$YOU

Clear Secure, Inc.

Insider trades
1
0
0
$39.7M
Alclear Investments, LLC
100%
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Clear Secure (YOU) Q2 2026 Earnings Call Transcript

Clear Secure (YOU) held its Q2 2026 earnings call, citing a 36.4% adjusted EBITDA margin and $189 million free cash flow, up 60% year over year. Revenue rose 26.6% to $277.8 million, and bookings grew 32.8% to $295.9 million. The company said CLEAR Travel network expanded to 62 airports, with 8.3 million active CLEAR+ members, and it raised standard pricing to $219 effective July 1.

CLEAR Secure Q2 Earnings Call Highlights

CLEAR Secure reported Q2 operating income of $83M and adjusted EBITDA of $101.1M, with about 900 bps adjusted EBITDA margin expansion. eGates covered over 70% of its network at quarter-end. CLEAR raised standard membership pricing to $219 from July 1. Q3 revenue guidance is $284M to $287M, bookings $311M to $316M, and FY2026 free cash flow at least $480M.

Weak Jobs Meet Strong Earnings

Friday’s jobs data showed 23,000 fewer jobs in July and May and June payrolls were revised down by 103,000, easing near-term Fed rate pressure. The 10-year Treasury yield fell to 4.64%. The S&P 500 rose 0.6% to a record as Q2 earnings showed near 50% profit growth. The article also lists options trades in NVO, SPCX, PGEN, OSCR, YOU, PLTR, CF, OUST, CMPS, and ATI.

YOU sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning YOU (Clear Secure, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent YOU coverage spans earnings, insider activity and macro economy.

In the last 30 days, YOU insiders filed 22 SEC Form 4 transactions — no purchases and 22 sales ($39.7M). The most active reporter was Alclear Investments, LLC with 11 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving YOU

  • The transcript highlights strong top-line growth, margin expansion, and record free cash flow, supporting a bullish near-term read-through for YOU.

    yahoo.com · Aug 12, 2026

  • The call provides fresh, decision-relevant guidance and cash-flow outlook for CLEAR, with pricing and CLEAR1 partner momentum as key drivers.

    yahoo.com · Aug 9, 2026

  • YOU is referenced only as an options position, not as a source of new company news.

    zerohedge.com · Aug 8, 2026

  • Large insider sale under a 10b5-1 plan can modestly affect near-term sentiment, but it is not a fundamental change by itself.

    SEC EDGAR · Aug 7, 2026

  • Large insider open-market sale under a 10b5-1 plan can pressure sentiment, but it is not a fundamental update by itself.

    SEC EDGAR · Aug 7, 2026

alphai scores every news story that mentions YOU with an AI model for sentiment and relevance, and aggregates insider trades from Clear Secure, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $YOU

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$YOUMed

Clear Secure (YOU) Q2 2026 Earnings Call Transcript

Clear Secure (YOU) held its Q2 2026 earnings call, citing a 36.4% adjusted EBITDA margin and $189 million free cash flow, up 60% year over year. Revenue rose 26.6% to $277.8 million, and bookings grew 32.8% to $295.9 million. The company said CLEAR Travel network expanded to 62 airports, with 8.3 million active CLEAR+ members, and it raised standard pricing to $219 effective July 1.

$YOUHighAI 9/10

CLEAR Secure Q2 Earnings Call Highlights

CLEAR Secure reported Q2 operating income of $83M and adjusted EBITDA of $101.1M, with about 900 bps adjusted EBITDA margin expansion. eGates covered over 70% of its network at quarter-end. CLEAR raised standard membership pricing to $219 from July 1. Q3 revenue guidance is $284M to $287M, bookings $311M to $316M, and FY2026 free cash flow at least $480M.

Weak Jobs Meet Strong Earnings

Friday’s jobs data showed 23,000 fewer jobs in July and May and June payrolls were revised down by 103,000, easing near-term Fed rate pressure. The 10-year Treasury yield fell to 4.64%. The S&P 500 rose 0.6% to a record as Q2 earnings showed near 50% profit growth. The article also lists options trades in NVO, SPCX, PGEN, OSCR, YOU, PLTR, CF, OUST, CMPS, and ATI.

$YOUMed

Clear Secure, Inc. Q2 2026 Earnings Call Summary

Clear Secure, Inc. reported Q2 2026 results highlighted by 33% higher bookings and record free cash flow, with adjusted EBITDA margin of 36.4%. Full-year 2026 free cash flow guidance was raised to at least $480 million. Management cited a July 1 price increase to $219, eGates coverage over 70%, and a $315 million partnership liability settlement in Q3.

Clear revenue, subscribers up, biometric eGates reach 50 airports

Clear said it completed biometric eGate launches at 50 airports and expects to finish rolling out across its network this year. The company reported Q2 fiscal 2026 revenue of $277.8 million, up 26.6% year over year, with net earnings of $72.3 million, or $0.50 per share. Clear also raised full-year free cash flow guidance, with total and active memberships increasing.

$YOUHighAI 9/10

Clear Secure shares climb after earnings beat and stronger outlook

Clear Secure (NYSE:YOU) shares rose more than 6% pre-market after the company reported Q2 results above expectations and raised guidance. Adjusted EPS was $0.49, vs. $0.35 expected. Revenue was $277.8 million, vs. $269.71 million. Q3 revenue guidance was $284-$287 million. Full-year 2026 free cash flow guidance increased to at least $480 million. The board declared a $0.15 dividend.

CLEAR Launches Corporate Memberships, Bringing Seamless Travel Benefits to Business Travelers From Home to Gate

CLEAR (NYSE: YOU) announced CLEAR Corporate Memberships, a corporate travel program combining CLEAR+, CLEAR Concierge, TSA PreCheck enrollment support, and the CLEAR mobile app. The company said it will launch at the GBTA Convention 2026 and aims to improve home-to-gate predictability and reduce travel disruption costs, citing industry research on 2025 disruptions and $17 billion in annual U.S. impacts.

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