Clearfield, Inc.

NasdaqGM:CLFD 주식 리포트

시가총액: US$558.5m

Clearfield 과거 순이익 실적

과거 기준 점검 1/6

Clearfield의 수입은 연평균 -33.6%의 비율로 감소해 온 반면, Communications 산업은 수입이 연평균 0.3% 감소했습니다. 매출은 연평균 5%의 비율로 감소해 왔습니다. Clearfield의 자기자본이익률은 1.4%이고 순이익률은 2.2%입니다.

핵심 정보

-33.58%

순이익 성장률

-34.24%

주당순이익(EPS) 성장률

Communications 산업 성장률31.77%
매출 성장률-4.97%
자기자본이익률1.36%
순이익률2.23%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jun 06

CLFD: Buybacks And Partnerships Will Support Fiber Platform Adoption Through 2026

Analysts have trimmed their price target on Clearfield by $0.50 to $43.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Clearfield entered a partnership with VoltServer to combine Clearfield fiber management and connectivity products with VoltServer Digital Electricity power systems to support 5G small cell networks and other digital infrastructure.
Seeking Alpha May 24

Clearfield: A Small Fiber Company With A Data Center Opportunity

Summary Clearfield is positioned for upside as its data center product NOVA gains unexpected early traction, shifting management's tone to optimism. CLFD's core fiber deployment solutions address real-world installation challenges, with potential for accelerated growth if data center contracts materialize. Valuation is compelling: net cash of $100M, ongoing share buybacks, and EV/Sales of only 2.5x compared to peers trading at 10x. Risks remain, as no major data center contracts are signed, but cautious management and low EV/sales multiple support a Buy rating. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 27

CLFD: Buybacks And 2026 Outlook Will Support Ongoing Fiber Platform Adoption

Analysts are maintaining their $44.25 price target on Clearfield, with only minor tweaks to inputs such as the discount rate and assumed future P/E. This signals that their overall view on the stock's valuation remains essentially unchanged.
내러티브 업데이트 Apr 10

CLFD: Buybacks And 2026 Outlook Will Support New Fiber Platform Adoption

Analysts have modestly adjusted their price outlook on Clearfield, reflecting updated assumptions around discount rate, profit margin, and future P/E. These changes leave the fair value estimate steady at about $44.25 per share.
내러티브 업데이트 Mar 27

CLFD: Buybacks And 2026 Outlook Will Support Data Center Expansion Potential

Analysts kept their $44.25 price target for Clearfield unchanged, citing only slight technical tweaks to assumptions like discount rate, revenue growth, profit margin and future P/E that did not materially alter their view on the stock’s value. What's in the News Clearfield issued earnings guidance for the second quarter of fiscal 2026, with anticipated net sales from continuing operations in a range of $32 million to $35 million and a projected net loss per diluted share between $0.02 and $0.10 (Key Developments).
내러티브 업데이트 Mar 12

CLFD: Buybacks And 2026 Earnings Outlook Will Support Further Upside

Analysts kept their $44.25 price target for Clearfield essentially unchanged, making only minor adjustments to assumptions for discount rate, revenue growth, profit margin, and future P/E that did not materially affect their overall valuation view. What's in the News Clearfield issued earnings guidance for the second quarter of fiscal 2026, projecting net sales from continuing operations of US$32 million to US$35 million and a net loss per diluted share of US$0.02 to US$0.10 (Corporate Guidance).
내러티브 업데이트 Feb 26

CLFD: Share Repurchases And 2026 Outlook Will Support Upside Potential

Analysts have nudged their price target on Clearfield to $44.25, reflecting updated assumptions around discount rates, long term revenue growth, profit margins, and a slightly higher future P/E multiple, while keeping their fair value estimate in line with prior views. What's in the News Clearfield updated its earnings outlook for the second quarter of fiscal 2026, guiding to net sales from continuing operations of US$32 million to US$35 million and a net loss per diluted share of US$0.02 to US$0.10.
내러티브 업데이트 Feb 11

CLFD: BEAD Demand And Expanded Buybacks Will Support Upside Through 2026

Narrative Update Our analyst price target for Clearfield has moved modestly higher to $44.25 from $43.50. This reflects updated assumptions on slightly lower revenue growth, a small improvement in profit margins, a marginally higher discount rate, and a slightly reduced future P/E multiple, in line with recent analyst commentary that balances softer near term guidance with longer term BEAD related demand expectations and company specific actions such as buybacks and portfolio changes.
내러티브 업데이트 Jan 25

CLFD: BEAD Momentum And Buybacks Will Support Upside Through 2026

Narrative Update: Clearfield Analyst Price Target Shift Analysts now see Clearfield's fair value at $43.50, with price targets in the low to mid $40s as they balance softer near term guidance, the Nestor Cables divestiture, BEAD related demand expectations into 2026, and support from the company's strengthened balance sheet and expanded buyback. Analyst Commentary Street research around Clearfield has become more balanced, with most firms trimming price targets but maintaining positive views on the long term setup tied to BEAD deployment, the Nestor Cables divestiture, and the share repurchase program.
내러티브 업데이트 Jan 11

CLFD: BEAD Funding And Buybacks Will Support Upside Through 2026

Analysts have trimmed their price targets and now peg Clearfield's fair value close to US$43.50. This reflects solid recent results tempered by softer near term guidance, the impact of the Nestor divestiture, and expectations for BEAD related demand and potential fiber tightness through FY26 and beyond.
내러티브 업데이트 Dec 25

CLFD: BEAD Demand And Buybacks Will Drive Upside Into 2026

Clearfield's analyst price target has been trimmed by a few dollars to a mid 40s range per share, as analysts factor in softer near term guidance tied to divestitures and seasonality, but maintain a constructive long term view supported by BEAD driven demand and expectations for 20 percent plus growth into FY26 and FY27. Analyst Commentary Street research remains constructive on Clearfield despite the recent round of price target cuts, with most analysts emphasizing that softer near term guidance is being weighed against an improving multi year growth outlook as BEAD related funding ramps.
내러티브 업데이트 Dec 11

CLFD: BEAD-Driven Demand And Buybacks Will Support Upside Ahead

Analysts have slightly trimmed their price target on Clearfield to $43.50. This reflects modestly higher long term growth and margin assumptions, offset by a lower future earnings multiple as they weigh softer near term guidance against improving BEAD driven demand visibility and supportive capital returns.
내러티브 업데이트 Nov 27

CLFD: BEAD Demand And Buybacks Will Drive Positive Momentum Ahead

Analysts have revised Clearfield’s fair value estimate downward from $49.25 to $43.50, citing mixed quarterly performance, near-term headwinds following business divestitures, and evolving growth expectations related to BEAD-driven demand and fiscal guidance adjustments. Analyst Commentary Recent Street research reflects a nuanced outlook on Clearfield's future performance, with analysts split between highlighting favorable growth drivers and cautioning against near-term challenges.
분석 기사 Aug 30

Some Confidence Is Lacking In Clearfield, Inc. (NASDAQ:CLFD) As Shares Slide 25%

Clearfield, Inc. ( NASDAQ:CLFD ) shares have had a horrible month, losing 25% after a relatively good period...
내러티브 업데이트 Aug 08

Expanding Broadband Adoption Will Power Next Generation Networks

Clearfield's consensus price target has been raised to $49.25, reflecting improved earnings outlook as net profit margin rises sharply and future P/E declines, signaling both stronger profitability and more attractive valuation. What's in the News Clearfield raised full-year 2025 revenue guidance to $180 million–$184 million and issued Q4 guidance for net sales of $47 million–$51 million with net income per share of $0.03–$0.11.
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새로운 내러티브 May 29

US Government Funding Will Fuel Fiber Connectivity Expansion

Substantial broadband funding and rising demand for high-speed connectivity are projected to drive sustained revenue growth and margin expansion for Clearfield.
분석 기사 May 29

Subdued Growth No Barrier To Clearfield, Inc. (NASDAQ:CLFD) With Shares Advancing 29%

Clearfield, Inc. ( NASDAQ:CLFD ) shares have had a really impressive month, gaining 29% after a shaky period...
분석 기사 May 16

An Intrinsic Calculation For Clearfield, Inc. (NASDAQ:CLFD) Suggests It's 48% Undervalued

Key Insights The projected fair value for Clearfield is US$74.35 based on 2 Stage Free Cash Flow to Equity Clearfield's...
분석 기사 Apr 04

Some Shareholders Feeling Restless Over Clearfield, Inc.'s (NASDAQ:CLFD) P/S Ratio

Clearfield, Inc.'s ( NASDAQ:CLFD ) price-to-sales (or "P/S") ratio of 2.3x may not look like an appealing investment...
분석 기사 Feb 13

Is Clearfield (NASDAQ:CLFD) Using Debt Sensibly?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Dec 13

Risks To Shareholder Returns Are Elevated At These Prices For Clearfield, Inc. (NASDAQ:CLFD)

When close to half the companies in the Communications industry in the United States have price-to-sales ratios (or...
분석 기사 Nov 14

Health Check: How Prudently Does Clearfield (NASDAQ:CLFD) Use Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Aug 31

Clearfield: Interesting Developments And A Longer Time Frame To Hold The Stock

Summary Initially rated Clearfield as a Buy due to market overreaction, undervaluation, and strong financial management; now considering a Hold rating. Impressed by Clearfield's strategic financial moves: selling high and buying lower. Insider buying indicates confidence; management's significant ownership aligns their incentives with shareholders. Future growth potential driven by government programs like BEAD and ACAM, but a significant impact is not expected until 2025-2026. Read the full article on Seeking Alpha
분석 기사 May 23

What Clearfield, Inc.'s (NASDAQ:CLFD) 25% Share Price Gain Is Not Telling You

The Clearfield, Inc. ( NASDAQ:CLFD ) share price has done very well over the last month, posting an excellent gain of...
분석 기사 Feb 16

Shareholders Will Probably Not Have Any Issues With Clearfield, Inc.'s (NASDAQ:CLFD) CEO Compensation

Key Insights Clearfield's Annual General Meeting to take place on 22nd of February Salary of US$425.0k is part of CEO...
분석 기사 Nov 12

Bearish: Analysts Just Cut Their Clearfield, Inc. (NASDAQ:CLFD) Revenue and EPS estimates

Market forces rained on the parade of Clearfield, Inc. ( NASDAQ:CLFD ) shareholders today, when the analysts downgraded...
분석 기사 Aug 25

Is Now The Time To Put Clearfield (NASDAQ:CLFD) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 Jun 07

Is There Now An Opportunity In Clearfield, Inc. (NASDAQ:CLFD)?

Clearfield, Inc. ( NASDAQ:CLFD ), might not be a large cap stock, but it saw a double-digit share price rise of over...
분석 기사 May 06

Clearfield, Inc. (NASDAQ:CLFD) Analysts Just Cut Their EPS Forecasts Substantially

One thing we could say about the analysts on Clearfield, Inc. ( NASDAQ:CLFD ) - they aren't optimistic, having just...

매출 및 비용 세부 내역

Clearfield가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGM:CLFD 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261493520
31 Dec 251556510
30 Sep 251506480
30 Jun 251267430
31 Mar 251255430
31 Dec 24121-4430
30 Sep 24126-9450
30 Jun 24170-9490
31 Mar 24182-3490
31 Dec 2321713480
30 Sep 2322634420
30 Jun 2331447530
31 Mar 2332454520
31 Dec 2230653520
30 Sep 2227149480
30 Jun 2222140440
31 Mar 2218933410
31 Dec 2116528380
30 Sep 2114120360
30 Jun 2112316330
31 Mar 2111013310
31 Dec 2010110300
30 Sep 20937300
30 Jun 20906290
31 Mar 20864290
31 Dec 19844280
30 Sep 19855280
30 Jun 19845260
31 Mar 19835250
31 Dec 18814250
30 Sep 18784250
30 Jun 18744250
31 Mar 18723260
31 Dec 17734250
30 Sep 17744240
30 Jun 17775250
31 Mar 17797240
31 Dec 16787230
30 Sep 16758220
30 Jun 16707200
31 Mar 16676190
31 Dec 15625180
30 Sep 15605180
30 Jun 15594170

양질의 수익: CLFD는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: CLFD의 현재 순 이익률 (2.2%)은 지난해 (3.9%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: CLFD의 수익은 지난 5년 동안 연평균 33.6% 감소했습니다.

성장 가속화: CLFD은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: CLFD은 지난 1년 동안 수익이 감소(-31.8%)하여 Communications 업계 평균(11.5%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: CLFD의 자본 수익률(1.4%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 00:35
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/09/30

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분석가 소스

Clearfield, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Daniel AmirLadenburg Thalmann & Company
Jaeson Allen SchmidtLake Street Capital Markets, LLC
Ryan KoontzNeedham & Company