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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and GENCOR INDUSTRIES INC (GENC). Click either name above to swap in a different company.
Clearfield, Inc. is the larger business by last-quarter revenue ($34.3M vs $23.6M, roughly 1.5× GENCOR INDUSTRIES INC). GENCOR INDUSTRIES INC runs the higher net margin — 14.6% vs -1.8%, a 16.4% gap on every dollar of revenue. On growth, Clearfield, Inc. posted the faster year-over-year revenue change (-3.2% vs -25.0%). GENCOR INDUSTRIES INC produced more free cash flow last quarter ($10.1M vs $-2.4M). Over the past eight quarters, Clearfield, Inc.'s revenue compounded faster (-3.5% CAGR vs -23.9%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
Gencor Industries Inc is a leading manufacturer of heavy construction and infrastructure equipment, specializing in asphalt production plants, thermal combustion systems, and supporting road-building machinery. It primarily serves North American and global construction markets, supplying products to both public sector infrastructure projects and private commercial construction operators.
CLFD vs GENC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $23.6M |
| Net Profit | $-614.0K | $3.4M |
| Gross Margin | 33.2% | 28.7% |
| Operating Margin | -5.3% | 13.2% |
| Net Margin | -1.8% | 14.6% |
| Revenue YoY | -3.2% | -25.0% |
| Net Profit YoY | 67.8% | -9.8% |
| EPS (diluted) | $-0.04 | $0.23 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $34.3M | $23.6M | ||
| Q3 25 | $23.4M | $18.8M | ||
| Q2 25 | $49.9M | $27.0M | ||
| Q1 25 | $47.2M | $38.2M | ||
| Q4 24 | $29.7M | $31.4M | ||
| Q3 24 | $5.6M | $20.9M | ||
| Q2 24 | $48.8M | $25.6M | ||
| Q1 24 | $36.9M | $40.7M |
| Q4 25 | $-614.0K | $3.4M | ||
| Q3 25 | $-9.1M | $1.9M | ||
| Q2 25 | $1.6M | $3.8M | ||
| Q1 25 | $1.3M | $6.1M | ||
| Q4 24 | $-1.9M | $3.8M | ||
| Q3 24 | — | $1.5M | ||
| Q2 24 | $-447.0K | $2.6M | ||
| Q1 24 | $-5.9M | $6.2M |
| Q4 25 | 33.2% | 28.7% | ||
| Q3 25 | 53.2% | 24.2% | ||
| Q2 25 | 30.5% | 26.5% | ||
| Q1 25 | 30.1% | 29.7% | ||
| Q4 24 | 29.2% | 27.6% | ||
| Q3 24 | — | 25.6% | ||
| Q2 24 | 21.9% | 23.9% | ||
| Q1 24 | 7.7% | 30.3% |
| Q4 25 | -5.3% | 13.2% | ||
| Q3 25 | 10.3% | -1.2% | ||
| Q2 25 | 3.0% | 11.6% | ||
| Q1 25 | 0.6% | 17.0% | ||
| Q4 24 | -6.9% | 14.7% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | -4.7% | 7.8% | ||
| Q1 24 | -26.4% | 17.4% |
| Q4 25 | -1.8% | 14.6% | ||
| Q3 25 | -38.8% | 10.2% | ||
| Q2 25 | 3.2% | 14.2% | ||
| Q1 25 | 2.8% | 16.0% | ||
| Q4 24 | -6.4% | 12.1% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | -0.9% | 10.0% | ||
| Q1 24 | -16.0% | 15.3% |
| Q4 25 | $-0.04 | $0.23 | ||
| Q3 25 | $-0.65 | $0.13 | ||
| Q2 25 | $0.11 | $0.26 | ||
| Q1 25 | $0.09 | $0.42 | ||
| Q4 24 | $-0.13 | $0.26 | ||
| Q3 24 | — | $0.10 | ||
| Q2 24 | $-0.04 | $0.17 | ||
| Q1 24 | $-0.40 | $0.42 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $96.4M | $147.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | $215.2M |
| Total Assets | $268.1M | $228.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | $147.7M | ||
| Q3 25 | $106.0M | $136.3M | ||
| Q2 25 | $117.2M | $136.0M | ||
| Q1 25 | $112.0M | $143.7M | ||
| Q4 24 | $113.0M | $130.1M | ||
| Q3 24 | $129.0M | $115.4M | ||
| Q2 24 | $123.8M | $116.6M | ||
| Q1 24 | $142.9M | $117.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | $0 | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $249.7M | $215.2M | ||
| Q3 25 | $256.2M | $211.8M | ||
| Q2 25 | $264.5M | $209.9M | ||
| Q1 25 | $265.9M | $206.1M | ||
| Q4 24 | $267.4M | $200.0M | ||
| Q3 24 | $275.8M | $196.1M | ||
| Q2 24 | $274.6M | $194.7M | ||
| Q1 24 | $279.2M | $192.1M |
| Q4 25 | $268.1M | $228.9M | ||
| Q3 25 | $306.2M | $222.6M | ||
| Q2 25 | $314.7M | $220.2M | ||
| Q1 25 | $310.9M | $223.9M | ||
| Q4 24 | $303.2M | $218.2M | ||
| Q3 24 | $315.3M | $208.1M | ||
| Q2 24 | $318.1M | $201.8M | ||
| Q1 24 | $315.4M | $206.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | 0.00× | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.4M | $11.1M |
| Free Cash FlowOCF − Capex | $-2.4M | $10.1M |
| FCF MarginFCF / Revenue | -7.1% | 43.0% |
| Capex IntensityCapex / Revenue | 2.9% | 4.1% |
| Cash ConversionOCF / Net Profit | — | 3.23× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-3.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | $11.1M | ||
| Q3 25 | — | $-275.0K | ||
| Q2 25 | $7.9M | $-23.9M | ||
| Q1 25 | $3.0M | $12.4M | ||
| Q4 24 | $7.2M | $14.8M | ||
| Q3 24 | $22.2M | $-3.2M | ||
| Q2 24 | $4.0M | $-1.0M | ||
| Q1 24 | $-5.7M | $11.7M |
| Q4 25 | $-2.4M | $10.1M | ||
| Q3 25 | — | $-1.3M | ||
| Q2 25 | $7.5M | $-24.4M | ||
| Q1 25 | $654.0K | $12.3M | ||
| Q4 24 | $5.1M | $14.5M | ||
| Q3 24 | $18.2M | $-3.3M | ||
| Q2 24 | $2.8M | $-1.4M | ||
| Q1 24 | $-7.7M | $11.7M |
| Q4 25 | -7.1% | 43.0% | ||
| Q3 25 | — | -6.8% | ||
| Q2 25 | 15.1% | -90.4% | ||
| Q1 25 | 1.4% | 32.2% | ||
| Q4 24 | 17.1% | 46.1% | ||
| Q3 24 | 323.0% | -15.8% | ||
| Q2 24 | 5.8% | -5.6% | ||
| Q1 24 | -20.8% | 28.7% |
| Q4 25 | 2.9% | 4.1% | ||
| Q3 25 | 2.0% | 5.4% | ||
| Q2 25 | 0.8% | 1.8% | ||
| Q1 25 | 5.1% | 0.4% | ||
| Q4 24 | 7.0% | 1.0% | ||
| Q3 24 | 71.4% | 0.4% | ||
| Q2 24 | 2.5% | 1.5% | ||
| Q1 24 | 5.3% | 0.0% |
| Q4 25 | — | 3.23× | ||
| Q3 25 | — | -0.14× | ||
| Q2 25 | 4.93× | -6.24× | ||
| Q1 25 | 2.30× | 2.04× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | -2.22× | ||
| Q2 24 | — | -0.41× | ||
| Q1 24 | — | 1.87× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
