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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and MACROGENICS INC (MGNX). Click either name above to swap in a different company.
MACROGENICS INC is the larger business by last-quarter revenue ($41.2M vs $34.3M, roughly 1.2× Clearfield, Inc.). On growth, MACROGENICS INC posted the faster year-over-year revenue change (113.0% vs -3.2%). MACROGENICS INC produced more free cash flow last quarter ($42.8M vs $-2.4M). Over the past eight quarters, MACROGENICS INC's revenue compounded faster (112.8% CAGR vs -3.5%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
MacroGenics Inc is a clinical-stage biopharmaceutical firm specializing in the research and development of novel immunotherapies for cancer and autoimmune disorders. Its core product pipeline centers on monoclonal antibody-based treatments, with key programs targeting solid tumors and hematological malignancies, supported by partnerships with global pharmaceutical partners.
CLFD vs MGNX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $41.2M |
| Net Profit | $-614.0K | — |
| Gross Margin | 33.2% | — |
| Operating Margin | -5.3% | -29.3% |
| Net Margin | -1.8% | — |
| Revenue YoY | -3.2% | 113.0% |
| Net Profit YoY | 67.8% | — |
| 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 | $41.2M | ||
| Q3 25 | $23.4M | $72.8M | ||
| Q2 25 | $49.9M | $22.2M | ||
| Q1 25 | $47.2M | $13.2M | ||
| Q4 24 | $29.7M | $19.4M | ||
| Q3 24 | $5.6M | $110.7M | ||
| Q2 24 | $48.8M | $10.8M | ||
| Q1 24 | $36.9M | $9.1M |
| Q4 25 | $-614.0K | — | ||
| Q3 25 | $-9.1M | $16.8M | ||
| Q2 25 | $1.6M | $-36.3M | ||
| Q1 25 | $1.3M | $-41.0M | ||
| Q4 24 | $-1.9M | — | ||
| Q3 24 | — | $56.3M | ||
| Q2 24 | $-447.0K | $-55.7M | ||
| Q1 24 | $-5.9M | $-52.2M |
| Q4 25 | 33.2% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 30.1% | — | ||
| Q4 24 | 29.2% | 98.8% | ||
| Q3 24 | — | 99.8% | ||
| Q2 24 | 21.9% | 98.4% | ||
| Q1 24 | 7.7% | 97.0% |
| Q4 25 | -5.3% | -29.3% | ||
| Q3 25 | 10.3% | 25.6% | ||
| Q2 25 | 3.0% | -165.3% | ||
| Q1 25 | 0.6% | -323.1% | ||
| Q4 24 | -6.9% | -273.0% | ||
| Q3 24 | — | 48.9% | ||
| Q2 24 | -4.7% | -538.9% | ||
| Q1 24 | -26.4% | -590.4% |
| Q4 25 | -1.8% | — | ||
| Q3 25 | -38.8% | 23.1% | ||
| Q2 25 | 3.2% | -163.0% | ||
| Q1 25 | 2.8% | -311.1% | ||
| Q4 24 | -6.4% | — | ||
| Q3 24 | — | 50.9% | ||
| Q2 24 | -0.9% | -515.6% | ||
| Q1 24 | -16.0% | -573.3% |
| Q4 25 | $-0.04 | $-0.23 | ||
| Q3 25 | $-0.65 | $0.27 | ||
| Q2 25 | $0.11 | $-0.57 | ||
| Q1 25 | $0.09 | $-0.65 | ||
| Q4 24 | $-0.13 | $-0.24 | ||
| Q3 24 | — | $0.90 | ||
| Q2 24 | $-0.04 | $-0.89 | ||
| Q1 24 | $-0.40 | $-0.84 |
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 | $57.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | $55.6M |
| Total Assets | $268.1M | $256.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | $57.2M | ||
| Q3 25 | $106.0M | $80.1M | ||
| Q2 25 | $117.2M | $130.7M | ||
| Q1 25 | $112.0M | $145.6M | ||
| Q4 24 | $113.0M | $182.8M | ||
| Q3 24 | $129.0M | $179.6M | ||
| Q2 24 | $123.8M | $83.9M | ||
| Q1 24 | $142.9M | $80.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $249.7M | $55.6M | ||
| Q3 25 | $256.2M | $67.0M | ||
| Q2 25 | $264.5M | $46.6M | ||
| Q1 25 | $265.9M | $79.1M | ||
| Q4 24 | $267.4M | $116.1M | ||
| Q3 24 | $275.8M | $120.1M | ||
| Q2 24 | $274.6M | $57.8M | ||
| Q1 24 | $279.2M | $106.2M |
| Q4 25 | $268.1M | $256.8M | ||
| Q3 25 | $306.2M | $270.8M | ||
| Q2 25 | $314.7M | $245.4M | ||
| Q1 25 | $310.9M | $224.6M | ||
| Q4 24 | $303.2M | $261.7M | ||
| Q3 24 | $315.3M | $264.5M | ||
| Q2 24 | $318.1M | $201.1M | ||
| Q1 24 | $315.4M | $248.3M |
| 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 | $43.0M |
| Free Cash FlowOCF − Capex | $-2.4M | $42.8M |
| FCF MarginFCF / Revenue | -7.1% | 103.8% |
| Capex IntensityCapex / Revenue | 2.9% | 0.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-83.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | $43.0M | ||
| Q3 25 | — | $-30.2M | ||
| Q2 25 | $7.9M | $-47.0M | ||
| Q1 25 | $3.0M | $-46.9M | ||
| Q4 24 | $7.2M | $-38.4M | ||
| Q3 24 | $22.2M | $60.2M | ||
| Q2 24 | $4.0M | $-44.5M | ||
| Q1 24 | $-5.7M | $-45.6M |
| Q4 25 | $-2.4M | $42.8M | ||
| Q3 25 | — | $-30.6M | ||
| Q2 25 | $7.5M | $-47.7M | ||
| Q1 25 | $654.0K | $-47.4M | ||
| Q4 24 | $5.1M | $-39.0M | ||
| Q3 24 | $18.2M | $59.6M | ||
| Q2 24 | $2.8M | $-45.5M | ||
| Q1 24 | $-7.7M | $-47.1M |
| Q4 25 | -7.1% | 103.8% | ||
| Q3 25 | — | -42.0% | ||
| Q2 25 | 15.1% | -214.5% | ||
| Q1 25 | 1.4% | -359.5% | ||
| Q4 24 | 17.1% | -201.7% | ||
| Q3 24 | 323.0% | 53.8% | ||
| Q2 24 | 5.8% | -421.6% | ||
| Q1 24 | -20.8% | -517.4% |
| Q4 25 | 2.9% | 0.6% | ||
| Q3 25 | 2.0% | 0.6% | ||
| Q2 25 | 0.8% | 3.2% | ||
| Q1 25 | 5.1% | 4.0% | ||
| Q4 24 | 7.0% | 3.2% | ||
| Q3 24 | 71.4% | 0.5% | ||
| Q2 24 | 2.5% | 9.6% | ||
| Q1 24 | 5.3% | 16.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | -1.79× | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLFD
Segment breakdown not available.
MGNX
| Revenue From Collaborative Agreements | $20.3M | 49% |
| Contract Manufacturing | $11.3M | 27% |
| Other | $9.7M | 23% |
