Griffon (GFF)
NYSE:GFF
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.34Last Year’s EPS
1.5Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed confidence in strategic actions (joint venture proceeds, continued product innovation, disciplined capital return and maintained guidance) and demonstrated modest deleveraging and pricing power. However, near-term operational headwinds were noted: slight revenue and EBITDA declines, margin pressure from higher material costs, lower year-to-date free cash flow, and uncertainty from AMES dispositions. Overall, positives around strategy execution, cash returns, and innovation slightly outweigh the near-term challenges.Company Guidance
Strategic Joint Venture with ONCAP and Expected Cash Inflow
Griffon expects to close a joint venture including AMES U.S. and Canada by end of June 2026, receiving $100 million in cash proceeds plus $161 million in second-lien paid-in-kind (PIK) notes and retaining a 43% equity stake and board representation.
Strong Product Innovation and Industry Recognition (Clopay)
Clopay won 'best of IBS' awards two years in a row for VertiStack Avante and Avante with C-Power Click-to-Conceal panels, highlighting continued product innovation and differentiation in residential and commercial garage door solutions.
Capital Return to Shareholders and Dividend Growth
Q2 repurchases of $33 million (422,000 shares at $78.03 avg). Since April 2023, Griffon repurchased $611 million (11.5M shares) reducing shares outstanding by ~20% versus end of Q2 FY'23. Board authorized quarterly dividend of $0.22 per share (59th consecutive quarter) with a >19% annualized compounded growth since 2012.
Maintained Full-Year Guidance and Financial Discipline
Company maintained FY2026 guidance: revenue of $1.8 billion and adjusted EBITDA of $458 million; expects free cash flow from continuing operations to exceed income from continuing operations. Capital expenditures guidance of $50 million and normalized tax rate of 28% reaffirmed.
Solid Liquidity and Slight Deleveraging
Net debt of $1.3 billion and net debt-to-EBITDA leverage improved to 2.4x from 2.6x year-over-year, roughly in line with year-end Sept 2025 levels despite returning $72 million to shareholders in H1.
Pricing and Mix Partially Offset Volume Weakness
Q2 price and mix improved by ~5%, helping offset weaker demand; management implemented mid-single-digit price increases at end of March and indicated further benefit from price/mix going forward.
GFF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GFF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $92.58 | $90.68 | -2.05% |
Feb 05, 2026 | $84.51 | $89.34 | +5.71% |
Nov 19, 2025 | $66.49 | $68.87 | +3.57% |
Aug 06, 2025 | $81.70 | $70.47 | -13.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Griffon (GFF) report earnings?
Griffon (GFF) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Griffon (GFF) earnings time?
Griffon (GFF) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GFF EPS forecast?
GFF EPS forecast for the fiscal quarter 2026 (Q3) is 1.34.