Slide 1: Clearfield Reports Third Quarter Fiscal 2026 Results
August 5, 2026 Clearfield Reports Third Quarter Fiscal 2026 Results Net sales from continuing operations of $43.9 million and net income per share from continuing operations of $0.22 Received first significant order for $22 million to support a hyperscale data center project after the close of the q
Slide 2: Management Commentary
Fiscal Q3 YTD 2026 Financial Summary (in millions except per share data and percentages) 2026 YTD vs. 2025 YTD Change Change (%) Net Sales from Continuing Operations $ 112.6 $ 109.1 $ 3.5 3% Gross Profit ($) from Continuing Operations $ 36.5 $ 36.3 $ 0.2 0% Gross Profit (%) from Continuing Operation
Slide 3: Outlook and Conference Call
recoveries to recur in future periods, as they relate to previously paid tariffs that have been refunded following a change in tariff regulations. On a net basis, these items reduced gross margin by approximately 1.8 percentage points in the quarter. Operating expenses from continuing operations for
Slide 4: About Clearfield, Inc.
U.S. replay dial-in: 1-844-512-2921 International replay dial-in: 1-412-317-6671 Replay ID: 10209753 About Clearfield, Inc. Clearfield, Inc. (NASDAQ: CLFD) designs, manufactures, and distributes fiber optic management, protection, and delivery solutions that play a critical role in enabling broadban
Slide 5: Forward-Looking Statement Risk Factors
we may be subject to risks associated with acquisitions, and the risks could adversely affect future operating results; adverse global economic conditions and geopolitical issues could have a negative effect on our business, and results of operations and financial condition; product defects or the f
Slide 6: Condensed Consolidated Balance Sheets
CLEARFIELD, INC. CONDENSED CONSOLIDATED BALANCE SHEETS (IN THOUSANDS, EXCEPT SHARE AND PER SHARE DATA) June 30, September 30, 2026 2025 (Unaudited) Assets Current assets Cash and cash equivalents $ 20,449 $ 21,493 Short-term investments 80,774 84,484 Accounts receivables, net 22,055 17,991 Inventori
Slide 7: Condensed Consolidated Statements of Earnings
CLEARFIELD, INC. CONDENSED CONSOLIDATED STATEMENTS OF EARNINGS (UNAUDITED) (IN THOUSANDS, EXCEPT SHARE AND PER SHARE DATA) Three Months Ended Nine Months Ended June 30, June 30, 2026 2025 2026 2025 Net sales $ 43,864 $ 38,755 $ 112,596 $ 109,074 Cost of sales 29,920 25,079 76,103 72,762 Gross profit
Slide 8: Condensed Consolidated Statements of Cash Flows
CLEARFIELD, INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) (IN THOUSANDS) Nine Months Ended Nine Months Ended June 30, June 30, 2026 2025 Cash flows from operating activities (continuing) Net income $ 1,858 $ 1,028 Loss from discontinued operations, net of tax 337 3,494 Adjustments
Slide 9: Source: Clearfield, Inc.
@Y CLEARFIELD Source: Clearfield, Inc.