Inferra AI / Company / YOU
Clear Secure, Inc.
YOU · Information Technology
Last earnings Aug 5, 2026
Key results
Revenuequarter
$253.0 million
Revenue of $253.0 million was up 19.7% Total Bookings of $291.7 million increased 40.8%
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Operating incomequarter
$62.0 million
Operating income of $62.0 million, representing a 24.5% operating income margin
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Net incomequarter
$56.4 million
Net income of $56.4 million, representing a 22.3% net income margin Adjusted EBITDA of $80.6 million, representing a 31.9% Adjusted EBITDA margin and 720 basis points of year-over-year margin expansion Earnings per Common Share Basic and Diluted of $0.39 and $0.38
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
EPSquarter
31.9%
Net income of $56.4 million, representing a 22.3% net income margin Adjusted EBITDA of $80.6 million, representing a 31.9% Adjusted EBITDA margin and 720 basis points of year-over-year margin expansion Earnings per Common Share Basic and Diluted of $0.39 and $0.38
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Free cash flowquarter
$185.5 million
Free Cash Flow of $185.5 million Operational Achievements Total CLEAR Members grew to 41.0 million, up 31.3% year-over-year and Active CLEAR+ Members grew to 8.2 million, up 13.0% year-over-year 60 CLEAR+ airports, and 277 retail locations with TSA PreCheck Enrollment Provided by CLEAR as of March 31
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Growthquarter
up 31.3%
Free Cash Flow of $185.5 million Operational Achievements Total CLEAR Members grew to 41.0 million, up 31.3% year-over-year and Active CLEAR+ Members grew to 8.2 million, up 13.0% year-over-year 60 CLEAR+ airports, and 277 retail locations with TSA PreCheck Enrollment Provided by CLEAR as of March 31
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Revenue of $268-271 million, representing 22.8% year-over-year growth at the midpoint Second quarter 2026 Total Bookings of $280-285 million, representing 26.7% year-over-year growth at the midpoint
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
AI analysis
Q1 2026 · reported May 6, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $253.0 million | — | — |
| Operating income | $62.0 million | — | — |
| Net income | $56.4 million | — | — |
| EPS | 31.9% | — | — |
| Free cash flow | $185.5 million | — | — |
| Growth | up 31.3% | — | — |
Guidance · company-stated
Direction: raised
No guidance located in the held release
“5% year-over-year growth at the midpoint Full Year 2026 Free Cash Flow guidance increased from at least $465 million to at least $480 million, representing at least 39.”
Cash flow & capex
Capital allocation
Treasury Stock The Company's treasury stock consists of shares repurchased under the Company s share repurchase program that are not retired by the Company s board of directors (the Board ).
Share Repurchases During the six months ended June 30, 2026, the Company repurchased and retired 39,901 shares of its Class A Common Stock for $ 1,238 at an average price of $ 31.02 .
Event summary
CLEAR Announces First Quarter 2026 Financial Results
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Treasury Stock The Company's treasury stock consists of shares repurchased under the Company s share repurchase program that are not retired by the Company s board of directors (the Board ).
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Share Repurchases During the six months ended June 30, 2026, the Company repurchased and retired 39,901 shares of its Class A Common Stock for $ 1,238 at an average price of $ 31.02 .
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
As of June 30, 2026, $ 250,271 remained available under the repurchase authorization.
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
During the six months ended June 30, 2026, the Company repurchased 39,901 shares of its Class A Common Stock.
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
However, there was no excise tax as of June 30, 2026 because the stock issuances were in excess of repurchases.
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Debt In March 2020, the Company entered into a credit agreement for a three-year $ 50,000 revolving credit facility, with a group of lenders (the Credit Agreement ).
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Strategy & priorities
Management views this metric as an important tool to analyze the efficacy of our growth and marketing initiatives as new Members are potentially a current and leading indicator of revenues.
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Cautionary Note Concerning Forward-Looking Statements This release may contain statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to the Company s future financial or business performance, strategies or expectations, and as such are not historical facts.
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
This includes, without limitation, statements regarding the Company s financial position, capital structure, business strategy and plans and objectives of management for future operations, as well as statements regarding business momentum, growth, anticipated demand for our products and services and our business prospects during 2026, as well as expected impacts from our pricing actions, and our guidance for the First quarter and full year 2026.
SEC original ↗Clear Secure, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
We partner with a breadth of organizations, with a particular focus on Healthcare, Workforce and Governmental organizations where high fidelity identity security is paramount to their operational success.
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
In order to increase consistency and comparability in fair value measurements, a fair value hierarchy that prioritizes observable and unobservable inputs is used to measure fair value into three broad levels, which are described below: Level 1 Quoted prices (unadjusted) in active markets that are accessible at the measurement date for identical assets or liabilities.
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Risks & headwinds
Legal Proceedings 37 Item 1A.
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Commitments and Contingencies Litigation From time to time, the Company is involved in various legal proceedings arising in the ordinary course of business.
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Based on the currently available information, the Company does not believe that there are claims or legal proceedings that would have a material adverse effect on the business, or the condensed consolidated financial statements of the Company.
SEC original ↗Clear Secure, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KYOU
Sep 16, 2026
- 8-KYOU
Aug 5, 2026
- 10-QYOU
Aug 5, 2026
- 8-KYOU
Jul 30, 2026
- Q1 2026
- 8-KYOU
Jun 23, 2026
- 8-KYOU
Jun 10, 2026
- 10-QYOU
May 6, 2026
- 8-KYOU
May 6, 2026
- Q4 2025
- 8-KYOU
Mar 19, 2026
- 8-KYOU
Feb 25, 2026
- 10-KYOU
Feb 25, 2026
- Q3 2025
- 8-KYOU
Nov 6, 2025
- 10-QYOU
Nov 6, 2025
- Q2 2025
- 8-KYOU
Aug 5, 2025
- 10-QYOU
Aug 5, 2025
- Q1 2025
- 8-KYOU
Jun 9, 2025
- 8-KYOU
May 8, 2025
- 10-QYOU
May 8, 2025
- Q4 2024
- 8-KYOU
Feb 26, 2025
- 10-KYOU
Feb 26, 2025
- Q3 2024
- 8-KYOU
Nov 7, 2024
- 10-QYOU
Nov 7, 2024
- Q2 2024
- 8-KYOU
Sep 4, 2024
- 8-KYOU
Aug 6, 2024
- 10-QYOU
Aug 6, 2024
- 8-KYOU
Aug 1, 2024
- Q1 2024
- 8-KYOU
Jun 14, 2024
- 8-KYOU
May 8, 2024
- 10-QYOU
May 8, 2024
- Q4 2023
- 8-KYOU
Mar 25, 2024
Earnings releases
3 documentsPresentations
0 documentsNo presentations for Clear Secure, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Clear Secure, Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.