Clearfield Stock Price, News & Analysis

Clearfield (NASDAQ:CLFD) launched a no-cost Tribal Broadband Training Initiative to provide FOA-accredited Certified Fiber Optic Technician (CFOT®) training for enrolled Tribal members and expand the skilled fiber workforce on Tribal lands.

The company plans quarterly three-day sessions beginning Jan 13–15, 2026 at Clearfield HQ in Brooklyn Park, MN, with additional sessions on Apr 7–9, 2026 (Keams Canyon, AZ) and Jul 21–23, 2026 (Bartlesville, OK). The program emphasizes hands-on inside/outside plant skills and aims to address the industry need for nearly 180,000 new broadband workers over the next decade.

Clearfield (NASDAQ: CLFD) announced on November 25, 2025 that its Board increased the company’s common stock repurchase authorization from $65 million to $85 million.

The company said this raises available repurchase capacity to approximately $28.4 million when combined with the $8.4 million repurchase amount remaining as of September 30, 2025. Repurchases may occur via open-market purchases, privately negotiated transactions, block trades, or under Rule 10b5-1 trading plans, and will be funded by cash on hand. The program may be modified, suspended, or terminated by the Board and does not obligate any minimum repurchases.

Clearfield (NASDAQ: CLFD) reported fiscal 2025 results: net sales from continuing operations $150.1M (up 20% YoY) and gross margin 33.7% (improvement of 13.1 percentage points). EPS from continuing operations $0.45 vs a net loss per share of $(0.58) in fiscal 2024. The company sold its Nestor Cables business and recorded a $10.4M impairment in discontinued operations. For fiscal 2026 Clearfield expects $160M–$170M revenue and EPS $0.48–$0.62. The board raised the share repurchase authorization to $85M.

Clearfield (NASDAQ: CLFD) announced on November 12, 2025 the divestiture of its Nestor Cables business via a management buyout led by members of Nestor management.

Nestor Cables, which employs approximately 100 people in Finland and Estonia, designs and manufactures fiber optic cables, connectivity accessories and the Nestor Optimus microduct product family for the European market. Nestor will remain a supplier to Clearfield for select products.

The transaction causes a one-time loss in Clearfield’s fiscal fourth quarter 2025 with minimal cash impact, and management expects the deal to be accretive to operating margin and profitability going forward. Additional details will be included in the company’s earnings release due November 25, 2025.

Clearfield (NASDAQ:CLFD) announced it has shipped more than 2 million ClearPass Connector Cleaning Dust Caps worldwide as of November 10, 2025. The ClearPass Dust Cap is an integrated, one‑time‑use cleaning tool built into Clearfield patch cords and cable assemblies with an SC connector that delivers over 94% cleaning effectiveness in real‑world deployments.

Clearfield says the dust cap speeds installations, lowers consumable costs, and reduces return truck rolls by eliminating contamination at the fiber endface. Midco (serving >385,000 customers) is cited as a user that reports time savings and fewer field trips. Clearfield plans to expand adoption into accelerated broadband deployments and new markets.

Clearfield (NASDAQ: CLFD) will release fiscal fourth quarter 2025 results for the period ended September 30, 2025, on Tuesday, November 25, 2025 before market open. The company will host a conference call at 8:30 a.m. Eastern / 7:30 a.m. Central to discuss results with the investment community.

Financial results, a shareholder letter, and the live webcast will be available in the company’s Investor Relations section. An audio replay will be available after 11:30 a.m. Eastern on November 25, 2025 through December 9, 2025. Dial-in and replay numbers with Replay ID 10203440 are provided for domestic and international participants.

Clearfield (NASDAQ: CLFD) announced the election of Rebecca Seidel and Kathleen Skarvan to its Board of Directors, effective December 10, 2025. Both will join the Audit Committee; Seidel will also join the Compensation Committee and Skarvan will join the Nominating and Corporate Governance Committee.

The company thanked directors Chip Hayssen and Don Hayward who will retire at the end of their terms in late February 2026. Ms. Seidel currently leads a $1 billion cardiac ablation business at Medtronic and oversaw nearly $2 billion of acquisitions; she received a 2025 Wall of Distinction Award. Ms. Skarvan is an experienced CEO and board chair with prior leadership of a $300 million division at Hutchinson Technology and current public board roles.

Clearfield (NASDAQ:CLFD), a leader in community broadband fiber connectivity, has announced significant executive leadership changes to support its growth strategy. Anis Khemakhem has been promoted to Chief Commercial Officer (CCO), expanding his role to oversee both global sales and marketing operations.

The company has also appointed Mike Ward as Vice President of Sales, Broadband, and Marc Temple as Vice President of Channels and Strategic Alliances. Current CCO Allen Griser will transition to an Executive Advisor role before departing the company by year-end.

These strategic appointments come as Clearfield positions itself to capitalize on broadband industry opportunities, particularly in AI, data centers, IoT, and wireless technologies, amid large-scale builds supported by federal and state programs.

Clearfield (NASDAQ: CLFD) reported strong Q3 2025 financial results with revenue of $49.9 million, representing a 2% year-over-year increase. The company achieved net income of $1.6 million, or $0.11 per diluted share, compared to a net loss in the same period last year.

Key highlights include gross margin improvement to 30.5% from 21.9% year-over-year, driven by increased volumes and improved manufacturing efficiency. The company's order backlog grew to $36.1 million, up 11% from the previous year. Clearfield also executed $5.6 million in share buybacks with $8.4 million remaining for future repurchases.

Looking ahead, Clearfield raised its fiscal 2025 revenue guidance to $180-184 million and expects Q4 2025 revenue of $47-51 million with earnings per share of $0.03-0.11.