US · Technology · Software - Application
EPS came in at 0.52 against a street estimate of 0.49 — a beat of 6.1%.
Analysts rate Clear Secure Inc a buy (4 buy, 1 hold, 1 sell out of 6) with an average price target of $58.17.
CONFIDENT CLEAR delivered 33% bookings growth, 36.4% adjusted EBITDA margins (exceeding 5-year IPO target), and $189M free cash flow (+60% YoY). Strong CLEAR Travel momentum with 8.3M active members; CLEAR1 scaling rapidly with 50%+ sequential growth in new signings and pipeline. Q2 FY26 No geographic breakdown provided. Management noted Canada, Mexico, Western Europe, South America as future international targets; currently serving U.S. network plus organic pickup from 42 visa-waiver countries via TSA partnership. Analysts pressed bookings deceleration (Q3 20.5% vs. Q2 32.8%), Concierge monetization timeline, and CLEAR1 competitive moat. Management emphasized strong fundamentals (retention, acquisition, pricing runway), early Concierge stage, and innovation leadership via new product suite combating AI-driven fraud. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.46% |
| Vanguard Portfolio Management, LLC | 7.55% |
| Vanguard Capital Management, LLC | 4.14% |
| State Street Corp | 3.60% |
| Renaissance Technologies Corp | 3.18% |
| Geode Capital Management, LLC | 2.91% |
| The Goldman Sachs Group Inc | 2.76% |
| Arrowstreet Capital Limited Partnership | 2.61% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $292,850, up from $229,193 in the third quarter of 2025. • Nine-month 2026 revenue was $823,610, u | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $292.9 million, up 27.8% year over year; Total Bookings were $323.5 million, up 24.4%. • Operating income was | 2026-11-04 |
| Charter / bylaws change · Q4 2026 OTHER NOTABLE POINTS • Clear Secure, Inc. adopted Third Amended and Restated By-Laws on October 29, 2026. • The changes expand procedural and inform | 2026-10-30 |
| Board / officer change · Q3 2026 CLEAR SECURE, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Clear Secure, Inc. (NYSE: YOU) • Filing Date: September 16, 2026 • Report Period: | 2026-09-16 |
| Quarterly report · Q2 2026 CLEAR SECURE, INC. – 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (6 months ended June 30, 2026): $530.8 million, up from $430.8 mil | 2026-08-05 |
| Results announced · Q3 2026 CLEAR SECURE, INC. – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $277.8 million, up 26.6% year-over-year • Total Bookings: $295.9 million, | 2026-08-05 |
| Board / officer change · Q3 2026 CLEAR SECURE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 9 to 10 directors • New director receives $480,000 in restricted | 2026-07-30 |
| Material agreement · Q2 2026 CLEAR SECURE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company executed Amendment No. 4 to its Credit Agreement on June 23, 2026 • Reduced total l | 2026-06-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.15 / share ex-date Dec 10, 2026 · pay Dec 24, 2026 | 2026-12-10 |
| Dividend | $0.15 / share ex-date Sep 10, 2026 · pay Sep 24, 2026 | 2026-09-10 |
| Dividend | $0.15 / share ex-date Jun 10, 2026 · pay Jun 24, 2026 | 2026-06-10 |
| Dividend | $0.35 / share ex-date Mar 10, 2026 · pay Mar 24, 2026 | 2026-03-10 |
| Dividend | $0.12 / share ex-date Dec 10, 2025 · pay Dec 24, 2025 | 2025-12-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Clear Secure Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.