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USTechnology

Clear Secure Inc (YOU)

US · Technology · Software - Application

$40.11-1.38%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$277.8M
Revenue YoY
+26.6%
Net profit
$50.0M
Profit YoY
+102.5%
EPS
$0.49
EPS estimate
$0.40
Net margin
18.0%

EPS came in at 0.49 against a street estimate of 0.40 — a beat of 22.5%.

Key statistics

Market cap
$5.74B
P/E
28.5
Forward P/E
0.0
P/B
21.07
Book value
$1.81
EPS (TTM)
$1.48
Dividend yield
1.30%
52-week high
$68.83
52-week low
$28.93
50-day MA
$49.61
200-day MA
$46.55
Beta
1.02

Analyst view

Analysts rate Clear Secure Inc a hold (3 buy, 4 hold, 1 sell out of 8) with an average price target of $59.67.

From the latest earnings call · 2026-08-05

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.

Shareholding

Insiders
7.32%
Institutions
97.04%

Largest institutional holders

FundStake
BlackRock Inc14.69%
Vanguard Portfolio Management, LLC6.92%
Vanguard Capital Management, LLC3.89%
State Street Corp3.31%
Renaissance Technologies Corp3.26%
The Goldman Sachs Group Inc2.77%
Arrowstreet Capital Limited Partnership2.61%
Geode Capital Management, LLC2.59%

Recent filings & reports

DocumentDate
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
Charter / bylaws change · Q2 2026
CLEAR SECURE, INC. (YOU) – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 10, 2026 • Nine directors elected to Board of Di
2026-06-10
Quarterly report · Q1 2026
CLEAR SECURE, INC. - Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue: $253.0 million (Q1 2026) vs. $211.4 million (Q1 2025) – +19.7%
2026-05-06
Proxy statement · Q2 2026
CLEAR SECURE, INC. — 2026 PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION Caryn Seidman Becker, Chairman and CEO. Specific compensation figures for 2
2026-04-22

Readable in the app.

Corporate actions

ActionDetailDate
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
Dividend$0.12 / share
ex-date Sep 10, 2025 · pay Sep 17, 2025
2025-09-10

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Data updated 2026-09-18.