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Earnings analysis · 10-Q

GFF earnings analysis

Filed May 7, 2026 · Our reading of the company's report

The latest report

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…

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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.

Read the original on SEC.gov

Gross and operating margin

How much of each revenue dollar the business keeps.

41% Gross margin Operating margin Nov 2018 May 2026

One point per quarterly or annual filing. Both margins are shares of that report's revenue.

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $58 Operating expenses $24 Left as operating profit $18

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

How we read each report

Our analysis across the last few reports.

Read as bullish Read as bearish Nov 2018 May 2026

Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.

Reported figures

Earnings per share
$1.05

What stood out

  • 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.

What to watch

  • 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.

Management's outlook

Maintained FY 2026 revenue guidance of $1.8 billion with adjusted EBITDA at $458 million.

Earlier filings 4

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 itself. Analysis can contain errors; check the source document for full context.