Latest revenue
$34.4M
as of 2026-03-31
Latest net income
$-528.0K
as of 2026-03-31
Net margin
-1.5%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $594.3M
- Enterprise value
- $594.3M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $46.76
- 52-wk low
- $23.76
- Beta
- —
- Shares out
- 13.6M
5-year trend
What this company does
Company Overview We design, manufacture, and distribute fiber protection, fiber management, and fiber delivery solutions to enable rapid and cost-effective fiber-fed deployment throughout the broadband service provider space primarily across North America. Our “fiber to anywhere” platform serves the unique requirements of Community Broadband customers (Tier 2 and 3 telco carriers, utilities, municipalities, and alternative carriers), Multiple System Operators (cable television), Large Regional Service Providers (ILEC operating a multi-state network with more than 500,000 subscribers), National Carriers (wireline/wireless national telco carriers (Tier 1)), and International customers…
AI summary unavailable — showing raw filing excerpt
Generated from CLFD's filing dated 2025-11-25
Key risks
Risks Relating to Our Operations We depend on the availability of sufficient supply of certain materials. Global disruptions in the supply chain for these materials could prevent us from meeting customer demand for our products. We purchase critical components for our products, including injected molded parts, various cabling, optical components, components for active cabinets, and connectors from third parties, some of which are single- or limited-source suppliers. We depend on the ability of these third-party suppliers to secure a sufficient supply of raw materials and maintain sufficient manufacturing and shipping capacity. The global supply chain for raw materials critical to our…
AI summary unavailable — showing raw filing excerpt
Generated from CLFD's filing dated 2025-11-25
Profitability
Gross margin
33.7%
94.2%Operating margin
1.4%
110.1%Net margin
-5.4%
28.2%Return on equity
-3.1%
20.5%Return on assets
-2.6%
33.4%Leverage
Debt / equity
0.20×
54836.1%Long-term debt / equity
0.01×
Debt / assets
16.3%
45879.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $34.4M | -15.3% | $-528.0K | +8.8% | -1.5% |
Q4 2025 2025-12-31 | $34.3M | +15.6% | $-614.0K | +67.8% | -1.8% |
Q3 2025 2025-09-30 | $29.9M | -36.0% | $-6.6M | -697.2% | -22.0% |
Q2 2025 2025-06-30 | $49.9M | +2.3% | $1.0M | +330.0% | 2.1% |
Q1 2025 2025-03-31 | $40.6M | +10.1% | $-579.0K | +90.2% | -1.4% |
Q4 2024 2024-12-31 | $29.7M | -13.2% | $-1.9M | +63.8% | -6.4% |
Q3 2024 2024-09-30 | $46.8M | — | $-827.0K | — | -1.8% |
Q2 2024 2024-06-30 | $48.8M | -20.4% | $-447.0K | -108.6% | -0.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Telephone & Telegraph Apparatus · SIC 3661
Your notes
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Insider activity
Insider buying
$300.6K
Insider selling
$539.0K
Net activity
−$238.4K
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CLFD
Institutional value
$86.6M
Total shares held
3.4M
Distinct holders
66
-58 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 897.9K | $23.8M | -29.2K (-3.1%) | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 509.8K | $13.5M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 355.8K | $9.4M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 353.5K | $9.4M | +36.8K (+11.6%) | Added |
| 5 | ROYCE & ASSOCIATES LP | 257.0K | $6.8M | -122.9K (-32.4%) | Trimmed |
| 6 | JPMORGAN CHASE & CO | 231.2K | $6.2M | -17.1K (-6.9%) | Trimmed |
| 7 | VANGUARD FIDUCIARY TRUST CO | 75.0K | $2.0M | — | New |
| 8 | Russell Investments Group, Ltd. | 71.4K | $1.9M | -32.3K (-31.1%) | Trimmed |
| 9 | UBS Group AG | 70.4K | $1.9M | -35.5K (-33.5%) | Trimmed |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 53.8K | $1.4M | +164 (+0.3%) | Added |
| 11 | Drum Hill Capital, LLC | 51.3K | $1.4M | +1.4K (+2.7%) | Added |
| 12 | Wealth Group Ltd | 47.0K | $1.2M | +0 (+0.0%) | No change |
| 13 | Bank of New York Mellon Corp | 33.9K | $897.3K | -168 (-0.5%) | Trimmed |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 32.8K | $868.9K | -1.4K (-4.2%) | Trimmed |
| 15 | Invesco Ltd. | 29.1K | $771.1K | -463 (-1.6%) | Trimmed |
| 16 | Nuveen, LLC | 23.6K | $623.8K | +128 (+0.5%) | Added |
| 17 | Nierenberg Investment Management Company, Inc. | 16.5K | $437.0K | +0 (+0.0%) | No change |
| 18 | RHUMBLINE ADVISERS | 16.5K | $437.0K | -403 (-2.4%) | Trimmed |
| 19 | LOS ANGELES CAPITAL MANAGEMENT LLC | 15.0K | $397.1K | +12.8K (+593.9%) | Added |
| 20 | Connor, Clark & Lunn Investment Management Ltd. | 14.4K | $380.2K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once CLFD's latest filing finishes processing.