Companies Are Just Now Tallying Up the Impact of the US Shutdown

December 11, 2025, 11:00 AM UTC

While the longest government shutdown in US history is over, the consequences of the 43-day impasse are only just starting to feed through for companies across the US and beyond.

Firms with significant exposure to federal spending, government contracts and regulatory approvals are now tallying up the impact on revenue and profit, with warnings ranging from words of caution to guidance cuts.

Clearfield Inc., a manufacturer of fiber-optic and connectivity products for telecommunications and broadband networks, said industrywide fiber supply constraints and delays in the federal Broadband Equity, Access, and Deployment program, a $42.5 billion initiative to expand broadband ...

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