Griffon Corporation (GFF)

In November 2025, Griffon reported its fiscal fourth-quarter and full-year 2025 earnings, surpassing analyst expectations and announced a 22.2% increase in its quarterly dividend. In August 2025, the company released its fiscal third-quarter 2025 earnings, where adjusted EPS matched estimates but revenue fell short, and updated its financial guidance. In May 2025, Griffon's Q1 2025 earnings showed a year-over-year revenue decline but exceeded analyst estimates for adjusted earnings per share. Short interest in Griffon has recently increased, and analyst ratings have varied. Over the past year, GFF has delivered a 12.38% change, with a 52-week range between $63.92 and $84.24.

Demand for Griffon Corp.'s products exhibits seasonality, with Home & Building Products demand typically decreasing in the first half of the fiscal year and increasing in the second half, normalizing to pre-pandemic patterns. The Consumer & Professional Products segment generally underperforms in the first half of the fiscal year due to seasonality and customer destocking. Sales for both segments can decline during the winter, specifically in the fourth quarter.

Griffon Corp. is a diversified management and holding company that operates through its wholly-owned subsidiaries, designing, manufacturing, and marketing products for residential, commercial, and defense applications. It operates primarily through two segments: Home & Building Products (HBP) and Consumer & Professional Products (CPP). The company's sector is Industrials, and it falls under the Building Products & Equipment and Construction Supplies & Fixtures industries. Major products include residential and commercial garage doors, fire doors, shutters, steel security grilles, room dividers, and garage door openers under the Home & Building Products segment. The Consumer & Professional Products segment offers long-handled tools, wheelbarrows, lawn carts, snow tools, pruning products, striking tools, hand tools, indoor and outdoor planters, lawn accessories, garden hoses, hose reels, home organization products, residential, industrial, and commercial fans, and cleaning products. Defense Electronics, via Telephonics Corporation, provides radar, communications, and surveillance systems.

Griffon Corp. has a global presence, providing products in the United States, Europe, Canada, Australia, and internationally. The company maintains manufacturing facilities throughout North America and has additional sales channels in Europe and Asia. It specifically targets markets across Australia, New Zealand, the UK, and Ireland.

Griffon has received an average "Buy" rating from analysts, with a consensus price target indicating potential upside. The Consumer and Professional Products segment has faced challenges due to reduced consumer demand and tariff issues, which led to a significant impairment charge in fiscal year 2025. The Home and Building Products segment has shown resilience and strong performance.

Institutional investors hold approximately 79% of Griffon Corp. stock, with major holders including The Vanguard Group, Inc. and BlackRock, Inc. Individual insider ownership accounts for about 10.20% of the stock, with notable individual owners including Gerald J. Cardinale and Ronald Kramer.