Revenue: As of FY2026 Q1, the actual value is USD 34.34 M, beating the estimate of USD 31.7 M.EPS: As of FY2026 Q1, the actual value is USD -0.04.EBIT: As of FY2026 Q1, the actual value is USD -3.37 M.<h4>Segment Revenue</h4>Clearfield, Inc.’s net sales from continuing operations for the first quarter of fiscal 2026 were $34.3 million, marking a 16% increase from $29.7 million in the prior year period. <h4>Operational Metrics</h4>Gross profit from continuing operations increased by 31% to $11.4 million in Q1 fiscal 2026 from $8.7 million in Q1 fiscal 2025. The gross margin from continuing operations improved by 4 percentage points to 33.2% in Q1 fiscal 2026 from 29.2% in Q1 fiscal 2025. Loss from operations from continuing operations was - $1.8 million in Q1 fiscal 2026, an 11% improvement from - $2.0 million in Q1 fiscal 2025. Net loss from continuing operations totaled - $0.3 million in Q1 fiscal 2026, compared to - $0.4 million in the same period last year. Operating expenses from continuing operations increased by 23% to $13.2 million, or 38.5% of sales, in Q1 fiscal 2026, up from $10.7 million, or 36.1% of sales, in the year-ago quarter. Income tax benefit from continuing operations was - $1 thousand for Q1 fiscal 2026, compared to an income tax expense of $53 thousand in the prior year quarter. Net loss from discontinued operations was - $0.3 million in Q1 fiscal 2026, significantly lower than - $1.6 million in Q1 fiscal 2025. <h4>Cash Flow</h4>Net cash used in operating activities from continuing operations was - $1,440 thousand for the three months ended December 31, 2025, compared to net cash provided of $8,039 thousand for the same period in 2024. Net cash used in investing activities from continuing operations was - $293 thousand for the three months ended December 31, 2025, while the prior year period saw net cash provided of $13,710 thousand. Net cash used in financing activities from continuing operations was - $6,094 thousand for the three months ended December 31, 2025, compared to - $6,465 thousand in the prior year. Net cash provided by discontinued operations was $184 thousand for the three months ended December 31, 2025, a change from net cash used of - $1,130 thousand in the prior year. The net decrease in cash and cash equivalents was - $7,656 thousand for the three months ended December 31, 2025, contrasting with a net increase of $14,286 thousand in the prior year. <h4>Unique Metrics</h4>As of December 31, 2025, Clearfield, Inc. ended the first fiscal quarter with approximately $157 million in cash, short-term, and long-term investments, and no debt. Share buybacks totaled $5.2 million during Q1 fiscal 2026, with $23.1 million remaining available for repurchases as of December 31, 2025. Order backlog was $22.8 million as of December 31, 2025, representing an 8% decrease from $24.7 million as of September 30, 2025, and a 4% decrease from December 31, 2024. <h4>Outlook / Guidance</h4>For the second quarter of fiscal 2026, Clearfield, Inc. anticipates net sales from continuing operations to be in the range of $32 million to $35 million, with operating expenses expected to be slightly up relative to the first quarter, and net loss per diluted share projected between - $0.02 and - $0.10. The company reiterates its full-year fiscal 2026 guidance, expecting net sales from continuing operations in the range of $160 million to $170 million and net income per share between $0.48 and $0.62. Operating expenses as a percentage of revenue for the full year are anticipated to remain consistent with fiscal 2025.

Clearfield | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 34.34 M