Griffon Corporation

NYSE:GFF 株式レポート

時価総額:US$3.8b

Griffon マネジメント

マネジメント 基準チェック /34

Griffonの CEO はRon Kramerで、 Apr2008年に任命され、 の在任期間は 18.08年です。 の年間総報酬は$ 17.52Mで、 7.3%給与と92.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の5.73%を直接所有しており、その価値は$ 219.26M 。経営陣と取締役会の平均在任期間はそれぞれ13.4年と7.3年です。

主要情報

Ron Kramer

最高経営責任者

US$17.5m

報酬総額

CEO給与比率7.34%
CEO在任期間18.1yrs
CEOの所有権5.7%
経営陣の平均在職期間13.4yrs
取締役会の平均在任期間7.3yrs

経営陣の近況

Recent updates

ナラティブの更新 May 08

GFF: Refreshed Discount Rate And Margin Assumptions Will Support Future Upside

Analysts have lifted their price target on Griffon by $23, pointing to updated assumptions around discount rates, revenue trends, profit margins and future P/E that they see as better aligning the stock with their refreshed view of its value. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as reflecting updated assumptions on discount rates that they believe better capture Griffon’s risk profile and cash flow potential.
ナラティブの更新 Apr 20

GFF: Portfolio Refocus And Refined P E Assumptions Will Support Future Upside

Analysts raised Griffon's price target by a total of $31, reflecting updated assumptions on the discount rate and future P/E. This change is supported by recent Street research that refines views on the company's earnings power and risk profile.
ナラティブの更新 Apr 05

GFF: Portfolio Refocus And Higher P E Assumptions Will Support Future Upside

Analysts have lifted their price targets on Griffon by double digits, with recent Street research citing updated assumptions around discount rates, margins, and future P/E expectations as support for the higher implied valuation in the new dollar target range. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets as support for Griffon’s current valuation framework, arguing that updated discount rate assumptions still leave room for the new targets to be met if the company executes as expected.
Seeking Alpha Mar 31

Griffon Remains A Good Play Even After Skyrocketing

Summary Griffon Corporation receives a soft 'Buy' rating, reflecting appealing valuation and long-term upside despite mixed near-term fundamentals. GFF’s Home and Building Products segment saw revenue growth from pricing and mix, but profitability was pressured by rising costs and lower residential volumes. Active capital allocation is evident: $578 million in buybacks since April 2023, ongoing dividends, and a focus on innovation, tuck-in acquisitions, and debt reduction. Residential market headwinds and mixed profitability temper the near-term outlook, but GFF’s relative and absolute valuation remain attractive for long-term investors. Read the full article on Seeking Alpha
ナラティブの更新 Mar 22

GFF: Building Products Refocus Will Support Future Upside Potential

Analysts have raised their blended price target for Griffon by approximately $31. This change reflects updated views on the appropriate P/E multiple and discount rate following recent target increases of $23 and $8 from the Street.
ナラティブの更新 Mar 07

GFF: Portfolio Refocus And Cash Generation Will Support Future Upside

Analysts have raised their Griffon price targets by $8 to $23 in recent research, citing updated views on the company that are now reflected in the refreshed Analyst Price Target. Analyst Commentary Bullish analysts who raised their Griffon price targets toward $23 point to an updated view of the company that they now see reflected in the refreshed Analyst Price Target.
ナラティブの更新 Feb 21

GFF: Higher Long Term P/E Assumptions Will Support Future Upside Potential

Analysts have raised their Griffon price target by about $0.14, reflecting updated assumptions about the company’s long-term P/E multiple and cash flow outlook, as highlighted in recent target increases from firms on the Street. Analyst Commentary Recent research points to a reassessment of Griffon’s valuation framework, with analysts updating their price targets to reflect new views on earnings power and cash generation.
ナラティブの更新 Feb 07

GFF: Joint Venture And Margin Outlook Will Support Future Upside Potential

Analysts have lifted their price target for Griffon from about $102.83 to $114.00, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E following recent research, including the latest Baird commentary. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$114.00 target as better aligned with their view of Griffon's fair value, once they factor in updated assumptions for revenue, margins, and P/E.
分析記事 Jan 09

Does Griffon (NYSE:GFF) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Nov 26

Investors Can Find Comfort In Griffon's (NYSE:GFF) Earnings Quality

Griffon Corporation's ( NYSE:GFF ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
ナラティブの更新 Nov 22

GFF: Future Revenue Guidance And Dividend Announcement Signal Upside Potential

Analysts have raised their price target for Griffon from $100.29 to $102.83. This change reflects updated expectations for revenue growth and shifts in key financial metrics.
分析記事 Oct 03

An Intrinsic Calculation For Griffon Corporation (NYSE:GFF) Suggests It's 33% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Griffon fair value estimate is US$115 Griffon's US$77.54 share...
分析記事 Sep 14

Here's Why Griffon (NYSE:GFF) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 Sep 03

Home Remodeling And Automation Will Revitalize Market Outlook

Griffon's consensus price target was modestly increased, primarily reflecting a slight uptick in its forward P/E multiple, lifting fair value from $97.71 to $100.29. What's in the News Reported goodwill and intangible asset impairments totaling $243.6 million for Q3 2025.
分析記事 Aug 04

Here's Why Griffon (NYSE:GFF) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Jul 07

Not Many Are Piling Into Griffon Corporation (NYSE:GFF) Just Yet

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 May 11

Griffon Corporation Just Beat EPS By 13%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Griffon Corporation ( NYSE:GFF ) filed its second-quarter result this time last...
分析記事 May 04

Does Griffon (NYSE:GFF) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Apr 20

Why Griffon Corporation (NYSE:GFF) Could Be Worth Watching

While Griffon Corporation ( NYSE:GFF ) might not have the largest market cap around , it saw significant share price...
分析記事 Apr 04

Should You Be Adding Griffon (NYSE:GFF) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Mar 08

Cautious Investors Not Rewarding Griffon Corporation's (NYSE:GFF) Performance Completely

Griffon Corporation's ( NYSE:GFF ) price-to-earnings (or "P/E") ratio of 14x might make it look like a buy right now...
分析記事 Feb 21

Griffon Corporation's (NYSE:GFF) Intrinsic Value Is Potentially 76% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Griffon fair value estimate is US$132 Current share price of...
Seeking Alpha Jan 07

Griffon's Margins Showing Strength, Should Accelerate Further In 2025

Summary Griffon Corporation's topline growth is under pressure due to weak commercial and consumer demand, particularly in the CPP segment in North America. Despite topline challenges, margins are expected to improve due to productivity enhancements and global sourcing expansion, supporting long-term profitability. The company's long-term outlook remains promising, driven by capacity expansion initiatives, market share gains in residential sectors, and anticipated market recovery. I maintain a "BUY" rating for GFF stock, considering its strong margin outlook and favorable long-term growth prospects despite near-term revenue softness. Read the full article on Seeking Alpha
分析記事 Jan 07

Griffon (NYSE:GFF) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Dec 23

Here's Why We Think Griffon (NYSE:GFF) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Dec 08

Is It Time To Consider Buying Griffon Corporation (NYSE:GFF)?

Griffon Corporation ( NYSE:GFF ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 Nov 22

Even With A 25% Surge, Cautious Investors Are Not Rewarding Griffon Corporation's (NYSE:GFF) Performance Completely

The Griffon Corporation ( NYSE:GFF ) share price has done very well over the last month, posting an excellent gain of...
分析記事 Nov 16

Griffon (NYSE:GFF) Is Increasing Its Dividend To $0.18

The board of Griffon Corporation ( NYSE:GFF ) has announced that it will be paying its dividend of $0.18 on the 18th of...
分析記事 Nov 12

Is There An Opportunity With Griffon Corporation's (NYSE:GFF) 21% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Griffon fair value estimate is US$88.90 Griffon's US$69.95...
Seeking Alpha Oct 25

Griffon: Market Share Growth And Better Margins To Be Key Drivers

Summary Griffon's topline continues to decline due to weak commercial demand, but residential demand and the Pope acquisition should drive growth in FY25. The company's margins are improving thanks to global sourcing initiatives and productivity improvements, despite lower volumes in some segments. GFF is trading at a discount compared to the sector median, making it a decent buy for long-term investors. Read the full article on Seeking Alpha
分析記事 Sep 28

These 4 Measures Indicate That Griffon (NYSE:GFF) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 05

What Is Griffon Corporation's (NYSE:GFF) Share Price Doing?

While Griffon Corporation ( NYSE:GFF ) might not have the largest market cap around , it saw a decent share price...
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新しいナラティブ Sep 04

Strategic Acquisitions And Capital Allocation Fuel Growth Amid Economic Challenges

Griffon's strategic initiatives, including capital allocation to stock repurchases and debt reduction, aim to enhance shareholder value and attract investor interest.
分析記事 Aug 15

We Think Griffon's (NYSE:GFF) Solid Earnings Are Understated

Despite posting healthy earnings, Griffon Corporation's ( NYSE:GFF ) stock has been quite weak. We have done some...
Seeking Alpha Aug 12

Griffon: Margin Improvements In Weaker Segment

Summary GFF's recent acquisition of Pope Products enhances its CPP portfolio in Australia, reinforcing its international growth strategy. Despite a poorer performance this quarter, Griffon continues to show a strong EBITDA margin in its HBP, while CPP’s profitability has improved due to its ongoing Global Sourcing Expansion Strategy execution. Its Global Sourcing Strategy aims to improve margins in the CPP segment, with a target of achieving a 15% EBITDA margin within a year or two. Read the full article on Seeking Alpha
分析記事 Aug 05

Griffon Corporation's (NYSE:GFF) Intrinsic Value Is Potentially 36% Above Its Share Price

Key Insights Griffon's estimated fair value is US$92.04 based on 2 Stage Free Cash Flow to Equity Current share price...

CEO報酬分析

Griffon の収益と比較して、Ron Kramer の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$45m

Dec 31 2025n/an/a

US$48m

Sep 30 2025US$18mUS$1m

US$51m

Jun 30 2025n/an/a

US$51m

Mar 31 2025n/an/a

US$213m

Dec 31 2024n/an/a

US$227m

Sep 30 2024US$17mUS$1m

US$210m

Jun 30 2024n/an/a

US$189m

Mar 31 2024n/an/a

US$197m

Dec 31 2023n/an/a

US$71m

Sep 30 2023US$13mUS$1m

US$78m

Jun 30 2023n/an/a

-US$380m

Mar 31 2023n/an/a

-US$376m

Dec 31 2022n/an/a

-US$256m

Sep 30 2022US$14mUS$1m

-US$288m

Jun 30 2022n/an/a

US$140m

Mar 31 2022n/an/a

US$102m

Dec 31 2021n/an/a

US$62m

Sep 30 2021US$20mUS$1m

US$70m

Jun 30 2021n/an/a

US$67m

Mar 31 2021n/an/a

US$74m

Dec 31 2020n/an/a

US$57m

Sep 30 2020US$16mUS$1m

US$41m

Jun 30 2020n/an/a

US$50m

Mar 31 2020n/an/a

US$42m

Dec 31 2019n/an/a

US$47m

Sep 30 2019US$12mUS$1m

US$25m

報酬と市場: Ronの 総報酬 ($USD 17.52M ) は、 US市場 ($USD 7.03M ) の同規模の企業の平均を上回っています。

報酬と収益: Ronの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Ron Kramer (67 yo)

18.1yrs
在職期間
US$17,515,575
報酬

Mr. Ronald J. Kramer, also known as Ron, was Independent Non-Executive Director at Entain plc since March 12, 2024 until April 23, 2025. He served as Independent Director of Franklin BSP Lending Corporatio...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ronald Kramer
Chairman of the Board & CEO18.1yrsUS$17.52m5.73%
$ 219.3m
Robert Mehmel
President & COO13.4yrsUS$8.10m2.55%
$ 97.5m
Brian Harris
Executive VP & CFO10.8yrsUS$4.94m0.72%
$ 27.4m
Seth Kaplan
Executive VP16yrsUS$4.39m0.27%
$ 10.4m
W. Durborow
VP & Chief Accounting Officerno dataデータなし0.072%
$ 2.8m
Michael Sarrica
Senior Vice President of Operationsno dataデータなしデータなし
David Sweet
Vice President of Sustainabilityno dataデータなしデータなし
Victor Weldon
President of Clopay Corporation4.6yrsデータなしデータなし
13.4yrs
平均在職期間
59.5yo
平均年齢

経験豊富な経営陣: GFFの経営陣は経験豊富で経験豊富です(平均在職期間は13.4年)。


取締役

名称ポジション在職期間報酬所有権
Ronald Kramer
Chairman of the Board & CEO33.3yrsUS$17.52m5.73%
$ 219.3m
Henry Alpert
Independent Director31.3yrsUS$192.03k0.16%
$ 6.0m
James Sight
Independent Director6.8yrsUS$199.03k0.033%
$ 1.3m
Cheryl Turnbull
Independent Director8yrsUS$214.03k0.072%
$ 2.8m
Jerome Coben
Lead Independent Director5.8yrsUS$228.03k0.042%
$ 1.6m
Lacy Johnson
Independent Director6.5yrsUS$213.03k0.058%
$ 2.2m
Samanta Stewart
Independent Director7.7yrsUS$198.03k0.057%
$ 2.2m
Louis Grabowsky
Independent Director11.1yrsUS$219.03k0.094%
$ 3.6m
Travis Cocke
Independent Director3.3yrsUS$4.50kデータなし
Kevin Sullivan
Independent Director13.3yrsUS$215.53k0.096%
$ 3.7m
H. C. Diao
Independent Director4.3yrsUS$190.53k0.026%
$ 1.0m
Michelle Taylor
Independent Director4.3yrsUS$199.03k0.023%
$ 863.7k
7.3yrs
平均在職期間
68.5yo
平均年齢

経験豊富なボード: GFFの 取締役会経験豊富 であると考えられます ( 7.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 11:22
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Griffon Corporation 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

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