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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and Montauk Renewables, Inc. (MNTK). Click either name above to swap in a different company.
Montauk Renewables, Inc. is the larger business by last-quarter revenue ($43.4M vs $34.3M, roughly 1.3× Clearfield, Inc.). Montauk Renewables, Inc. runs the higher net margin — 5.7% vs -1.8%, a 7.5% gap on every dollar of revenue. On growth, Montauk Renewables, Inc. posted the faster year-over-year revenue change (56.7% vs -3.2%). Clearfield, Inc. produced more free cash flow last quarter ($-2.4M vs $-41.1M). Over the past eight quarters, Montauk Renewables, Inc.'s revenue compounded faster (5.8% CAGR vs -3.5%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
Montauk Renewables, Inc. is a US-based renewable energy firm specializing in capturing and converting biogenic methane from landfills and agricultural waste into renewable natural gas (RNG) and low-carbon electricity. It serves utility, commercial, and industrial customers across North America, with operations focused on advancing decarbonization and sustainable energy transition goals.
CLFD vs MNTK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $43.4M |
| Net Profit | $-614.0K | $2.5M |
| Gross Margin | 33.2% | — |
| Operating Margin | -5.3% | -3.8% |
| Net Margin | -1.8% | 5.7% |
| Revenue YoY | -3.2% | 56.7% |
| Net Profit YoY | 67.8% | 129.5% |
| EPS (diluted) | $-0.04 | $0.01 |
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 | $43.4M | ||
| Q3 25 | $23.4M | $45.3M | ||
| Q2 25 | $49.9M | $45.1M | ||
| Q1 25 | $47.2M | $42.6M | ||
| Q4 24 | $29.7M | $27.7M | ||
| Q3 24 | $5.6M | $65.9M | ||
| Q2 24 | $48.8M | $43.3M | ||
| Q1 24 | $36.9M | $38.8M |
| Q4 25 | $-614.0K | $2.5M | ||
| Q3 25 | $-9.1M | $5.2M | ||
| Q2 25 | $1.6M | $-5.5M | ||
| Q1 25 | $1.3M | $-464.0K | ||
| Q4 24 | $-1.9M | $-8.5M | ||
| Q3 24 | — | $17.0M | ||
| Q2 24 | $-447.0K | $-712.0K | ||
| Q1 24 | $-5.9M | $1.9M |
| Q4 25 | 33.2% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 30.1% | — | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | — | 43.8% | ||
| Q2 24 | 21.9% | 15.6% | ||
| Q1 24 | 7.7% | 22.8% |
| Q4 25 | -5.3% | -3.8% | ||
| Q3 25 | 10.3% | 9.8% | ||
| Q2 25 | 3.0% | -5.2% | ||
| Q1 25 | 0.6% | 1.0% | ||
| Q4 24 | -6.9% | -35.5% | ||
| Q3 24 | — | 34.4% | ||
| Q2 24 | -4.7% | 2.0% | ||
| Q1 24 | -26.4% | 6.1% |
| Q4 25 | -1.8% | 5.7% | ||
| Q3 25 | -38.8% | 11.5% | ||
| Q2 25 | 3.2% | -12.2% | ||
| Q1 25 | 2.8% | -1.1% | ||
| Q4 24 | -6.4% | -30.5% | ||
| Q3 24 | — | 25.9% | ||
| Q2 24 | -0.9% | -1.6% | ||
| Q1 24 | -16.0% | 4.8% |
| Q4 25 | $-0.04 | $0.01 | ||
| Q3 25 | $-0.65 | $0.04 | ||
| Q2 25 | $0.11 | $-0.04 | ||
| Q1 25 | $0.09 | $0.00 | ||
| Q4 24 | $-0.13 | $-0.05 | ||
| Q3 24 | — | $0.12 | ||
| Q2 24 | $-0.04 | $-0.01 | ||
| Q1 24 | $-0.40 | $0.01 |
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 | $23.8M |
| Total DebtLower is stronger | — | $126.0M |
| Stockholders' EquityBook value | $249.7M | $263.1M |
| Total Assets | $268.1M | $435.5M |
| Debt / EquityLower = less leverage | — | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | $23.8M | ||
| Q3 25 | $106.0M | $6.8M | ||
| Q2 25 | $117.2M | $29.1M | ||
| Q1 25 | $112.0M | $40.1M | ||
| Q4 24 | $113.0M | $45.6M | ||
| Q3 24 | $129.0M | $55.0M | ||
| Q2 24 | $123.8M | $42.3M | ||
| Q1 24 | $142.9M | $63.3M |
| Q4 25 | — | $126.0M | ||
| Q3 25 | — | $54.9M | ||
| Q2 25 | — | $57.8M | ||
| Q1 25 | — | $40.8M | ||
| Q4 24 | — | $43.8M | ||
| Q3 24 | $2.2M | $46.7M | ||
| Q2 24 | $2.1M | $49.7M | ||
| Q1 24 | — | $52.7M |
| Q4 25 | $249.7M | $263.1M | ||
| Q3 25 | $256.2M | $260.7M | ||
| Q2 25 | $264.5M | $254.7M | ||
| Q1 25 | $265.9M | $258.2M | ||
| Q4 24 | $267.4M | $257.4M | ||
| Q3 24 | $275.8M | $275.3M | ||
| Q2 24 | $274.6M | $255.3M | ||
| Q1 24 | $279.2M | $254.3M |
| Q4 25 | $268.1M | $435.5M | ||
| Q3 25 | $306.2M | $383.3M | ||
| Q2 25 | $314.7M | $382.5M | ||
| Q1 25 | $310.9M | $354.2M | ||
| Q4 24 | $303.2M | $349.0M | ||
| Q3 24 | $315.3M | $374.1M | ||
| Q2 24 | $318.1M | $362.0M | ||
| Q1 24 | $315.4M | $354.7M |
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.17× | ||
| Q3 24 | 0.01× | 0.17× | ||
| Q2 24 | 0.01× | 0.19× | ||
| Q1 24 | — | 0.21× |
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 | $337.0K |
| Free Cash FlowOCF − Capex | $-2.4M | $-41.1M |
| FCF MarginFCF / Revenue | -7.1% | -94.7% |
| Capex IntensityCapex / Revenue | 2.9% | 95.5% |
| Cash ConversionOCF / Net Profit | — | 0.14× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-86.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | $337.0K | ||
| Q3 25 | — | $12.7M | ||
| Q2 25 | $7.9M | $8.2M | ||
| Q1 25 | $3.0M | $9.1M | ||
| Q4 24 | $7.2M | $724.0K | ||
| Q3 24 | $22.2M | $28.6M | ||
| Q2 24 | $4.0M | $193.0K | ||
| Q1 24 | $-5.7M | $14.3M |
| Q4 25 | $-2.4M | $-41.1M | ||
| Q3 25 | — | $-17.2M | ||
| Q2 25 | $7.5M | $-25.5M | ||
| Q1 25 | $654.0K | $-2.5M | ||
| Q4 24 | $5.1M | $-8.3M | ||
| Q3 24 | $18.2M | $16.0M | ||
| Q2 24 | $2.8M | $-18.6M | ||
| Q1 24 | $-7.7M | $-7.7M |
| Q4 25 | -7.1% | -94.7% | ||
| Q3 25 | — | -37.9% | ||
| Q2 25 | 15.1% | -56.4% | ||
| Q1 25 | 1.4% | -5.8% | ||
| Q4 24 | 17.1% | -29.8% | ||
| Q3 24 | 323.0% | 24.3% | ||
| Q2 24 | 5.8% | -42.9% | ||
| Q1 24 | -20.8% | -19.8% |
| Q4 25 | 2.9% | 95.5% | ||
| Q3 25 | 2.0% | 65.9% | ||
| Q2 25 | 0.8% | 74.6% | ||
| Q1 25 | 5.1% | 27.3% | ||
| Q4 24 | 7.0% | 32.5% | ||
| Q3 24 | 71.4% | 19.1% | ||
| Q2 24 | 2.5% | 43.3% | ||
| Q1 24 | 5.3% | 56.7% |
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 2.43× | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.68× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 7.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLFD
Segment breakdown not available.
MNTK
| Natural Gas Environmental Attributes | $28.1M | 65% |
| Natural Gas Commodity | $10.7M | 25% |
| Electric Commodity | $2.7M | 6% |
| Electric Environmental Attributes | $2.0M | 5% |
