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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and NACCO INDUSTRIES INC (NC). Click either name above to swap in a different company.
NACCO INDUSTRIES INC is the larger business by last-quarter revenue ($62.8M vs $34.3M, roughly 1.8× Clearfield, Inc.). NACCO INDUSTRIES INC runs the higher net margin — 14.1% vs -1.8%, a 15.9% gap on every dollar of revenue. On growth, Clearfield, Inc. posted the faster year-over-year revenue change (-3.2% vs -4.3%). Over the past eight quarters, NACCO INDUSTRIES INC's revenue compounded faster (9.5% CAGR vs -3.5%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
NACCO Industries, Inc. is an American publicly traded holding company, headquartered in Cleveland, Ohio. Through a portfolio of mining and natural resources businesses, the company operates under three business segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies and an activated carbon producer pursuant to a service-based business model. The North American Mining se...
CLFD vs NC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $62.8M |
| Net Profit | $-614.0K | $8.8M |
| Gross Margin | 33.2% | 22.8% |
| Operating Margin | -5.3% | 17.5% |
| Net Margin | -1.8% | 14.1% |
| Revenue YoY | -3.2% | -4.3% |
| Net Profit YoY | 67.8% | 80.0% |
| EPS (diluted) | $-0.04 | $1.17 |
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.
| Q1 26 | — | $62.8M | ||
| Q4 25 | $34.3M | $66.8M | ||
| Q3 25 | $23.4M | $76.6M | ||
| Q2 25 | $49.9M | $68.2M | ||
| Q1 25 | $47.2M | $65.6M | ||
| Q4 24 | $29.7M | $70.4M | ||
| Q3 24 | $5.6M | $61.7M | ||
| Q2 24 | $48.8M | $52.3M |
| Q1 26 | — | $8.8M | ||
| Q4 25 | $-614.0K | $-3.8M | ||
| Q3 25 | $-9.1M | $13.3M | ||
| Q2 25 | $1.6M | $3.3M | ||
| Q1 25 | $1.3M | $4.9M | ||
| Q4 24 | $-1.9M | $7.6M | ||
| Q3 24 | — | $15.6M | ||
| Q2 24 | $-447.0K | $6.0M |
| Q1 26 | — | 22.8% | ||
| Q4 25 | 33.2% | 18.0% | ||
| Q3 25 | 53.2% | 13.0% | ||
| Q2 25 | 30.5% | 10.0% | ||
| Q1 25 | 30.1% | 14.7% | ||
| Q4 24 | 29.2% | 12.0% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | 21.9% | 13.4% |
| Q1 26 | — | 17.5% | ||
| Q4 25 | -5.3% | 11.3% | ||
| Q3 25 | 10.3% | 8.8% | ||
| Q2 25 | 3.0% | -0.1% | ||
| Q1 25 | 0.6% | 11.7% | ||
| Q4 24 | -6.9% | 5.5% | ||
| Q3 24 | — | 31.9% | ||
| Q2 24 | -4.7% | 14.1% |
| Q1 26 | — | 14.1% | ||
| Q4 25 | -1.8% | -5.8% | ||
| Q3 25 | -38.8% | 17.3% | ||
| Q2 25 | 3.2% | 4.8% | ||
| Q1 25 | 2.8% | 7.5% | ||
| Q4 24 | -6.4% | 10.7% | ||
| Q3 24 | — | 25.4% | ||
| Q2 24 | -0.9% | 11.4% |
| Q1 26 | — | $1.17 | ||
| Q4 25 | $-0.04 | $-0.53 | ||
| Q3 25 | $-0.65 | $1.78 | ||
| Q2 25 | $0.11 | $0.44 | ||
| Q1 25 | $0.09 | $0.66 | ||
| Q4 24 | $-0.13 | $0.99 | ||
| Q3 24 | — | $2.14 | ||
| Q2 24 | $-0.04 | $0.81 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | — |
| Total Assets | $268.1M | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $96.4M | $49.7M | ||
| Q3 25 | $106.0M | $52.7M | ||
| Q2 25 | $117.2M | $49.4M | ||
| Q1 25 | $112.0M | $61.9M | ||
| Q4 24 | $113.0M | $72.8M | ||
| Q3 24 | $129.0M | $63.1M | ||
| Q2 24 | $123.8M | $62.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $100.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $99.4M | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | $29.0M |
| Q1 26 | — | — | ||
| Q4 25 | $249.7M | $429.2M | ||
| Q3 25 | $256.2M | $426.4M | ||
| Q2 25 | $264.5M | $413.1M | ||
| Q1 25 | $265.9M | $409.1M | ||
| Q4 24 | $267.4M | $404.9M | ||
| Q3 24 | $275.8M | $397.3M | ||
| Q2 24 | $274.6M | $384.1M |
| Q1 26 | — | — | ||
| Q4 25 | $268.1M | $661.2M | ||
| Q3 25 | $306.2M | $637.6M | ||
| Q2 25 | $314.7M | $631.3M | ||
| Q1 25 | $310.9M | $634.2M | ||
| Q4 24 | $303.2M | $631.7M | ||
| Q3 24 | $315.3M | $597.4M | ||
| Q2 24 | $318.1M | $560.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | 0.08× |
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 | — |
| Free Cash FlowOCF − Capex | $-2.4M | — |
| FCF MarginFCF / Revenue | -7.1% | — |
| Capex IntensityCapex / Revenue | 2.9% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-1.4M | $11.4M | ||
| Q3 25 | — | $42.3M | ||
| Q2 25 | $7.9M | $-7.8M | ||
| Q1 25 | $3.0M | $5.0M | ||
| Q4 24 | $7.2M | $25.2M | ||
| Q3 24 | $22.2M | $2.8M | ||
| Q2 24 | $4.0M | $4.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $7.5M | — | ||
| Q1 25 | $654.0K | — | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $18.2M | — | ||
| Q2 24 | $2.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 323.0% | — | ||
| Q2 24 | 5.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 71.4% | — | ||
| Q2 24 | 2.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.19× | ||
| Q2 25 | 4.93× | -2.39× | ||
| Q1 25 | 2.30× | 1.03× | ||
| Q4 24 | — | 3.33× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
