Griffon delivers consistent earnings beats and exceptional free cash flow conversion but carries significant leverage, declining revenue, and a risk/reward that does not clear the asymmetry bar at current levels near the 52-week high.
Thesis pillars
- High Leverage Limits Margin Of Safety→Stable
- Revenue Decline No Moat→Stable
- Earnings Consistency Steady Beats→Stable
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Nov 19, 2025· older than 90 days
Griffon Corporation (GFF) Stock Analysis
Catalyst-Driven edge
Industrials · Building Products & Equipment
Sell if holding. Analyst target reached at $107.52 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (1.0% away).
Griffon Corporation operates through two segments: Home and Building Products (HBP), which through Clopay is North America's largest manufacturer and marketer of garage doors, and Consumer and Professional Products (CPP), a global provider of branded tools, fans, and storage... Read more
Sell if holding. Analyst target reached at $107.52 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (1.0% away). Chart setup: No clear chart pattern; technical signals are mixed. Score 6.2/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
No fresh coverage since Sep 17, 2026
Recent Developments — Griffon Corporation
Latest news
- NEWS Transcript: Griffon Q3 2026 Earnings Conference Call — benzinga Sep 17, 2026 neutral
- NEWS Reported Earlier, Griffon Prices $800M Notes At 6.25% To Refinance $975M Outstanding 2028 Notes And New Credit Facility — benzinga Aug 11, 2026 positive
- NEWS Janus Henderson Group PLC Acquires 173,682 Shares of Griffon Corporation $GFF - MarketBeat — MarketBeat Aug 4, 2026 neutral
- NEWS Griffon (GFF) Q2 Earnings Report Preview: What To Look For - StockStory — StockStory Aug 4, 2026 neutral
- NEWS Griffon (GFF) Q2 Earnings Report Preview: What To Look For - stockstory.org — stockstory.org Aug 4, 2026 neutral
Latest item Sep 17, 2026 · Generated 2026-11-05T11:34:07Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $107.52 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (1.0% away). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $100.94. Score 6.2/10, moderate confidence.
Analyst target: $110.37 (+2.6% upside). Prior stop was $100.94. Stop-loss: $100.94.
Analyst target reached - limited upside remaining; Near 52-week high (1.0% away); Sector modifier (Industrials): -0.7.
Griffon Corporation trades at a P/E of 23.2 (forward 17.6). TrendMatrix value score: 7.0/10. Verdict: Sell.
12 analysts rate GFF, with a consensus score of 4.3/5. 7 analysts publish price targets averaging $127.
What does Griffon Corporation do?Griffon Corporation operates through two segments: Home and Building Products (HBP), which through Clopay is North...
Griffon Corporation operates through two segments: Home and Building Products (HBP), which through Clopay is North America's largest manufacturer and marketer of garage doors, and Consumer and Professional Products (CPP), a global provider of branded tools, fans, and storage products. HBP contributed approximately 63% of consolidated revenue and CPP approximately 37% for fiscal year ended September 30, 2025, with roughly 5,100 employees across North America, the UK, Australia, and China.