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- **Segment Strength**: HBP 31.2% EBITDA margin, CPP 10%+ margin growth.
- **Cash Generation**: $323M free cash flow FY25, $1B+ 3-year target.
- **Strategic Resilience**: Global sourcing, innovation, and disciplined capital allocation.

**【Management Opening Remarks】**
- Press release available at www.griffon.com. Forward-looking statements subject to risks and uncertainties. Non-GAAP reconciliations provided in earnings release.

**【CEO Commentary】**
- **HBP Segment Performance**: FY25 revenue $1.6B (flat YoY), EBITDA margin 31.2%. Innovation recognized with awards for VertiStack garage door and Home Depot partnership.
- **CPP Segment Growth**: FY25 revenue $936M (-10% YoY), EBITDA margin up 200bps driven by global sourcing and asset-light model. Australia and Pope acquisition offset U.S./U.K. weakness.
- **Capital Allocation**: $323M free cash flow FY25, $174M returned to shareholders via buybacks ($135M) and dividends (+22% Q/Q). Debt reduced to 2.4x from 2.6x.

**【CFO Financial Commentary】**
- **Q4 2025 Results**: Revenue $662M, EBITDA $138M. HBP gross margin 41.7% (+60bps YoY). Free cash flow guidance $>2026 net income.
- **2026 Outlook**: Revenue $2.5B (flat), EBITDA $580-600M. HBP >30% margin, CPP 10-15% margin target.

**【Q&A Highlights】**
- **Tariff Mitigation**: Global supply chain offsets 85% of business unaffected by tariffs. 100bps margin improvement YoY.
- **Consumer Recovery**: 15% CPP margin target contingent on economic normalization.
- **Shareholder Returns**: $1B+ free cash flow 3-year goal.

Griffon Corporation (GFF) Q4 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

GFF

GFF fundamentals

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