Every material Form 8-K Clear Secure filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
CLEAR Secure's President Michael Barkin, who is also a board member, will move to an advisory role on October 15, 2026, and resign from the board effective the same day, under a transition agreement dated September 15, 2026. Separately, EVP of Aviation Kyle McLaughlin will leave on October 2, 2026, and the company has started a search for his successor. Both departures are described as not involving any disagreement with the company, and the filing reports no financial results or guidance changes.
Michael Barkin moves to an advisory role on October 15, 2026, and resigns from the Board effective that date
Barkin's advisory service runs through December 31, 2026, at $300,000 per full month
Kyle McLaughlin, EVP Aviation, resigns to pursue a new opportunity; last day October 2, 2026
The company has initiated a search for McLaughlin's successor
Clear Secure reported second-quarter 2026 revenue of $277.8 million, up 26.6% year over year, and net income of $72.3 million, compared with $37.9 million a year earlier. The company raised its full-year 2026 free cash flow guidance to at least $480 million from at least $465 million, and its board declared a $0.15 quarterly dividend.
Diluted EPS was $0.49 versus $0.26 in the second quarter of 2025; net income attributable to Clear Secure was $50.1 million versus $24.7 million.
Total Bookings were $295.9 million, up 32.8%, and Adjusted EBITDA was $101.1 million, a 36.4% margin.
Full-year 2026 free cash flow guidance was raised to at least $480 million from at least $465 million.
Third-quarter 2026 revenue is guided to $284-287 million; the $0.15 dividend is payable September 24, 2026 to holders of record on September 10, 2026.
Clear Secure's board appointed Rob O'Hare, currently chief financial officer of Affirm Holdings, as a director effective July 30, 2026, and increased the board to ten directors. He joins the Audit Committee, and Tomago Collins rotates off that committee at the same time.
Appointed director and Audit Committee member effective July 30, 2026; term runs to the 2027 annual meeting
Initial RSU grant valued at $480,000, vesting in three equal annual installments
On June 23, 2026, subsidiary Alclear Holdings, LLC signed Amendment No. 4 to its March 31, 2020 credit agreement with JPMorgan Chase Bank, N.A. as administrative agent. The amendment lowers borrowing costs, extends the facility's maturity from June 28, 2026 to June 23, 2031, and changes lender commitments and the letter of credit sublimit.
Lender commitments reduced from $100 million; the filing lists the new amount as '$50,000,0000', which appears to be a typo for $50 million
Letter of credit sublimit raised from $35 million to $50 million
Term SOFR margin cut from 2.50% to 1.50%, base rate margin from 1.50% to 0.50%, and unused commitment fee from 0.35% to 0.25%
Maturity extended from June 28, 2026 to June 23, 2031
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.
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
Clear Secure said its General Counsel, Lynn Haaland, will leave the company on April 3, 2026. The company agreed to pay her an additional 12 months of salary in consideration for her services. The filing does not name a successor or describe the reasons for the departure.
General Counsel Lynn Haaland will depart on April 3, 2026
Company will provide an additional 12 months of salary to Ms. Haaland
Agreement reached March 19, 2026; filing signed by Chairman and CEO Caryn Seidman Becker
CLEAR Secure reported fourth-quarter and full-year 2025 results on February 25, 2026. Revenue and Total Bookings grew, but full-year net income attributable to Clear Secure fell from $169.7 million to $109.2 million, and diluted EPS fell from $1.56 to $1.12, partly because the prior year included a large income tax benefit. The board also raised the dividend and expanded the share repurchase authorization.
Q4 2025 revenue was $240.8 million, up 16.7%; Total Bookings were $287.1 million, up 25.4%.
Full-year 2025 net income attributable to Clear Secure was $109.2 million, versus $169.7 million in 2024; diluted EPS was $1.12 versus $1.56.
Q4 2025 diluted EPS was $0.31 versus $0.83 a year earlier; the prior-year quarter included a $165.8 million income tax benefit.
Board declared a quarterly dividend of $0.15 per share (a 20% increase) and a special dividend of $0.20 per share, payable March 24, 2026; buyback authorization increased by $125.0 million to about $250.3 million remaining.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Clear Secure filing is on SEC EDGAR ↗. 8-K briefs of other companies →