Griffon (NYSE:GFF) Q4 Revenue Up 2.6% Y/Y, Guidance Below Estimates Amid Portfolio Restructuring

Griffon Corporation (NYSE:GFF) reported Q4 CY2025 revenue of $649.1 million, up 2.6% year on year, and non-GAAP profit of $1.45 per share, 8.9% above consensus. The full-year revenue guidance of $1.8 billion is 28.9% below analyst estimates, reflecting a strategic portfolio shift. Management attributed the quarter’s strength to strong pricing and mix in building products, improved profitability in the Consumer and Professional Products segment, and solid free cash flow from gains in Australia and Canada. CEO Ronald Kramer emphasized operational discipline and a focus on the premium repair/remodel market. Looking ahead, the company is forming a joint venture for AMES North America and considering divestitures of non-core assets to streamline its portfolio. The guidance reflects ongoing residential demand and material cost uncertainties, balanced by confidence in long-term benefits from the realignment and efficiencies. Key watchpoints include the joint venture’s progress, disposal of AMES Australia and U.K. operations, and the integration of Hunter Fans. GFF closed at $89.60, up from $84.73 pre-earnings.