GFF earnings analysis
What we found in GFF's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
Griffon Corporation reported a strong Q2 2026 with revenue reaching $421.9 million, exceeding estimates of $414.3 million, reflecting a growth compared to the prior year. The EPS of $1.05 also surpassed expectations of $0.99, indicating resilience amid challenges such as increased material costs and operational impacts from discontinued segments.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Growth
- Q2 2026 revenue was $421.9 million, up from $612 million in Q2 2025, marking a growth of 1.83%.
- EPS Beat
- EPS for Q2 2026 was reported at $1.05, beating consensus estimates of $0.99 by 6.06%.
- Free Cash Flow
- Free cash flow for Q2 2026 was $3 million, a recovery from just $1 million in Q2 2025.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Material Cost Increases
- Management noted increased costs for materials, impacting margins and overall profitability.
- Volume Decrease
- Certain segments experienced a decrease in volumes due to operational disruptions.
- Discontinued Operations Impact
- The impact of discontinued operations was mentioned as a headwind to profitability.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $1.05
- Gross margin
- 41.1%
- Operating margin
- 17.5%
What they said about what is next.
Maintained FY 2026 revenue guidance of $1.8 billion with adjusted EBITDA at $458 million.
The filing reads better than the one before it.
What came before.
- 10-Q · May 8, 2025
- Griffon reported revenue of $611,746,000 and diluted EPS of $1.21 for the three months ended March 31, 2025. Revenue declined versus the prior-year quarter ($672,880,000) while gross margin improved (gross profit…
- 10-Q · May 4, 2023
- Griffon reported quarterly revenue of $710,984,000 (down $68,633,000 vs $779,617,000 a year ago, -8.8%) and recorded an operating loss of $(65,809,000) leading to diluted EPS from continuing operations of $(1.17) (vs…
- 10-Q · January 31, 2023
- Griffon reported Q1 revenue of $649.4M and materially improved profitability versus the prior-year quarter: gross profit rose to $233.8M and operating income to $81.1M, driven in part by the Jan-2022 Hunter acquisition…
- 10-Q · August 3, 2022
- Griffon reported a strong top-line quarter: revenue rose to $768,179 (three months ended June 30, 2022) with gross profit of $260,601 and operating income of $103,214, driven by higher sales and the Hunter acquisition.…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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