GFFGRIFFON CORP
Metal Doors, Sash, Frames, Moldings & Trim
- Revenue
- $2.5B
- 3.9% YoY
- Operating margin
- 8.2%
- 46% YoY
- EBITDA
- $246M
- 44% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 5.4×
- $1.3B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear699% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear62% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear10% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.3B | $2.8B | $2.7B | $2.6B | $2.5B | 3.9% |
| Operating income | $171M | −$189M | $197M | $398M | $206M | 48% |
| Net income | $79M | −$192M | $78M | $210M | $51M | 76% |
| Operating cash flow | $70M | $59M | $432M | $380M | $357M | 5.9% |
| Capex | $37M | $42M | $64M | $68M | $52M | 23% |
| Stock-based comp | $20M | $33M | $41M | $27M | $25M | 5.0% |
| Buybacks | $3M | $11M | $164M | $310M | $183M | 41% |
| Dividends | $17M | $127M | $134M | $36M | $40M | 11% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.