructure to meet rising customer needs. Surpassing sales expectations and strategic initiatives indicate significant potential for future growth and market positioning.
4 Feb
Clearfield, Inc. reported strong Q1 earnings, highlighting significant revenue growth driven by increased demand for broadband infrastructure. The company emphasized its commitment to expanding production capabilities and enhancing supply chain efficiencies. Management provided optimistic guidance for the upcoming quarters, citing ongoing investments in technology and workforce development. The positive outlook reflects confidence in meeting customer needs and capitalizing on market opportunities. Strong revenue growth and optimistic future guidance indicate significant potential for the company's performance.
Clearfield, Inc. (CLFD) reported its Q1 2026 earnings, highlighting strong revenue growth driven by increased demand for fiber optic solutions. The company emphasized its strategic initiatives to expand production capacity and enhance supply chain efficiency. Management expressed optimism about future market opportunities and outlined plans for new product launches aimed at addressing evolving customer needs. Overall, the earnings call reflected a positive outlook for the company's performance in the upcoming quarters. Significant revenue growth and strategic initiatives indicate a strong potential for future performance.
Clearfield, Inc. reported its fiscal Q1 earnings, showcasing significant growth in revenue and net income compared to the previous year. The company attributed this success to increased demand for its fiber management products and strategic investments in production capacity. Clearfield's management expressed optimism about future growth prospects, citing ongoing projects and expanding market opportunities. The earnings report reflects a strong performance that positions the company favorably within the telecommunications infrastructure sector. The earnings report indicates significant growth and strategic investments that could alter the company's trajectory and investor sentiment.
Clearfield, Inc. (CLFD) reported its financial results for the first quarter of fiscal 2026, highlighting significant revenue growth and increased demand for its fiber management solutions. The company experienced a year-over-year revenue increase, driven by strong market trends in broadband infrastructure. Clearfield also noted improvements in gross margins and operational efficiency, positioning itself favorably for future growth. The management expressed optimism about ongoing projects and market opportunities, reinforcing their commitment to innovation and customer satisfaction. Significant revenue growth and operational improvements indicate a strong market position and potential for future expansion.
Clearfield, Inc. (CLFD) reported a loss for Q1 but exceeded revenue estimates. The company's performance reflects ongoing challenges while still managing to outperform expectations in revenue generation. Investors are likely to analyze the implications of this loss on future growth and operational strategies. The reported loss may affect investor sentiment and financial performance, but exceeding revenue estimates suggests some resilience.
3 Feb
Clearfield, Inc. (CLFD) is highlighted as a value pick for February 2026, with its stock priced below its estimated worth. The company is recognized for its strong fundamentals and growth potential in the telecommunications sector, particularly in fiber optic solutions. Analysts suggest that CLFD's current valuation presents an attractive investment opportunity, given its strategic positioning and market demand for broadband infrastructure. Investors are encouraged to consider CLFD as part of their portfolio for potential long-term gains. CLFD's strong fundamentals and growth potential in a high-demand sector indicate significant future impact on its market performance.
Clearfield, Inc. (CLFD) is highlighted in February 2026 for being estimated below its intrinsic value, suggesting potential for growth and investment opportunities. Analysts indicate that the stock may be undervalued, prompting interest from investors looking for promising assets in the market. The identification of CLFD as undervalued may influence investor sentiment and market performance, but the overall effect is expected to be limited.