Clear Secure, Inc. (YOU) Q3 2026 Earnings Call Transcript

Clear Secure, Inc. (YOU) Q3 2026 Earnings Call Transcript

Seeking Alpha • 18 hours ago

CLEAR Announces Third Quarter 2026 Financial Results

NEW YORK, Nov. 4, 2026 /PRNewswire/ -- Clear Secure, Inc. (NYSE: YOU), the secure identity company, has released financial results for the third quarter 2026 on its Investor Relations website at https://ir.clearme.com. Third Quarter Financial Highlights (percentage change is expressed as year-over-year, unless otherwise specified) Revenue of $292.9 million was up 27.8%; Total Bookings of $323.5 million increased 24.4% Operating income of $82.9 million, representing a 28.3% operating income margin Net income of $75.3 million, representing a 25.7% net income margin and 600 basis points of year-over-year margin expansion Adjusted EBITDA of $103.9 million, representing a 35.5% Adjusted EBITDA margin and 490 basis points of year-over-year margin expansion Earnings per Common Share Basic and Diluted of $0.53 and $0.52, respectively Net cash used in operating activities of $(98.6) million; Free Cash Flow of $(103.8) million; both figures reflect the approximately $315 million settlement of our accrued partnership liabilities Operational Achievements Total CLEAR Members grew to 46.7 million, up 30.7% year-over-year and Active CLEAR+ Members grew to 8.5 million, up 14.5% year-over-year, as of September 30, 2026 62 CLEAR+ airports and 285 retail locations with TSA PreCheck® Enrollment Provided by CLEAR as of September 30, 2026; launched at Tampa International Airport in early November, bringing our network to 63 CLEAR+ airports eGates launched across 53 airports as of today; expect to cover the vast majority of our network by the end of 2026 CLEAR Concierge, a premium, personalized airport service now offered at 42 airports CLEAR1 delivered a milestone quarter with strong demand across core verticals; announced a pilot with the U.S. Department of Veterans Affairs in October to reimagine the Veteran experience across digital and physical touchpoints Capital Allocation Activities Approximately $191.4 million returned to shareholders in the third quarter of 2026, with $20.5 million related to our regular quarterly dividend of $0.15 per share and distributions, and $170.9 million related to share repurchases Clear Secure, Inc. announced today that its Board of Directors authorized a $175.0 million increase to its existing Class A Common Stock share repurchase program, resulting in an aggregate remaining authorization of approximately $254.4 million Clear Secure, Inc. additionally announced today that its Board of Directors has declared a quarterly cash dividend of $0.15 per share, payable on December 24, 2026 to shareholders of record of Class A Common Stock as of the close of business on December 10, 2026 Fourth Quarter and Full Year 2026 Guidance Fourth quarter 2026 Revenue of $299-302 million, representing 24.8% year-over-year growth at the midpoint Fourth quarter 2026 Total Bookings of $335-340 million, representing 17.6% year-over-year growth at the midpoint Full Year 2026 Free Cash Flow guidance increased from at least $480 million to at least $490 million, representing at least 42.8% year-over-year growth "CLEAR's secure identity platform extends from homeland security to cybersecurity.

PRNewsWire • a day ago

Clear Secure (YOU) Surpasses Q3 Earnings and Revenue Estimates

Clear Secure (YOU) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.29 per share a year ago.

Zacks Investment Research • 20 hours ago

Is Trending Stock CLEAR Secure, Inc. (YOU) a Buy Now?

Clear Secure (YOU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • Oct 28, 2026

Why Clear Secure (YOU) Outpaced the Stock Market Today

The latest trading day saw Clear Secure (YOU) settling at $46.07, representing a +1.52% change from its previous close.

Zacks Investment Research • Oct 26, 2026

CLEAR To Announce Third Quarter 2026 Financial Results On November 4, 2026

NEW YORK, Oct. 21, 2026 /PRNewswire/ -- Clear Secure, Inc. (NYSE: YOU), the secure identity company, today announced that it will report financial results for the third quarter ending September 30, 2026 at approximately 6:00 a.m. ET on Wednesday, November 4, 2026.

PRNewsWire • Oct 21, 2026

YouGov's data assets and cost controls underpin Deutsche Bank's bullish stance

Deutsche Bank has raised its price target for YouGov PLC (AIM:YOU), the market research and data analytics company, to 400p from 350p after its financial year 2026 results. The bank maintained its 'buy' rating, with the new target implying 37% upside from YouGov's last closing price of 291.8p.

Proactive Investors • Oct 19, 2026

Clear Secure (YOU) Exceeds Market Returns: Some Facts to Consider

Clear Secure (YOU) reached $45.18 at the closing of the latest trading day, reflecting a +2.85% change compared to its last close.

Zacks Investment Research • Oct 19, 2026

Is Most-Watched Stock CLEAR Secure, Inc. (YOU) Worth Betting on Now?

Clear Secure (YOU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • Oct 16, 2026

Clear Secure (YOU) Increases Despite Market Slip: Here's What You Need to Know

Clear Secure (YOU) closed at $43.52 in the latest trading session, marking a +2.5% move from the prior day.

Zacks Investment Research • Oct 13, 2026