vs
Side-by-side financial comparison of Clearfield, Inc. (CLFD) and Owlet, Inc. (OWLT). Click either name above to swap in a different company.
Clearfield, Inc. is the larger business by last-quarter revenue ($34.3M vs $26.6M, roughly 1.3× Owlet, Inc.). Clearfield, Inc. runs the higher net margin — -1.8% vs -34.6%, a 32.8% gap on every dollar of revenue. On growth, Owlet, Inc. posted the faster year-over-year revenue change (29.6% vs -3.2%). Owlet, Inc. produced more free cash flow last quarter ($-651.0K vs $-2.4M). Over the past eight quarters, Owlet, Inc.'s revenue compounded faster (34.2% CAGR vs -3.5%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
Owlet, Inc. is a pediatric health technology firm that develops smart wearable monitoring products for infants, most notably its signature smart sock that tracks real-time heart rate, oxygen levels, and sleep metrics. It serves global consumer markets across North America, Europe, and Asia-Pacific, distributing products via direct-to-consumer e-commerce and partnered retail outlets, focused on supporting parental peace of mind and infant health safety.
CLFD vs OWLT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $26.6M |
| Net Profit | $-614.0K | $-9.2M |
| Gross Margin | 33.2% | 47.6% |
| Operating Margin | -5.3% | -18.4% |
| Net Margin | -1.8% | -34.6% |
| Revenue YoY | -3.2% | 29.6% |
| Net Profit YoY | 67.8% | -1.5% |
| EPS (diluted) | $-0.04 | — |
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 | $26.6M | ||
| Q3 25 | $23.4M | $32.0M | ||
| Q2 25 | $49.9M | $26.1M | ||
| Q1 25 | $47.2M | $21.1M | ||
| Q4 24 | $29.7M | $20.5M | ||
| Q3 24 | $5.6M | $22.1M | ||
| Q2 24 | $48.8M | $20.7M | ||
| Q1 24 | $36.9M | $14.8M |
| Q4 25 | $-614.0K | $-9.2M | ||
| Q3 25 | $-9.1M | $4.1M | ||
| Q2 25 | $1.6M | $-37.6M | ||
| Q1 25 | $1.3M | $3.0M | ||
| Q4 24 | $-1.9M | $-9.1M | ||
| Q3 24 | — | $-5.6M | ||
| Q2 24 | $-447.0K | $-1.1M | ||
| Q1 24 | $-5.9M | $3.3M |
| Q4 25 | 33.2% | 47.6% | ||
| Q3 25 | 53.2% | 50.6% | ||
| Q2 25 | 30.5% | 51.3% | ||
| Q1 25 | 30.1% | 53.7% | ||
| Q4 24 | 29.2% | 53.5% | ||
| Q3 24 | — | 52.2% | ||
| Q2 24 | 21.9% | 49.5% | ||
| Q1 24 | 7.7% | 44.4% |
| Q4 25 | -5.3% | -18.4% | ||
| Q3 25 | 10.3% | 3.8% | ||
| Q2 25 | 3.0% | -7.4% | ||
| Q1 25 | 0.6% | -12.7% | ||
| Q4 24 | -6.9% | -36.2% | ||
| Q3 24 | — | -21.8% | ||
| Q2 24 | -4.7% | -10.8% | ||
| Q1 24 | -26.4% | -39.0% |
| Q4 25 | -1.8% | -34.6% | ||
| Q3 25 | -38.8% | 12.9% | ||
| Q2 25 | 3.2% | -144.4% | ||
| Q1 25 | 2.8% | 14.3% | ||
| Q4 24 | -6.4% | -44.2% | ||
| Q3 24 | — | -25.4% | ||
| Q2 24 | -0.9% | -5.5% | ||
| Q1 24 | -16.0% | 22.2% |
| Q4 25 | $-0.04 | — | ||
| Q3 25 | $-0.65 | $-0.06 | ||
| Q2 25 | $0.11 | $-2.37 | ||
| Q1 25 | $0.09 | $0.11 | ||
| Q4 24 | $-0.13 | $-0.15 | ||
| Q3 24 | — | $-0.61 | ||
| Q2 24 | $-0.04 | $-0.30 | ||
| Q1 24 | $-0.40 | $-0.51 |
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 | $35.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | $19.0M |
| Total Assets | $268.1M | $85.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | $35.5M | ||
| Q3 25 | $106.0M | $23.8M | ||
| Q2 25 | $117.2M | $21.8M | ||
| Q1 25 | $112.0M | $16.3M | ||
| Q4 24 | $113.0M | $20.2M | ||
| Q3 24 | $129.0M | $21.6M | ||
| Q2 24 | $123.8M | $15.4M | ||
| Q1 24 | $142.9M | $18.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | $2.1M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | $249.7M | $19.0M | ||
| Q3 25 | $256.2M | $-54.1M | ||
| Q2 25 | $264.5M | $-59.2M | ||
| Q1 25 | $265.9M | $-25.8M | ||
| Q4 24 | $267.4M | $-29.8M | ||
| Q3 24 | $275.8M | $-21.5M | ||
| Q2 24 | $274.6M | $-33.4M | ||
| Q1 24 | $279.2M | $-32.9M |
| Q4 25 | $268.1M | $85.6M | ||
| Q3 25 | $306.2M | $74.9M | ||
| Q2 25 | $314.7M | $63.5M | ||
| Q1 25 | $310.9M | $51.4M | ||
| Q4 24 | $303.2M | $49.5M | ||
| Q3 24 | $315.3M | $56.1M | ||
| Q2 24 | $318.1M | $45.9M | ||
| Q1 24 | $315.4M | $43.8M |
| 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 | $-452.0K |
| Free Cash FlowOCF − Capex | $-2.4M | $-651.0K |
| FCF MarginFCF / Revenue | -7.1% | -2.5% |
| Capex IntensityCapex / Revenue | 2.9% | 0.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-11.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | $-452.0K | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | $7.9M | $-2.2M | ||
| Q1 25 | $3.0M | $-5.9M | ||
| Q4 24 | $7.2M | $3.0M | ||
| Q3 24 | $22.2M | $-7.5M | ||
| Q2 24 | $4.0M | $-3.4M | ||
| Q1 24 | $-5.7M | $-3.4M |
| Q4 25 | $-2.4M | $-651.0K | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | $7.5M | $-2.3M | ||
| Q1 25 | $654.0K | $-5.9M | ||
| Q4 24 | $5.1M | $3.0M | ||
| Q3 24 | $18.2M | $-7.5M | ||
| Q2 24 | $2.8M | $-3.4M | ||
| Q1 24 | $-7.7M | — |
| Q4 25 | -7.1% | -2.5% | ||
| Q3 25 | — | -6.8% | ||
| Q2 25 | 15.1% | -8.8% | ||
| Q1 25 | 1.4% | -28.1% | ||
| Q4 24 | 17.1% | 14.5% | ||
| Q3 24 | 323.0% | -33.9% | ||
| Q2 24 | 5.8% | -16.3% | ||
| Q1 24 | -20.8% | — |
| Q4 25 | 2.9% | 0.7% | ||
| Q3 25 | 2.0% | 0.0% | ||
| Q2 25 | 0.8% | 0.2% | ||
| Q1 25 | 5.1% | 0.0% | ||
| Q4 24 | 7.0% | 0.2% | ||
| Q3 24 | 71.4% | 0.0% | ||
| Q2 24 | 2.5% | 0.0% | ||
| Q1 24 | 5.3% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | -0.52× | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | -1.96× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLFD
Segment breakdown not available.
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
