ClearSign Technologies Corporation (CLIR) Earnings Call Transcripts
ClearSign Technologies Corporation's Latest Earnings Call - Q4 FY2025
ClearSign Technologies Corporation reported significant revenue growth in Q4 2025, with revenues reaching $3.7 million, a substantial increase from $590,000 in Q4 2024. This growth was largely driven by a 26-burner order for a petrochemical plant in Texas. For the full year 2025, revenues were $5.2 million, up 44% from $3.6 million in 2024. However, gross profit margin declined to 27% from 31% due to warranty accruals, and net loss increased by $197,000, primarily due to nonrecurring legal fees. Management did not provide specific forward guidance but emphasized building backlog and expanding market reach.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $3.7M (beat) |
| Full Year Revenue | $5.2M (beat) |
| Gross Profit Margin | 27% (miss) |
| Net Loss | $197K increase (miss) |
| Cash Position | $9.2M (neutral) |
Guidance from management
Management did not provide specific forward guidance but emphasized building backlog and expanding market reach, particularly in refining and petrochemical sectors.
What management said
Yes, it's a good guide. I think the other piece of relevant information, if you're looking at the company, right, we are -- when we talk about the company structure and how we work, we are an asset-light company. We need a run rate of about $16 million per year or 160 process burners per year to get to breakeven, right? So that's not an extremely high number. But with that market size when you do the math, there is p...
That's correct. The requirement work we had the burners are complete and packaged and ready to collect by year-end. And Zeeco really came through for us. They work long hours. But before everyone left for the holidays, we haven't combined with Zeeco had that done. So yes, we did recognize the revenue.
What analysts pressed on
Analysts expressed concerns about the lumpiness of revenue due to large, long-term orders and the potential impact of macroeconomic conditions on project timelines. Questions were raised about the capacity of Zeeco to handle increased demand and the potential for aftermarket revenue growth.
Main topics on the call
- Revenue Growth — Q4 2025 revenue was $3.7 million, up from $590,000 in Q4 2024, driven by a 26-burner order. Full year 2025 revenue increased 44% to $5.2 million.
- Gross Profit Margin Decline — Gross profit margin decreased to 27% from 31% in 2024 due to warranty accruals.
- Net Loss Increase — Net loss increased by $197,000 year-over-year, primarily due to $746,000 in nonrecurring legal fees.
- Market Expansion — ClearSign is expanding into new market segments, including petrochemical and ethylene production, with a potential addressable market of 4,200 burners in California and Texas refineries.
Read the full ClearSign Technologies Corporation transcript (Q4 FY2025) → Summary generated from the call transcript; every figure above is stated by management on the record.
About ClearSign Technologies Corporation
ClearSign Technologies Corporation (CLIR) is a publicly listed company in the Machinery industry, within the Industrials sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 28 calls on record spanning March 12, 2020 to August 19, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 28 ClearSign Technologies Corporation earnings call transcripts on record, spanning March 12, 2020 to August 19, 2026. Based on this history, ClearSign Technologies Corporation reports quarterly. The most recent call on file is dated August 19, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CLIR
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Industrials
- Industry
- Machinery
- Calls on record
- 28
- First call
- March 12, 2020
- Most recent
- August 19, 2026
- Reporting cadence
- quarterly