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

Clear Secure Q3 revenue rises 27.8% to $292.9 million; raises 2026 cash flow guidance

Positive Impact 4 of 5 guidance

Clear Secure reported third quarter 2026 revenue of $292.9 million, up 27.8% year over year, and diluted earnings per share of $0.52. The company raised its full-year 2026 free cash flow guidance to at least $490 million from at least $480 million, though quarterly free cash flow was negative $103.8 million due to an approximately $315 million settlement of accrued partnership liabilities. The board also increased its share repurchase authorization by $175.0 million.

Key points

  • Q3 2026 revenue $292.9 million, up 27.8%; Total Bookings $323.5 million, up 24.4%
  • Q3 2026 net income $75.3 million; diluted EPS $0.52 versus $0.29 a year earlier
  • Full-year 2026 free cash flow guidance raised to at least $490 million from at least $480 million
  • Board authorized a $175.0 million repurchase increase, leaving about $254.4 million remaining; quarterly dividend of $0.15 per share payable December 24, 2026

The filing

CompanyClear Secure (YOU)
Form8-K, current report
Filed with the SECNov 4, 2026, 6:03 AM ET
Accession number0001856314-26-000053

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

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.