Start here if you're new
what it is
Griffon sells garage doors, tools, storage gear, and defense electronics.
how it gets paid
Last year Griffon made $2.5B in revenue.
why growth slowed
Revenue fell 3.9% last year. Revenue rose 3% vs. prior year, and EPS came in at $1.41, down 5% vs. prior year.
what just happened
Griffon posted $649M of revenue last quarter, while gross margin held at 41.1%.
At a glance
B+ balance sheet — decent shape, but not bulletproof
55/100 earnings predictability — expect surprises
12.7x trailing p/e — the market's not buying it — or you found a deal
1.2% dividend yield — cash in your pocket every quarter
6.1% return on capital — nothing to write home about
xvary composite: 57/100 — below average
What they do
Griffon sells garage doors, tools, storage gear, and defense electronics.
Griffon was founded in 1774 and still has 5,100 employees. It sells through professional dealers and home center retail chains, so your installer often picks the brand before you do. That channel setup sits behind $2.5B of annual revenue and 41.1% gross margin, which is a lot of business for a company most people never think about.
How they make money
$2.5B
annual revenue · revenue declined -3.9% last year
total revenue
$2.5B
3.9%
The products that matter
manufactures residential garage doors
Clopay garage doors
Home & Building Products · $1.4B
this is the center of gravity at $1.4B, or 56% of company revenue. it grew 3%, but management also cut full-year guidance because housing demand softened.
56% of revenue
sells long-handled tools
AMES long-handled tools
Consumer & Professional · $875M
this $875M segment is 35% of revenue. it grew 2%, and the page data points to price doing more of the work than volume.
35% of revenue
builds defense electronics
Defense Electronics
$225M · 9% of revenue
it is the smallest segment at $225M. that gives you some diversification away from housing, but not enough to change the main story.
9% of revenue
Key numbers
12.7x
trailing p/e
You are paying 12.7 years of current earnings. That is not expensive if the 3.9% revenue decline stops.
$2.5B
ttm revenue
That is the size of the machine. A $2.5B business can absorb shocks better than a small cap with the same margin swing.
41.1%
gross margin
This means the company kept 41.1 cents of every sales dollar before overhead. That is why the business still has breathing room.
$1.6B
long-term debt
Debt at this size is not a footnote. It is 32% of capital and it narrows the margin for error.
Financial health
B+
strength
- balance sheet grade B+ — solid but not elite
- risk rank 3 — safer than 50% of stocks
- price stability 45 / 100
- long-term debt $1.6B (32% of capital)
B+ — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for GFF right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Griffon posted $649M of revenue last quarter, while gross margin held at 41.1%.
Revenue rose 3% vs. prior year, and EPS came in at $1.41, down 5% vs. prior year. The business is still profitable, but the full-year revenue line remains softer than the quarter.
$649M
revenue
$1.41
eps
41.1%
gross margin
the number that mattered
41.1% gross margin mattered most because it shows the company kept a large slice of each sales dollar before overhead.
source: company earnings report, 2026
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What could go wrong
the #1 risk is U.S. housing demand rolling over while Home & Building Products still drives most of the revenue.
med
garage doors still set the tone
Home & Building Products is a $1.4B segment, or 56% of company revenue. Management already cited a cooler housing market when it lowered full-year guidance.
If that slowdown deepens, the revenue reset does not stop at $1.8B.
med
$1.6B of long-term debt limits how sloppy execution can get
A B+ balance sheet is fine. It is not magical. If revenue softens while acquisitions or capital returns stay aggressive, leverage starts feeling heavier.
You are carrying $1.6B of long-term debt against a $3B market cap. That is not trivial.
med
the valuation leaves little room for a margin slip
The stock trades at 73.88x trailing earnings while gross margin sits at 41.8%. That only works if margins keep doing the heavy lifting.
If margin cracks while sales are already down 3.9%, the multiple has nothing left to defend.
three risks, one theme: a housing-linked company with $1.6B of debt and a 73.88x trailing p/e does not get many second chances.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
next earnings report
Due May 6, 2026. You are looking for one thing first: does the $1.8B full-year revenue guide hold.
trend
housing data
Housing starts, permits, and mortgage-rate pressure matter because 56% of revenue still comes from garage doors and building products.
metric
gross margin
41.8% is the margin number keeping the thesis intact. If pricing fades or costs rise, the premium multiple gets harder to defend.
risk
cash flow versus capital allocation
Q1 free cash flow was $99M. Watch whether that cash goes to debt reduction first or gets stretched across dividends, deals, and everything else.
Analyst rankings
earnings predictability
55 / 100
in human-speak, analysts do not see this as a smooth, autopilot earnings story.
risk rank
3
middle-tier safety. safer than the messiest names, but not the kind you forget about for a year.
price stability
45 / 100
the stock does not trade like a stable utility. You should expect movement when guidance changes.
source: institutional data
Institutional activity
institutional ownership data for GFF is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$77
current price
n/a
target midpoint · n/a from current
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