Clear Secure, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Clear Secure reported Q3 2026 revenue of $292.9M (up 27.8% YoY) with operating income of $82.9M (28.3% margin) and net income of $75.3M (25.7% margin, up 600bps YoY). Total CLEAR Members reached 46.7M (up 30.7% YoY) and Active CLEAR+ Members grew to 8.5M (up 14.5% YoY). The company returned $191.4M to shareholders in Q3 ($170.9M in buybacks, $20.5M in dividends) and raised its full-year 2026 FCF guidance to at least $490M (from $480M). Board authorized additional $175M share repurchase and declared $0.15/share quarterly dividend payable December 24, 2026.
Why this rating
Strong organic growth, margin expansion, and substantial member additions are favorable, but represent continued execution rather than transformation. Routine capital return and guidance raise are within expectations for a $2.6B-market-cap growth company.
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