Q3 FY2026 EarningsQ3 FY26 delivered a strong bottom-line beat despite revenue landing in-line with consensus. Revenue of $43.9M (-0.14% vs. consensus) was offset by a significant GAAP EPS of $0.22, exceeding the $0.1867 expected by 17.84%. Operating income (EBIT) beat expectations by 33.87% due to a $1.7M reduction in incentive compensation accruals, which successfully mitigated a 2.81pct gross margin miss caused by inventory write-downs. However, a 34% QoQ decline in order backlog to $21.0M signals a potential softening in near-term demand.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Clearfield(CLFD) the Revenue is 43.86 M (-12.1%), Miss estimate;the EBIT is 2.571 M (+71.86%), Beat estimate;the EPS is 0.22 (+100%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.04B12.10%
0.04B11.98%
-0.00B0.12%
EBITExceed expectations
0.00B71.86%
0.00B28.38%
+0.00B43.48%
EPSExceed expectations
0.22100.00%
0.186769.70%
+0.033330.30%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf