Griffon (GFF)
Market Price (9/20/2026): $93.75 | Market Cap: $4.1 BilSector: Industrials | Industry: Building Products
Griffon (GFF)
Market Price (9/20/2026): $93.75Market Cap: $4.1 BilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3%, FCF Yield is 6.6% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 27% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% Low stock price volatilityVol 12M is 36% Megatrend and thematic driversMegatrends include Urbanization & Housing Trends, Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include Home Improvement & Renovation, Show more. | Key risksGFF key risks include [1] tariffs disrupting its Consumer and Professional Products segment, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3%, FCF Yield is 6.6% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 27% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Low stock price volatilityVol 12M is 36% |
| Megatrend and thematic driversMegatrends include Urbanization & Housing Trends, Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include Home Improvement & Renovation, Show more. |
| Key risksGFF key risks include [1] tariffs disrupting its Consumer and Professional Products segment, Show more. |
Qualitative Assessment
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Updated on 9/14/2026
Griffon (GFF) stock has gained about 5% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Third Quarter 2026 Earnings Beat.
Griffon reported robust fiscal third-quarter 2026 results on August 5, 2026, for the quarter ending June 30, 2026. The company announced non-GAAP earnings per share (EPS) of $1.51, surpassing the Zacks Consensus Estimate of $1.33 by 13.53%. Revenue for the quarter reached $481.37 million, exceeding analysts' expectations of $457.70 million by $23.60 million, a beat of 4.91%. This strong performance was primarily driven by a 7% organic revenue increase year-over-year, composed of 6% favorable price/mix and 1% higher volume. Additionally, adjusted EBITDA from continuing operations saw a 2% rise to $124.8 million.
2. Strategic Transformation to a Pure-Play Building Products Firm.
The completion of the Australasia transaction contributed positively to the stock's trend, as it signaled Griffon's strategic transformation into a focused building products company. As part of this transaction, Griffon received $185 million in cash at closing and a $50 million subordinated note, while retaining a 49% equity stake in the joint venture. This move streamlines the company's operations and focuses on its core segments.
Show more
Griffon (GFF) stock has gained about 5% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Third Quarter 2026 Earnings Beat.
Griffon reported robust fiscal third-quarter 2026 results on August 5, 2026, for the quarter ending June 30, 2026. The company announced non-GAAP earnings per share (EPS) of $1.51, surpassing the Zacks Consensus Estimate of $1.33 by 13.53%. Revenue for the quarter reached $481.37 million, exceeding analysts' expectations of $457.70 million by $23.60 million, a beat of 4.91%. This strong performance was primarily driven by a 7% organic revenue increase year-over-year, composed of 6% favorable price/mix and 1% higher volume. Additionally, adjusted EBITDA from continuing operations saw a 2% rise to $124.8 million.
2. Strategic Transformation to a Pure-Play Building Products Firm.
The completion of the Australasia transaction contributed positively to the stock's trend, as it signaled Griffon's strategic transformation into a focused building products company. As part of this transaction, Griffon received $185 million in cash at closing and a $50 million subordinated note, while retaining a 49% equity stake in the joint venture. This move streamlines the company's operations and focuses on its core segments.
Show more
Updated on 9/14/2026
Griffon (GFF) stock has gained about 5% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Third Quarter 2026 Earnings Beat.
Griffon reported robust fiscal third-quarter 2026 results on August 5, 2026, for the quarter ending June 30, 2026. The company announced non-GAAP earnings per share (EPS) of $1.51, surpassing the Zacks Consensus Estimate of $1.33 by 13.53%. Revenue for the quarter reached $481.37 million, exceeding analysts' expectations of $457.70 million by $23.60 million, a beat of 4.91%. This strong performance was primarily driven by a 7% organic revenue increase year-over-year, composed of 6% favorable price/mix and 1% higher volume. Additionally, adjusted EBITDA from continuing operations saw a 2% rise to $124.8 million.
2. Strategic Transformation to a Pure-Play Building Products Firm.
The completion of the Australasia transaction contributed positively to the stock's trend, as it signaled Griffon's strategic transformation into a focused building products company. As part of this transaction, Griffon received $185 million in cash at closing and a $50 million subordinated note, while retaining a 49% equity stake in the joint venture. This move streamlines the company's operations and focuses on its core segments.
3. Enhanced Financial Position and Capital Management.
Griffon strengthened its financial liquidity and capital structure through significant financing activities. On August 18, 2026, the company successfully closed an $800 million private offering of 6.25% senior unsecured notes due 2034. Concurrently, Griffon amended and restated its credit agreement, extending the revolver maturity from August 1, 2028, to August 18, 2031, while maintaining a total revolver capacity of $500 million. These actions improve the company's debt profile and provide long-term financial flexibility. Furthermore, Griffon repurchased $53 million in shares during fiscal Q3 2026, signaling a commitment to returning value to shareholders.
4. Positive Analyst Sentiment and Outlook.
Analyst sentiment remained optimistic during the period, contributing to the stock's positive movement. As of September 2, 2026, analysts showed increasing optimism regarding Griffon's earnings prospects, with the Zacks Consensus Estimate for the current fiscal year rising by 4.8% over the preceding month. Griffon held a Zacks Rank #2 (Buy), indicating strong potential for near-term upside. The mean analyst price target of $120.67 as of early September 2026 suggested a potential upside of 27.8% from the closing price of $94.44.
Show less
Griffon (GFF) stock has gained about 5% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Third Quarter 2026 Earnings Beat.
Griffon reported robust fiscal third-quarter 2026 results on August 5, 2026, for the quarter ending June 30, 2026. The company announced non-GAAP earnings per share (EPS) of $1.51, surpassing the Zacks Consensus Estimate of $1.33 by 13.53%. Revenue for the quarter reached $481.37 million, exceeding analysts' expectations of $457.70 million by $23.60 million, a beat of 4.91%. This strong performance was primarily driven by a 7% organic revenue increase year-over-year, composed of 6% favorable price/mix and 1% higher volume. Additionally, adjusted EBITDA from continuing operations saw a 2% rise to $124.8 million.
2. Strategic Transformation to a Pure-Play Building Products Firm.
The completion of the Australasia transaction contributed positively to the stock's trend, as it signaled Griffon's strategic transformation into a focused building products company. As part of this transaction, Griffon received $185 million in cash at closing and a $50 million subordinated note, while retaining a 49% equity stake in the joint venture. This move streamlines the company's operations and focuses on its core segments.
3. Enhanced Financial Position and Capital Management.
Griffon strengthened its financial liquidity and capital structure through significant financing activities. On August 18, 2026, the company successfully closed an $800 million private offering of 6.25% senior unsecured notes due 2034. Concurrently, Griffon amended and restated its credit agreement, extending the revolver maturity from August 1, 2028, to August 18, 2031, while maintaining a total revolver capacity of $500 million. These actions improve the company's debt profile and provide long-term financial flexibility. Furthermore, Griffon repurchased $53 million in shares during fiscal Q3 2026, signaling a commitment to returning value to shareholders.
4. Positive Analyst Sentiment and Outlook.
Analyst sentiment remained optimistic during the period, contributing to the stock's positive movement. As of September 2, 2026, analysts showed increasing optimism regarding Griffon's earnings prospects, with the Zacks Consensus Estimate for the current fiscal year rising by 4.8% over the preceding month. Griffon held a Zacks Rank #2 (Buy), indicating strong potential for near-term upside. The mean analyst price target of $120.67 as of early September 2026 suggested a potential upside of 27.8% from the closing price of $94.44.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 6.2% change in GFF stock from 5/31/2026 to 9/19/2026 was primarily driven by a 2356.4% change in the company's Net Income Margin (%).| (LTM values as of) | 5312026 | 9192026 | Change |
|---|---|---|---|
| Stock Price ($) | 87.78 | 93.22 | 6.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,721 | 2,752 | 1.2% |
| Net Income Margin (%) | 0.3% | 6.5% | 2356.4% |
| P/E Multiple | 543.8 | 22.9 | -95.8% |
| Shares Outstanding (Mil) | 45 | 44 | 1.5% |
| Cumulative Contribution | 6.2% |
Market Drivers
5/31/2026 to 9/19/2026| Return | Correlation | |
|---|---|---|
| GFF | 6.2% | |
| Market (SPY) | 0.9% | 38.1% |
| Sector (XLI) | -2.0% | 47.9% |
Fundamental Drivers
The 9.9% change in GFF stock from 2/28/2026 to 9/19/2026 was primarily driven by a 297.0% change in the company's Net Income Margin (%).| (LTM values as of) | 2282026 | 9192026 | Change |
|---|---|---|---|
| Stock Price ($) | 84.84 | 93.22 | 9.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,726 | 2,752 | 1.0% |
| Net Income Margin (%) | 1.6% | 6.5% | 297.0% |
| P/E Multiple | 84.9 | 22.9 | -73.0% |
| Shares Outstanding (Mil) | 45 | 44 | 1.6% |
| Cumulative Contribution | 9.9% |
Market Drivers
2/28/2026 to 9/19/2026| Return | Correlation | |
|---|---|---|
| GFF | 9.9% | |
| Market (SPY) | 11.6% | 51.6% |
| Sector (XLI) | -3.9% | 59.2% |
Fundamental Drivers
The 23.7% change in GFF stock from 8/31/2025 to 9/19/2026 was primarily driven by a 101.5% change in the company's Net Income Margin (%).| (LTM values as of) | 8312025 | 9192026 | Change |
|---|---|---|---|
| Stock Price ($) | 75.39 | 93.22 | 23.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,168 | 2,752 | 26.9% |
| Net Income Margin (%) | 3.2% | 6.5% | 101.5% |
| P/E Multiple | 48.8 | 22.9 | -53.1% |
| Shares Outstanding (Mil) | 45 | 44 | 3.1% |
| Cumulative Contribution | 23.7% |
Market Drivers
8/31/2025 to 9/19/2026| Return | Correlation | |
|---|---|---|
| GFF | 23.7% | |
| Market (SPY) | 19.4% | 46.1% |
| Sector (XLI) | 12.8% | 59.3% |
Fundamental Drivers
The 129.4% change in GFF stock from 8/31/2023 to 9/19/2026 was primarily driven by a 92.8% change in the company's P/S Multiple.| (LTM values as of) | 8312023 | 9192026 | Change |
|---|---|---|---|
| Stock Price ($) | 40.64 | 93.22 | 129.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,753 | 2,752 | 0.0% |
| P/S Multiple | 0.8 | 1.5 | 92.8% |
| Shares Outstanding (Mil) | 52 | 44 | 19.0% |
| Cumulative Contribution | 129.4% |
Market Drivers
8/31/2023 to 9/19/2026| Return | Correlation | |
|---|---|---|
| GFF | 129.4% | |
| Market (SPY) | 75.6% | 49.2% |
| Sector (XLI) | 63.4% | 58.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GFF Return | 42% | 37% | 84% | 18% | 4% | 27% | 459% |
| Peers Return | 48% | -20% | 60% | -1% | 16% | 6% | 133% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| GFF Win Rate | 58% | 58% | 67% | 50% | 42% | 56% | |
| Peers Win Rate | 63% | 38% | 63% | 52% | 58% | 51% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| GFF Max Drawdown | -22% | -38% | -35% | -26% | -20% | -28% | |
| Peers Max Drawdown | -21% | -39% | -20% | -26% | -22% | -22% | |
| 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, TT.
[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 9/18/2026 (YTD)
How Low Can It Go
| Event | GFF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.6% | -18.8% |
| % Gain to Breakeven | 18.5% | 23.1% |
| Time to Breakeven | 72 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -12.2% | -7.8% |
| % Gain to Breakeven | 13.9% | 8.5% |
| Time to Breakeven | 8 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -30.2% | -6.7% |
| % Gain to Breakeven | 43.3% | 7.1% |
| Time to Breakeven | 48 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -36.6% | -24.5% |
| % Gain to Breakeven | 57.7% | 32.4% |
| Time to Breakeven | 19 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.3% | -33.7% |
| % Gain to Breakeven | 114.0% | 50.9% |
| Time to Breakeven | 128 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -39.1% | -19.2% |
| % Gain to Breakeven | 64.1% | 23.8% |
| Time to Breakeven | 42 days | 105 days |
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.
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| Event | GFF | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -30.2% | -6.7% |
| % Gain to Breakeven | 43.3% | 7.1% |
| Time to Breakeven | 48 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -36.6% | -24.5% |
| % Gain to Breakeven | 57.7% | 32.4% |
| Time to Breakeven | 19 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.3% | -33.7% |
| % Gain to Breakeven | 114.0% | 50.9% |
| Time to Breakeven | 128 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -39.1% | -19.2% |
| % Gain to Breakeven | 64.1% | 23.8% |
| Time to Breakeven | 42 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -29.0% | -17.9% |
| % Gain to Breakeven | 40.9% | 21.8% |
| Time to Breakeven | 70 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -24.0% | -15.4% |
| % Gain to Breakeven | 31.5% | 18.2% |
| Time to Breakeven | 21 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -48.1% | -53.4% |
| % Gain to Breakeven | 92.7% | 114.4% |
| Time to Breakeven | 191 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -41.2% | -8.6% |
| % Gain to Breakeven | 70.1% | 9.5% |
| Time to Breakeven | 3041 days | 47 days |
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.
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- 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.
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Griffon Corporation (GFF) primarily sells its products to other companies. Its major customers include:
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:
- 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.
- 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.
- 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.
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Here are the expected drivers of future revenue growth for Griffon Corporation (GFF) over the next 2-3 years:
- 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.
- 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.
- 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.
- 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.
Peer Outperformance in Building Products
GFF has outperformed 97% of its 32 Building Products peers over 5Y. Building Products ranks 12th of 23 industries in Industrials by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Building Products constituents that GFF has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
89%
of 37 industry peers · 24.2% return
3Y
91%
of 35 industry peers · 140.7% return
5Y
97%
of 32 industry peers · 385.5% return
No Building Products peer with a comparable growth profile has beaten GFF by more than 20pp over 5Y.
Median price return by industry across the Industrials sector, ranked by 5Y. Building Products is GFF's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 7.0% | 102.1% | 183.7% | FIX 2314% · CDNL 2275% · STRL 2261% |
| Marine Transportation | 5 | 88.1% | 65.4% | 182.7% | HOS 44163% · MATX 212% · SFL 183% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 11.7% | 55.6% | 126.2% | CAT 362% · ALSN 258% · WAB 234% |
| Aerospace & Defense | 55 | -6.5% | 66.1% | 74.4% | ATI 1052% · FTAI 970% · HWM 653% |
| Rail Transportation | 7 | 29.3% | 56.9% | 52.8% | FSTR 147% · CSX 69% · UNP 58% |
| Trading Companies & Distributors | 19 | 4.3% | 37.5% | 50.6% | DXPE 574% · AIT 306% · URI 220% |
| Industrial Machinery & Supplies & Components | 72 | 9.1% | 49.1% | 44.9% | CRS 1270% · PSIX 1091% · EROC 652% |
| Diversified Support Services | 33 | 13.4% | 32.2% | 38.0% | LIME 3498% · TH 465% · WLFC 368% |
| Passenger Ground Transportation | 3 | -28.4% | 41.4% | 30.5% | UBER 77% · CAR 31% · LYFT -70% |
| Cargo Ground Transportation | 16 | 34.4% | -0.1% | 29.2% | R 247% · XPO 246% · CVLG 193% |
| Electrical Components & Equipment | 41 | 3.4% | 56.5% | 22.0% | POWL 2339% · BE 1320% · VRT 950% |
| Building Products ← | 33 | -14.7% | 1.5% | 19.5% | LMB 691% · GFF 386% · PPIH 296% |
| Industrial Conglomerates | 17 | 7.9% | 7.2% | 8.2% | RCMT 456% · CSW 141% · DD 74% |
| Agricultural & Farm Machinery | 17 | 6.4% | 3.2% | -2.4% | BLBD 211% · DE 115% · GENC 56% |
| Environmental & Facilities Services | 29 | -11.1% | 22.8% | -6.4% | CECO 939% · ADUR 385% · NVRI 370% |
| Research & Consulting Services | 13 | -12.7% | -24.6% | -9.9% | HURN 219% · CRAI 90% · GRNQ 69% |
| Data Processing & Outsourced Services | 6 | -33.4% | -15.8% | -25.2% | EXLS 46% · BR 9% · G -24% |
| Passenger Airlines | 11 | 3.2% | 13.1% | -28.8% | LTM 3169% · UAL 140% · SKYW 106% |
| Office Services & Supplies | 9 | 7.4% | 15.2% | -31.0% | PBI 198% · TILE 148% · HNI 50% |
| Human Resource & Employment Services | 22 | 6.5% | -18.0% | -36.6% | BBSI 88% · ADP 53% · PAYX 25% |
| Air Freight & Logistics | 12 | -18.0% | -20.7% | -37.8% | CHRW 98% · FDX 67% · EXPD 67% |
| Security & Alarm Services | 10 | -37.7% | 19.7% | -45.5% | CIX 160% · MG 123% · NL 67% |
| Airport Services | 3 | -75.1% | -78.9% | -58.8% | JOBY -33% · ASLE -59% · UP -100% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
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Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 109.63 |
| Mkt Cap | 7.0 |
| Rev LTM | 2,987 |
| Op Inc LTM | 491 |
| FCF LTM | 309 |
| FCF 3Y Avg | 363 |
| CFO LTM | 446 |
| CFO 3Y Avg | 497 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 13.8% |
| Rev Chg 3Y Avg | 2.4% |
| Rev Chg Q | 13.7% |
| QoQ Delta Rev Chg LTM | 3.4% |
| Op Inc Chg LTM | 6.4% |
| Op Inc Chg 3Y Avg | 14.9% |
| Op Mgn LTM | 17.3% |
| Op Mgn 3Y Avg | 17.4% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 15.6% |
| CFO/Rev 3Y Avg | 15.6% |
| FCF/Rev LTM | 12.7% |
| FCF/Rev 3Y Avg | 13.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 7.0 |
| P/S | 2.5 |
| P/Op Inc | 18.3 |
| P/EBIT | 13.7 |
| P/E | 22.1 |
| P/CFO | 12.7 |
| Total Yield | 5.3% |
| Dividend Yield | 0.9% |
| FCF Yield 3Y Avg | 5.6% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Home and Building Products (HBP) | 1,584 | 1,589 | 1,589 | 1,507 | 1,041 |
| Consumer and Professional Products (CPP) | 936 | 1,035 | 1,097 | 1,342 | 1,230 |
| Total | 2,520 | 2,624 | 2,685 | 2,848 | 2,271 |
| $ Mil | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|
| Home and Building Products (HBP) | 130 | 89 | 80 | ||
| Defense Electronics | 25 | ||||
| Clopay Plastic Products Company, Inc. (PPC) | 25 | 20 | |||
| Less: Operating (profit) from discontinued operations | -25 | ||||
| Telephonics | 30 | 43 | 43 | 45 | |
| Assets from discontinued operations | -34 | -33 | |||
| Clopay Plastic Products | 33 | 29 | |||
| Home and Building Products | 59 | 41 | |||
| Total | 156 | 119 | 143 | 102 | 81 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Consumer and Professional Products (CPP) | 1,165 | 1,495 | 704 | 1,915 | 1,378 |
| Home and Building Products (HBP) | 770 | 738 | 1,580 | 738 | 666 |
| Corporate | 123 | 133 | 130 | 158 | 283 |
| Other discontinued operations | 6 | 4 | 5 | 6 | 4 |
| Discontinued operations | 273 | ||||
| Total | 2,064 | 2,371 | 2,419 | 2,816 | 2,605 |
Price Behavior
Price Behavior
| Market Price | $93.22 | |
| Market Cap ($ Bil) | 4.1 | |
| First Trading Date | 05/03/1973 | |
| Distance from 52W High | -12.9% | |
| 50 Days | 200 Days | |
| DMA Price | $96.17 | $86.15 |
| DMA Trend | up | up |
| Distance from DMA | -3.1% | 8.2% |
| 3M | 1YR | |
| Volatility | 38.9% | 35.8% |
| Downside Capture | 110.35 | 117.29 |
| Upside Capture | 112.03 | 122.79 |
| Correlation (SPY) | 37.7% | 46.1% |
GFF Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.62 | 1.48 | 1.09 | 1.50 | 1.28 | 1.26 |
| Up Beta | 3.02 | 1.25 | 1.36 | 1.63 | 1.65 | 1.18 |
| Down Beta | 5.20 | 3.62 | 1.67 | 1.59 | 1.15 | 1.00 |
| Up Capture | 131% | 117% | 102% | 155% | 137% | 385% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 10 | 21 | 32 | 69 | 126 | 398 |
| Down Capture | -118% | 93% | 59% | 135% | 112% | 108% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 10 | 20 | 31 | 57 | 124 | 349 |
[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 | |
|---|---|---|---|---|
| GFF | 24.4% | 35.7% | 0.67 | - |
| Sector ETF (XLI) | 13.5% | 17.2% | 0.57 | 59.3% |
| Equity (SPY) | 16.9% | 12.9% | 0.94 | 46.1% |
| Gold (GLD) | 19.1% | 29.3% | 0.60 | 22.9% |
| Commodities (DBC) | 46.3% | 20.6% | 1.73 | -36.2% |
| Real Estate (VNQ) | 4.9% | 13.6% | 0.10 | 42.5% |
| Bitcoin (BTCUSD) | -30.6% | 44.3% | -0.70 | 13.7% |
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 | |
|---|---|---|---|---|
| GFF | 37.2% | 41.5% | 0.88 | - |
| Sector ETF (XLI) | 12.4% | 17.6% | 0.54 | 57.2% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 50.2% |
| Gold (GLD) | 19.1% | 18.8% | 0.83 | 8.2% |
| Commodities (DBC) | 11.2% | 19.5% | 0.45 | 3.9% |
| Real Estate (VNQ) | 1.1% | 18.8% | -0.05 | 43.2% |
| Bitcoin (BTCUSD) | 12.5% | 52.5% | 0.42 | 21.0% |
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 | |
|---|---|---|---|---|
| GFF | 22.3% | 45.6% | 0.61 | - |
| Sector ETF (XLI) | 13.1% | 20.1% | 0.57 | 56.9% |
| Equity (SPY) | 15.1% | 18.0% | 0.72 | 52.6% |
| Gold (GLD) | 12.1% | 16.4% | 0.61 | 5.6% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | 12.9% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.18 | 44.6% |
| Bitcoin (BTCUSD) | 62.6% | 66.2% | 1.02 | 17.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/8/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 9.9% | 14.1% | 2.6% |
| 5/7/2026 | -2.1% | -10.5% | -7.4% |
| 2/5/2026 | 5.7% | 10.9% | -8.4% |
| 11/19/2025 | 3.6% | 12.7% | 15.1% |
| 8/6/2025 | -13.7% | -11.5% | -3.0% |
| 5/8/2025 | 4.4% | 7.6% | 4.0% |
| 2/5/2025 | 8.9% | 6.6% | -6.3% |
| 11/13/2024 | 18.2% | 11.7% | 16.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 15 | 12 |
| # Negative | 11 | 9 | 12 |
| Median Positive | 7.0% | 8.3% | 15.5% |
| Median Negative | -6.1% | -10.4% | -6.9% |
| Max Positive | 18.2% | 37.5% | 76.3% |
| Max Negative | -20.1% | -14.6% | -17.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 9.9% | 14.1% | 2.6% |
| 5/7/2026 | -2.1% | -10.5% | -7.4% |
| 2/5/2026 | 5.7% | 10.9% | -8.4% |
| 11/19/2025 | 3.6% | 12.7% | 15.1% |
| 8/6/2025 | -13.7% | -11.5% | -3.0% |
| 5/8/2025 | 4.4% | 7.6% | 4.0% |
| 2/5/2025 | 8.9% | 6.6% | -6.3% |
| 11/13/2024 | 18.2% | 11.7% | 16.3% |
| 8/7/2024 | -20.1% | -11.4% | -9.5% |
| 5/8/2024 | 7.3% | 2.4% | -0.8% |
| 2/7/2024 | 12.8% | 10.3% | 15.9% |
| 11/15/2023 | -6.1% | -2.1% | 19.1% |
| 8/2/2023 | -2.7% | -1.2% | -3.3% |
| 5/3/2023 | 2.5% | 15.1% | 22.2% |
| 1/31/2023 | 3.8% | 3.8% | -7.7% |
| 11/17/2022 | -1.1% | 7.8% | 4.3% |
| 7/28/2022 | 6.0% | 7.3% | 23.1% |
| 4/28/2022 | 7.0% | 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% |
| 1/28/2021 | 11.4% | 8.3% | 13.1% |
| 11/12/2020 | -19.7% | -14.6% | -17.7% |
| SUMMARY STATS | |||
| # Positive | 13 | 15 | 12 |
| # Negative | 11 | 9 | 12 |
| Median Positive | 7.0% | 8.3% | 15.5% |
| Median Negative | -6.1% | -10.4% | -6.9% |
| Max Positive | 18.2% | 37.5% | 76.3% |
| Max Negative | -20.1% | -14.6% | -17.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/06/2026 | 10-Q |
| 09/30/2025 | 11/19/2025 | 10-K |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/05/2025 | 10-Q |
| 09/30/2024 | 11/13/2024 | 10-K |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/07/2024 | 10-Q |
| 09/30/2023 | 11/16/2023 | 10-K |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 01/31/2023 | 10-Q |
| 09/30/2022 | 11/18/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/06/2026 | 10-Q |
| 09/30/2025 | 11/19/2025 | 10-K |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/05/2025 | 10-Q |
| 09/30/2024 | 11/13/2024 | 10-K |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/07/2024 | 10-Q |
| 09/30/2023 | 11/16/2023 | 10-K |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 01/31/2023 | 10-Q |
| 09/30/2022 | 11/18/2022 | 10-K |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 04/29/2022 | 10-Q |
| 12/31/2021 | 02/01/2022 | 10-Q |
| 09/30/2021 | 11/17/2021 | 10-K |
| 06/30/2021 | 07/30/2021 | 10-Q |
| 03/31/2021 | 04/30/2021 | 10-Q |
| 12/31/2020 | 01/29/2021 | 10-Q |
| 09/30/2020 | 11/13/2020 | 10-K |
| 06/30/2020 | 07/31/2020 | 10-Q |
| 03/31/2020 | 04/29/2020 | 10-Q |
| 12/31/2019 | 01/31/2020 | 10-Q |
| 09/30/2019 | 11/22/2019 | 10-K |
Recent Forward Guidance
Updated 8/7/2026Latest: Q3 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 1.80 Bil | 0 | Affirmed | Guidance: 1.80 Bil for 2026 | |||
| 2026 Adjusted EBITDA | Reported | 458.00 Mil | 0 | Affirmed | Guidance: 458.00 Mil for 2026 | |||
| 2026 Interest Expense | Reported | 80.00 Mil | -14.0% | Lowered | Guidance: 93.00 Mil for 2026 | |||
| 2026 Normalized Tax Rate | Reported | 28.0% | ||||||
| 2026 Capital Expenditures | Reported | 50.00 Mil | 0 | Affirmed | Guidance: 50.00 Mil for 2026 | |||
Prior: Q2 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 1.80 Bil | 0 | Affirmed | Guidance: 1.80 Bil for 2026 | |||
| 2026 Adjusted EBITDA | Reported | 458.00 Mil | -11.9% | Lowered | Guidance: 520.00 Mil for 2026 | |||
| 2026 Interest Expense | Reported | 93.00 Mil | 0 | Affirmed | Guidance: 93.00 Mil for 2026 | |||
| 2026 Capital Expenditures | Reported | 50.00 Mil | 0 | Affirmed | Guidance: 50.00 Mil for 2026 | |||
Q1 2026 Earnings Reported 2/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 1.80 Bil | -28.0% | Lowered | Guidance: 2.50 Bil for 2026 | |||
| 2026 Adjusted EBITDA | Reported | 520.00 Mil | -11.9% | Lowered | Guidance: 590.00 Mil for 2026 | |||
| 2026 Interest Expense | Reported | 93.00 Mil | 0 | Affirmed | Guidance: 93.00 Mil for 2026 | |||
| 2026 Tax Rate | Reported | 28.0% | 0 | Affirmed | Guidance: 28.0% for 2026 | |||
| 2026 Capital Expenditures | Reported | 50.00 Mil | -16.7% | Lowered | Guidance: 60.00 Mil for 2026 | |||
Q4 2025 Earnings Reported 11/19/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Depreciation | Reported | 42.00 Mil | 0 | Same New | Actual: 42.00 Mil for 2025 | |||
| 2026 Amortization | Reported | 24.00 Mil | 4.3% | Higher New | Actual: 23.00 Mil for 2025 | |||
| 2026 Revenue | Reported | 2.50 Bil | 0 | Same New | Actual: 2.50 Bil for 2025 | |||
| 2026 Adjusted EBITDA | Reported | 580.00 Mil | 590.00 Mil | 600.00 Mil | 0.4% | Higher New | Actual: 587.50 Mil for 2025 | |
| 2026 HBP EBITDA Margin | Reported | 30.0% | -1.0% | Lower New | Actual: 31.0% for 2025 | |||
| 2026 CPP EBITDA Margin | Reported | 10.0% | 2.0% | Higher New | Actual: 8.0% for 2025 | |||
| 2026 Interest Expense | Reported | 93.00 Mil | -2.1% | Lower New | Actual: 95.00 Mil for 2025 | |||
| 2026 Tax Rate | Reported | 28.0% | 0 | Same New | Actual: 28.0% for 2025 | |||
| 2026 Capital Expenditures | Reported | 60.00 Mil | 0 | Same New | Actual: 60.00 Mil for 2025 | |||
Insider Activity
Updated 8/13/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mehmel, Robert F | President and COO | Direct | Sell | 8132026 | 107.16 | 3,240 | 347,198 | 77,480,109 | Form |
| 2 | Mehmel, Robert F | President and COO | Direct | Sell | 8112026 | 104.34 | 6,639 | 692,718 | 75,779,722 | Form |
| 3 | Mehmel, Robert F | President and COO | Direct | Sell | 8112026 | 107.35 | 15,928 | 1,709,924 | 78,680,439 | Form |
| 4 | Harris, Brian G | EVP, Chief Financial Officer | Direct | Sell | 8112026 | 107.11 | 5,267 | 564,148 | 13,779,594 | Form |
| 5 | Mehmel, Robert F | President and COO | Direct | Sell | 8072026 | 105.18 | 14,852 | 1,562,092 | 78,760,810 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mehmel, Robert F | President and COO | Direct | Sell | 8132026 | 107.16 | 3,240 | 347,198 | 77,480,109 | Form |
| 2 | Mehmel, Robert F | President and COO | Direct | Sell | 8112026 | 104.34 | 6,639 | 692,718 | 75,779,722 | Form |
| 3 | Mehmel, Robert F | President and COO | Direct | Sell | 8112026 | 107.35 | 15,928 | 1,709,924 | 78,680,439 | Form |
| 4 | Harris, Brian G | EVP, Chief Financial Officer | Direct | Sell | 8112026 | 107.11 | 5,267 | 564,148 | 13,779,594 | Form |
| 5 | Mehmel, Robert F | President and COO | Direct | Sell | 8072026 | 105.18 | 14,852 | 1,562,092 | 78,760,810 | Form |
| 6 | Harris, Brian G | EVP, Chief Financial Officer | Direct | Sell | 8072026 | 103.27 | 11,050 | 1,141,111 | 13,829,229 | Form |
| 7 | Kramer, Ronald J | Chairman of the Board and CEO | Direct | Sell | 8072026 | 102.42 | 100,000 | 10,241,980 | 172,505,364 | Form |
| 8 | Mehmel, Robert F | President and COO | Direct | Sell | 8072026 | 102.08 | 22,209 | 2,267,121 | 77,958,496 | Form |
| 9 | Mehmel, Robert F | President and COO | Direct | Sell | 7022026 | 97.76 | 4,166 | 407,268 | 76,829,584 | Form |
| 10 | Harris, Brian G | EVP, Chief Financial Officer | Direct | Sell | 7022026 | 98.01 | 6,183 | 605,996 | 14,208,118 | Form |
| 11 | Mehmel, Robert F | President and COO | Direct | Sell | 6302026 | 95.66 | 286 | 27,359 | 75,578,045 | Form |
| 12 | Mehmel, Robert F | President and COO | Direct | Sell | 6262026 | 96.02 | 7,873 | 755,992 | 75,892,225 | Form |
| 13 | Mehmel, Robert F | President and COO | Direct | Sell | 6262026 | 95.46 | 4,726 | 451,155 | 76,200,372 | Form |
| 14 | Mehmel, Robert F | President and COO | Direct | Sell | 6182026 | 95.37 | 547 | 52,167 | 76,577,437 | Form |
| 15 | Mehmel, Robert F | President and COO | Direct | Sell | 6182026 | 95.39 | 3,018 | 287,883 | 76,644,553 | Form |
| 16 | Mehmel, Robert F | President and COO | Direct | Sell | 6162026 | 95.40 | 3,272 | 312,149 | 76,941,626 | Form |
| 17 | Mehmel, Robert F | President and COO | Direct | Sell | 6162026 | 95.18 | 5,501 | 523,585 | 77,075,622 | Form |
| 18 | Kramer, Ronald J | Chairman of the Board and CEO | Direct | Sell | 6152026 | 94.92 | 100,000 | 9,492,107 | 169,367,382 | Form |
| 19 | Harris, Brian G | EVP, Chief Financial Officer | Direct | Sell | 6152026 | 95.03 | 7,500 | 712,725 | 14,363,689 | Form |
| 20 | Alpert, Henry A | Direct | Buy | 3092026 | 79.99 | 1,000 | 79,990 | 5,717,605 | Form | |
| 21 | Durborow, W. Christopher | Vice President & CAO | Direct | Sell | 2182026 | 91.97 | 10,000 | 919,700 | 2,755,697 | Form |
| 22 | Grabowsky, Louis J | Direct | Sell | 2172026 | 93.06 | 11,000 | 1,023,660 | 3,877,810 | Form | |
| 23 | Taylor, Michelle L | Direct | Sell | 2172026 | 92.56 | 1,650 | 152,724 | 835,169 | Form | |
| 24 | Kaplan, Seth L | Sr VP, Gen. Counsel and Secy | Direct | Sell | 2112026 | 95.44 | 15,000 | 1,431,664 | 11,429,161 | Form |
| 25 | Sight, James W | Direct | Sell | 2112026 | 96.15 | 3,070 | 295,180 | 1,333,793 | Form |
Investor Activity (13F)
Updated Sep 20, 202613F 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 Manager |
|---|
Industry Resources
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External Quote Links
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| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 9/19/2026