종목/GFF
Griffon Corporation
Fiscal 2026 revenue from continuing operations: $1.8 billion. Adjusted EBITDA (new reporting structure): $458 million, excluding certain charges that affect comparability. Free cash flow from continuing operations (including capex of $50 million) expected to exceed net income from continuing operations. Depreciation: $27 million. Amortization: $15 million. Fiscal 2026 interest expense: $93 million (excluding any interest income from the anticipated AMES joint venture). Normalized tax rate: 28%.
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Griffon Corporation, through its subsidiaries, provides home and building, and consumer and professional products in the United States, Europe, Canada, Australia, and internationally. The Home and Building Products segment manufactures and markets residential and sectional commercial garage doors, rolling steel service doors, fire doors, shutters, steel security grilles, and room dividers. This segment also sells garage door openers. Its Consumer and Professional Products segment manufactures and markets long-handled engineered tools, including shovels, spades, scoops, rakes, hoes, cultivators, weeders, post hole diggers, scrapers, edgers, and forks; wheelbarrows and lawn carts; snow tools comprising pushers, roof rakes, sled sleigh shovels, and ice scrapers; and pruning products, such as pruners, loppers, shears, and other tools. This segment also offers striking tools, including axes, picks, mattocks, mauls, wood splitters, sledgehammers, pry bars, and repair handles; hand tools comprising hammers, screwdrivers, pliers, adjustable wrenches, handsaws, tape measures, levels, clamps, trowels, and other hand tools; indoor and outdoor planters and lawn accessories; and garden hoses and hose reels. In addition, this segment provides home organization products, including wire and wood shelving, containers, storage cabinets, and other closet and home organization accessories; residential, industrial, and commercial fans; and cleaning products, such as brooms, brushes, squeegees, and other cleaning products. It serves independent professional installing dealers and home center retail chains; and industrial distributors, homebuilders, and e-commerce platforms, as well as mass market, specialty, and hardware retailers. The company was formerly known as Instrument Systems Corporation and changed its name to Griffon Corporation in 1995. Griffon Corporation was incorporated in 1959 and is headquartered in New York, New York.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 7일 (목) | 2026 Q2 | $1.00 | $1.05 | +5.3% | $422M | — |
| 5월 6일 (수) | 2026 Q2 | $1.00 | — | — | — | — |
| RTX |
| RTX |
| 240B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
매출·조정 EBITDA가 소폭 하락했으나 조정 EPS는 전년과 유사하고 회사가 기존 가이던스를 유지해 시장은 '소폭의 안정적 실적 + 전략적 재편 진행'으로 받아들일 가능성이 큼. 리스크는 볼륨 회복 지연과 원자재비 상승, AMES 거래 완료 지연 또는 처분 조건 변화에 있음.