earnings
confidence high
sentiment positive
materiality 0.78
CLEAR Q1 revenue $253M (+19.7%); raises FY FCF guidance to at least $465M
Clear Secure, Inc.
- Net income $56.4M, EPS $0.39 basic / $0.38 diluted; Adjusted EBITDA $80.6M (31.9% margin, +720 bps).
- Total Bookings $291.7M (+40.8% YoY); CLEAR Members 41M (+31.3%), Active CLEAR+ Members 8.2M (+13.0%).
- Board declares $0.15 quarterly dividend payable June 24; Q1 returned $56.4M via dividends, special dividend, and buybacks.
- Q2 revenue guidance $268-271M (22.8% YoY growth at midpoint); FY FCF guidance raised from $440M to $465M.
- CLEAR1 bookings approximately 5x YoY; eGates now at 43 airports, on track for network-wide rollout in 2026.