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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and Legacy Housing Corp (LEGH). Click either name above to swap in a different company.
Clearfield, Inc. is the larger business by last-quarter revenue ($34.3M vs $25.5M, roughly 1.3× Legacy Housing Corp). Legacy Housing Corp runs the higher net margin — 32.2% vs -1.8%, a 34.0% gap on every dollar of revenue. On growth, Clearfield, Inc. posted the faster year-over-year revenue change (-3.2% vs -30.6%). Legacy Housing Corp produced more free cash flow last quarter ($15.7M vs $-2.4M). Over the past eight quarters, Clearfield, Inc.'s revenue compounded faster (-3.5% CAGR vs -9.1%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
Legacy Housing Corp is a prominent U.S.-based manufacturer of affordable manufactured homes, tiny homes, and accessory dwelling units. It mainly caters to low- and middle-income consumers across North America, providing customizable residential solutions, supporting construction materials, and after-sales services for individual and community development clients.
CLFD vs LEGH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $25.5M |
| Net Profit | $-614.0K | $8.2M |
| Gross Margin | 33.2% | 26.4% |
| Operating Margin | -5.3% | 40.4% |
| Net Margin | -1.8% | 32.2% |
| Revenue YoY | -3.2% | -30.6% |
| Net Profit YoY | 67.8% | -43.5% |
| EPS (diluted) | $-0.04 | $0.38 |
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 | $25.5M | ||
| Q3 25 | $23.4M | $28.8M | ||
| Q2 25 | $49.9M | $38.4M | ||
| Q1 25 | $47.2M | $24.3M | ||
| Q4 24 | $29.7M | $36.7M | ||
| Q3 24 | $5.6M | $30.2M | ||
| Q2 24 | $48.8M | $31.7M | ||
| Q1 24 | $36.9M | $30.8M |
| Q4 25 | $-614.0K | $8.2M | ||
| Q3 25 | $-9.1M | $8.6M | ||
| Q2 25 | $1.6M | $14.7M | ||
| Q1 25 | $1.3M | $10.3M | ||
| Q4 24 | $-1.9M | $14.5M | ||
| Q3 24 | — | $15.8M | ||
| Q2 24 | $-447.0K | $16.2M | ||
| Q1 24 | $-5.9M | $15.1M |
| Q4 25 | 33.2% | 26.4% | ||
| Q3 25 | 53.2% | 20.2% | ||
| Q2 25 | 30.5% | 32.4% | ||
| Q1 25 | 30.1% | 29.2% | ||
| Q4 24 | 29.2% | 27.3% | ||
| Q3 24 | — | 29.2% | ||
| Q2 24 | 21.9% | 31.9% | ||
| Q1 24 | 7.7% | 33.6% |
| Q4 25 | -5.3% | 40.4% | ||
| Q3 25 | 10.3% | 33.7% | ||
| Q2 25 | 3.0% | 43.8% | ||
| Q1 25 | 0.6% | 47.7% | ||
| Q4 24 | -6.9% | 42.3% | ||
| Q3 24 | — | 50.8% | ||
| Q2 24 | -4.7% | 50.6% | ||
| Q1 24 | -26.4% | 54.3% |
| Q4 25 | -1.8% | 32.2% | ||
| Q3 25 | -38.8% | 30.0% | ||
| Q2 25 | 3.2% | 38.3% | ||
| Q1 25 | 2.8% | 42.3% | ||
| Q4 24 | -6.4% | 39.5% | ||
| Q3 24 | — | 52.4% | ||
| Q2 24 | -0.9% | 51.1% | ||
| Q1 24 | -16.0% | 49.1% |
| Q4 25 | $-0.04 | $0.38 | ||
| Q3 25 | $-0.65 | $0.35 | ||
| Q2 25 | $0.11 | $0.60 | ||
| Q1 25 | $0.09 | $0.41 | ||
| Q4 24 | $-0.13 | $0.59 | ||
| Q3 24 | — | $0.64 | ||
| Q2 24 | $-0.04 | $0.65 | ||
| Q1 24 | $-0.40 | $0.60 |
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 | $8.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | $528.6M |
| Total Assets | $268.1M | $580.3M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | $8.5M | ||
| Q3 25 | $106.0M | $13.6M | ||
| Q2 25 | $117.2M | $2.6M | ||
| Q1 25 | $112.0M | $3.4M | ||
| Q4 24 | $113.0M | $1.1M | ||
| Q3 24 | $129.0M | $570.0K | ||
| Q2 24 | $123.8M | $60.0K | ||
| Q1 24 | $142.9M | $621.0K |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $249.7M | $528.6M | ||
| Q3 25 | $256.2M | $521.6M | ||
| Q2 25 | $264.5M | $512.8M | ||
| Q1 25 | $265.9M | $503.7M | ||
| Q4 24 | $267.4M | $494.0M | ||
| Q3 24 | $275.8M | $479.3M | ||
| Q2 24 | $274.6M | $463.2M | ||
| Q1 24 | $279.2M | $450.4M |
| Q4 25 | $268.1M | $580.3M | ||
| Q3 25 | $306.2M | $557.9M | ||
| Q2 25 | $314.7M | $552.0M | ||
| Q1 25 | $310.9M | $544.6M | ||
| Q4 24 | $303.2M | $534.2M | ||
| Q3 24 | $315.3M | $521.4M | ||
| Q2 24 | $318.1M | $514.9M | ||
| Q1 24 | $315.4M | $510.0M |
| 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 | $19.0M |
| Free Cash FlowOCF − Capex | $-2.4M | $15.7M |
| FCF MarginFCF / Revenue | -7.1% | 61.6% |
| Capex IntensityCapex / Revenue | 2.9% | 13.1% |
| Cash ConversionOCF / Net Profit | — | 2.32× |
| TTM Free Cash FlowTrailing 4 quarters | — | $28.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | $19.0M | ||
| Q3 25 | — | $7.2M | ||
| Q2 25 | $7.9M | $6.1M | ||
| Q1 25 | $3.0M | $4.9M | ||
| Q4 24 | $7.2M | $7.9M | ||
| Q3 24 | $22.2M | $13.8M | ||
| Q2 24 | $4.0M | $3.5M | ||
| Q1 24 | $-5.7M | $10.8M |
| Q4 25 | $-2.4M | $15.7M | ||
| Q3 25 | — | $5.1M | ||
| Q2 25 | $7.5M | $3.7M | ||
| Q1 25 | $654.0K | $3.6M | ||
| Q4 24 | $5.1M | $6.0M | ||
| Q3 24 | $18.2M | $9.1M | ||
| Q2 24 | $2.8M | $1.7M | ||
| Q1 24 | $-7.7M | $9.9M |
| Q4 25 | -7.1% | 61.6% | ||
| Q3 25 | — | 17.8% | ||
| Q2 25 | 15.1% | 9.6% | ||
| Q1 25 | 1.4% | 15.0% | ||
| Q4 24 | 17.1% | 16.4% | ||
| Q3 24 | 323.0% | 30.2% | ||
| Q2 24 | 5.8% | 5.4% | ||
| Q1 24 | -20.8% | 32.2% |
| Q4 25 | 2.9% | 13.1% | ||
| Q3 25 | 2.0% | 7.1% | ||
| Q2 25 | 0.8% | 6.2% | ||
| Q1 25 | 5.1% | 5.2% | ||
| Q4 24 | 7.0% | 5.1% | ||
| Q3 24 | 71.4% | 15.6% | ||
| Q2 24 | 2.5% | 5.5% | ||
| Q1 24 | 5.3% | 2.8% |
| Q4 25 | — | 2.32× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | 4.93× | 0.41× | ||
| Q1 25 | 2.30× | 0.48× | ||
| Q4 24 | — | 0.54× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLFD
Segment breakdown not available.
LEGH
| Commercial Sales | $8.6M | 34% |
| Retail Store Sales | $6.0M | 24% |
| Inventory Finance Sales | $5.0M | 20% |
| Direct Sales | $4.4M | 17% |
| Other | $1.5M | 6% |
