Results were slightly below prior year on both revenue and earnings, but guidance was maintained and the strategic transformation (AMES JV, discontinued ops) is on track. The stock may trade range-bound near current levels until the AMES JV closes or a clearer catalyst emerges. Monitor the Q3 earnings call for updates on the JV closing and any changes to the $1.8B/$458M guidance.
Price Chart
Executive Summary
Griffon Corp reported fiscal Q2 2026 results with revenue of $421.9M (-1% YoY) and GAAP diluted EPS from continuing operations of $1.03, down from $1.06 a year ago. Adjusted EPS from continuing operations was $1.05, flat YoY. The company maintained its full-year guidance of $1.8B revenue and $458M adjusted EBITDA, while progressing on its strategic transformation into a pure-play building products company via the AMES joint venture and discontinued operations.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $421.9M, down 1% YoY from $426.7M
- GAAP diluted EPS from continuing operations $1.03 vs $1.06 YoY
- Adjusted diluted EPS from continuing operations $1.05, flat YoY
- Adjusted EBITDA from continuing operations $97.8M, down 4% YoY
- FY 2026 guidance maintained: $1.8B revenue, $458M adjusted EBITDA
- AMES U.S./Canada JV with ONCAP expected to close by end of June 2026
- AMES Australia/UK strategic alternatives process ongoing
- Share repurchases of $32.9M in Q2; $247M remaining under buyback program
- Leverage ratio 2.4x net debt to EBITDA, unchanged from Sept 2025
- Free cash flow from continuing ops $100.7M in H1 2026
Financial Impact
Revenue declined $4.8M YoY; adjusted EPS flat at $1.05; adjusted EBITDA down $3.9M or 4%
Risk Factors
- Residential volume decline of 6% driven by housing market weakness
- Increased material costs and unfavorable overhead absorption pressuring margins
- Execution risk on AMES JV closing and Australia/UK divestitures
- Leverage at 2.4x limits financial flexibility
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-031705 |
| Document: gff-20260507.htm | 0001628280-26-031705 |
| Document: 0001628280-26-031705-index-headers.html | 0001628280-26-031705 |
| Document: 0001628280-26-031705-index.html | 0001628280-26-031705 |
| Document: 0001628280-26-031705.txt | 0001628280-26-031705 |
| 8-K Data (Synthetic) | 0001628280-26-031705 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | Press Release | $94.09 | awaiting T+20 | — | $100.26 (+6.56%) |
Aug 14, 2026 10w ago | Insider Cluster | $102.18 $92.76 | ▼ −9.22% | ▼ −7.24% | $100.26 (−1.88%) |
Aug 13, 2026 10w ago | Insider Cluster | $104.16 $93.81 | ▼ −9.94% | ▼ −7.95% | $100.26 (−3.74%) |
Aug 11, 2026 11w ago | Institutional Cluster | $104.88 $95.30 | ▼ −9.13% | ▼ −7.24% | $100.26 (−4.41%) |
Aug 11, 2026 11w ago | Insider Cluster | $104.88 $95.30 | ▼ −9.13% | ▼ −7.24% | $100.26 (−4.41%) |
Aug 10, 2026 11w ago | 8-K | $106.75 $97.59 | ▼ −8.58% | ▼ −7.52% | $100.26 (−6.08%) |
Aug 7, 2026 11w ago | Insider Cluster | $104.80 $97.33 | ▼ −7.13% | ▼ −6.21% | $100.26 (−4.33%) |
Aug 5, 2026 11w ago | 8-K | $102.81 $95.83 | ▼ −6.79% | ▼ −6.19% | $100.26 (−2.48%) |
Aug 4, 2026 12w ago | 8-K | $93.58 $94.44 | ▲ +0.92% | ▲ +2.16% | $100.26 (+7.14%) |
Jul 2, 2026 16w ago | Insider Cluster | $92.86 $87.90 | ▼ −5.34% | ▼ −4.93% | $100.26 (+7.97%) |
US Market Status
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