Clearfield vs Lantronix
Clearfield reported revenue of $150 million in fiscal 2025, 1.2 times Lantronix's $121 million in fiscal 2026. Clearfield's revenue grew 19.6% in its latest year, and Lantronix's fell 1.6%. Clearfield had an operating margin of 1.4%, against -3.4% at Lantronix. Free cash flow was $22 million at Clearfield and $9 million at Lantronix. Their fiscal years end in different months (September 30 and June 30), so the periods don't line up exactly.
Side by side
| Clearfield | Lantronix | |
|---|---|---|
| Latest fiscal year | FY2025, Sep 30, 2025 | FY2026, Jun 30, 2026 |
| Revenue | $150M | $121M |
| Revenue growth | 19.6% | −1.6% |
| Revenue growth a year, last 5 years | 10.0% | 11.1% |
| Gross margin | 33.7% | 43.8% |
| Operating margin | 1.4% | −3.4% |
| Net margin | −5.4% | −3.5% |
| Free cash flow | $22M | $9M |
| Free cash flow margin | 14.5% | 7.7% |
| Return on capital | — | −5.1% |
| Net debt to EBITDA | — | — |
| Dividends and buybacks | $17M | $0M |
| Change in diluted share count | −4.1% | 4.0% |
| Last close | $28.63 | $5.17 |
| P/E at the last close | — | — |
| Insider trades, last 12 months | bought $300,600, sold $1.2 million | bought $77,700, sold $89,840 |
| Piotroski F-score | — | 7 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
ClearfieldLantronix
Operating margin
Percent of revenue
ClearfieldLantronix
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
ClearfieldLantronix
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Clearfield and Lantronix pages.