Equity Profile

GFF

Griffon Corporation

IndustrialsBuilding Products$4.8B

Aug5Wed

Pre-Earnings Brief

UpcomingQ3-2026Pre-Market9:00 AM EDT

Company Snapshot

Griffon Corporation (GFF) operates in the industrials sector, focusing on building products. With a market cap of $5 billion, the company plays a significant role in the construction and home improvement markets, which are influenced by consumer spending and housing trends.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.34

Revenue

Revenue figures will provide insight into the overall demand for Griffon's products and how well they are performing in the market.

$458M

Wall Street expectations, options signals, track record, and call prep available with Pro.

GFF Q3-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+4.66%

Avg Stock Reaction

+0.62%

Last Quarter Recap

In Q2-2026, Griffon reported an EPS of $1.05, exceeding expectations by 6.49%. However, the stock declined by 2.05% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Continued focus on cost management to enhance profitability.
Investment in product innovation to meet market demands.
Commitment to maintaining strong relationships with suppliers and customers.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Griffon's upcoming earnings, expecting an EPS of $1.34 and revenue of $458 million. The company has a history of beating EPS estimates, which could influence investor sentiment positively.

Bull Case

If Griffon exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses its EPS target or shows weak revenue growth, it may raise concerns about market demand and profitability, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.34

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$458M

Revenue figures will provide insight into the overall demand for Griffon's products and how well they are performing in the market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.34?

A beat on EPS could reinforce investor confidence and positively impact the stock price.

What revenue growth will Griffon report compared to the consensus of $458 million?

Revenue performance is crucial for understanding market demand and the company's operational health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Griffon's potential for revenue growth due to strong demand in the building products sector, which could lead to a better-than-expected performance.

Supporting Evidence

Historical trends show a 63% EPS beat rate, indicating a strong likelihood of exceeding expectations.

Options pricing suggests a significant move, reflecting heightened anticipation that may not be fully captured in consensus estimates.

Key Risk

If revenue growth surpasses $474 million, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Griffon's ability to deliver on earnings expectations, given its recent performance history.

Bull Confirmed If

An EPS of $1.40 or higher would confirm strong profitability and investor confidence.

Bear Confirmed If

An EPS below $1.30 would raise concerns about the company's ability to meet market expectations.

Pre-Earnings Positioning

Options Market

Implied Move

±18.98%

Historical Avg

±9.6%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating uncertainty or anticipation surrounding the earnings report.

Options are pricing ±19.0% while GFF has averaged ±9.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

42.1%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.8%, with a raw directional average of +1.9% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Griffon beats expectations, history suggests the stock could rise by around 7.04%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's commentary.

Miss

A miss could lead to a decline of approximately 10.08%, indicating investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Insights into product demand trends in the building products sector.
3Management's outlook on future revenue growth and market conditions.
4Details on any new product launches or innovations.
5Comments on supply chain stability and its effect on operations.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Aug3

ONBMO

ON Semiconductor Corporation

PreviewView

Aug3

LBMO

Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.34

Revenue

Revenue figures will provide insight into the overall demand for Griffon's products and how well they are performing in the market.

$458M

Wall Street expectations, options signals, track record, and call prep available with Pro.

GFF Q3-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+4.66%

Avg Stock Reaction

+0.62%

Last Quarter Recap

In Q2-2026, Griffon reported an EPS of $1.05, exceeding expectations by 6.49%. However, the stock declined by 2.05% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Continued focus on cost management to enhance profitability.
Investment in product innovation to meet market demands.
Commitment to maintaining strong relationships with suppliers and customers.

Expectations

Wall Street Expectations

Bull Case

If Griffon exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses its EPS target or shows weak revenue growth, it may raise concerns about market demand and profitability, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.34

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$458M

Revenue figures will provide insight into the overall demand for Griffon's products and how well they are performing in the market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.34?

A beat on EPS could reinforce investor confidence and positively impact the stock price.

What revenue growth will Griffon report compared to the consensus of $458 million?

Revenue performance is crucial for understanding market demand and the company's operational health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Griffon's potential for revenue growth due to strong demand in the building products sector, which could lead to a better-than-expected performance.

Supporting Evidence

Historical trends show a 63% EPS beat rate, indicating a strong likelihood of exceeding expectations.

Options pricing suggests a significant move, reflecting heightened anticipation that may not be fully captured in consensus estimates.

Key Risk

If revenue growth surpasses $474 million, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Griffon's ability to deliver on earnings expectations, given its recent performance history.

Bull Confirmed If

An EPS of $1.40 or higher would confirm strong profitability and investor confidence.

Bear Confirmed If

An EPS below $1.30 would raise concerns about the company's ability to meet market expectations.

Pre-Earnings Positioning

Options Market

Implied Move

±18.98%

Historical Avg

±9.6%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating uncertainty or anticipation surrounding the earnings report.

Options are pricing ±19.0% while GFF has averaged ±9.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

42.1%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Griffon beats expectations, history suggests the stock could rise by around 7.04%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's commentary.

Miss

A miss could lead to a decline of approximately 10.08%, indicating investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Insights into product demand trends in the building products sector.
3Management's outlook on future revenue growth and market conditions.
4Details on any new product launches or innovations.
5Comments on supply chain stability and its effect on operations.