核心观点 - Clearfield季度每股收益盈亏平衡，低于Zacks共识预期的0.06美元，同比上年0.13美元下降，经非经常性项目调整后盈利意外为-100.00% [1] - 季度营收3934万美元，低于Zacks共识预期3.22%，同比上年4110万美元下降 [2] - 年初至今股价上涨约4.8%，同期标普500上涨10.3%，公司表现落后于市场 [3] - 财报前盈利预期修正趋势混合，当前Zacks评级为第3级（持有），预计近期股价表现与市场持平 [6] 盈利表现 - 上一季度预期每股收益0.2美元，实际0.22美元，盈利意外为+10% [1] - 过去四个季度中，公司两次超过共识每股收益预期 [2] - 过去四个季度中，公司两次超过共识营收预期 [2] 未来预期 - 下一季度共识每股收益预期为0.09美元，营收预期为4170万美元 [7] - 当前财年共识每股收益预期为0.75美元，营收预期为1.882亿美元 [7] - 近期股价走势的可持续性将主要取决于管理层在财报电话会议上的评论 [3] - 盈利预期修正与短期股价走势之间存在强相关性，投资者可通过Zacks评级工具追踪此类修正 [5] 行业状况 - Clearfield属于Zacks无线设备行业，该行业目前在250多个Zacks行业中排名前24% [2][8] - 研究显示，Zacks排名前50%的行业表现优于后50%行业超过2比1 [8] - 行业前景对股票表现有重大影响 [8] 同行业其他公司 - WidePoint（WYY）属于更广泛的Zacks计算机与技术板块，尚未公布2026年9月季度业绩，预计11月12日发布 [9] - WidePoint预计季度每股收益0.05美元，同比变化+183.3%，过去30天共识每股收益预期保持不变 [9] - WidePoint预计营收4052万美元，同比增长12.2% [10]

Clearfield (NasdaqGM:CLFD) Q4 2026 Earnings call November 10, 2026 05:00 PM ET Company Participants Gregory McNiff - Investor Relations Representative Cheri Beranek - President and CEO Daniel Herzog - CFO Conference Call Participants Jeff Hobson - Analyst Scott Searle - Analyst Tim Savageaux - Analyst Operator Good afternoon, everyone, and welcome to the Clearfield Fiscal Fourth Quarter 2026 Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal conference ...

Clearfield (NasdaqGM:CLFD) Q4 2026 Earnings call November 10, 2026 05:00 PM ET Speaker0Good afternoon, everyone, and welcome to the Clearfield Fiscal Fourth Quarter 2026 Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal conference specialists by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your touchtone phone. And to withdraw your q ...

Fiscal 2026 net sales from continuing operations of $151.9 million; Gross margin of 32.0%; Net income from continuing operations per diluted share of $0.16 Sales order backlog increased 75% to $43.3 million as of the end of fiscal 2026, compared to $24.7 million as of the end of the prior fiscal year Began shipments against the previously announced $22 million data center order, marking a significant milestone in the expansion of our data center business Expects full year fiscal 2027 revenue of $195 millio ...