{"filings":[{"id":98207,"accession_number":"0001628280-26-031705","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Griffon Q2 revenue $421.9M (-1% YoY), adj. EPS $1.05 flat; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $421.9M, -1% YoY; adj. EPS $1.05 (flat vs prior year $1.05).","Adjusted EBITDA $97.8M, -4% YoY; net debt/EBITDA leverage 2.4x.","Repurchased 0.4M shares for $32.9M at avg $78.03; $247M remaining under buyback.","Strategic: AMES US/Canada JV with ONCAP expected to close by end of June 2026; exploring alternatives for AMES Australia/UK.","FY2026 guidance reaffirmed: revenue ~$1.8B, adj. EBITDA ~$458M, interest expense ~$93M, tax rate 28%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":876120000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113531,"accession_number":"0001628280-26-009094","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Griffon shareholders elect 11 directors, approve say-on-pay and auditor ratification","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected with strong support; no dissident withhold majority.","Advisory vote on executive compensation approved with 36.8M votes for, 1.3M against.","Grant Thornton LLP ratified as independent auditor for fiscal 2026 with 40.3M votes for.","88.0% of outstanding shares represented at the Annual Meeting, quorum present."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113530,"accession_number":"0001628280-26-005611","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Griffon Q1 adj EPS $1.45; forms JV with ONCAP for AMES, explores alternatives","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Adjusted EPS $1.45 (up from $1.39); revenue $649M (+3%); adj EBITDA $129.6M (-1%).","Definitive JV with ONCAP for AMES U.S. and Canada; exploring alternatives for AMES Australia/UK.","AMS businesses to be reported as discontinued ops; Hunter Fan moving to HBP segment.","Debt reduced $60M; net debt $1.26B; leverage 2.3x; free cash flow $99.3M.","FY2026 outlook: revenue ~$1.8B, adj EBITDA $520M; free cash flow expected to exceed net income."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129927,"accession_number":"0000050725-25-000079","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Griffon reports fiscal 2025 adjusted EPS $5.65 vs $5.12 prior year; raises dividend 22%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Fiscal 2025 revenue $2.5B (-4% YoY); GAAP net income $51.1M ($1.09/share) includes $217.2M impairment charge.","Adjusted net income $263.6M ($5.65/share) up from $254.2M ($5.12/share) prior year; adjusted EBITDA $522.3M (+2%).","Q4 revenue $662.2M; adjusted net income $70.9M ($1.54/share) vs $70.9M ($1.47/share) prior year quarter.","Dividend increased 22% to $0.22/quarter; share repurchases of 1.9M shares ($134.7M) in fiscal 2025.","Fiscal 2026 guidance: revenue ~$2.5B, adjusted EBITDA $580-600M, free cash flow to exceed net income."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":2519926000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146509,"accession_number":"0000050725-25-000074","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Griffon posts Q3 net loss of $120.1M on $217M impairment; adjusted EPS rises to $1.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $613.6M (-5% YoY); net loss $120.1M ($2.65/sh) includes $217.2M Hunter Fan impairment.","Adjusted net income $69.2M ($1.50/sh) vs $60.5M ($1.24/sh) YoY; adjusted EBITDA $134.7M (+7%).","HBP segment revenue $400.2M (+2%), adjusted EBITDA $128.8M (+9%); CPP revenue $213.4M (-16%), adj EBITDA $19.2M (-14%).","FY2025 revenue guidance lowered to $2.5B; segment EBITDA guidance maintained $575-600M; HBP margin >31%, CPP margin ~8%.","Free cash flow $261M YTD; debt reduced $87M in Q; leverage 2.5x; $40.3M in share repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":1857744000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164885,"accession_number":"0000050725-25-000062","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Griffon Q2 revenue down 9% to $611.7M; adjusted EPS $1.23 vs $1.35 prior year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $611.7M (-9% YoY); net income $56.8M (-11%); adjusted EPS $1.23 vs $1.35.","HBP segment revenue $368.2M (-6%), adjusted EBITDA $109.4M (-15%) but margin 30%.","CPP segment revenue $243.5M (-13%), adjusted EBITDA $23.7M (+18%) from global sourcing.","Company maintains full-year guidance; expects HBP to generate ~85% of segment EBITDA.","Leverage 2.6x net debt/EBITDA; free cash flow $145.8M H1; share repurchases $30.5M in Q2."],"consensus_eps_estimate":1.5092,"consensus_eps_actual":2.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":1244117000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182594,"accession_number":"0000050725-25-000055","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Griffon shareholders approve charter amendments reducing board size, adding officer exculpation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved charter amendment reducing board size from 12-14 to 9-11 directors; effective March 11, 2025.","Amendment to exculpate certain officers from fiduciary-duty breaches under Delaware law approved with 37.6M for, 2.8M against.","All 11 director nominees elected; highest votes: James W. Sight (40.2M for), Michelle L. Taylor (40.1M for).","Say-on-pay advisory vote passed with 36.2M for, 4.1M against; Grant Thornton ratified as auditor (44.0M for).","Turnout 92.4% (44.4M shares represented) of 48.1M shares outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182593,"accession_number":"0000050725-25-000005","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Griffon Q1 net income $70.9M, up 68% YoY; adjusted EPS $1.39","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $632.4M down 2% YoY from $643.2M; net income $70.9M ($1.49/share) vs $42.2M ($0.82) prior year.","Adjusted net income $65.9M ($1.39/share) vs $55.3M ($1.07); adjusted EBITDA $131.2M up 13% from $116.4M.","HBP revenue flat at $395.4M, adjusted EBITDA $127.0M up 2% on lower material costs.","CPP revenue $237.0M down 4% on -8% volume partially offset by Pope acquisition (+4%); adjusted EBITDA $18.2M vs $5.5M.","Free cash flow $142.7M; share repurchases $42.3M (0.6M shares at $69.40 avg); net debt $1.32B, leverage 2.4x."],"consensus_eps_estimate":null,"consensus_eps_actual":1.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":632371000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199178,"accession_number":"0000050725-24-000143","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Griffon Q4/FY2024 EPS beat; dividend up 20%, new $400M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2024 revenue $2.6B (-2% YoY); net income $209.9M ($4.23 EPS); adj. EPS $5.12.","Q4 revenue $659.7M (+3%); net income $62.5M ($1.29 EPS); adj. EPS $1.47.","Adjusted EBITDA FY2024 $513.6M (+2%); Q4 $137.5M (+13%); free cash flow $326.1M.","Dividend raised 20% to $0.18/share; Board authorized new $400M share repurchase program.","FY2025 outlook: revenue ~$2.6B, adj. EBITDA $575-600M; CPP global sourcing completed."],"consensus_eps_estimate":null,"consensus_eps_actual":4.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2623520000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215226,"accession_number":"0000050725-24-000091","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Griffon Q3 revenue down 5% to $647.8M; net income falls to $41.1M; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $647.8M (-5% YoY); net income $41.1M ($0.84/share) vs $49.2M ($0.90).","Adjusted EBITDA $125.5M (-9% from $138.6M); HBP segment EBITDA fell 12% to $118.5M.","CPP segment EBITDA up 22% to $22.3M on improved production costs; global sourcing on track.","Free cash flow $120M in Q3; debt reduced $80M; repurchased $19M stock; leverage 2.7x.","Reaffirmed FY2024 guidance: revenue $2.65B, Adj EBITDA $555M, free cash flow to exceed net income."],"consensus_eps_estimate":null,"consensus_eps_actual":2.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":1963847000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234522,"accession_number":"0000930413-24-001945","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2024-06-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Griffon reprices $459M Term Loan B, saving ~$1.8M in annual interest","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Interest spread reduced by 25 bps from SOFR+250bps to SOFR+225bps.","Credit spread adjustment (10-25 bps) removed; SOFR floor cut to 0 bps.","Estimated $1.8M annual cash interest savings on $459M outstanding.","Maturity remains January 2029; all other terms substantially unchanged.","CEO cites strong balance sheet for opportunistic repricing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234521,"accession_number":"0000050725-24-000068","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Griffon Q2 adj EPS $1.35 beats $1.21; raises FY segment EBITDA guidance to $555M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $672.9M (-5% YoY); net income $64.1M vs loss $62.3M in prior year quarter.","Adjusted EPS $1.35 vs $1.21; adjusted EBITDA $134.2M (-2% YoY).","HBP revenue $392.1M (-1%); residential volume up, commercial down.","CPP revenue $280.8M (-11%); adjusted EBITDA +2% to $20.1M on cost improvements.","FY 2024 segment EBITDA guidance raised to $555M (prior $525M); revenue guidance $2.65B (prior $2.6B)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":1316033000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252389,"accession_number":"0000050725-24-000063","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2024-03-25T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Griffon shareholders approve 2.6M share increase to equity plan, elect directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment No. 1 to 2016 Equity Incentive Plan approved: 40.2M for, 3.4M against.","Authorized shares increased by 2.6M to total 8.85M shares; 154k previously available.","All 12 director nominees elected; say-on-pay approved with 38.1M for, 5.6M against.","Ratification of Grant Thornton LLP as FY2024 auditor: 47.7M for, 241k against.","93.5% of outstanding shares represented at March 20, 2024 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252388,"accession_number":"0000930413-24-000626","cik":50725,"company_name":"GRIFFON CORP","ticker":"GFF","form_type":"8-K","filed_at":"2024-02-20T23:59:59+00:00","items":["1.01","5.02","8.01","9.01"],"status":"ready","headline":"Griffon repurchases 1.5M shares from Voss Capital at $65.50; director Cocke resigns","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased 1.5M shares from Voss Capital at $65.50/share, aggregate $98.25M, a 3.7% discount to $68.04 close.","Travis Cocke, Voss CIO and former board member, resigned from the Board effective Feb 20, 2024.","Two-year standstill and non-disparagement agreement; Voss retains $128M remaining buyback authority.","Cumulative buybacks since last April total 7.5M shares (13.1% of outstanding) for $330M, avg $44.21/share.","Co. cites solid operating performance, free cash flow, and confidence in strategic plan for shareholder returns."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4022962471.937145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}