AI brief of an SEC Form 8-K · Clear Secure (YOU)

CLEAR Q1 revenue rises 19.7% to $253.0 million; full-year free cash flow guidance raised

Positive Impact 4 of 5 guidance Written later

CLEAR Secure reported first-quarter 2026 revenue of $253.0 million, up 19.7% from a year earlier, and net income of $56.4 million, up from $38.6 million. The company raised its full-year 2026 free cash flow guidance to at least $465 million from at least $440 million, and it expects second-quarter revenue of $268 million to $271 million.

Key points

  • Q1 2026 revenue of $253.0 million, up 19.7% year over year; Total Bookings of $291.7 million, up 40.8%
  • Net income of $56.4 million, versus $38.6 million a year earlier; diluted EPS of $0.38, versus $0.26
  • Full-year 2026 free cash flow guidance raised to at least $465 million from at least $440 million
  • Second-quarter 2026 revenue guidance of $268 million to $271 million, and a quarterly dividend of $0.15 per share payable June 24, 2026

The filing

CompanyClear Secure (YOU)
Form8-K, current report
Filed with the SECMay 6, 2026, 6:01 AM ET
Accession number0001856314-26-000013

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:07 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 06, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.