YOU - Clear Secure, Inc.
Clear Secure offers a compelling non-AI growth narrative, with strong Q2 results and a recent pullback creating an attractive entry point. YOU posted 27% y/y revenue growth, accelerating membership expansion, and robust pricing power, with 15% y/y CLEAR+ member growth to 8.33 million. Operating leverage is materializing: direct labor costs fell 450bps and adjusted EBITDA margin rose 900bps to 34.6%, with 71% YTD FCF margin.
CrowdStrike Brings CLEAR's Verified Human Identity into the Falcon Platform PR Newswire AUSTIN, Texas, NEW YORK an
Integration helps security teams distinguish trusted users from potential threats and act with greater confidence AUSTIN, Texas, NEW YORK and LAS VEGAS, August 31, 2026 /PRNewswire/ -- CrowdStrike (NASDAQ: CRWD) and CLEAR (NYSE: YOU) today announced a strategic partnership that integrates CLEAR1, CLEAR's secure identity platform, with the CrowdStrike Falcon® platform. Together, CrowdStrike and CLEAR connect threat detection with high-assurance, person-based verification, designed to enable organizations to verify the human behind unusual activity and make more informed security decisions.
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Abacus FCF Advisors LLC purchased a new position in CLEAR Secure, Inc. (NYSE: YOU) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 54,416 shares of the company's stock, valued at approximately $3,033,000. Other hedge funds have also
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Clear Secure is a BUY as it approaches a mid-40s support line, following a strong 2Q earnings beat. YOU's EnVe pods, eGate rollout, and Concierge services are driving revenues, customer satisfaction, & margin expansion. Clear1's enterprise push, highlighted by the CMS contract and recent Mount Sinai partnership, positions it for durable, high-margin growth.
CLEAR Secure (NYSE: YOU) reported fiscal second-quarter 2026 results marked by double-digit bookings and revenue growth, expanding profitability and record quarterly free cash flow, while management highlighted continued investment in airport services and its CLEAR1 identity platform. The company ended the quarter with 43.5 million total members, up 30% year over year, and 8.3 million active
CLEAR Secure NYSE: YOU reported fiscal second-quarter 2026 results marked by double-digit bookings and revenue growth, expanding profitability and record quarterly free cash flow, while management highlighted continued investment in airport services and its CLEAR1 identity platform.
The new enterprise offering combines CLEAR+, CLEAR Concierge, TSA PreCheck® enrollment, and the CLEAR mobile app into a seamless corporate travel program designed to set a new standard for business travel. NEW YORK, Aug. 6, 2026 /PRNewswire/ -- CLEAR (NYSE: YOU), the secure identity company, announced the launch of CLEAR Corporate Memberships, an industry-first enterprise offering that gives companies a seamless way to support business travelers through the entire day of travel.
Clear Secure, Inc. (YOU) Q2 2026 Earnings Call Transcript
Clear Secure (YOU) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.26 per share a year ago.
NEW YORK, Aug. 5, 2026 /PRNewswire/ -- Clear Secure, Inc. (NYSE: YOU), the secure identity company, has released financial results for the second quarter 2026 on its Investor Relations website at https://ir.clearme.com. Second Quarter Financial Highlights (percentage change is expressed as year-over-year, unless otherwise specified) Revenue of $277.8 million was up 26.6%; Total Bookings of $295.9 million increased 32.8% Operating income of $83.0 million, representing a 29.9% operating income margin Net income of $72.3 million, representing a 26.0% net income margin Adjusted EBITDA of $101.1 million, representing a 36.4% Adjusted EBITDA margin and 900 basis points of year-over-year margin expansion, exceeding long-term Adjusted EBITDA margin target of 35% Earnings per Common Share Basic and Diluted of $0.50 and $0.49, respectively Net cash provided by operating activities of $201.2 million; Free Cash Flow of $189.0 million Operational Achievements Total CLEAR Members grew to 43.5 million, up 30.0% year-over-year and Active CLEAR+ Members grew to 8.3 million, up 15.2% year-over-year, as of June 30, 2026 62 CLEAR+ airports, including second quarter launches of Northwest Arkansas (Bentonville) and Indianapolis, and 280 retail locations with TSA PreCheck® Enrollment Provided by CLEAR as of June 30, 2026 eGates launched across 50 airports as of today; on track for network wide rollout in 2026 CLEAR Concierge, a premium, personalized on-demand airport service now offered at 39 airports Continued strong momentum in CLEAR1 across core verticals Capital Allocation Activities Approximately $22.2 million returned to shareholders in the second quarter of 2026, related to our regular quarterly dividend of $0.15 per share and distributions Clear Secure, Inc. announced today that its Board of Directors has declared a quarterly cash dividend of $0.15 per share, payable on September 24, 2026 to shareholders of record of Class A Common Stock as of the close of business on September 10, 2026 Third Quarter and Full Year 2026 Guidance Third quarter 2026 Revenue of $284-287 million, representing 24.6% year-over-year growth at the midpoint Third quarter 2026 Total Bookings of $311-316 million, representing 20.5% year-over-year growth at the midpoint Full Year 2026 Free Cash Flow guidance increased from at least $465 million to at least $480 million, representing at least 39.9% year-over-year growth "Identity has become critical infrastructure and CLEAR has firmly established itself as the trusted, secure identity company.
A key insider recently trimmed their stake as shares surged more than 80% over the past year.
The latest trading day saw Clear Secure (YOU) settling at $53.84, representing a +1.15% change from its previous close.
Recently, Zacks.com users have been paying close attention to Clear Secure (YOU). This makes it worthwhile to examine what the stock has in store.
The latest trading day saw Clear Secure (YOU) settling at $52.3, representing a -8.08% change from its previous close.
NEW YORK, July 22, 2026 /PRNewswire/ -- Clear Secure, Inc. (NYSE: YOU), the secure identity company, today announced that it will report financial results for the second quarter ending June 30, 2026 at approximately 6:00 a.m. ET on Wednesday, August 5, 2026.
The latest trading day saw Clear Secure (YOU) settling at $54.65, representing a +2.07% change from its previous close.
Clear Secure (YOU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.