Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all key metrics: revenue of $277.8M vs. $269.5M expected, and GAAP EPS of $0.49 vs. $0.385 expected. Free Cash Flow of $189.0M crushed the consensus low-bar and historical averages, driven by strong growth in Total CLEAR Members (up 30.0% YoY). Management raised full-year FY26 FCF guidance to at least $480M, signaling continued operational efficiency and robust demand for secure identity services.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Clear Secure(YOU) the Revenue is 277.76 M (+26.56%), Beat estimate;the EBIT is 82.95 M (+94.92%), Beat estimate;the EPS is 0.49 (+88.46%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.28B26.56%
0.27B22.77%
+0.01B3.79%
EBITExceed expectations
0.08B94.92%
0.06B48.30%
+0.02B46.62%
EPSExceed expectations
0.4988.46%
0.38548.08%
+0.105040.38%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf