secwatch.observer — SEC 8-K summary
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Issuer:     Clearfield, Inc. (CLFD)
CIK:        0000796505
Form:       8-K
Filed at:   2026-08-05T20:00:18+00:00
Accession:  0001171843-26-005241
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/796505/000117184326005241/0001171843-26-005241-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/796505/000117184326005241/f8k_080526.htm
  HTML page:      https://secwatch.observer/filing/0001171843-26-005241

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