| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 63 | 23.9x | 17.8x | Around median | |
Growth | 37 | 18.2% | 7.1% | Bottom tier | |
Quality | 91 | 19.2% | 4.5% | Top tier | |
Safety | 53 | 2.1x | 2.6x | Around median | |
Capital Return | 71 | 0.87% | 2.12% | Top tier | |
Momentum | 80 | 41.5% | 2.9% | Top tier | |
Sentiment | 34 | 5 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Griffon Corporation became a company focused exclusively on building products following the closing of the Australasia business joint venture on July 31, 2026. Its operations center on Clopay, which sells residential and commercial doors and products for fire protection, security, and interior partitioning, benefiting from repair and renovation demand and facilities such as data centers, semiconductor plants, and pharmaceutical facilities. The company operates through a large installed base and a nationwide network, with a focus on premium product categories, while new residential construction represents a small part of its business, according to management.
In fiscal Q3 2026, EDGAR-reported revenue was approximately $481.4 million, gross profit was $226.1 million, net income was $51.6 million, and earnings per share were $1.14. The earnings call showed organic revenue growth of 7%, comprising 6% from improved price and mix and 1% from higher volume, while adjusted earnings before interest, taxes, depreciation, and amortization increased 2% to $125 million. Gross margin was 47%, compared with 48.7% in the comparable period, and adjusted earnings before interest, taxes, depreciation, and amortization margin was 25.9%.
Demand was mixed in fiscal Q3 2026; door volume declined slightly due to residential activity, but increased fan volumes offset this, leaving overall commercial volume flat. Adjusted selling, general, and administrative expenses were $111 million, or 23% of revenue, compared with 23.7% in the comparable period. During the first nine months of fiscal 2026, continuing operations generated free cash flow of $194 million, compared with $202 million in the comparable period.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $122.5, within a narrow range of $120 to $125, with a consensus rating of "Buy." The average target is above the 52-week range high of $108.57, reflecting expectations for continued strength in margins and cash flow and benefits from a recovery in construction volumes, but it also increases the valuation's sensitivity to any delay in that recovery or weakness in passing through cost increases.
Figures in the text are as of 2026-08-31; the live price is shown at the top of the page.
Fiscal Q3 2026 revenue increased organically by 7% to approximately $481 million. Six percentage points of growth came from improved price and mix, while volume added one percentage point. Price and mix made approximately equal contributions, with the company benefiting from new products and price increases implemented during the quarter.
Management said on August 5, 2026, that the U.S. housing market remained slow, and residential door volume declined slightly during fiscal Q3 2026. By contrast, the premium repair and renovation segment continued to perform well, while new residential construction represents a small part of the current picture. Griffon believes that improvements in housing transactions and new home construction could increase volumes and free cash flow through operating leverage.
Clopay products are used in data centers for entrances, fire protection, and interior partitioning. Its doors are also used in security applications for pharmaceutical facilities, and the company offers high-security doors that can be used in embassies. As of August 5, 2026, Griffon was building an architectural sales team and seeing a meaningful increase in inquiries, with a longer cycle before they convert into bids and projects.
At the closing of the joint venture on July 31, 2026, Griffon received $181 million in cash and a $49 million note receivable and retained a 49% interest. After the transaction, the company repaid the remaining $285 million term loan balance using proceeds from the strategic actions and its revolving credit facility. Pro forma net leverage became approximately 2 times, compared with 2.2 times as of June 30, 2026, and the company established a new target range of 1.5 to 2.5 times.
The board approved a regular quarterly dividend of $0.22 per share, payable on September 16, 2026, to shareholders of record on August 31, 2026, marking the sixtieth consecutive quarterly dividend. During fiscal Q3 2026, the company repurchased 626 thousand shares for $53 million at an average of $85 per share. From April 2023 through June 2026, repurchases totaled $664 million and reduced shares outstanding by 21% compared with the end of fiscal Q2 2023.
On August 5, 2026, management maintained its forecast of $1.8 billion in revenue from continuing operations and $458 million in adjusted earnings before interest, taxes, depreciation, and amortization. The company expects a margin of 25% or higher, capital expenditures of $50 million, depreciation of $27 million, and amortization of $15 million. It also reduced its interest expense estimate by $13 million to $80 million and expects free cash flow from continuing operations to exceed the net income of those operations.
