Griffon Corporation (GFF) Stock Price & Analysis
Griffon Corporation (GFF) closed at USD 99.87 on Wednesday, October 28, 2026, down 0.39% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 100.26; the Oct 28, 2026 session ranged USD 99.35–101.68 on volume of 245,629 shares. Market capitalization is $4.58B, with a 52-week range of USD 65.01–108.57 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 07:40 UTC.
Also available as compact Markdown for AI agents: nexqual.com/GFF.md
Key facts (GFF)
- Last four reported quarters (through Jun 30, 2026): revenue $2.75B, net income $179M (6.5% margin), free cash flow $297M (SEC filings).
- Valuation: P/E 25.6x (avg 38.0x at the last 3 fiscal year-ends), EV/EBITDA 11.6x, net debt $1.16B.
- 1 of 80 tracked superinvestors hold GFF (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 16 Form 4 filings, $32.8M; 3 not under a Rule 10b5-1 plan ($10.2M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.86 on a 1–5 scale) (7 analysts), mean target USD 126.86 (range 120–135).
- Total return with dividends: 1Y +35.0% vs S&P 500 +13.6%; 5Y +357.1% vs S&P 500 +79.8%.
- Next earnings: 2026-11-18, EPS estimate USD 1.59, revenue estimate $482M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (GFF)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.27B | $2.85B | $2.69B | $2.62B | $2.52B | $2.75B |
| Gross profit | $641M | $937M | $949M | $1.02B | $1.06B | — |
| Operating income | $171M | -$189M | $197M | $398M | $206M | $459M |
| Net income | $79.2M | -$192M | $77.6M | $210M | $51.1M | $179M |
| EPS (diluted) | $1.48 | -$3.71 | $1.42 | $4.23 | $1.09 | — |
| Free cash flow | $32.9M | $16.8M | $368M | $312M | $305M | $297M |
| Gross margin | 28.2% | 32.9% | 35.3% | 38.9% | 42.0% | — |
| Operating margin | 7.5% | -6.6% | 7.3% | 15.2% | 8.2% | 16.7% |
| Net margin | 3.5% | -6.7% | 2.9% | 8.0% | 2.0% | 6.5% |
| Revenue growth | +9.9% | +25.4% | -5.7% | -2.3% | -3.9% | — |
| Cash + short-term investments | $249M | $120M | $103M | $114M | $99.0M | — |
| Total debt | $1.05B | $1.57B | $1.47B | $1.52B | $1.41B | — |
Fiscal years end Sep. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (GFF)
P/E 25.6x · P/S 1.7x · EV/EBITDA 11.6x · EV/Sales 2.1x · P/FCF 15.4x · P/B 35.5x · FCF yield 6.49% · Earnings yield 3.91% · Dividend yield (paid, TTM) 0.85% · Buyback yield (TTM) 3.07% · Net debt $1.16B · EV $5.74B
P/E at fiscal year-ends: Sep 2025 69.6x, Sep 2024 16.6x, Sep 2023 27.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (GFF)
1 of 80 tracked investors hold GFF. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.03% | $16.6M | New position |
Insider sales (SEC Form 4, open-market, last ~7 months) (GFF)
13 of 16 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-13 | Turnbull Cheryl L | Director | 3,000 | $318K | 9.1% | No | Too little history (no open-market trades in 2023) |
| 2026-08-13 | Sullivan Kevin F | Director | 3,500 | $370K | 7.9% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-08-11 | Mehmel Robert F | President and COO | 3,240 | $347K | 0.4% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-08-07…2026-08-10 | Mehmel Robert F | President and COO | 22,567 | $2.4M | 3% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-08-07 | Harris Brian G | EVP, Chief Financial Officer | 5,267 | $564K | 3.8% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-08-05…2026-08-06 | Mehmel Robert F | President and COO | 37,061 | $3.8M | 4.7% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-08-05 | Harris Brian G | EVP, Chief Financial Officer | 11,050 | $1.1M | 7.4% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-08-05 | Kramer Ronald J | Chairman of the Board and CEO | 100,000 | $10.2M | 5.5% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-30 | Mehmel Robert F | President and COO | 4,166 | $407K | 0.5% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-30 | Harris Brian G | EVP, Chief Financial Officer | 6,183 | $606K | 4% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-26 | Mehmel Robert F | President and COO | 286 | $27K | 0% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-24…2026-06-25 | Mehmel Robert F | President and COO | 12,599 | $1.2M | 1.6% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-16…2026-06-17 | Mehmel Robert F | President and COO | 3,565 | $340K | 0.4% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-12…2026-06-15 | Mehmel Robert F | President and COO | 8,773 | $836K | 1.1% | Yes | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-12 | Kramer Ronald J | Chairman of the Board and CEO | 100,000 | $9.5M | 5.2% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-11 | Harris Brian G | EVP, Chief Financial Officer | 7,500 | $713K | 4.6% | Yes | Too little history (no open-market trades in 2023 or 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (GFF)
Consensus Buy (mean 1.86 on a 1–5 scale), 7 analysts; mean target USD 126.86 (low 120, high 135).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-06 | Stephens & Co. | Target raised | Overweight | $115 → $120 |
Total return (dividends reinvested) (GFF)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +35.0% | +357.1% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +35.1% | +35.5% |
| Volatility (annualized) | 35.8% | 41.2% |
| Max drawdown | -27.9% (Feb 2026→Mar 2026) | -37.3% (Dec 2021→Apr 2022) |
GFF earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $1.51 | $1.34 | Beat +12.7% | — |
| — | Quarter ended Mar 31, 2026 | $1.05 | $0.99 | Beat +6.1% | — |
| — | Quarter ended Dec 31, 2025 | $1.45 | $1.35 | Beat +7.4% | — |
| — | Quarter ended Sep 30, 2025 | $1.54 | $1.52 | Beat +1.3% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
GFF recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 19, 2026 | 8-K | Entered a material agreement; New debt or off-balance-sheet obligation; Other material event “Notes Offering On August 18, 2026, Griffon Corporation (the "Company") completed its previously announced notes offering (the "Notes Offering") of $800 million aggregate principal amount of 6.25% senior notes due 2034 (the "Notes"). The Notes were sold in a private placement pursuant to a purchase agreement, dated August 10, 2026, among the Company, the guarantors named therein (the "Guarantors") and BofA Securities, Inc., as representative of the several initial purchasers of the Notes (the "Initial Purchasers").…” |
| Aug 11, 2026 | 8-K | Entered a material agreement; Other material event “On August 10, 2026, Griffon Corporation (the "Company") entered into a Purchase Agreement (the "Purchase Agreement") pursuant to which the Company agreed to issue and sell to the several initial purchasers named therein (the "Initial Purchasers") $800 million aggregate principal amount of the Company's 6.25% senior notes due 2034 (the "Notes"). The Purchase Agreement includes the terms and conditions of the offer and sale of the Notes, indemnification and contribution obligations and other terms and conditions…” |
| Aug 10, 2026 | 8-K | Regulation FD disclosure |
| Aug 7, 2026 | 8-K | Other material event “Griffon Corporation ("Griffon" or "the Company") is filing this Current Report on Form 8-K (this "Form 8-K"), including Exhibit 99.1, solely to recast certain financial information and related disclosures included in the Company's Annual Report on Form 10-K for the fiscal year ended September 30, 2025 originally filed with the U.S. Securities and Exchange Commission (the "SEC") on November 19, 2025 (the "2025 Form 10-K") to provide retrospective discontinued operations presentation for the years ended September…” |
| Aug 5, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 5, 2026 | 8-K | Quarterly results |
| Aug 4, 2026 | 8-K | Entered a material agreement; Completed an acquisition or sale of assets; Regulation FD disclosure; Other material event “As previously disclosed in our Current Report on Form 8-K filed on June 11, 2026, on June 8, 2026, Griffon AMES HoldCo LLC (" Griffon HoldCo "), a Delaware limited liability company and indirect wholly owned subsidiary of Griffon Corporation (" Griffon "), entered into the Share Sale Agreement (" SSA ") with HupCo ParentCo Pty Ltd, an Australian proprietary limited company (" Buyer "), to sell Griffon's AMES Australasia business to a joint venture it is forming with an investment group led by the management of…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
GFF suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Home Depot (HD) | “Clopay's customers include over 3,000 independent professional installing dealers and major home center retail chains including Home Depot and Menards.” |
| Customer | Lowe's (LOW) | “CPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor S…” |
| Customer | Clopay | “The Clopay sales and marketing organization supports our customers, consults on new product development, and aggressively markets door solutions, with a primary focus on the North American market.” |
| Customer | Target (TGT) | “CPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor S…” |
Quoted from the company's 10-K filed Nov 19, 2025.
GFF company outlook (results filed Aug 5, 2026)
- “Griffon expects fiscal 2026 revenue from continuing operations to be $1.8 billion and adjusted EBITDA to be $458 million.”
- “Free cash flow from continuing operations, including capital expenditures of $50 million, is expected to exceed net income from continuing operations, with depreciation of $27 million and amortization of $15 million.”
- “Fiscal year 2026 interest expense is now expected to be $80 million, reflecting reduced debt and interest income from transaction related notes receivable.”
- “Griffon's normalized tax rate is expected to be 28%.”
Quoted word-for-word from the SEC 8-K results press release.
GFF analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.59 | $1.55 | +2.2% | $481.8M | 7 |
| Next quarter (ends Dec 2026) | $1.44 | $1.38 | +4.2% | $470.7M | 7 |
| Current fiscal year (ends Sep 2026) | $5.40 | $5.20 | +3.8% | $1.84B | 7 |
| Next fiscal year (ends Sep 2027) | $6.10 | $5.75 | +6.0% | $1.90B | 7 |
Key Statistics (as of October 29, 2026 at 07:40 UTC)
| Price | USD 99.87 |
|---|---|
| Change | ▼ 0.39% (down) |
| Previous Close | USD 100.26 |
| Open | USD 100.68 |
| Day Range | USD 99.35 – 101.68 |
| 52-Week Range | USD 65.01 – 108.57 |
| Volume | 245,629 shares |
| Market Cap | $4.58B |
| Exchange | NYQ |
Technical Analysis (GFF)
Nexqual's technical model rates GFF "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 29, 2026 at 07:40 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 65.86 (neutral) |
| vs SMA50 | Above (USD 95.94) |
| MACD | 0.92 (positive) |
Analyst Ratings (GFF)
Wall Street analysts rate GFF "Buy" based on 7 analysts, with a mean price target of USD 126.86 (range USD 120–135), per Nexqual as of October 29, 2026 at 07:40 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 126.86 |
| High Target | USD 135 |
| Low Target | USD 120 |
| Buy / Hold / Sell | 7 / 0 / 0 |
Earnings (GFF)
| Next Earnings Date | 2026-11-18 |
|---|---|
| EPS Estimate | USD 1.59 |
| Revenue Estimate | $481.79M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.51 vs est 1.34 ▲ beat |
| 2026-03-31 | USD 1.05 vs est 0.99 ▲ beat |
| 2025-12-31 | USD 1.45 vs est 1.35 ▲ beat |
| 2025-09-30 | USD 1.54 vs est 1.52 ▲ beat |
Source: Nexqual, October 29, 2026 at 07:40 UTC.
Financials & Fundamentals (GFF)
| Total Revenue | $2.56B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.00% |
| Gross Margin | +41.30% |
| Operating Margin | +23.59% |
| Profit Margin | +7.00% |
| ROE | +227.54% |
| Debt / Equity | 10.35 |
| Current Ratio | 2.41 |
| Total Cash | $110.35M |
| Total Debt | $1.34B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $297.19M (10.8% of revenue) |
Source: Nexqual, October 29, 2026 at 07:40 UTC.
Financial Health Score (GFF)
Nexqual rates Griffon Corporation's overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 07:40 UTC.
| Growth | Weak — Revenue -4% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 40%, operating 17% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Weak — $110M cash and investments vs $1.27B debt (Jun 2026, SEC) |
| Cash Flow | Solid — FCF $297M (last 4 quarters to Jun 2026, SEC), 11% margin |
| Efficiency | Solid — ROE not meaningful (equity is 7.0% of assets); ROA 9.7% (last 4 quarters, SEC) |
Ownership (GFF)
| Insider Ownership | +18.26% |
|---|---|
| Institutional Ownership | +81.81% |
| Shares Outstanding | 45.87M |
| Float | 42.27M |
| Short % of Float | +5.04% |
Source: Nexqual, October 29, 2026 at 07:40 UTC.
Leadership (GFF)
Griffon Corporation is led by Ronald J. Kramer, Chairman of the Board & CEO, per Nexqual as of October 29, 2026 at 07:40 UTC.
| Chairman of the Board & CEO | Ronald J. Kramer |
|---|---|
| President & COO | Robert F. Mehmel |
| Executive VP & CFO | Brian G. Harris |
| Senior Vice President of Griffon | Michael A. Sarrica |
| Vice President of Sustainability | David Sweet |
Major Backers & Investors (GFF)
Notable institutional backers of Griffon Corporation include FMR, LLC, Voss Capital, LP, Fuller & Thaler Asset Management Inc., according to Nexqual as of October 29, 2026 at 07:40 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 3.6% |
| Voss Capital, LP | 3.35% |
| Fuller & Thaler Asset Management Inc. | 2.38% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 2.27% |
| Nomura Asset Management International Inc | 1.62% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 13.37% |
| Vanguard Group | 12.43% |
| State Street | 3.46% |
| Dimensional Fund Advisors | 2.22% |
| Geode Capital | 2.16% |
Source: Nexqual, October 29, 2026 at 07:40 UTC.
From Griffon Corporation's Latest SEC 10-K Filing (filed 2025-11-19)
Key Strengths & Strategy (as disclosed to the SEC)
- Residential and commercial sectional products are sold under market-leading brands, including Clopay®, America's Favorite Garage Doors®, Holmes Garage Door Company® and IDEAL Door®.
- CPP sells products globally through a portfolio of leading brands including AMES, Hunter and ClosetMaid.
- Today, AMES is a leading provider of long-handled tools and landscaping products for homeowners and professionals in North America, and also provides these products in key global markets including Canada, Australia, New Zealand, the U.K., and Ireland.
Legal & Regulatory Risks (Item 1A, quoted)
- Compliance with restrictions and covenants in Griffon's debt agreements may limit its ability to take corporate actions.
- Changes in income tax laws and regulations or exposure to additional income tax liabilities could adversely affect profitability.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 07:40 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt