Clearfield Q3 net sales $43.9M (+13% YoY), EPS $0.22; cuts FY2026 guidance

Clearfield, Inc.

Net sales from continuing ops $43.9M, up 13% YoY; net income $3.0M ($0.22 diluted EPS) vs $2.3M ($0.16) a year ago.
Gross margin 31.8% vs 35.3% YoY, impacted by $2.6M inventory charge (5.9 ppts) and $1.1M net inventory recoveries.
Received $22M order for hyperscale data center after quarter end; shipments expected early fiscal 2027.
FY2026 guidance reduced: net sales $151-155M, EPS $0.14-0.21; Q4 net sales $38-42M, EPS $0.00-0.07.
Share buybacks of $0.9M in Q3; $15.0M remaining under repurchase authorization.

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