Clearfield Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY Revenue (est.)
$165Mnext fiscal year
FY EPS (est.)
$0.70next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q4 Fiscal 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Order Backlog Quarterly31.6M
Gross Profit Margin from Continuing Operations Quarterly3,250.0%
Net Sales from Continuing Operations Quarterly34.4MTarget: 160000000 - 170000000
Watch Items
- Broadband Equity, Access, and Deployment (BEAD) Program Funding FlowTrigger: Meaningful revenue contributions starting in fiscal year 2027Action: Monitor state-level grant allocations and customer build schedules to assess timing of order pick-ups.
- Build America, Buy American (BABA) Act Compliance and Fiber Supply ChainTrigger: Lead times for BABA-compliant optical fiber exceeding 12 monthsAction: Track supply chain constraints of domestic ribbon fiber and evaluate potential impact on customer deployment schedules.
- Adoption of NOVA Platform and Edge Data Center ExpansionTrigger: Initial customer bookings and qualification cycles in adjacent AI and edge compute marketsAction: Evaluate segment revenue diversification beyond traditional community broadband operators.
Research as of 19 Jun 2026