Every 8-K that Clearfield (CLFD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CLFD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CLFD filings page.
Clearfield, Inc. reported fiscal third-quarter 2026 net sales from continuing operations of $43.9 million, up 13% from $38.8 million a year earlier. Income from operations from continuing operations rose to $2.6 million, with net income from continuing operations of $3.0 million and diluted EPS from continuing operations of $0.22, compared with $0.16 in the prior-year quarter.
Gross margin from continuing operations was 31.8%, down from 35.3%, reflecting a $2.6 million inventory charge tied to an order the company no longer expects to fulfill, partly offset by $1.4 million of inventory recoveries and $655,000 of tariff recoveries. Order backlog was $21.0 million as of June 30, 2026, down 34% from March 31, 2026, including removal of a $4.6 million order. The company repurchased about 31,000 shares for $0.9 million, with $15.0 million remaining available.
After quarter-end, Clearfield received its first significant $22 million order supporting a hyperscale data center project, with shipments expected to begin in early fiscal 2027. For fiscal 2026, the company reduced its outlook, now expecting net sales from continuing operations of $151–$155 million and net income per share of $0.14–$0.21, and forecasts Q4 net sales of $38–$42 million and EPS of $0.00–$0.07 amid industry demand constraints and potential fiber supply and tariff impacts.
Clearfield, Inc. entered into Amendment No. 4 to its Loan Agreement with Old National Bank, successor by merger to Bremer Bank, National Association. The amendment extends the maturity date of the line of credit from July 24, 2026 to November 21, 2026.
The amendment includes customary representations and warranties applicable to Clearfield, while all other material terms of the existing Loan Agreement dated April 27, 2022 remain unchanged.
Clearfield, Inc. reported fiscal second quarter 2026 results showing lower sales and a small loss but reaffirmed its full-year outlook. Net sales from continuing operations were $34.4 million, down 15% from $40.6 million a year earlier, largely due to timing of a large customer order.
Gross margin from continuing operations was 32.5%, compared with 34.4% in the prior-year quarter, as operating expenses rose to $13.2 million, or 38.5% of net sales. The company posted a net loss from continuing operations of $0.5 million, or -$0.04 per diluted share, versus net income of $2.5 million, or $0.18 per diluted share, last year.
Order backlog increased 39% from December 31, 2025 to $31.6 million and Clearfield reiterated its fiscal 2026 guidance for net sales from continuing operations of $160–$170 million and EPS of $0.48–$0.62. The company repurchased 237,000 shares for $7.3 million in the quarter, with $15.9 million remaining authorized for future buybacks.
Clearfield, Inc. has amended its loan agreement with Old National Bank. The new amendment extends the maturity of the company’s line of credit from April 25, 2026 to July 24, 2026, keeping this borrowing capacity available for a longer period.
The amendment also moves updated interest and payment provisions into the main agreement, adds new events that would count as a default, and includes a jury trial waiver for related judicial proceedings. All other material terms of the loan agreement remain unchanged, and the amendment includes customary representations and warranties by the company.
Clearfield, Inc. reported the results of its 2026 Annual Meeting of Shareholders. Of 13,846,718 common shares outstanding and entitled to vote, 10,106,442 shares, or 72.98%, were represented at the meeting. Shareholders elected all eight director nominees, each receiving more than 8.18 million votes in favor, with broker non-votes of 1,644,382 on each director. Shareholders also approved, on an advisory basis, the compensation of the company’s named executive officers by a wide margin, with 8,282,235 votes for and 158,594 against. In addition, shareholders ratified and confirmed the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending September 30, 2026, with 10,049,089 votes for, 48,105 against, and 9,248 abstentions.
Clearfield, Inc. filed a current report to share that it has released financial results for its first quarter of fiscal 2026, which ended on December 31, 2025. The company delivered these results in a separate press release that is attached as Exhibit 99.1.
The report states that this earnings information is being furnished rather than filed, which affects how it is treated under securities laws. No specific revenue, profit, or other financial figures are included in this document itself.
Clearfield, Inc. updated its bylaws to add proxy access and align director elections with newer proxy and governance rules. The Board approved a provision allowing a shareholder, or a group of up to 20 shareholders, that has owned at least 3% of the company’s outstanding common stock continuously for three years to include up to two director nominees, or 20% of the Board (whichever is greater), in the company’s proxy materials if detailed requirements in the bylaws are satisfied.
The amendments also require shareholder-nominated directors to complete the same questionnaires used for Clearfield’s directors and require shareholders soliciting proxies for director nominees to certify compliance with SEC universal proxy rules and provide evidence upon request. Nominations can be treated as null and void if those rules are not followed. Additional changes reserve the white proxy card for the Board, clarify how shareholder meetings are chaired and conducted, and require certain internal corporate claims to be brought in Minnesota courts and Securities Act claims in U.S. federal district courts.
Clearfield, Inc. (CLFD) filed a Form 8-K to announce that it has released its financial results for the fourth quarter and fiscal year ended September 30, 2025. On November 25, 2025, the company issued a press release with these results, which is included as Exhibit 99.1 to the filing and incorporated by reference. The 8-K itself mainly serves as a notice that the earnings release has been furnished and clarifies that this information is not deemed filed for liability purposes under the securities laws.
Clearfield, Inc. reported that on November 11, 2025 it entered into a Share Sale and Purchase Agreement to sell all of the issued and outstanding shares of its wholly owned subsidiary, Clearfield Finland Oy, to two employees of Nestor Cables Oy, a subsidiary of Clearfield Finland Oy. The buyers are Aki Eklund and Aleksanteri Pyrrö.
The consideration consists of $1 in cash plus the Company’s contribution to Clearfield Finland Oy of $5.8 million of inter‑company receivables owed to Clearfield, Inc. by Nestor Cables Oy and Clearfield Finland Oy. The sale closed simultaneously with signing, and the agreement includes customary warranties, remedies, limitations and undertakings for a transaction of this type.
Clearfield (CLFD) announced board changes. The Board appointed Rebecca B. Seidel and Kathleen S. Skarvan as directors, effective December 10, 2025. Seidel will join the Audit and Compensation Committees, and Skarvan will join the Audit and Nominating and Corporate Governance Committees. Both will receive the Company’s standard director compensation as described in the 2025 proxy. Directors Charles N. Hayssen and Donald R. Hayward plan to retire at the Company’s 2026 annual meeting.