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Griffon Earnings Surpass Estimates in Q2, Revenues Decrease 9% Y/Y

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Griffon Corporation (GFF - Free Report) reported second-quarter fiscal 2025 (ended March 2025) adjusted earnings of $1.23 per share, which surpassed the Zacks Consensus Estimate of $1.13. The bottom line decreased 8.9% year over year.

Total revenues of $611.7 million missed the consensus estimate of $616 million and decreased 9% year over year. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)

GFF’s Segmental Details

Home and Building Products: Revenues from the Home and Building Products segment (representing 60.2% of net revenues) were $368.2 million, reflecting a decrease of 6% year over year. The segment’s results reflected lower residential volume, offset by favorable product mix.

Adjusted EBITDA was $109.4 million, reflecting a decrease of 15% year over year. The results were affected by lower revenues and increased labor and distribution costs, partially offset by lower material costs.

Consumer and Professional Products: The segment’s revenues (39.8%) summed $243.5 million, down 13% year over year. The results were hurt by a 13% volume reduction due to market weakness in North America and the United Kingdom, partially offset by strength in Australia. The Pope acquisition contributed 2%, while forex woes had an adverse impact of 2% on revenues.

Adjusted EBITDA increased 18% to $23.7 million from the prior-year quarter. The increase was primarily attributable to the benefits from the global sourcing expansion initiative and higher revenues in Australia.

Griffon Corporation Price, Consensus and EPS Surprise

Griffon Corporation Price, Consensus and EPS Surprise

Griffon Corporation price-consensus-eps-surprise-chart | Griffon Corporation Quote

Margin Profile

Griffon’s cost of sales decreased 10.6% year over year to $359.5 million. Selling, general and administrative expenses were down 3.9% year over year to $151 million. The adjusted gross margin increased to 41.2% from 40.4% in the year-ago period.

Net income decreased 11% year over year to $56.8 million.

GFF’s Balance Sheet & Cash Flow

At the end of the fiscal second quarter, Griffon had cash and cash equivalents of $127.8 million compared with $114.4 million at the end of fiscal 2024 (ended September 2024). Long-term debt, net of current maturities, was $1.53 billion at the end of the fiscal second quarter compared with $1.52 billion at fiscal 2024-end.

In the first six months of fiscal 2025, the company generated net cash of $159.4 million from operating activities compared with $185.9 million in the year-ago period.

Griffon paid out dividends of $23.4 million and repurchased shares worth $72.9 million in the same period. Exiting the fiscal second quarter, it had $359.8 million remaining under the share repurchase program.

Free cash flow was $145.8 million in the first six months of fiscal 2025 compared with $153.8 million cash flow in the prior-year period.

Zacks Rank & Key Picks

GFF currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here

Here are some better-ranked stocks from the same space:

Enerpac Tool Group (EPAC - Free Report) currently carries a Zacks Rank #2 (Buy). In the past 60 days, the Zacks Consensus Estimate for Enerpac Tool’s 2025 earnings has been stable.

Unifirst Corporation (UNF - Free Report) currently carries a Zacks Rank of 2. UNF delivered a trailing four-quarter average earnings surprise of 12.3%. In the past 60 days, the consensus estimate for Unifirst’s fiscal 2025 (ending August 2025) earnings has increased 4.1%.

AptarGroup, Inc. (ATR - Free Report) presently carries a Zacks Rank of 2. ATR delivered a trailing four-quarter average earnings surprise of 7.3%. In the past 60 days, the consensus estimate for AptarGroup’s 2025 earnings has increased 2.5%.

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