Jun 2026 (Q3 FY26) — Aug 5, 2026
Clearfield Q3 FY26 — Hyperscale Data Center Win Offsets Broadband Headwinds and Guidance Cut
Read the full callClearfield earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 43.9 | +13.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.9 | +1.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 3.0 | +86.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $34.56 on 17 Oct 2025 → $30.6. High $51.26 (27 May 2026), low $26 (7 Apr 2026).
Overview
Call summaries
Clearfield Q3 FY26 — Hyperscale Data Center Win Offsets Broadband Headwinds and Guidance Cut
Read the full callEvery analysed call
Financials
Net profit, year on year: +87% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 47 | 30 | 41 | 39 | 18 | 34 | 34 | 44 |
| Operating profit | -3 | -2 | 2 | 2 | 4 | -2 | -2 | 3 |
| Operating margin | −6.4% | −6.9% | 4.1% | 3.9% | 24.6% | −5.3% | −6.0% | 5.9% |
| Interest | 0 | 0 | 0 | 0 | — | — | — | — |
| Profit before tax | -1 | -0 | 3 | 3 | 6 | -0 | -1 | 4 |
| Tax rate | 37.3% | −17.6% | 22.1% | 25.3% | 15.3% | 0.4% | 25.0% | 23.7% |
| Net profit | -1 | -2 | 1 | 2 | -9 | -1 | -1 | 3 |
| EPS ($ per share) | — | -0.13 | 0.09 | 0.11 | — | -0.04 | -0.04 | 0.22 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 13 | 18 | 25 | 45 | 95 | 127 | 115 | 107 |
| Total liabilities | 5 | 7 | 13 | 22 | 82 | 40 | 40 | 50 |
| Fixed assets | 5 | 5 | 5 | 5 | 18 | 22 | 16 | 10 |
| Investments | 9 | 14 | 11 | 10 | 6 | 130 | 115 | 84 |
| Total assets | 74 | 82 | 95 | 126 | 229 | 356 | 315 | 306 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 5 | 15 | 7 | 11 | 2 | 18 | 22 | 27 |
| Cash from investing | -13 | -13 | -0 | -14 | -8 | -112 | -7 | — |
| Cash from financing | -2 | -0 | -0 | -1 | 9 | 115 | -37 | — |
| Net cash flow | — | 2 | 6 | -3 | 3 | 21 | -22 | 6 |
| Capital expenditure | -1 | -3 | -2 | -2 | -8 | -8 | -10 | -5 |
| Free cash flow | 3 | 12 | 5 | 9 | -6 | 11 | 13 | 22 |
49 filings between Nov 16, 2025 and Jul 1, 2026.
Purchases
$300.6K
1 purchase by 1 insider
Sales
$1.15M
8 sales by 4 insiders
63% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Beranek Cheryl | — | $862.0K | Jul 1, 2026 |
| ROTH RONALD G | $300.6K | — | Dec 15, 2025 |
| Hayward Donald R. | — | $115.0K | Feb 19, 2026 |
| Jones Walter Louis JR | — | $110.1K | May 11, 2026 |
| Khemakhem Anis | — | $67.2K | Jun 9, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 1, 2026 | Beranek Cheryl Chief Executive Officer | Sale 10b5-1 plan | 1,778 | $71.2K |
| Jun 30, 2026 | Hill John P Chief Operating Officer | Award | 459 | $11.4K |
| Jun 30, 2026 | Khemakhem Anis Chief Commercial Officer | Award | 158 | $3.9K |
| Jun 30, 2026 | HERZOG DANIEL R Chief Financial Officer | Award | 752 | $18.6K |
| Jun 30, 2026 | Beranek Cheryl Chief Executive Officer | Award | 210 | $5.2K |
| Jun 9, 2026 | Khemakhem Anis Chief Commercial Officer | Sale | 1,684 | $67.2K |
| Jun 1, 2026 | Beranek Cheryl Chief Executive Officer | Sale 10b5-1 plan | 7,500 | $351.9K |
| May 27, 2026 | Beranek Cheryl Chief Executive Officer | Sale 10b5-1 plan | 2,500 | $125.0K |
| May 11, 2026 | Beranek Cheryl Chief Executive Officer | Sale 10b5-1 plan | 2,500 | $112.6K |
| May 11, 2026 | Jones Walter Louis JR Director | Sale | 2,391 | $110.1K |
| May 8, 2026 | Beranek Cheryl Chief Executive Officer | Sale 10b5-1 plan | 5,000 | $201.4K |
| May 6, 2026 | Khemakhem Anis Chief Commercial Officer | Tax withheld | 635 | $19.2K |
| Feb 27, 2026 | Wirsbinski Carol Ann Director | Award | 2,544 | $0 |
| Feb 27, 2026 | Seidel Rebecca Director | Award | 2,544 | $0 |
| Feb 27, 2026 | ROTH RONALD G Director | Award | 2,544 | $0 |
| Feb 27, 2026 | SKARVAN KATHLEEN Director | Award | 2,544 | $0 |
| Feb 27, 2026 | Sarcevic Ademir Director | Award | 2,544 | $0 |
| Feb 27, 2026 | Jones Walter Louis JR Director | Award | 2,544 | $0 |
| Feb 27, 2026 | Kelly Catherine T. Director | Award | 2,544 | $0 |
| Feb 19, 2026 | Hayward Donald R. Director | Sale | 3,595 | $115.0K |
| Dec 31, 2025 | Hill John P Chief Operating Officer | Award | 222 | $5.5K |
| Dec 31, 2025 | HERZOG DANIEL R Chief Financial Officer | Award | 88 | $2.2K |
| Dec 31, 2025 | Beranek Cheryl Chief Executive Officer | Award | 210 | $5.2K |
| Dec 31, 2025 | Khemakhem Anis Chief Commercial Officer | Award | 131 | $3.2K |
| Dec 15, 2025 | ROTH RONALD G Director | Purchase | 10,000 | $300.6K |
| Dec 11, 2025 | Beranek Cheryl Chief Executive Officer | Gift | 1,960 | $0 |
| Dec 10, 2025 | Seidel Rebecca Director | Award | 326 | $0 |
| Dec 10, 2025 | SKARVAN KATHLEEN Director | Award | 326 | $0 |
| Nov 28, 2025 | Hill John P Chief Operating Officer | Award | 17,030 | $0 |
| Nov 28, 2025 | Beranek Cheryl Chief Executive Officer | Award | 25,545 | $0 |
| Nov 28, 2025 | HERZOG DANIEL R Chief Financial Officer | Award | 11,495 | $0 |
| Nov 20, 2025 | Hill John P Chief Operating Officer | Award | 10,788 | $0 |
| Nov 20, 2025 | Hill John P Chief Operating Officer | Tax withheld | 2,653 | $74.9K |
| Nov 20, 2025 | Beranek Cheryl Chief Executive Officer | Tax withheld | 2,653 | $74.9K |
| Nov 20, 2025 | Beranek Cheryl Chief Executive Officer | Award | 5,393 | $0 |
| Nov 20, 2025 | Beranek Cheryl Chief Executive Officer | Award | 10,788 | $0 |
| Nov 20, 2025 | HERZOG DANIEL R Chief Financial Officer | Award | 2,696 | $0 |
| Nov 20, 2025 | HERZOG DANIEL R Chief Financial Officer | Award | 5,394 | $0 |
| Nov 20, 2025 | HERZOG DANIEL R Chief Financial Officer | Tax withheld | 824 | $23.3K |
| Nov 20, 2025 | Hill John P Chief Operating Officer | Award | 5,393 | $0 |
| Nov 16, 2025 | HERZOG DANIEL R Chief Financial Officer | Tax withheld | 510 | $15.7K |
| Nov 16, 2025 | HERZOG DANIEL R Chief Financial Officer | Tax withheld | 973 | $29.9K |
| Nov 16, 2025 | HERZOG DANIEL R Chief Financial Officer | Tax withheld | 825 | $25.3K |
| Nov 16, 2025 | Hill John P Chief Operating Officer | Tax withheld | 2,017 | $62.0K |
| Nov 16, 2025 | Beranek Cheryl Chief Executive Officer | Tax withheld | 1,020 | $31.3K |
| Nov 16, 2025 | Beranek Cheryl Chief Executive Officer | Tax withheld | 1,948 | $59.8K |
| Nov 16, 2025 | Beranek Cheryl Chief Executive Officer | Tax withheld | 2,318 | $71.2K |
| Nov 16, 2025 | Hill John P Chief Operating Officer | Tax withheld | 1,020 | $31.3K |
| Nov 16, 2025 | Hill John P Chief Operating Officer | Tax withheld | 2,653 | $81.5K |
| Sep 18, 2025 | Hill John P Chief Operating Officer | Tax withheld | 14,000 | $478.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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