{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-23-004984","form_type":"8-K/A","ticker":"CLFD","cik":"0000796505","company_name":"Clearfield, Inc.","filed_at":"2023-08-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.667439+00:00","generated_at":"2026-06-12T06:42:02.420024+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Clearfield Q3 net sales $61.3M (-14% YoY), EPS $0.33 vs $0.92; raises FY EPS guidance","bullets":["Net income $5.2M ($0.33 diluted EPS) vs $12.7M ($0.92) a year ago; gross margin fell to 31.1% from 41.1%.","Backlog $74.7M, down 31% sequentially and 52% YoY, as customers digest inventory.","FY 2023 revenue guidance reiterated at $260-275M; EPS guidance raised to $2.05-2.15 from $1.80-2.10.","International revenue from Nestor Cables contributed $13.4M; organic revenue fell 33% YoY.","Management cites cautious community broadband spending and inventory digestion, expects impact into fiscal 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-23-004984","json":"https://secwatch.observer/filing/0001171843-23-004984.json","markdown":"https://secwatch.observer/filing/0001171843-23-004984.md","text":"https://secwatch.observer/filing/0001171843-23-004984.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/796505/000117184323004984/0001171843-23-004984-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/796505/000117184323004984/f8ka_080323.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T06:42:02.420024+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"22fcc788bb0d39fd1c1be655c5a0736f2eb4aa72","claim":"Clearfield, Inc. reported the third quarter of fiscal 2023 results: revenue $61.3 million, net income $5.2 million, EPS $0.33 per diluted share. Guidance raised.","evidence_excerpt":"our full year net income per share guidance.” Financial Results for the Three Months Ended June 30, 2023 Net sales for the third quarter of fiscal 2023 decreased 14% to $61.3 million from $71.3 million in the same year-ago quarter. Organic revenue decreased 33% year over year to $47.9 million, while Nestor Cables generated revenue of $13.4 million. As of June","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/796505/000117184323004984/0001171843-23-004984-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter of fiscal 2023"},{"label":"Revenue","value":"$61.3 million"},{"label":"Net income","value":"$5.2 million"},{"label":"EPS","value":"$0.33 per diluted share"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}