PRESS-RELEASE ·Filed Aug 5, 2026
Press release · Earnings
Actionable Insight ▲ Bullish
Monitor the Q3 guidance midpoint of $285.5M (24.6% YoY growth) for any signs of deceleration, and watch for further margin expansion.
Latest settled — T+20d ⚠ clustered
YOU ▼ -22.02% at T+20d
LONG call ✗ call lost -22.02% · α vs SPY -21.41% · entry $56.46 → $44.03
Latest observation: T+56 -15.90% FF3 residual α
T+1d
-6.09%
call -6.09% · α -5.93%
$53.02
settled 3mo ago
T+5d
-18.24%
call -18.24% · α -18.59%
$46.16
settled 3mo ago
T+20d
-22.02%
call -22.02% · α -21.41%
$44.03
settled 8w ago
T+60d
Pending
tomorrow
Price Chart
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Executive Summary
CLEAR reported Q2 2026 revenue of $277.8M (+26.6% YoY) and GAAP EPS of $0.50, beating the $0.47 consensus by 6.4%. The company raised full-year FCF guidance to at least $480M, and delivered a 36.4% Adjusted EBITDA margin, exceeding its 35% long-term target.
Key Financial Metrics
EPS
$0.50
est $0.47 · +6.4%
Revenue
$277.8M
est $269.4M · +3.1% · +26.6% YoY
Rating
beat
Guidance
$284M-$287M (Q3 2026)
raised
Free Cash Flow
$189.0M
Key Facts
- Revenue of $277.8M, up 26.6% YoY, above $269.4M consensus.
- GAAP EPS of $0.50, beating $0.47 consensus by 6.4%.
- Adjusted EBITDA of $101.1M, 36.4% margin, exceeding 35% long-term target.
- Full-year 2026 FCF guidance raised to at least $480M from at least $465M.
- Total CLEAR Members grew 30% YoY to 43.5M; Active CLEAR+ Members grew 15.2% YoY to 8.3M.
- Operating cash flow of $201.2M and Free Cash Flow of $189.0M in Q2.
Financial Impact
Revenue beat consensus by $8.4M (+3.1%); EPS beat by $0.03 (+6.4%); FCF guidance raised by $15M.
revenueepsfree cash flowadjusted ebitda margin
Risk Factors
- Q3 revenue guidance midpoint of $285.5M implies decelerating YoY growth (24.6% vs 26.6% in Q2), which could disappoint growth-focused investors.
Market Snapshot
Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
60% bullish (10 analysts)
Investment Themes
Software & IT
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302842856 |
25 reports for YOU
50% Hit rate @ T+5 Went positive at some point 4 of 9 best @ T+60▲ +34.34%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $45.62 | awaiting T+5 | — | $46.07 (+0.99%) |
Oct 21, 2026 6d ago | Press Release | $45.14 | awaiting T+5 | — | $46.07 (+2.06%) |
Sep 16, 2026 5w ago | 8-K | $40.67 $38.90 | ▼ −4.35% | ▼ −6.92% | $46.07 (+13.28%) |
Sep 3, 2026 7w ago | Insider Cluster | $44.33 $42.24 | ▼ −4.71% | ▼ −3.51% | $46.07 (+3.93%) |
Aug 7, 2026 11w ago | Insider Cluster | $51.21 $43.84 | ▼ −14.39% | ▼ −14.35% | $46.07 (−10.04%) |
Aug 5, 2026 11w ago | 8-K | $56.46 $46.16 | ▼ −18.24% | ▼ −18.59% | $46.07 (−18.40%) |
Aug 5, 2026 11w ago | Press Release | $56.46 $46.16 | ▼ −18.24% | ▼ −18.59% | $46.07 (−18.40%) |
Jul 30, 2026 12w ago | 3 | $55.24 $51.29 | ▼ −7.15% | ▼ −10.66% | $46.07 (−16.60%) |
Jul 17, 2026 14w ago | Insider Cluster | $57.18 $52.24 | ▼ −8.64% | ▼ −8.21% | $46.07 (−19.43%) |
Jul 15, 2026 14w ago | Insider Cluster | $54.43 $51.85 | ▲ +4.74% | ▲ +3.07% | $46.07 (+15.36%) |
Showing 10 of 25
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