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Griffon Corp (GFF) stock

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NYSE: GFF NYSE Building Products Next results ~November 18, 2026

Griffon Corp is a US-listed company in the building products industry. Its financial year ends in September.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: data-quality checks not passed.

Price vs value

Under review: data-quality checks not passed. We'll show the comparison once resolved.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 10 selling1 purchase and 55 sales by directors and officers, last 12 monthsInsider trades
  • Funds170 adding, 166 cuttingOf 57 active managers that changed their stake, 26 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Griffon files

Where Griffon stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $2.75bn, up 26.9% on a year earlier, faster than the 15.0% growth a quarter earlier. Free-cash-flow margin held at 10.8%. Operating margin widened to 16.7% from 8.4%. The diluted share count is down 2.4% on a year earlier, which lifts each remaining share. It passes 3 of our 7 financial-health checks.

Our model value for Griffon is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 18, 2026 (estimated)

Griffon Corp's trailing-twelve-month revenue grew 26.9% year on year, with a free-cash-flow margin of 10.8%.

Our discounted-cash-flow model values the business at ~$120 per share in the base case (~$85–$180 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth accelerating: TTM revenue growth rose to 26.9% (+12.0pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Fast growth. Revenue grew 26.9% over the last 12 months.
  • Growth speeding up. The growth rate is 12.0 points higher than a quarter earlier.
  • Margins widening. Operating margin is up 8.3 points on a year ago.
  • Shrinking share count. Diluted shares fell 2.4% in a year, so each share owns more of the business.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Gross margin slipping. Gross margin is down 3.1 points on a year ago.

Latest results: FY2026 Q3

Filed August 5, 2026
Earnings per share
$1.51 against an average estimate of $1.34: beat by 12.6%
Revenue
$481m, up 7.0% on a year earlier
Share reaction
+13.6% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Guidance given
revenue from continuing operations $1.8bn (fiscal 2026); adjusted EBITDA $458m (fiscal 2026)
Next report
November 18, 2026; average EPS estimate $1.59

Griffon's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+3.0%
  • 1 week+6.6%
  • 1 month+10.8%
  • This year+42.4%
  • 1 year+42.1%
  • 5 years+363.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$2.8B
Operating margin
16.7%
Net margin
6.5%
EPS (TTM, diluted)
$3.90

Growth

Revenue growth
+26.9%
Change in growth rate
+12.0 pts
Share count change
−2.4%

Cash

Free cash flow (TTM)
$297M
FCF margin
10.8%
Stock pay % of revenue
1.1%

Earnings

Last results
August 5, 2026
Next results (est.)
November 18, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Agreement
  2. Agreement
  3. Announcement
  4. Announcement
  5. Insider trade
  6. Insider trade
  7. Results
  8. Insider trade
  9. Guidance
  10. Deal

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: data-quality checks not passed.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Griffon Corp as an operating company, with every model that fits that kind of business. Cost of equity 9.9%: the 10-year Treasury yield (4.9%) plus a beta of 1.09 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. — Does not apply: This model is withheld pending its input or assumption review.
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. — Does not apply: This model is withheld pending its input or assumption review.
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$96 ~$86–$130 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$13 ~$12–$15 Left out: out of range vs price (0.13x)
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Griffon Corp with Building Products in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

Griffon Corp: market value and multiples by fiscal year
At fiscal year end 2016201720182019202020212022202320242025Now
Share price$12.37$16.32$12.69$16.80$15.90$20.29$26.54$38.51$68.62$75.38$104.13
Market value$545m$702m$539m$721m$716m$1.1bn$1.4bn$2.1bn$3.4bn$3.5bn$4.8bn
+ Net debt (− = net cash)$854m$945m−$70m$1.0bn$846m$812m$1.5bn$1.4bn$1.4bn$1.3bn$1.2bn
Enterprise value$1.4bn$1.6bn$469m$1.8bn$1.6bn$1.9bn$2.8bn$3.5bn$4.8bn$4.8bn$5.9bn
Multiples
Price / sales 0.4x0.5x0.3x0.4x0.3x0.5x0.5x0.8x1.3x1.4x1.7x
Price / earnings 18.2x47.1x4.3x19.3x13.4x13.7x—27.1x16.2x68.8x26.7x
Price / free cash flow 26.2x49.4x66.9x13.0x10.9x33.0x81.9x5.7x10.9x11.5x16.1x
EV / EBITDA 10.9x14.3x3.2x11.0x8.2x8.5x—14.5x11.1x19.7x12.1x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

41 /100

Weak moat

How hard Griffon's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 10 / 20

    Cash operating profit has been a median 8.2% of total assets over 10 years.

  • Pricing power 7 / 20

    Gross margin has been a median 29.5%, moving by 6.2 percentage points (standard deviation) across 10 years.

  • Durability 1 / 20

    Operating margin has been a median 6.5%; its worst year was -11.5%.

  • Cash conversion 9 / 20

    Free cash flow was positive in 8 of 10 years, at a median 2.8% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 12.0% over five years; stock-based pay has been a median 1.0% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (46 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 18, 2026, before the open. Analysts expect revenue of $482m and EPS of $1.59 (range $1.49 to $1.69) for the quarter.

Analysts' consensus

Griffon Corp: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $5.40 −4% $1.8bn −27%
Next $6.10 +13% $1.9bn +3%

Next year's EPS estimate has moved +6.0% in 90 days, across 7 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +3.8% on 90 days ago. In the last 30 days, 7 analysts raised Griffon Corp's forecast and 0 cut it.

Consensus EPS forecast Griffon Corp, last 90 days
$5.00 $5.50 $6.00 $6.50 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $5.20 Current fiscal year, 60 days ago: $5.40 Current fiscal year, 30 days ago: $5.40 Current fiscal year, 7 days ago: $5.40 Current fiscal year, Now: $5.40 $5.40 Next fiscal year, 90 days ago: $5.75 Next fiscal year, 60 days ago: $6.15 Next fiscal year, 30 days ago: $6.15 Next fiscal year, 7 days ago: $6.10 Next fiscal year, Now: $6.10 $6.10

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $5.20$5.75
60 days ago $5.40$6.15
30 days ago $5.40$6.15
7 days ago $5.40$6.10
Now $5.40$6.10

Earnings against estimates

Griffon Corp: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Jun 2026 $1.34 $1.51 +12.6%
Mar 2026 $0.99 $1.05 +6.3%
Dec 2025 $1.35 $1.45 +7.7%
Sept 2025 $1.51 $1.54 +1.7%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 5, 2026
  • revenue from continuing operations fiscal 2026 about $1.8bn
    “Griffon expects fiscal 2026 revenue from continuing operations to be $1.8 billion and adjusted EBITDA to be $458 million.” source
  • adjusted EBITDA fiscal 2026 about $458m Non-GAAP
    “Griffon expects fiscal 2026 revenue from continuing operations to be $1.8 billion and adjusted EBITDA to be $458 million.” source
  • capital expenditures fiscal 2026 about $50m
    “Free cash flow from continuing operations, including capital expenditures of $50 million, is expected to exceed net income from continuing operations, with depreciation of $27 million and amortization of $15 million.” source
  • interest expense fiscal year 2026 about $80m
    “Fiscal year 2026 interest expense is now expected to be $80 million, reflecting reduced debt and interest income from transaction related notes receivable.” source
  • normalized tax rate fiscal 2026 about 28%
    “Griffon's normalized tax rate is expected to be 28%.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

7 analysts, Nov 2026
Buy7100%
Hold00%
Sell00%

Monthly trend

  1. Nov 2026167
  2. Oct 2026167

Counts of recommendations published by analysts covering Griffon Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.0%
of tradable shares
Days to cover
3.74
at average volume
Short interest, 1 month
−19%
to October 15, 2026
Held by institutions
82%
of shares
Held by insiders
18.3%
of shares
Employees
5,100
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +42.1%

$73.26 on October 31, 2025 to $104.13

Griffon Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $2.2bn $2.8bn +26.9%
Net margin 3.2% 6.5% +101.5%
P/E multiple 49.3x 26.7x −45.8%
Share count 47m 46m +2.5%

Biggest factor: net margin.

Last 3 years +152.4%

$41.25 on November 3, 2023 to $104.13

Griffon Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $2.8bn $2.8bn 0.0%
P/S multiple 0.8x 1.7x +122.2%
Share count 52m 46m +13.6%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Griffon Corp: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
GFF+42%+37%+84%+18%+4%+42%
Industry peers (median)+22%−24%+44%+10%−12%+4%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
GFF58%58%67%50%42%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
GFF−22%−38%−35%−26%−20%−28%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 61% from November 14, 2019 to March 23, 2020. Getting back needed a 159% gain, reached on February 8, 2021, 322 days after the low.

Price behaviour

52-week range
$66.11 – $106.98
From 52-week high
−2.7%
vs 50-day average
+8.5%
vs 200-day average
+16.8%
Volatility (1 year)
36%
Beta vs S&P 500
1.30

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 4 down
typical move ±9.6%
After a week
8 up, 4 down
typical move ±8.8%
After a month
6 up, 6 down
typical move ±9.2%
Griffon Corp: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 +13.6% −0.4% +12.1% +4.7%
May 7, 2026 −4.9% +0.5% −7.2% −6.1%
February 5, 2026 +11.9% +0.6% +8.8% −9.5%
November 19, 2025 +1.7% −1.1% +12.4% +15.1%
August 6, 2025 −17.5% +0.7% −8.6% −1.0%
May 8, 2025 +0.9% +0.6% +7.2% +4.6%
February 5, 2025 +8.9% +0.8% +4.5% −4.9%
November 13, 2024 +13.6% −0.6% +16.5% +15.5%
August 7, 2024 −16.2% +1.6% −10.5% −10.1%
May 8, 2024 +9.6% +0.6% +3.0% −3.0%
February 7, 2024 +12.2% +0.9% +12.3% +15.3%
November 15, 2023 −4.7% +0.3% −1.9% +20.2%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Griffon Corp
$2B $2.2B $2.4B $2.6B $2.8B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $2.7B Revenue (TTM), FY24 Q1: $2.7B Revenue (TTM), FY24 Q2: $2.6B Revenue (TTM), FY24 Q3: $2.6B Revenue (TTM), FY24 Q4: $2.6B Revenue (TTM), FY25 Q1: $2.6B Revenue (TTM), FY25 Q2: $2.4B Revenue (TTM), FY25 Q3: $2.2B Revenue (TTM), FY25 Q4: $2.7B Revenue (TTM), FY26 Q1: $2.7B Revenue (TTM), FY26 Q2: $2.7B Revenue (TTM), FY26 Q3: $2.8B $2.8B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $2.7B
FY24 Q1 $2.7B
FY24 Q2 $2.6B
FY24 Q3 $2.6B
FY24 Q4 $2.6B
FY25 Q1 $2.6B
FY25 Q2 $2.4B
FY25 Q3 $2.2B
FY25 Q4 $2.7B
FY26 Q1 $2.7B
FY26 Q2 $2.7B
FY26 Q3 $2.8B
Revenue growth, TTM YoY Griffon Corp
-20% 0% 20% 40% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -5.7% Revenue growth, TTM YoY, FY24 Q1: -7.8% Revenue growth, TTM YoY, FY24 Q2: -6.9% Revenue growth, TTM YoY, FY24 Q3: -5.4% Revenue growth, TTM YoY, FY24 Q4: -2.3% Revenue growth, TTM YoY, FY25 Q1: -2.5% Revenue growth, TTM YoY, FY25 Q2: -10.4% Revenue growth, TTM YoY, FY25 Q3: -16.8% Revenue growth, TTM YoY, FY25 Q4: 3.3% Revenue growth, TTM YoY, FY26 Q1: 4.3% Revenue growth, TTM YoY, FY26 Q2: 15.0% Revenue growth, TTM YoY, FY26 Q3: 26.9% 26.9%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -5.7%
FY24 Q1 -7.8%
FY24 Q2 -6.9%
FY24 Q3 -5.4%
FY24 Q4 -2.3%
FY25 Q1 -2.5%
FY25 Q2 -10.4%
FY25 Q3 -16.8%
FY25 Q4 3.3%
FY26 Q1 4.3%
FY26 Q2 15.0%
FY26 Q3 26.9%
Operating margin (TTM) Griffon Corp
5% 10% 15% 20% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: 7.3% Operating margin (TTM), FY24 Q1: 7.5% Operating margin (TTM), FY24 Q2: 14.3% Operating margin (TTM), FY24 Q3: 14.0% Operating margin (TTM), FY24 Q4: 15.2% Operating margin (TTM), FY25 Q1: 16.3% Operating margin (TTM), FY25 Q2: 17.1% Operating margin (TTM), FY25 Q3: 8.4% Operating margin (TTM), FY25 Q4: 7.9% Operating margin (TTM), FY26 Q1: 7.9% Operating margin (TTM), FY26 Q2: 7.8% Operating margin (TTM), FY26 Q3: 16.7% 16.7%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 7.3%
FY24 Q1 7.5%
FY24 Q2 14.3%
FY24 Q3 14.0%
FY24 Q4 15.2%
FY25 Q1 16.3%
FY25 Q2 17.1%
FY25 Q3 8.4%
FY25 Q4 7.9%
FY26 Q1 7.9%
FY26 Q2 7.8%
FY26 Q3 16.7%
FCF margin (TTM) Griffon Corp
10% 12% 14% 16% 18% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 13.7% FCF margin (TTM), FY24 Q1: 16.0% FCF margin (TTM), FY24 Q2: 14.0% FCF margin (TTM), FY24 Q3: 13.0% FCF margin (TTM), FY24 Q4: 11.9% FCF margin (TTM), FY25 Q1: 11.7% FCF margin (TTM), FY25 Q2: 11.5% FCF margin (TTM), FY25 Q3: 11.7% FCF margin (TTM), FY25 Q4: 11.3% FCF margin (TTM), FY26 Q1: 10.2% FCF margin (TTM), FY26 Q2: 10.7% FCF margin (TTM), FY26 Q3: 10.8% 10.8%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 13.7%
FY24 Q1 16.0%
FY24 Q2 14.0%
FY24 Q3 13.0%
FY24 Q4 11.9%
FY25 Q1 11.7%
FY25 Q2 11.5%
FY25 Q3 11.7%
FY25 Q4 11.3%
FY26 Q1 10.2%
FY26 Q2 10.7%
FY26 Q3 10.8%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Griffon took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $2.5B
  2. Cost of revenue $1.5B · 58.0%
  3. Gross profit $1.1B · 42.0%
  4. Selling, general and admin $608M · 24.1%
  5. Other operating costs $244M · 9.7%
  6. Operating income $206M · 8.2%
  7. Income tax $76.3M · 3.0%
  8. Interest and other $78.9M · 3.1%
  9. Net income $51.1M · 2.0%
Where Griffon's revenue went, FY2025
Revenue $2.5B
Cost of revenue $1.5B 58.0% of revenue
Gross profit $1.1B 42.0% of revenue
Selling, general and admin $608M 24.1% of revenue
Other operating costs $244M 9.7% of revenue
Operating income $206M 8.2% of revenue
Income tax $76.3M 3.0% of revenue
Interest and other $78.9M 3.1% of revenue
Net income $51.1M 2.0% of revenue

Shares of revenue. Source: Griffon's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Griffon Corp: annual financial statements
Fiscal year 2009 Sept 2009 2010 Sept 2010 2011 Sept 2011 2012 Sept 2012 2013 Sept 2013 2014 Sept 2014 2015 Sept 2015 2016 Sept 2016 2017 Sept 2017 2018 Sept 2018 2019 Sept 2019 2020 Sept 2020 2021 Sept 2021 2022 Sept 2022 2023 Sept 2023 2024 Sept 2024 2025 Sept 2025 LTM Jun 2026
Income
Revenue 1,194 1,294 1,831 1,861 1,871 1,992 1,483 1,477 1,525 1,978 1,874 2,067 2,271 2,848 2,685 2,624 2,520 2,752
Gross profit 257 288 393 419 418 459 392 401 408 511 517 584 641 937 949 1,020 1,058 1,114
EBITDA — 63 116 139 135 146 113 129 115 149 160 192 223 −124 240 436 246 493
Operating income 25 23 56 72 64 78 67 82 67 93 109 140 171 −189 197 398 206 459
Net income 19 10 −7 17 4 −0 34 30 15 126 37 53 79 −192 78 210 51 179
Diluted EPS $0.32 $0.16 −$0.13 $0.30 $0.07 $0.00 $0.73 $0.68 $0.35 $2.96 $0.87 $1.19 $1.48 −$3.71 $1.42 $4.23 $1.09 $3.90
Growth (year on year)
Revenue — +8.4% +41.5% +1.7% +0.5% +6.4% −25.5% −0.4% +3.2% +29.7% −5.2% +10.3% +9.9% +25.4% −5.7% −2.3% −3.9% +26.9%
EBITDA — — +84.1% +19.3% −2.9% +8.1% −22.5% +14.1% −10.7% +29.3% +7.7% +19.8% +16.3% −155.8% — +81.8% −43.6% +130.2%
Operating income — −9.6% — +30.4% −11.8% +22.4% −14.4% +23.1% −18.6% +38.4% +16.9% +28.6% +22.2% −210.8% — +102.3% −48.2% +151.5%
Net income — — — — — — — −12.5% −50.3% — −70.3% — +48.3% −341.8% — +170.4% −75.7% +155.8%
Diluted EPS — — — — — — — −6.8% −48.5% — −70.6% — +24.4% −350.7% — +197.9% −74.2% +162.2%
Margins
Gross margin 21.5% 22.3% 21.5% 22.5% 22.3% 23.1% 26.5% 27.1% 26.8% 25.9% 27.6% 28.3% 28.2% 32.9% 35.3% 38.9% 42.0% 40.5%
EBITDA margin — 4.9% 6.4% 7.5% 7.2% 7.3% 7.6% 8.7% 7.5% 7.5% 8.5% 9.3% 9.8% −4.4% 8.9% 16.6% 9.8% 17.9%
Operating margin 2.1% 1.8% 3.0% 3.9% 3.4% 3.9% 4.5% 5.6% 4.4% 4.7% 5.8% 6.8% 7.5% −6.6% 7.3% 15.2% 8.2% 16.7%
Net margin 1.6% 0.7% −0.4% 0.9% 0.2% −0.0% 2.3% 2.0% 1.0% 6.4% 2.0% 2.6% 3.5% −6.7% 2.9% 8.0% 2.0% 6.5%
Free-cash-flow margin 4.3% 3.3% −2.9% 1.1% 1.1% 0.8% −1.0% 1.4% 0.9% 0.4% 3.0% 3.2% 1.4% 0.6% 13.7% 11.9% 12.1% 10.8%
Cash flow
Cash from operations 84 83 35 90 86 93 32 80 49 58 90 107 70 59 432 380 357 341
Capital spending 33 40 88 69 64 77 46 59 35 50 35 41 37 42 64 68 52 44
Free cash flow 51 43 −52 21 21 16 −14 21 14 8 55 66 33 17 368 312 305 297
Stock-based pay 4 6 9 10 12 11 11 10 8 20 16 18 20 33 41 27 25 30
Free cash flow after stock pay 47 37 −61 11 9 5 −26 11 6 −12 40 48 13 −16 327 285 280 267
Balance sheet
Cash 321 170 243 210 178 92 52 73 48 70 72 218 249 120 103 114 99 110
Total debt 0 525 733 716 703 823 861 927 992 — 1,114 1,064 1,061 1,596 1,490 1,540 1,424 1,275
Net debt (negative = net cash) −321 355 490 507 524 730 809 854 945 −70 1,042 846 812 1,475 1,387 1,425 1,325 1,164
Diluted shares 59m 60m 59m 57m 57m 49m 47m 44m 43m 42m 43m 45m 53m 52m 55m 50m 47m 46m
Returned to shareholders
Dividends — 0 0 5 6 6 8 9 10 50 14 15 17 127 134 36 40 39
Buybacks 0 0 18 10 33 80 82 65 16 46 1 7 3 11 164 310 183 141
Total returned 0 0 18 15 38 86 90 74 26 95 15 22 20 138 298 346 223 180

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 7 checks passed · June 30, 2026
What it owns · $1.8bn
Short-term assets $724mLonger-term assets $1.1bn
What it owes, and who funded it · $1.8bn
Short-term liabilities $300mLonger-term liabilities $1.4bnShareholders' equity $129m
  • Short-term assets cover short-term liabilities $724m of assets due within a year against $300m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $724m short-term assets against $1.4bn of longer-dated liabilities.
  • More cash than debt $110m of cash against $1.3bn of debt.
  • Debt below 40% of shareholders' equity Debt is 981% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 128% to 981% over five years.
  • A year's operating cash flow covers at least 20% of debt $341m of operating cash flow against $1.3bn of debt.
  • Operating profit covers interest at least five times over Operating income of $459m against $88m of interest.

From Griffon Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$141M
Dividends (TTM)
$39M
Returned to shareholders
60%
of free cash flow
Buybacks, last 3 fiscal years
$657M
Diluted share count
−2.4%
year over year
Total shareholder yield
3.8%
dividends 0.8% + buybacks 3.0% of market value
Dividend payout ratio
22%
of net income paid out
Sales & admin spending
23.8%
of revenue
Days sales outstanding
27 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in building products
Growth, margins and cash generation against peers
Last 12 months unless stated GFF MBC WTS SPXC SSD JELD Median
Revenue, last 12 months $2.8bn $2.8bn $2.7bn $2.6bn $2.4bn $3.2bn $1.8bn
Revenue growth, last 12 months 26.9% −0.0% 17.1% 20.2% 6.5% −8.1% 4.0%
Revenue growth, 3-year average −0.0% −2.7% 10.3% 15.2% 3.9% −11.4% 3.4%
Revenue growth, latest quarter 7.0% 11.5% 18.6% 20.5% 6.3% −0.7% 7.9%
Gross margin 40.5% 26.9% 48.9% 39.9% 45.7% 15.5% 32.1%
Operating margin 16.7% −1.1% 19.1% 16.1% 20.6% −8.8% 7.2%
Operating margin, 3-year average 13.1% 5.7% 17.9% 15.5% 20.0% −5.6% 11.1%
Net margin 6.5% −3.5% 14.3% 11.5% 15.6% −16.4% 5.6%
Cash from operations / revenue 12.4% 5.3% 14.9% 14.4% 23.7% −1.8% 12.4%
Free-cash-flow margin 10.8% 2.7% 13.1% 8.7% 19.3% −5.1% 9.1%
Free-cash-flow margin, 3-year average 11.8% 5.8% 13.6% 10.7% 10.9% −2.5% 8.6%
Stock pay / revenue 1.1% 0.8% 0.9% 0.7% 0.9% 0.5% 0.7%
Change in share count −2.4% 3.0% 0.0% 6.2% −1.4% 1.1% −0.6%

Median of all 47 companies we cover in building products. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Where the revenue comes from

Fiscal year to September 30, 2025
Segments
Line of business Revenue Share YoY
Home and Building Products HBP $1.6B 62.9% ▼ 0.3%
Consumer and Professional Products $936M 37.1% ▼ 9.6%
Geography
Region Revenue Share YoY
United States $2B 81.0% ▼ 5.5%
Australia $289M 11.5% ▲ 14.8%
Canada $112M 4.4% ▼ 12.7%
Europe $41.8M 1.7% ▼ 21.3%
All Other Countries $37M 1.5% ▲ 13.9%

From Griffon Corp's 10-K filed November 19, 2025, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$3.6B
Institutions reporting
345
Shares held vs prior quarter
▲ 0.6%
Positions opened / closed
49 / 43

Top buyers and sellers, Q2 2026: 170 institutions bought and 166 sold ; the biggest buyer was FMR LLC (+1.2M shares) and the biggest seller LSV Asset Management (−474K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $591M 6.1M 16.6% ▲ 1.6%
Vanguard Portfolio Management LLC $364M 3.7M 10.2% ▼ 0.4%
Vanguard Capital Management LLC $185M 1.9M 5.2% ▼ 1.1%
FMR LLC $159M 1.6M 4.5% ▲ 285.4%
State Street Corp $153M 1.6M 4.3% ▲ 4.4%
Voss Capital, LP $148M 1.5M 4.2% ▼ 16.9%
Fuller & Thaler Asset Management, Inc. $105M 1.1M 2.9% ▲ 7.5%
Dimensional Fund Advisors LP $98.1M 1.0M 2.8% ▼ 0.6%
Geode Capital Management, LLC $95.6M 980K 2.7% ▲ 6.1%
Nomura Asset Management International Inc. $71.6M 734K 2.0% ▼ 5.5%
Raymond James Financial Inc $66.4M 681K 1.9% ▲ 9.2%
Charles Schwab Investment Management Inc $55M 564K 1.5% ▲ 0.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Griffon Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Sullivan Kevin F Director August 13, 2026 Sell 3,500 $105.59 $369,565
Turnbull Cheryl L Director August 13, 2026 Sell 3,000 $106.12 $318,360
Mehmel Robert F President and COO August 11, 2026 Sell pre-set plan 3,240 $107.16 $347,198
Mehmel Robert F President and COO August 10, 2026 Sell pre-set plan 88 $105.21 $9,258
Mehmel Robert F President and COO August 10, 2026 Sell pre-set plan 3,638 $104.08 $378,643
Mehmel Robert F President and COO August 10, 2026 Sell pre-set plan 2,913 $104.64 $304,816
Harris Brian G EVP, Chief Financial Officer August 7, 2026 Sell pre-set plan 5,267 $107.11 $564,148
Mehmel Robert F President and COO August 7, 2026 Sell pre-set plan 13,464 $107.43 $1.4M
Mehmel Robert F President and COO August 7, 2026 Sell pre-set plan 1,911 $106.60 $203,713
Mehmel Robert F President and COO August 7, 2026 Sell pre-set plan 553 $108.09 $59,774
Mehmel Robert F President and COO August 6, 2026 Sell pre-set plan 2,074 $106.27 $220,404
Mehmel Robert F President and COO August 6, 2026 Sell pre-set plan 6,933 $105.46 $731,154

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 18, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 7, 2026
  • February 5, 2026
  • November 19, 2025
  • August 6, 2025
  • May 8, 2025

Recent SEC filings

Data status

When each part of this page on Griffon Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Griffon Corp in brief

What does Griffon Corp do?
Griffon Corp is a US-listed company in the building products industry. Its financial year ends in September.
What is Griffon Corp's stock ticker?
Griffon Corp trades under the ticker GFF on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Griffon Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Griffon Corp reported revenue of $2.8B, 26.9% higher than a year earlier, according to its SEC filings.
What is Griffon Corp's free cash flow?
Griffon Corp's free-cash-flow margin is 10.8% of revenue over the trailing twelve months.
Who are Griffon Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Griffon Corp buying back stock, and does it pay a dividend?
Griffon Corp spent $141M on share repurchases over the trailing twelve months, and its diluted share count fell 2.4% over the year.
What is Griffon Corp's market cap?
On November 2, 2026, Griffon Corp's market capitalisation was about $4.8B, with a price-to-earnings ratio of 26.7 and net debt of $1.2B. Market figures come from third-party market data and may be delayed.
Does Griffon Corp pay a dividend?
Yes: Griffon Corp paid $39M in dividends over the trailing twelve months, a dividend yield of 0.82% and a payout ratio of 21.8%.
How much debt does Griffon Corp have?
Griffon Corp's debt-to-equity ratio is 981.5%, from its latest balance sheet (127.7% five years earlier). The financial health section below sets out its other solvency checks.
Who are Griffon Corp's competitors?
In our Building Products peer group, the companies closest to Griffon Corp are Masterbrand, Inc., Watts Water Technologies Inc, SPX Technologies, Inc., Simpson Manufacturing Co., Inc. and Jeld-wen Holding, Inc. The side-by-side comparison below sets their revenue, margins and growth against Griffon Corp's.
Are insiders buying or selling Griffon Corp stock?
Over the last 12 months, Griffon Corp's directors and officers reported 1 open-market purchases and 55 sales on Form 4. The insider trading page charts every trade.
When is Griffon Corp's next earnings date?
Around November 18, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Griffon Corp announces its own schedule.