Griffon Corporation (GFF) AI Stock Analysis
GFF AI stock analysis summary
AI ResearchGriffon Corporation (NYSE: GFF) is a diversified global manufacturer of home, building, consumer, and professional products. For the trailing twelve months, the company generated $2.56B in revenue with an operating margin of 23.6% and diluted EPS of $4.64. Griffon maintains a leveraged balance sheet with $1.34B in total debt alongside $303.6M in free cash flow generated in FY2025.
- Market cap
- $4.26B
- Revenue (TTM)
- $2.56B
- P/E
- 20.0x fwd 10.2x
- 1Y return
- 25.2% S&P 500 16.8%
- Avg. target
- $126.86 36.6% vs last close
Bull case
- Gross margins expanded consistently from 28.2% in FY2021 to 42.0% in FY2025.
- Free cash flow generation remained solid at $303.6M in FY2025, funding $183.3M in share repurchases.
- Griffon trades at a forward P/E of 10.2x, lower than the US-listed Industrials median of 17.2x.
Bear case
- Griffon carries total debt of $1.34B relative to shareholders' equity of $129.2M, resulting in a high debt-to-equity ratio of 10.35.
- Quarterly earnings fell 64.8% year-over-year in the latest quarter ended June 30, 2026.
- Enterprise value to EBITDA of 26.4x sits well above the US-listed Industrials peer median of 13.9x.
What Griffon does
Griffon Corporation operates via two core segments: Consumer and Professional Products, and Home & Building Products. Its consumer division manufactures and distributes long-handled tools, landscaping gear, wheelbarrows, lawn care tools, storage systems, cleaning products, and residential and commercial fans marketed under brands such as Hunter Fan and Casablanca. Its Home & Building Products unit produces and markets residential and commercial garage doors, rolling steel doors, and grille products. The company's brand portfolio also includes True Temper, AMES, ClosetMaid, Clopay, Holmes, CornellCookson, Garant, Harper, and UnionTools, serving global customers across retail and professional dealer channels.
Growth and profitability
Griffon expanded revenue from $2.27B in FY2021 to $2.85B in FY2022 before moderating to $2.69B in FY2023, $2.62B in FY2024, and $2.52B in FY2025, delivering a 5-year revenue CAGR of 4.0%. Despite a 3.9% revenue drop in FY2025, gross margin expanded from 28.2% in FY2021 to 42.0% in FY2025. Net income was $51.1M in FY2025 with diluted EPS of $5.66, down from $209.9M in FY2024. In the latest quarter ended June 30, 2026, quarterly revenue increased 7.0% year-over-year, while quarterly earnings declined 64.8%. Trailing twelve months revenue stands at $2.56B with a profit margin of 7.0%.
Balance sheet and cash flow
As of June 30, 2026, Griffon held $110.3M in cash and short-term investments against $1.34B in total debt, resulting in net debt of $1.23B. Shareholders' equity was $129.2M, reflecting a debt-to-equity ratio of 10.35 and a current ratio of 2.41. In FY2025, the business generated $356.0M in operating cash flow and $303.6M in free cash flow after capital expenditures of $52.4M. Cash deployment included $183.3M in share buybacks and $39.7M in dividends paid, contributing to a 15.3% reduction in share count over 5 years.
Valuation and performance
Griffon trades at a forward P/E of 10.2x and a trailing P/E of 20.0x, compared to medians of 17.2x and 24.8x, respectively, for the US-listed Industrials peer group. Its EV/EBITDA multiple is 26.4x, above the peer median of 13.9x, while price-to-sales is 1.7x against the peer median of 1.5x. Over the past year, Griffon shares gained 25.2% versus 16.8% for the S&P 500 (SPY). Over a 5-year span, the stock gained 333.4% compared to 83.0% for the benchmark, closing at $92.85 on October 16, 2026.
GFF dividend
Griffon pays a quarterly dividend with a forward annualized rate of $0.88, translating to a dividend yield of 0.95% as of October 16, 2026. The payout ratio stands at 15.9%, supported by 16 consecutive years of dividend payments. Over the past 5 years, the dividend has grown at an annualized rate of 20.0%, with the last ex-dividend date occurring on August 31, 2026.
What analysts expect
Wall Street coverage includes 6 Strong Buy ratings, 1 Buy rating, and zero Hold or Sell recommendations across 7 analysts. The mean price target is $126.86, representing 36.6% upside from the October 16, 2026 close of $92.85. For the current fiscal year ending September 30, 2026, analysts estimate EPS of $5.40 on revenue of $1.84B. Griffon beat EPS estimates in each of the last 4 quarters, and its next earnings date is scheduled for November 18, 2026.
Key risks and what to watch
- High financial leverage reflected in net debt of $1.23B leaves little cushion if operating conditions deteriorate.
- The stock has a beta of 1.44, indicating elevated volatility relative to the broader equity market.
- Annual revenue contracted in consecutive fiscal years from $2.85B in FY2022 to $2.52B in FY2025.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this GFF AI stock analysis
This page is an AI-written research summary of Griffon Corporation (GFF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: GFF income statement, GFF balance sheet, GFF key metrics, GFF analyst forecast, GFF chart. See the GFF stock overview for the latest quote and news.
GFF AI stock analysis FAQ
What is Griffon Corporation's forward dividend yield?
Griffon offers a forward dividend yield of 0.95% based on an annual forward dividend of $0.88 per share as of October 16, 2026. The company maintains a payout ratio of 15.9% and has paid dividends for 16 consecutive years.
What do Wall Street analysts forecast for Griffon's stock price?
The 7 covering analysts have an average price target of $126.86, which is 36.6% above its closing price of $92.85 on October 16, 2026. Current ratings stand at 6 Strong Buys and 1 Buy.
How much debt does Griffon Corporation have?
As of June 30, 2026, Griffon reported total debt of $1.34B and cash and short-term investments of $110.3M, leaving net debt at $1.23B. Its debt-to-equity ratio is 10.35.
When is Griffon Corporation's next earnings report?
Griffon Corporation is scheduled to report its next financial results on November 18, 2026.