earnings
confidence high
sentiment negative
materiality 0.75
Griffon Q2 revenue down 9% to $611.7M; adjusted EPS $1.23 vs $1.35 prior year
GRIFFON CORP
2025-Q2 EPS
reported $2.70
vs consensus $1.51
▲ beat
(+78.9%)
- 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.