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YOU

Clear Secure·NYSE
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YOU fundamentals

Clear Secure (YOU) released its earnings on Feb 25, 2026: revenue was 240.75M (YoY +16.72%), beat estimates; EPS was 0.31 (YoY -65.56%), missed estimates.
Revenue / YoY
240.75M
+16.72%
EPS / YoY
0.31
-65.56%
Report date
Feb 25, 2026
YOU Earnings Call Summary for Q4,2025

Key Growth Drivers:

  • Revenue Acceleration: Q4 bookings +25.4% YoY, 2025 free cash flow $343M (+44% YoY).
  • CLEAR1 Takeoff: Enterprise bookings doubled Q4, CMS health care contract drives multiyear growth.
  • Margin Expansion: 2025 EBITDA margin 29.1%, targeting >$440M free cash flow 2026.
  • Partnership Power: American Express partnership adds 15M+ new members, eGates drive 90+pt NPS improvement.
  • Cash Strength: $703M cash, 14% shares reduced since IPO, $125M buyback authorization.

Earnings

EPS
Revenue

Revenue & Expenses

YOU has released its 2025 Q4 earnings report, with revenue of 240.75M, reflecting a YoY change of 16.72%, and net profit of 46.55M, showing a YoY change of -60.07%. The Sankey diagram below clearly presents YOU's revenue sources and cost distribution.

Key Indicators

Clear Secure (YOU) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Clear Secure (YOU)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown

Balance Sheet

Clear Secure (YOU)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow

Clear Secure (YOU)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown

Where does Clear Secure (YOU) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
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Dividend

Track Clear Secure (YOU) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield