Description

Griffon Corporation: The Leverage-and-Returns Playbook That Could Keep Investors Locked In!

Griffon Corporation’s investment thesis remains anchored in the cash generation and margin profile of Home and Building Products alongside the margin repair underway in Consumer and Professional Products, with the near-term debate centered on volume durability through a mixed housing and consumer backdrop. Management framed Home and Building Products as a business driven by price and mix with relatively stable volumes, where commercial demand has been slightly higher and residential demand slightly lower, and it attributed quarter-to-quarter margin movement primarily to mix rather than a step-down in underlying performance. Griffon Corporation guided to fiscal 2026 revenue consistent with fiscal 2025 and adjusted EBITDA of $580 million to $600 million, with Home and Building Products expected to sustain margins above 30 percent and Consumer and Professional Products expected to be around 10 percent.