Griffon (GFF)


Market Price (8/6/2026): $103.11 | Market Cap: $4.6 BilSector: Industrials | Industry: Building Products

Griffon (GFF)


Market Price (8/6/2026): $103.11
Market Cap: $4.6 Bil
Sector: Industrials
Industry: Building Products

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12%

Attractive yield
FCF Yield is 6.1%

Low stock price volatility
Vol 12M is 39%

Megatrend and thematic drivers
Megatrends include Urbanization & Housing Trends, Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include Home Improvement & Renovation, Show more.

Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%

Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 637x

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.1%, Rev Chg QQuarterly Revenue Change % is -1.1%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.3%

Key risks
GFF key risks include [1] tariffs disrupting its Consumer and Professional Products segment, Show more.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12%
1 Attractive yield
FCF Yield is 6.1%
2 Low stock price volatility
Vol 12M is 39%
3 Megatrend and thematic drivers
Megatrends include Urbanization & Housing Trends, Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include Home Improvement & Renovation, Show more.
4 Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%
5 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 637x
6 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.1%, Rev Chg QQuarterly Revenue Change % is -1.1%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.3%
8 Key risks
GFF key risks include [1] tariffs disrupting its Consumer and Professional Products segment, Show more.

GFF in ETFs

Weight = GFF's share of each fund

ITOT0.00%
IWM0.11%
IJR0.19%
VIG0.02%
VB0.05%
SLYG0.23%
IJT0.22%
VIOV0.17%
+13 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/5/2026

Griffon (GFF) stock has gained about 15% since 4/30/2026 because of the following key factors:

1. Strong Fiscal Q3 2026 Earnings Beat: Griffon Corporation (whose fiscal Q3 2026 ended June 30, 2026) reported a 7% year-over-year revenue increase to $481.4 million, exceeding consensus estimates of $458.84 million. Adjusted diluted earnings per share (EPS) from continuing operations reached $1.51, surpassing analyst estimates of $1.33 or $1.34 by $0.18 or $0.17.

2. Successful Strategic Transformation and Debt Reduction: The company completed significant joint ventures for its AMES North America (June 9, 2026) and AMES Australasia (July 31, 2026) businesses. These transactions yielded substantial cash proceeds of $100 million and $181 million, respectively, and contributed to a $137.0 million reduction in total debt during fiscal Q3 2026, improving net leverage to 2.2 times. This strategic move transforms Griffon into a pure-play building products company.

Show more
Updated on 8/5/2026

Griffon (GFF) stock has gained about 15% since 4/30/2026 because of the following key factors:

1. Strong Fiscal Q3 2026 Earnings Beat: Griffon Corporation (whose fiscal Q3 2026 ended June 30, 2026) reported a 7% year-over-year revenue increase to $481.4 million, exceeding consensus estimates of $458.84 million. Adjusted diluted earnings per share (EPS) from continuing operations reached $1.51, surpassing analyst estimates of $1.33 or $1.34 by $0.18 or $0.17.

2. Successful Strategic Transformation and Debt Reduction: The company completed significant joint ventures for its AMES North America (June 9, 2026) and AMES Australasia (July 31, 2026) businesses. These transactions yielded substantial cash proceeds of $100 million and $181 million, respectively, and contributed to a $137.0 million reduction in total debt during fiscal Q3 2026, improving net leverage to 2.2 times. This strategic move transforms Griffon into a pure-play building products company.

3. Significant Share Repurchase Activity: Griffon actively returned value to shareholders by repurchasing 626 thousand shares of common stock for $53.2 million during fiscal Q3 2026, at an average price of $85.00 per share.

4. Reaffirmed Strong Fiscal Year 2026 Guidance: Management maintained its fiscal 2026 revenue guidance of $1.8 billion and adjusted EBITDA guidance of $458 million for continuing operations, providing a stable and positive outlook for future financial performance.

5. Positive Analyst Sentiment and Price Targets: Wall Street analysts maintained a "Moderate Buy" consensus rating for Griffon, with an average price target of $115.00, reflecting continued confidence in the stock's future upside potential.

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Stock Movement Drivers

Fundamental Drivers

The 13.0% change in GFF stock from 4/30/2026 to 8/5/2026 was primarily driven by a 600.2% change in the company's P/E Multiple.
(LTM values as of)43020268052026Change
Stock Price ($)90.94102.8113.0%
Change Contribution By: 
Total Revenues ($ Mil)2,3522,347-0.2%
Net Income Margin (%)1.9%0.3%-83.8%
P/E Multiple91.0636.9600.2%
Shares Outstanding (Mil)45450.1%
Cumulative Contribution13.0%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 8/5/2026
ReturnCorrelation
GFF13.0% 
Market (SPY)7.1%40.6%
Sector (XLI)6.7%52.3%

Fundamental Drivers

The 26.9% change in GFF stock from 1/31/2026 to 8/5/2026 was primarily driven by a 794.6% change in the company's P/E Multiple.
(LTM values as of)13120268052026Change
Stock Price ($)81.04102.8126.9%
Change Contribution By: 
Total Revenues ($ Mil)2,3352,3470.5%
Net Income Margin (%)2.2%0.3%-86.0%
P/E Multiple71.2636.9794.6%
Shares Outstanding (Mil)45450.6%
Cumulative Contribution26.9%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 8/5/2026
ReturnCorrelation
GFF26.9% 
Market (SPY)11.5%47.4%
Sector (XLI)13.0%59.5%

Fundamental Drivers

The 27.8% change in GFF stock from 7/31/2025 to 8/5/2026 was primarily driven by a 3909.4% change in the company's P/E Multiple.
(LTM values as of)73120258052026Change
Stock Price ($)80.44102.8127.8%
Change Contribution By: 
Total Revenues ($ Mil)2,3672,347-0.8%
Net Income Margin (%)9.8%0.3%-96.9%
P/E Multiple15.9636.93909.4%
Shares Outstanding (Mil)46452.3%
Cumulative Contribution27.8%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 8/5/2026
ReturnCorrelation
GFF27.8% 
Market (SPY)22.8%41.9%
Sector (XLI)23.9%56.3%

Fundamental Drivers

The 154.1% change in GFF stock from 7/31/2023 to 8/5/2026 was primarily driven by a 158.4% change in the company's P/S Multiple.
(LTM values as of)73120238052026Change
Stock Price ($)40.46102.81154.1%
Change Contribution By: 
Total Revenues ($ Mil)2,8372,347-17.3%
P/S Multiple0.82.0158.4%
Shares Outstanding (Mil)534518.9%
Cumulative Contribution154.1%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2023 to 8/5/2026
ReturnCorrelation
GFF154.1% 
Market (SPY)74.1%49.0%
Sector (XLI)75.8%58.5%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
GFF Return42%37%84%18%4%28%461%
Peers Return50%-21%64%-14%19%10%118%
S&P 500 Return27%-19%24%23%16%13%106%

Monthly Win Rates [3]
GFF Win Rate58%58%67%50%42%62% 
Peers Win Rate62%40%62%44%60%62% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
GFF Max Drawdown-22%-38%-35%-26%-20%-28% 
Peers Max Drawdown-21%-39%-21%-29%-23%-23% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: WTS, WMS, UFPI, WOR, MAIR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/5/2026 (YTD)

How Low Can It Go

EventGFFS&P 500
2025 US Tariff Shock
  % Loss-15.6%-18.8%
  % Gain to Breakeven18.5%23.1%
  Time to Breakeven72 days79 days
2024 Yen Carry Trade Unwind
  % Loss-12.2%-7.8%
  % Gain to Breakeven13.9%8.5%
  Time to Breakeven8 days18 days
2023 SVB Regional Banking Crisis
  % Loss-30.2%-6.7%
  % Gain to Breakeven43.3%7.1%
  Time to Breakeven48 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-36.6%-24.5%
  % Gain to Breakeven57.7%32.4%
  Time to Breakeven19 days427 days
2020 COVID-19 Crash
  % Loss-53.3%-33.7%
  % Gain to Breakeven114.0%50.9%
  Time to Breakeven128 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-39.1%-19.2%
  % Gain to Breakeven64.1%23.8%
  Time to Breakeven42 days105 days

Compare to WTS, WMS, UFPI, WOR, MAIR

In The Past

Griffon's stock fell -15.6% during the 2025 US Tariff Shock. Such a loss loss requires a 18.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventGFFS&P 500
2023 SVB Regional Banking Crisis
  % Loss-30.2%-6.7%
  % Gain to Breakeven43.3%7.1%
  Time to Breakeven48 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-36.6%-24.5%
  % Gain to Breakeven57.7%32.4%
  Time to Breakeven19 days427 days
2020 COVID-19 Crash
  % Loss-53.3%-33.7%
  % Gain to Breakeven114.0%50.9%
  Time to Breakeven128 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-39.1%-19.2%
  % Gain to Breakeven64.1%23.8%
  Time to Breakeven42 days105 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-29.0%-17.9%
  % Gain to Breakeven40.9%21.8%
  Time to Breakeven70 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-24.0%-15.4%
  % Gain to Breakeven31.5%18.2%
  Time to Breakeven21 days125 days
2008-2009 Global Financial Crisis
  % Loss-48.1%-53.4%
  % Gain to Breakeven92.7%114.4%
  Time to Breakeven191 days1085 days
Summer 2007 Credit Crunch
  % Loss-41.2%-8.6%
  % Gain to Breakeven70.1%9.5%
  Time to Breakeven3041 days47 days

Compare to WTS, WMS, UFPI, WOR, MAIR

In The Past

Griffon's stock fell -15.6% during the 2025 US Tariff Shock. Such a loss loss requires a 18.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Griffon (GFF)

Griffon Corporation (GFF) is a diversified manufacturing company that provides a wide range of consumer, professional, home, and building products across the United States, Europe, Canada, Australia, and other international markets. The company operates through two primary segments: Consumer and Professional Products, and Home & Building Products.

Its Consumer and Professional Products segment focuses on manufacturing and marketing a comprehensive array of tools and home organization solutions. This includes long-handled landscaping tools, wheelbarrows, garden hoses, snow tools, and various hand tools for gardening and DIY. Additionally, this segment offers wood and wire closet organization systems, general living storage, and wire garage storage products. Customers for these products range from individual homeowners and professionals to large home center retail chains and mass merchandisers.

The Home & Building Products segment specializes in manufacturing and marketing doors for both residential and commercial applications. This includes a variety of residential and commercial garage doors, sold through professional dealers and home center retail chains. Furthermore, the segment produces rolling steel doors and grille products, catering to commercial, industrial, institutional, and retail uses, underscoring Griffon's significant presence in the construction and renovation sectors.

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Here are 1-3 brief analogies for Griffon (GFF):

  • Like Stanley Black & Decker, but they also make all sorts of garden tools, closet organizers, and residential garage doors.
  • Similar to Masco Corporation, but specializing in hand tools, garden products, and garage doors.

AI Analysis | Feedback

  • Long-handled and Hand Tools: Griffon manufactures and markets a variety of tools for landscaping, snow, striking, and general hand use for homeowners and professionals.
  • Storage and Organization Products: The company offers wood and wire systems for closet organization, general living storage, and wire garage storage.
  • Lawn and Garden Accessories: This category includes wheelbarrows, lawn carts, planters, garden hoses, and various pruning and cutting tools for gardening.
  • Cleaning Products: Griffon provides cleaning products designed for professional, home, and industrial applications.
  • Residential and Commercial Garage Doors: The company manufactures and markets overhead garage doors for both residential and commercial applications.
  • Rolling Steel Doors and Grilles: Griffon produces rolling steel doors and grille products for commercial, industrial, institutional, and retail uses.

AI Analysis | Feedback

Griffon Corporation (GFF) primarily sells its products to other companies. Its major customers include:

  • The Home Depot, Inc. (HD)
  • Lowe's Companies, Inc. (LOW)
  • Walmart Inc. (WMT)

These companies represent the "home center retail chains" and "mass merchandisers" to which Griffon sells its consumer and professional products, as well as its home and building products. Griffon also sells to "professional dealers and direct-to builder professional installers," which are other businesses, but the specific names of large public companies in those categories are not explicitly detailed in the provided description.

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Ronald J. Kramer Chairman of the Board and Chief Executive Officer

Mr. Kramer has served as Chief Executive Officer of Griffon Corporation since April 2008, a director since 1993, and Chairman of the Board since January 2018. Prior to his current role, he was President and a director of Wynn Resorts, Ltd. from 2002 through March 2008. From 1999 to 2001, Mr. Kramer was a Managing Director at Dresdner Kleinwort Wasserstein, an investment banking firm, and its predecessor, Wasserstein Perella & Co. He also served as Chairman and CEO of Ladenburg Thalmann in 1995.

Brian G. Harris Executive Vice President and Chief Financial Officer

Mr. Harris has been Griffon's Chief Financial Officer since August 2015. He was promoted to Executive Vice President in November 2024, having served as Senior Vice President since August 2015. From November 2012 to July 2015, he was Vice President and Controller, and from July 2009 to July 2015, he was Griffon's Chief Accounting Officer. Before joining Griffon, Mr. Harris was Assistant Controller of Dover Corporation from May 2005 to June 2009. He also held various accounting and auditing roles with Hearst Argyle Television, John Wiley and Sons, Inc., and Arthur Andersen, LLP.

Robert F. Mehmel President and Chief Operating Officer

Mr. Mehmel has served as President and Chief Operating Officer of Griffon Corporation since December 2012. He was also a Director from May 2018 to February 2022. From August 2008 to October 2012, he was President and Chief Operating Officer of DRS Technologies, a leading supplier of defense electronic products, systems, and military support services.

Seth L. Kaplan Executive Vice President, General Counsel and Secretary

Mr. Kaplan has been Griffon's General Counsel and Secretary since May 2010. He was promoted to Executive Vice President in February 2026, after serving as Senior Vice President since May 2010. From July 2008 to May 2010, Mr. Kaplan was Assistant General Counsel and Assistant Secretary at Hexcel Corporation.

Michael A. Sarrica President, Consumer and Professional Products Segment and Senior Vice President, Griffon

Mr. Sarrica became President of the Consumer and Professional Products segment in November 2019. Since joining Griffon in January 2014, he has held various leadership roles within the company, including President of The AMES Companies and, since January 2017, Senior Vice President of Griffon.

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The key risks to Griffon Corporation's (GFF) business are:

  1. Market Dependence and Cyclicality: Griffon's operations, particularly its Home & Building Products and Consumer & Professional Products segments, are heavily influenced by the cyclical nature of the residential construction and housing markets, as well as broader economic conditions and interest rates. This dependence makes the company vulnerable to economic downturns, fluctuations in housing starts, and changes in consumer spending on home improvement.
  2. Supply Chain Disruptions and Commodity Price Volatility: The company faces significant risks from global supply chain challenges, including raw material shortages, transportation delays, and the volatility of commodity prices such as steel, aluminum, polymer resins, and wood. Unpredictable spikes in input costs can pressure margins. Additionally, tariffs and trade disputes have specifically impacted the performance of its Consumer and Professional Products segment.
  3. High Debt Level: Griffon Corporation carries a substantial debt load, which raises its financial obligations and has the potential to constrain profitability. The company's long-term debt has increased, and its current liabilities have been noted to be higher than its cash equivalents, indicating potential challenges in meeting short-term obligations. A high debt level, especially in a rising interest rate environment, could further pressure the company's profitability and cash flow.

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Griffon Corporation (GFF) operates in several addressable markets through its diverse product offerings. Here are the estimated market sizes for its main products and services:

Lawn and Garden Products and Equipment

  • The global lawn and garden equipment market was valued at approximately USD 48.1 billion in 2025 and is projected to grow to USD 88.6 billion by 2035.
  • Another estimate places the global garden equipment market size at USD 19.27 billion in 2024, expected to reach USD 23.46 billion by 2032. North America holds over 50% of this global share.
  • The global power lawn and garden equipment market size was USD 89.85 billion in 2025 and is expected to reach USD 116.93 billion by 2030.
  • In the U.S., the lawn and garden products market is expected to reach USD 83 billion in 2025 and rise to USD 102 billion by 2028.
  • The U.S. lawn and garden consumables market size was estimated at USD 6.97 billion in 2024 and is projected to be worth around USD 12.75 billion by 2034. North America dominated the lawn and garden consumables market with a 38% market share in 2024.

Home Organization and Storage Products

  • The global home organization products market is expected to reach USD 13.27 billion in 2025 and is projected to grow to USD 20.21 billion by 2033. Another report states the global market size at approximately USD 15.4 billion in 2025, expanding to over USD 20.9 billion by 2032.
  • North America is the largest market for home organization products, holding approximately 45% of the global market share.
  • The U.S. home organizers and storage market size is valued at USD 12.05 billion in 2025 and is forecast to reach USD 15.21 billion by 2030.
  • The U.S. home organization product industry was valued at USD 14.2 billion in 2023.

Garage Doors and Overhead Doors

  • The global garage and overhead doors market was valued at USD 6.82 billion in 2025 and is estimated to grow to USD 9.19 billion by 2031. Another estimate for the global garage and overhead door market size is USD 8.14 billion in 2025, projected to expand to USD 12.84 billion by 2034.
  • North America led the global market in 2025 with a 35.45% share for garage and overhead doors, and another source indicates North America dominated with a 59.30% market share in 2025.
  • The Garage Door Manufacturing market size in the U.S. was USD 7.2 billion in 2024 and USD 7.3 billion in 2025.
  • U.S. demand for residential garage and commercial overhead doors is forecast to increase to USD 4.6 billion in 2026.
  • The North America garage overhead doors market was valued at USD 3.93 billion in 2024 and is projected to reach USD 5.52 billion by 2033 from USD 4.08 billion in 2025.

Professional and Industrial Cleaning Products

  • The global professional cleaning products market is estimated to be valued at USD 58.7 billion in 2025 and is projected to reach USD 97.5 billion by 2035. Another report estimates the global market at USD 46.7 billion in 2025, growing to USD 87.3 billion in 2035.
  • The global industrial cleaning products market was valued at USD 49.1569 billion in 2024 and is projected to reach USD 75.1841 billion by 2032.
  • The Industrial and Institutional Cleaners Market was estimated at USD 57.44 billion in 2024 and is projected to grow to USD 78.35 billion by 2035.
  • North America holds a significant market share (approximately 24%) of the global industrial cleaning products market.
  • The U.S. commercial cleaning products market size was estimated at USD 33.23 billion in 2024 and is expected to grow to USD 51.34 billion by 2030.
  • The U.S. industrial cleaning chemicals market size was valued at USD 17.21 billion in 2024 and is anticipated to grow from 2025 to 2034.

AI Analysis | Feedback

Here are the expected drivers of future revenue growth for Griffon Corporation (GFF) over the next 2-3 years:

  1. Home & Building Products (HBP) Market Recovery and Share Gains: Griffon anticipates revenue growth from its Home & Building Products segment, driven by an expected recovery in the housing market which should lead to improved residential and commercial volumes. The company is also focused on gaining market share in this segment, leveraging its leadership position in both residential and commercial garage doors.
  2. Strategic Pricing and Favorable Product Mix in HBP: The Home & Building Products segment has consistently benefited from favorable pricing strategies and an optimized product mix. This ability to maintain strong pricing and shift towards premium offerings is expected to continue contributing positively to revenue.
  3. Investments in HBP Capacity and Innovation: Griffon is making strategic investments to drive growth within its HBP segment. This includes expanding the manufacturing capacity for Clopay's sectional doors and incorporating advanced manufacturing equipment to meet increasing customer demand for premium products.
  4. Integration of Hunter Fan into the HBP Segment: The company's strategic decision to combine the Hunter Fan business with its Home & Building Products segment is expected to enhance the revenue base and capabilities of the HBP segment.

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Capital Allocation Decisions (2021-2026) for Griffon Corporation (GFF)

Share Repurchases

  • Griffon's Board of Directors authorized an additional $400 million stock repurchase program on November 13, 2024.
  • Between April 2023 and November 12, 2024, Griffon repurchased 9.4 million shares, representing 16.4% of outstanding shares, for a total of $458 million.
  • In fiscal year 2025 (ended September 30, 2025), the company repurchased 1.9 million shares for $134.7 million, with $298 million remaining under the authorized program as of that date.

Share Issuance

  • Griffon Corporation has not reported any significant dollar amount of new share issuances for capital over the last 3-5 years. The number of outstanding shares has generally decreased due to active share repurchase programs.

Inbound Investments

  • No information is available regarding large inbound investments made in Griffon Corporation by third-parties within the last 3-5 years.

Outbound Investments

  • On January 24, 2022, Griffon acquired Hunter Fan Company, a leading residential ceiling fan brand, for $845 million.
  • In February 2026, Griffon announced a definitive agreement to form a joint venture with ONCAP, combining Griffon's AMES U.S. and Canada businesses with ONCAP's Venanpri Tools. As part of this transaction, Griffon will receive $100 million in cash proceeds and $161 million in second lien debt, retaining a 43% equity interest in the joint venture.
  • In April 2022, Griffon agreed to sell its Telephonics business to TTM Technologies, Inc. for $330.0 million in cash.

Capital Expenditures

  • Capital expenditures for the fiscal year ended September 30, 2025, were $34.4 million, including $18.0 million from asset sales.
  • For the quarter ended December 31, 2025, capital expenditures were $7.7 million.
  • Expected capital expenditures for fiscal year 2026 are projected at $50 million, focusing on capacity expansion, modernization, and technology within its businesses.

Better Bets vs. Griffon (GFF)

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

GFFWTSWMSUFPIWORMAIRMedian
NameGriffon Watts Wa.Advanced.UFP Indu.Worthing.Madison . 
Mkt Price102.81363.84149.5992.7058.7231.7197.75
Mkt Cap4.612.211.65.02.914.98.3
Rev LTM2,3472,5583,0506,2341,3813,4252,804
Op Inc LTM44350063831583607471
FCF LTM282317569267170289285
FCF 3Y Avg314314491401179-314
CFO LTM326365819493226316345
CFO 3Y Avg377353706629242-377

Growth & Margins

GFFWTSWMSUFPIWORMAIRMedian
NameGriffon Watts Wa.Advanced.UFP Indu.Worthing.Madison . 
Rev Chg LTM-0.8%14.2%5.0%-4.7%19.7%-5.0%
Rev Chg 3Y Avg-6.1%8.8%-0.1%-8.2%-16.6%--6.1%
Rev Chg Q-1.1%21.4%9.9%2.6%16.9%-9.9%
QoQ Delta Rev Chg LTM-0.2%4.9%2.0%0.8%4.0%-2.0%
Op Inc Chg LTM8.5%23.6%-3.5%-25.5%64.6%-8.5%
Op Inc Chg 3Y Avg14.4%14.2%-4.0%-25.7%1,044.8%-14.2%
Op Mgn LTM18.9%19.5%20.9%5.0%6.0%17.7%18.3%
Op Mgn 3Y Avg17.0%18.3%23.0%6.6%3.5%-17.0%
QoQ Delta Op Mgn LTM-0.1%0.2%-1.7%-0.4%-0.1%--0.1%
CFO/Rev LTM13.9%14.3%26.9%7.9%16.4%9.2%14.1%
CFO/Rev 3Y Avg15.3%15.3%23.9%9.5%19.3%-15.3%
FCF/Rev LTM12.0%12.4%18.7%4.3%12.3%8.4%12.2%
FCF/Rev 3Y Avg12.8%13.6%16.6%6.0%14.2%-13.6%

Valuation

GFFWTSWMSUFPIWORMAIRMedian
NameGriffon Watts Wa.Advanced.UFP Indu.Worthing.Madison . 
Mkt Cap4.612.211.65.02.914.98.3
P/S2.04.83.80.82.14.32.9
P/Op Inc10.424.418.215.934.424.521.3
P/EBIT23.224.317.814.313.824.420.5
P/E636.933.327.320.018.491.530.3
P/CFO14.133.414.210.112.747.114.1
Total Yield1.0%3.6%4.1%6.6%6.7%1.1%3.9%
Dividend Yield0.8%0.6%0.5%1.6%1.3%0.0%0.7%
FCF Yield 3Y Avg9.1%3.7%4.4%6.8%6.8%-6.8%
D/E0.30.00.20.10.10.20.1
Net D/E0.3-0.00.1-0.00.10.20.1

Returns

GFFWTSWMSUFPIWORMAIRMedian
NameGriffon Watts Wa.Advanced.UFP Indu.Worthing.Madison . 
1M Rtn10.5%-1.5%-1.2%6.2%6.9%-16.4%2.5%
3M Rtn11.3%24.9%0.7%10.5%5.4%-20.0%7.9%
6M Rtn22.0%19.0%-6.4%-17.5%2.7%-0.1%1.3%
12M Rtn26.2%39.0%28.4%-5.5%-5.6%-0.1%13.0%
3Y Rtn156.4%95.8%16.5%-6.2%29.3%-0.1%22.9%
1M Excs Rtn8.4%-1.1%-2.6%5.6%7.7%-11.9%2.2%
3M Excs Rtn6.8%18.6%-1.4%6.4%1.4%-26.2%3.9%
6M Excs Rtn12.7%8.4%-15.8%-25.0%-7.6%-11.8%-9.7%
12M Excs Rtn5.4%18.1%11.0%-26.5%-27.1%-22.1%-8.4%
3Y Excs Rtn85.8%31.4%-43.9%-74.6%-44.4%-68.4%-44.2%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Home and Building Products (HBP)1,5841,5891,5891,5071,041
Consumer and Professional Products (CPP)9361,0351,0971,3421,230
Total2,5202,6242,6852,8482,271


Operating Income by Segment
$ Mil20182017201620152014
Home and Building Products (HBP)1308980  
Defense Electronics25    
Clopay Plastic Products Company, Inc. (PPC) 2520  
Less: Operating (profit) from discontinued operations -25   
Telephonics 30434345
Assets from discontinued operations   -34-33
Clopay Plastic Products   3329
Home and Building Products   5941
Total15611914310281


Assets by Segment
$ Mil20252024202320222021
Consumer and Professional Products (CPP)1,1651,4951,5801,9151,378
Home and Building Products (HBP)770738704738666
Corporate123133130158283
Other discontinued operations64 64
Discontinued operations  5 273
Total2,0642,3712,4192,8162,605


Price Behavior

Price Behavior
Market Price$102.81 
Market Cap ($ Bil)4.6 
First Trading Date05/03/1973 
Distance from 52W High0.0% 
   50 Days200 Days
DMA Price$90.95$82.14
DMA Trendupup
Distance from DMA13.0%25.2%
 3M1YR
Volatility46.1%39.1%
Downside Capture92.40123.29
Upside Capture119.38120.13
Correlation (SPY)45.7%44.0%
GFF Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta1.370.951.261.341.231.25
Up Beta-1.060.650.911.641.531.15
Down Beta1.741.281.241.040.940.97
Up Capture102%89%114%138%122%377%
Bmk +ve Days11223567138427
Stock +ve Days11223468128400
Down Capture278%96%155%129%120%108%
Bmk -ve Days11212859114326
Stock -ve Days11212958124350

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with GFF
GFF27.5%39.0%0.71-
Sector ETF (XLI)24.7%17.0%1.1356.4%
Equity (SPY)23.1%12.9%1.3442.0%
Gold (GLD)25.4%28.3%0.7919.7%
Commodities (DBC)29.5%19.8%1.19-31.5%
Real Estate (VNQ)14.4%13.7%0.7442.3%
Bitcoin (BTCUSD)-44.6%42.9%-1.2512.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with GFF
GFF38.7%41.7%0.90-
Sector ETF (XLI)14.3%17.6%0.6457.2%
Equity (SPY)13.4%17.2%0.6050.2%
Gold (GLD)18.2%18.6%0.797.9%
Commodities (DBC)8.1%19.6%0.315.5%
Real Estate (VNQ)2.5%18.9%0.0343.0%
Bitcoin (BTCUSD)9.9%53.0%0.3720.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with GFF
GFF23.4%45.6%0.63-
Sector ETF (XLI)14.2%20.0%0.6256.9%
Equity (SPY)15.3%17.9%0.7352.6%
Gold (GLD)12.0%16.2%0.605.2%
Commodities (DBC)7.1%18.0%0.3113.5%
Real Estate (VNQ)4.9%20.7%0.2044.5%
Bitcoin (BTCUSD)58.2%66.2%0.9817.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date7152026
Short Interest: Shares Quantity1.6 Mil
Short Interest: % Change Since 630202613.7%
Average Daily Volume0.3 Mil
Days-to-Cover Short Interest5.0 days
Basic Shares Quantity44.6 Mil
Short % of Basic Shares3.6%

Earnings Returns History

Updated 8/4/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/7/2026-2.1%-10.5%-7.4%
2/5/20265.7%10.9%-8.4%
11/19/20253.6%12.7%15.1%
8/6/2025-13.7%-11.5%-3.0%
5/8/20254.4%7.6%4.0%
2/5/20258.9%6.6%-6.3%
11/13/202418.2%11.7%16.3%
8/7/2024-20.1%-11.4%-9.5%
...
SUMMARY STATS   
# Positive121411
# Negative11912
Median Positive6.5%8.1%15.9%
Median Negative-6.1%-10.4%-6.9%
Max Positive18.2%37.5%76.3%
Max Negative-20.1%-14.6%-17.7%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/7/2026-2.1%-10.5%-7.4%
2/5/20265.7%10.9%-8.4%
11/19/20253.6%12.7%15.1%
8/6/2025-13.7%-11.5%-3.0%
5/8/20254.4%7.6%4.0%
2/5/20258.9%6.6%-6.3%
11/13/202418.2%11.7%16.3%
8/7/2024-20.1%-11.4%-9.5%
5/8/20247.3%2.4%-0.8%
2/7/202412.8%10.3%15.9%
11/15/2023-6.1%-2.1%19.1%
8/2/2023-2.7%-1.2%-3.3%
5/3/20232.5%15.1%22.2%
1/31/20233.8%3.8%-7.7%
11/17/2022-1.1%7.8%4.3%
7/28/20226.0%7.3%23.1%
4/28/20227.0%37.5%76.3%
2/1/2022-0.7%-1.1%5.4%
11/16/2021-9.7%-9.3%-10.0%
7/29/2021-8.4%-10.4%-3.3%
4/29/2021-1.3%3.3%-4.0%
1/28/202111.4%8.3%13.1%
11/12/2020-19.7%-14.6%-17.7%
SUMMARY STATS   
# Positive121411
# Negative11912
Median Positive6.5%8.1%15.9%
Median Negative-6.1%-10.4%-6.9%
Max Positive18.2%37.5%76.3%
Max Negative-20.1%-14.6%-17.7%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/07/202610-Q
12/31/202502/06/202610-Q
09/30/202511/19/202510-K
06/30/202508/06/202510-Q
03/31/202505/08/202510-Q
12/31/202402/05/202510-Q
09/30/202411/13/202410-K
06/30/202408/07/202410-Q
03/31/202405/08/202410-Q
12/31/202302/07/202410-Q
09/30/202311/16/202310-K
06/30/202308/03/202310-Q
03/31/202305/04/202310-Q
12/31/202201/31/202310-Q
09/30/202211/18/202210-K
06/30/202208/03/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/07/202610-Q
12/31/202502/06/202610-Q
09/30/202511/19/202510-K
06/30/202508/06/202510-Q
03/31/202505/08/202510-Q
12/31/202402/05/202510-Q
09/30/202411/13/202410-K
06/30/202408/07/202410-Q
03/31/202405/08/202410-Q
12/31/202302/07/202410-Q
09/30/202311/16/202310-K
06/30/202308/03/202310-Q
03/31/202305/04/202310-Q
12/31/202201/31/202310-Q
09/30/202211/18/202210-K
06/30/202208/03/202210-Q
03/31/202204/29/202210-Q
12/31/202102/01/202210-Q
09/30/202111/17/202110-K
06/30/202107/30/202110-Q
03/31/202104/30/202110-Q
12/31/202001/29/202110-Q
09/30/202011/13/202010-K
06/30/202007/31/202010-Q
03/31/202004/29/202010-Q
12/31/201901/31/202010-Q
09/30/201911/22/201910-K
06/30/201908/01/201910-Q

Recent Forward Guidance

Updated 7/12/2026

Latest: Q2 2026 Earnings Reported 5/7/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue 1.80 Bil 0 AffirmedGuidance: 1.80 Bil for 2026
2026 Adjusted EBITDA 458.00 Mil -11.9% LoweredGuidance: 520.00 Mil for 2026
2026 Capital Expenditures 50.00 Mil 0 AffirmedGuidance: 50.00 Mil for 2026
2026 Interest Expense 93.00 Mil 0 AffirmedGuidance: 93.00 Mil for 2026

Prior: Q1 2026 Earnings Reported 2/5/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue 1.80 Bil -28.0% LoweredGuidance: 2.50 Bil for 2026
2026 Adjusted EBITDA 520.00 Mil -11.9% LoweredGuidance: 590.00 Mil for 2026
2026 Capital Expenditures 50.00 Mil -16.7% LoweredGuidance: 60.00 Mil for 2026
2026 Interest Expense 93.00 Mil 0 AffirmedGuidance: 93.00 Mil for 2026
2026 Tax Rate 28.0%  0AffirmedGuidance: 28.0% for 2026

Q4 2025 Earnings Reported 11/19/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue 2.50 Bil 0 Same NewActual: 2.50 Bil for 2025
2026 Adjusted EBITDA580.00 Mil590.00 Mil600.00 Mil0.4% Higher NewActual: 587.50 Mil for 2025
2026 Capital Expenditures 60.00 Mil 0 Same NewActual: 60.00 Mil for 2025
2026 Depreciation 42.00 Mil 0 Same NewActual: 42.00 Mil for 2025
2026 Amortization 24.00 Mil 4.3% Higher NewActual: 23.00 Mil for 2025
2026 Interest Expense 93.00 Mil -2.1% Lower NewActual: 95.00 Mil for 2025
2026 Tax Rate 28.0%  0Same NewActual: 28.0% for 2025
2026 HBP EBITDA Margin 30.0%  -1.0%Lower NewActual: 31.0% for 2025
2026 CPP EBITDA Margin 10.0%  2.0%Higher NewActual: 8.0% for 2025

Insider Activity

Updated 7/2/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Mehmel, Robert FPresident and COODirectSell702202697.764,166407,26876,829,584Form
2Harris, Brian GEVP, Chief Financial OfficerDirectSell702202698.016,183605,99614,208,118Form
3Mehmel, Robert FPresident and COODirectSell630202695.6628627,35975,578,045Form
4Mehmel, Robert FPresident and COODirectSell626202696.027,873755,99275,892,225Form
5Mehmel, Robert FPresident and COODirectSell626202695.464,726451,15576,200,372Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Mehmel, Robert FPresident and COODirectSell702202697.764,166407,26876,829,584Form
2Harris, Brian GEVP, Chief Financial OfficerDirectSell702202698.016,183605,99614,208,118Form
3Mehmel, Robert FPresident and COODirectSell630202695.6628627,35975,578,045Form
4Mehmel, Robert FPresident and COODirectSell626202696.027,873755,99275,892,225Form
5Mehmel, Robert FPresident and COODirectSell626202695.464,726451,15576,200,372Form
6Mehmel, Robert FPresident and COODirectSell618202695.3754752,16776,577,437Form
7Mehmel, Robert FPresident and COODirectSell618202695.393,018287,88376,644,553Form
8Mehmel, Robert FPresident and COODirectSell616202695.403,272312,14976,941,626Form
9Mehmel, Robert FPresident and COODirectSell616202695.185,501523,58577,075,622Form
10Kramer, Ronald JChairman of the Board and CEODirectSell615202694.92100,0009,492,107169,367,382Form
11Harris, Brian GEVP, Chief Financial OfficerDirectSell615202695.037,500712,72514,363,689Form
12Alpert, Henry A DirectBuy309202679.991,00079,9905,717,605Form
13Durborow, W. ChristopherVice President & CAODirectSell218202691.9710,000919,7002,755,697Form
14Grabowsky, Louis J DirectSell217202693.0611,0001,023,6603,877,810Form
15Taylor, Michelle L DirectSell217202692.561,650152,724835,169Form
16Kaplan, Seth LSr VP, Gen. Counsel and SecyDirectSell211202695.4415,0001,431,66411,429,161Form
17Sight, James W DirectSell211202696.153,070295,1801,333,793Form

Investor Activity (13F)

Updated Aug 6, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Voss Capital, LP$132.6 Mil7.6%39Hold13F
MHR Fund Management LLC$17.4 Mil1.3%10ADD +91.5%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
MHR Fund Management LLC$17.4 Mil1.3%10ADD +91.5%13F
Active Manager
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Voss Capital, LP$132.6 Mil7.6%39Hold13F
MHR Fund Management LLC$17.4 Mil1.3%10ADD +91.5%13F
Core Cache Last Updated: 8/5/2026