Griffon (NYSE:GFF) Beats Q4 CY2025 Revenue, EPS Surpasses Estimates

Griffon Corporation (NYSE:GFF) reported Q4 CY2025 revenue of $649.1 million, up 2.6% YoY and 4.8% over Wall Street expectations, with non-GAAP EPS of $1.45, 8.9% above consensus. The company’s operating margin for the quarter was 17.5%, in line with last year, while it expanded 10.3 pp YoY and its share count declined 14% YoY, supporting EPS growth. However, full-year revenue guidance of $1.8 billion is 28.9% below estimates, and full-year EBITDA guidance is also expected to miss. Sell-side analysts project 1.1% revenue growth and 9.1% EPS expansion over the next 12 months. The stock fell 3.2% to $82.03 in after-hours trading. Griffon, a diversified manufacturer in home improvement, professional equipment, and building products, has a 14.8% average operating margin over the past five years and a 25.7% CAGR in EPS. Long-term growth of 1.5% has slowed recently, with two-year EPS growth at 9.6%.