---
schema_version: "secwatch.filing_event.v1"
accession: "0001171843-26-005241"
form_type: "8-K"
ticker: "CLFD"
cik: "0000796505"
company_name: "Clearfield, Inc."
filed_at: "2026-08-05T20:00:18+00:00"
generated_at: "2026-08-05T20:01:15.214430+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001171843-26-005241
- form_type: 8-K
- ticker: CLFD
- cik: 0000796505
- company_name: Clearfield, Inc.
- filed_at: 2026-08-05T20:00:18+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/796505/000117184326005241/0001171843-26-005241-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/796505/000117184326005241/f8k_080526.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001171843-26-005241
- JSON: https://secwatch.observer/filing/0001171843-26-005241.json
- Plain text: https://secwatch.observer/filing/0001171843-26-005241.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.