Griffon Corporation

NYSE:GFF 주식 리포트

시가총액: US$3.9b

Griffon 경영진

경영진 기준 점검 3/4

Griffon CEO는 Ron Kramer, Apr2008 에 임명되었습니다 의 임기는 18.08 년입니다. 총 연간 보상은 $17.52M, 7.3% 급여 및 92.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $223.26M 가치에 해당하는 회사 주식의 5.73% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 13.4 년과 7.3 년입니다.

핵심 정보

Ron Kramer

최고경영자

US$17.5m

총 보수

CEO 급여 비율7.34%
CEO 재임 기간18.1yrs
CEO 지분 보유율5.7%
경영진 평균 재임 기간13.4yrs
이사회 평균 재임 기간7.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 25

GFF: Raised Price View And P/E Assumptions Will Support Further Upside

Analysts have raised their price target for Griffon by $4.29, citing updated assumptions on fair value, discount rate, revenue trends, margins, and future P/E, as reflected in recent Street research updates. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a reflection of updated fair value work, suggesting the risk and reward profile looks more balanced after recent research.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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
분석 기사 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 보수 분석

Ron Kramer의 보수는 Griffon의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Ron의 총 보수(USD17.52M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.00M)보다 높습니다.

보상과 수익: Ron의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Ron Kramer (67 yo)

18.1yrs
재임 기간
US$17,515,575
보수

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...


리더십 팀

이름직위재임 기간보수지분
Ronald Kramer
Chairman of the Board & CEO18.1yrsUS$17.52m5.73%
$ 223.3m
Robert Mehmel
President & COO13.4yrsUS$8.10m2.55%
$ 99.3m
Brian Harris
Executive VP & CFO10.8yrsUS$4.94m0.72%
$ 27.9m
Seth Kaplan
Executive VP16yrsUS$4.39m0.27%
$ 10.6m
W. Durborow
VP & Chief Accounting Officerno data데이터 없음0.072%
$ 2.8m
Michael Sarrica
Senior Vice President of Operationsno data데이터 없음데이터 없음
David Sweet
Vice President of Sustainabilityno data데이터 없음데이터 없음
Victor Weldon
President of Clopay Corporation4.6yrs데이터 없음데이터 없음
13.4yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 관리: GFF의 경영진은 노련하고 경험이 풍부합니다(평균 재임 13.4 년).


이사회 구성원

이름직위재임 기간보수지분
Ronald Kramer
Chairman of the Board & CEO33.3yrsUS$17.52m5.73%
$ 223.3m
Henry Alpert
Independent Director31.3yrsUS$192.03k0.16%
$ 6.1m
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%
$ 1.7m
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%
$ 3.7m
Travis Cocke
Independent Director3.3yrsUS$4.50k데이터 없음
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%
$ 879.5k
7.3yrs
평균 재임 기간
68.5yo
평균 나이

경험이 풍부한 이사회: GFF의 이사회경험이 있음으로 간주됩니다(평균 재임 7.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 10:04
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Griffon Corporation는 10명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Timothy WojsBaird
Robert LabickCJS Securities, Inc.
Collin VerronDeutsche Bank