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Griffon Corporation

GFF

Industrials · 95.73 -1.5% today

Participation confirmed · construction unavailableMarket checked 10 Sept, 13:10 GMT-4

Market read

Griffon Corporation's move is being confirmed by its market group.

No new filing conclusion is available. 5 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Company-1.5% todayVolume comparison unavailable
Market group5 of 21 activeConstruction Building Products · inactive
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 14 of 21 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as AWI begins moving with the group.

Invalidation: The live read weakens if participation falls to 7 of 21 members or fewer.

Watch this read

Research brief

The story so far

Industrials · Building Products & Equipment

No new filing conclusion is available. 5 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 14 of 21 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as AWI begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations326
Usable filing statements33
Verified relationships7
Evidence supporting the case
  • Material customer HD most recently reported revenue +5.7% year over year.
Evidence challenging the case
  • Latest annual revenue changed -3.9% year over year.
  • Operating margin changed -7.0 percentage points in the latest annual period.
  • Net margin changed -6.0 percentage points in the latest annual period.
Questions before a position
  • EV/sales is 43% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 9, 2026

97.26
6m+29.2%12m+20.3%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$2.3B+9.9%$1.48+18.6%
2022-09-30$2.8B+25.4%$-3.71-3.2%
2023-09-30$2.7B-5.7%$1.42+5.7%
2024-09-30$2.6B-2.3%$4.23-9.1%
2025-09-30$2.5B-3.9%$1.09-6.0%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 1 filings
Interest expense in 2024 of $104,086 increased 3% compared to 2023 interest expense of $101,445, primarily as a result of increased outstanding borrowings and increased variable interest rates on both our Revolving Credit Facility and Term Loan B.
10-K · Nov 19, 2025
Demand and volumenegative · 1 filings
During the third quarter of fiscal 2025, indicators of goodwill and indefinite-lived intangible asset impairment were present for the Hunter Fan reporting unit within the CPP reportable segment, driven by a decrease in year-to-date and forecasted sales and op…
10-K · Nov 19, 2025
Restructuring and cost reductionsmixed · 1 filings
During the third quarter of fiscal 2025, indicators of goodwill and indefinite-lived intangible asset impairment were present for the Hunter Fan reporting unit within the CPP reportable segment, driven by a decrease in year-to-date and forecasted sales and op…
10-K · Nov 19, 2025
Tariffs and trade policymixed · 1 filings
During the third quarter of fiscal 2025, indicators of goodwill and indefinite-lived intangible asset impairment were present for the Hunter Fan reporting unit within the CPP reportable segment, driven by a decrease in year-to-date and forecasted sales and op…
10-K · Nov 19, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.8× · EV/sales 2.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

95.73-1.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 13:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GFF. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for GFF. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GFF

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

HD10.0% of GFFcustomerNov 19, 2025

In 2025, Home Depot represented 10% of Griffon’s consolidated revenue, 9% of HBP's revenue and 12% of CPP's revenue.

COSTCostco Wholesale CorporationcustomerNov 19, 2025

ers CPP sells products throughout North America, Australia, New Zealand, the U.K.

TGTTarget CorporationcustomerNov 19, 2025

ers CPP sells products throughout North America, Australia, New Zealand, the U.K.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GFF is currently a Participant in the organic co-movement group Construction Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.