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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and Inspirato Inc (ISPO). Click either name above to swap in a different company.
Inspirato Inc is the larger business by last-quarter revenue ($55.5M vs $34.3M, roughly 1.6× Clearfield, Inc.). Clearfield, Inc. runs the higher net margin — -1.8% vs -8.1%, a 6.4% gap on every dollar of revenue. On growth, Clearfield, Inc. posted the faster year-over-year revenue change (-3.2% vs -19.6%). Clearfield, Inc. produced more free cash flow last quarter ($-2.4M vs $-3.0M). Over the past eight quarters, Clearfield, Inc.'s revenue compounded faster (-3.5% CAGR vs -11.4%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
Inspirato Inc is a luxury travel and hospitality subscription service provider catering primarily to high-net-worth consumers across North America. It offers curated premium villa rentals, exclusive resort access, customized trip planning, and corporate travel incentive solutions for enterprise clients.
CLFD vs ISPO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $55.5M |
| Net Profit | $-614.0K | $-4.5M |
| Gross Margin | 33.2% | 31.4% |
| Operating Margin | -5.3% | -8.0% |
| Net Margin | -1.8% | -8.1% |
| Revenue YoY | -3.2% | -19.6% |
| Net Profit YoY | 67.8% | -204.4% |
| EPS (diluted) | $-0.04 | $-0.36 |
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 | — | ||
| Q3 25 | $23.4M | $55.5M | ||
| Q2 25 | $49.9M | $63.1M | ||
| Q1 25 | $47.2M | $65.9M | ||
| Q4 24 | $29.7M | $63.1M | ||
| Q3 24 | $5.6M | $69.1M | ||
| Q2 24 | $48.8M | $67.4M | ||
| Q1 24 | $36.9M | $80.2M |
| Q4 25 | $-614.0K | — | ||
| Q3 25 | $-9.1M | $-4.5M | ||
| Q2 25 | $1.6M | $-5.3M | ||
| Q1 25 | $1.3M | $1.6M | ||
| Q4 24 | $-1.9M | $-2.3M | ||
| Q3 24 | — | $4.3M | ||
| Q2 24 | $-447.0K | $-8.7M | ||
| Q1 24 | $-5.9M | $1.3M |
| Q4 25 | 33.2% | — | ||
| Q3 25 | 53.2% | 31.4% | ||
| Q2 25 | 30.5% | 27.5% | ||
| Q1 25 | 30.1% | 38.8% | ||
| Q4 24 | 29.2% | 34.7% | ||
| Q3 24 | — | 71.5% | ||
| Q2 24 | 21.9% | 24.0% | ||
| Q1 24 | 7.7% | 39.5% |
| Q4 25 | -5.3% | — | ||
| Q3 25 | 10.3% | -8.0% | ||
| Q2 25 | 3.0% | -8.3% | ||
| Q1 25 | 0.6% | 2.5% | ||
| Q4 24 | -6.9% | -3.2% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | -4.7% | -22.8% | ||
| Q1 24 | -26.4% | 3.0% |
| Q4 25 | -1.8% | — | ||
| Q3 25 | -38.8% | -8.1% | ||
| Q2 25 | 3.2% | -8.4% | ||
| Q1 25 | 2.8% | 2.5% | ||
| Q4 24 | -6.4% | -3.6% | ||
| Q3 24 | — | 6.3% | ||
| Q2 24 | -0.9% | -12.9% | ||
| Q1 24 | -16.0% | 1.6% |
| Q4 25 | $-0.04 | — | ||
| Q3 25 | $-0.65 | $-0.36 | ||
| Q2 25 | $0.11 | $-0.42 | ||
| Q1 25 | $0.09 | $0.12 | ||
| Q4 24 | $-0.13 | $0.98 | ||
| Q3 24 | — | $0.62 | ||
| Q2 24 | $-0.04 | $-2.33 | ||
| Q1 24 | $-0.40 | $-0.18 |
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 | $13.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | $-134.0M |
| Total Assets | $268.1M | $228.3M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | — | ||
| Q3 25 | $106.0M | $13.7M | ||
| Q2 25 | $117.2M | $16.7M | ||
| Q1 25 | $112.0M | $16.4M | ||
| Q4 24 | $113.0M | $21.8M | ||
| Q3 24 | $129.0M | $13.5M | ||
| Q2 24 | $123.8M | $18.8M | ||
| Q1 24 | $142.9M | $22.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $249.7M | — | ||
| Q3 25 | $256.2M | $-134.0M | ||
| Q2 25 | $264.5M | $-129.7M | ||
| Q1 25 | $265.9M | $-125.2M | ||
| Q4 24 | $267.4M | $-129.9M | ||
| Q3 24 | $275.8M | $-134.6M | ||
| Q2 24 | $274.6M | $-35.2M | ||
| Q1 24 | $279.2M | $-27.5M |
| Q4 25 | $268.1M | — | ||
| Q3 25 | $306.2M | $228.3M | ||
| Q2 25 | $314.7M | $252.6M | ||
| Q1 25 | $310.9M | $270.1M | ||
| Q4 24 | $303.2M | $273.9M | ||
| Q3 24 | $315.3M | $273.3M | ||
| Q2 24 | $318.1M | $301.7M | ||
| Q1 24 | $315.4M | $313.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | — | ||
| 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 | $-2.2M |
| Free Cash FlowOCF − Capex | $-2.4M | $-3.0M |
| FCF MarginFCF / Revenue | -7.1% | -5.4% |
| Capex IntensityCapex / Revenue | 2.9% | 1.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-31.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | — | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | $7.9M | $1.1M | ||
| Q1 25 | $3.0M | $-6.6M | ||
| Q4 24 | $7.2M | $-15.8M | ||
| Q3 24 | $22.2M | $-13.7M | ||
| Q2 24 | $4.0M | $-1.8M | ||
| Q1 24 | $-5.7M | $-7.2M |
| Q4 25 | $-2.4M | — | ||
| Q3 25 | — | $-3.0M | ||
| Q2 25 | $7.5M | $468.0K | ||
| Q1 25 | $654.0K | $-7.5M | ||
| Q4 24 | $5.1M | $-21.2M | ||
| Q3 24 | $18.2M | $-14.8M | ||
| Q2 24 | $2.8M | $-3.7M | ||
| Q1 24 | $-7.7M | $-8.5M |
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | -5.4% | ||
| Q2 25 | 15.1% | 0.7% | ||
| Q1 25 | 1.4% | -11.4% | ||
| Q4 24 | 17.1% | -33.7% | ||
| Q3 24 | 323.0% | -21.5% | ||
| Q2 24 | 5.8% | -5.5% | ||
| Q1 24 | -20.8% | -10.6% |
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.0% | 1.4% | ||
| Q2 25 | 0.8% | 1.0% | ||
| Q1 25 | 5.1% | 1.3% | ||
| Q4 24 | 7.0% | 8.7% | ||
| Q3 24 | 71.4% | 1.6% | ||
| Q2 24 | 2.5% | 2.8% | ||
| Q1 24 | 5.3% | 1.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | -4.09× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -3.16× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -5.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLFD
Segment breakdown not available.
ISPO
| Residence And Hotel Travel | $25.9M | 47% |
| Subscription | $19.4M | 35% |
| Experiences And Bespoke Travel | $8.0M | 14% |
| Rewards And Other Revenue | $2.3M | 4% |
