Griffon Corporation
- Open
- 96.89
- Day high
- 97.58
- Day low
- 96.06
- Prev close
- 97.39
- Volume
- 9K
- Mkt cap
- $4.4B
- P/E (TTM)
- 21.3
- EPS (TTM)
- $4.52
- P/B
- 33.8
- P/S
- 2.0
- Yield
- 0.91%
- Per share
- $0.88
- ▼Insiders net selling -$32.8M over the last 3 months (0 open-market buys, 47 sales)
- 🏛Institutions accumulating (13F)
Griffon Corporation (GFF) is a Industrials company listed on NYSE. The stock is up 28% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 47 sales (SEC Form 4).
Griffon Corporation (GFF) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GFF earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $1.34 | $1.51 | +12.7% | $481M | +5.2% |
| May 7, 2026 | $0.99 | $1.05 | +6.1% | $422M | +1.7% |
| Feb 5, 2026 | $1.34 | $1.45 | +8.2% | $649M | +56.6% |
| Nov 19, 2025 | $1.51 | $1.54 | +2.0% | $662M | +4.9% |
| May 8, 2025 | $1.13 | $1.23 | +8.8% | $612M | -8.5% |
| Feb 5, 2025 | $1.28 | $1.39 | +8.6% | $632M | +3.3% |
| Feb 7, 2024 | $0.75 | $1.07 | +41.9% | $643M | +7.8% |
| Nov 15, 2023 | $0.98 | $1.19 | +21.6% | $641M | -2.6% |
| Aug 2, 2023 | $1.01 | $1.29 | +27.5% | $683M | +3.0% |
| May 3, 2023 | $0.68 | $1.21 | +77.9% | $711M | -2.5% |
| Jan 31, 2023 | $0.81 | $0.86 | +6.0% | $649M | -6.9% |
| Nov 17, 2022 | $0.84 | $1.09 | +30.2% | $709M | +0.8% |
GFF insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 14, 2026 | Sullivan Kevin Fdirector | Sell | 3,500 | $105.59 |
| Aug 14, 2026 | TURNBULL CHERYL Ldirector | Sell | 3,000 | $106.12 |
| Aug 13, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 3,240 | $107.16 |
| Aug 11, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 2,913 | $104.64 |
| Aug 11, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 13,464 | $107.43 |
| Aug 11, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 1,911 | $106.60 |
| Aug 11, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 3,638 | $104.08 |
| Aug 11, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 553 | $108.09 |
| Aug 11, 2026 | Harris Brian Gofficer: EVP, Chief Financial Officer | Sell | 5,267 | $107.11 |
| Aug 11, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 88 | $105.21 |
| Aug 7, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 5,476 | $104.56 |
| Aug 7, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 2,074 | $106.27 |
| Aug 7, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 3,527 | $100.46 |
| Aug 7, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 617 | $98.68 |
| Aug 7, 2026 | MEHMEL ROBERT Fofficer: President and COO | Sell | 2,283 | $99.67 |
Source: GFF SEC Form 4 filings, latest Aug 14, 2026. For informational purposes only — not investment advice.
See the full GFF insider & 13F page →Griffon Corporation company profile
Overview
Griffon Corporation (NYSE:GFF) is a diversified industrial conglomerate founded in 1959 and headquartered in New York. Originally incorporated as Instrument Systems Corporation, the company changed its name to Griffon Corporation in June 1992 and has been publicly traded since 1973. Today, Griffon operates as a holding company with two primary business segments focused on home improvement and building products, serving both consumer and professional markets across the United States, Europe, Canada, Australia, and other international markets.
Business
Griffon Corporation operates in the industrial conglomerate sector through two distinct business segments that manufacture and distribute home improvement and building products. The Home & Building Products (HBP) segment represents the larger and more profitable division, generating approximately 85% of total segment EBITDA and around $1.6 billion in annual revenue. This segment manufactures residential and commercial garage doors under the well-known Clopay brand, which are sold through professional dealers and home center retail chains like Home Depot and Lowe's. The segment also produces rolling steel doors and security grilles for commercial, industrial, institutional, and retail applications under brands like CornellCookson. These products serve the new construction market as well as the replacement and renovation market, with garage doors being essential components for both residential homes and commercial buildings. The Consumer and Professional Products (CPP) segment generates approximately $1 billion in annual revenue but contributes only 15% of total segment EBITDA, reflecting its lower-margin profile. This diverse segment manufactures and markets long-handled tools and landscaping products for homeowners and professionals under brands like True Temper, AMES, and Razor-Back. It also produces home organization products including closet systems and storage solutions under the ClosetMaid brand, wheelbarrows, garden tools, planters, and lawn accessories. Additionally, the segment includes Hunter Fan, which produces ceiling fans for residential and commercial use, and various international brands serving markets in Australia and Europe. The company's product portfolio spans from basic hand tools and garden equipment to sophisticated garage door systems with advanced features like smart home integration and architectural design elements.
Revenue model
Griffon Corporation generates revenue primarily through product sales across its two business segments, serving different customer bases with distinct business models. The Home & Building Products segment operates on a business-to-business model, selling garage doors and commercial building products to professional dealers, distributors, and major home improvement retailers. Revenue comes from unit sales with pricing power derived from brand strength, product innovation, and service quality. The segment benefits from both new construction activity and the larger replacement/renovation market, as garage doors typically need replacement every 15-20 years. This creates a relatively stable demand base with opportunities for premium pricing on high-end residential products and custom commercial solutions. The Consumer and Professional Products segment uses a hybrid business model, selling through multiple channels including big-box retailers (Home Depot, Lowe's), independent dealers, and direct-to-consumer channels. Revenue comes from unit sales of tools, fans, and home organization products, with margins varying significantly by product category and geography. The Hunter Fan acquisition added a higher-margin ceiling fan business that serves both residential and commercial markets. Several factors influence the company's profitability margins. Positive margin drivers include the company's transition to an asset-light model in CPP through global sourcing, operational efficiency improvements from facility consolidations, and pricing power in the HBP segment due to strong brand positioning. The company has also benefited from product mix improvements, focusing on higher-margin residential garage doors and premium ceiling fans. Negative margin pressures include commodity cost inflation affecting steel and other raw materials, supply chain disruptions, and potential tariff impacts on approximately $325 million of annual revenue from China-sourced products in the CPP segment. Consumer demand weakness, particularly in discretionary home improvement categories, also pressures volumes and pricing. Labor cost inflation and the cyclical nature of construction markets present additional challenges, though the company's diversified end markets provide some stability.
Competitive moat
Griffon Corporation's competitive moat varies significantly between its two business segments, with the Home & Building Products division demonstrating stronger defensive characteristics than the Consumer and Professional Products segment. The HBP segment possesses a moderate to strong moat built on several key factors. The Clopay brand has established itself as a leading residential garage door manufacturer with strong dealer relationships built over decades. The company benefits from high switching costs, as professional installers prefer working with familiar products and established service networks. Additionally, garage doors are typically purchased infrequently (every 15-20 years), making price sensitivity lower than for frequently purchased items. The segment's manufacturing scale, distribution network, and technical expertise in commercial applications create barriers for new entrants. Product innovation, such as the recent VertiStack Avante garage door with patented design features, provides temporary competitive advantages. However, the CPP segment operates in highly competitive markets with limited moat protection. Hand tools, garden equipment, and home organization products face intense competition from both established brands and private label alternatives. While brands like True Temper and ClosetMaid have recognition, they compete primarily on price and availability rather than unique value propositions. The Hunter Fan acquisition provides some brand strength in ceiling fans, but this market also faces significant competition from both domestic and international manufacturers. Potential disruption risks include smart home technology integration changing consumer preferences for garage doors, direct-to-consumer brands bypassing traditional retail channels, and low-cost international manufacturers gaining market share in tools and fans. The company's heavy reliance on traditional retail channels like Home Depot and Lowe's creates concentration risk, though these relationships also provide scale advantages. Overall, Griffon's moat is moderate but not insurmountable, requiring continued investment in innovation, brand building, and operational efficiency to maintain competitive positioning.
Risks & safety
Griffon Corporation presents a moderate margin of safety profile with manageable debt levels but some cyclical risks. • Liquidity and Solvency: Strong current ratio of 2.78x and quick ratio of 1.48x indicate solid short-term liquidity. Cash position of $128 million provides adequate working capital buffer. • Debt Management: Net debt-to-EBITDA ratio of approximately 2.6x is manageable for an industrial company. Total debt-to-equity ratio of 0.85x shows moderate leverage. The company successfully repriced its Term Loan B facility, improving borrowing costs. • Cash Generation: Strong free cash flow generation of $309 million in fiscal 2024 demonstrates the business's ability to generate cash. Management expects over $1 billion in free cash flow over the next three years. • Valuation Metrics: Trading at 14.4x P/E ratio and 7.0x EV/EBITDA, suggesting reasonable but not deeply discounted valuation. Price-to-book ratio of 15.2x appears elevated, reflecting asset-light transition. • Dividend Coverage: Quarterly dividend of $0.18 per share appears well-covered by earnings, with 55 consecutive quarters of payments demonstrating commitment. • Cyclical Risks: Exposure to construction cycles and consumer discretionary spending creates earnings volatility. Approximately $325 million revenue exposure to potential China tariffs presents near-term risk.
Recent development
Over the past few years, Griffon Corporation has undergone significant strategic transformation focused on portfolio optimization, operational efficiency, and capital allocation discipline. The company completed a major strategic portfolio restructuring by divesting its Telephonics defense business for $330 million in 2022 and acquiring Hunter Fan Company to strengthen its consumer products portfolio. This move allowed Griffon to focus on its core home and building products markets while adding a higher-margin ceiling fan business with strong brand recognition. A key operational initiative has been the transformation of the CPP segment to an asset-light business model. The company completed its global sourcing expansion project ahead of schedule, reducing manufacturing footprint by 1.2 million square feet and cutting headcount by approximately 600 employees. This transition involves shifting from internal manufacturing to sourcing products globally, targeting a 15% EBITDA margin for the CPP segment by 2026, up from current levels around 7-9%. Product innovation has been a focus area, particularly in the HBP segment with the introduction of the VertiStack Avante garage door featuring patented compact glass panel stacking technology. This product was recognized at the International Builders Show and represents the company's commitment to differentiated product development. The company has also implemented an aggressive capital allocation strategy, returning $310 million to shareholders in fiscal 2024 through dividends and share repurchases. Management authorized an additional $400 million share repurchase program and increased the quarterly dividend by 20% to $0.18 per share. The company repurchased 4.8 million shares at an average price of $57.52, demonstrating confidence in the business's intrinsic value. To address potential tariff challenges, Griffon has been diversifying its supply chain away from China-based manufacturing, leveraging relationships in South America, Central America, and other Asian markets to maintain cost competitiveness while reducing geopolitical risk.
GFF company profile · for informational purposes only — not investment advice.
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