NYSE$GFF

Griffon Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported first quarter results with revenue increase despite supply chain challenges, completed Hunter Fan acquisition, and continued strategic review of Telephonics.

Griffon Corporation reported a 9% increase in revenue for the first quarter of fiscal 2022, totaling $591.7 million. Income from continuing operations was $16.9 million, or $0.31 per share, while adjusted income from continuing operations was $21.1 million, or $0.39 per share. The acquisition of Hunter Fan Company was completed on January 24, 2022, and a strategic review of Telephonics is underway.

  • Revenue increased by 9% to $591.7 million compared to the prior year quarter.
  • Income from continuing operations decreased to $16.9 million, or $0.31 per share.
  • Adjusted EBITDA from continuing operations decreased by 13% to $59.6 million.
  • Completed the acquisition of Hunter Fan Company for approximately $845 million.

Headline financials

Total Revenue

$592M

Previous: $609M-2.9%
EPS (adj)

$0.39

Previous: $0.56-30.4%
Adjusted EBITDA

$59.6M

Previous: $74.6M-20.2%
Capital Expenditures

-$10.6M

Previous: -$11.9M+11.3%
Free Cash Flow

$8.73M

Previous: $17.6M-50.4%
Net Income

$19.3M

Previous: $29.5M-34.6%
Operating Income

$38.5M

Previous: $48.6M-20.8%
Gross Profit

$166M

Previous: $170M-2.5%
Cash & Equivalents

$151M

Previous: $234M-35.3%
Total Assets

$2.58B

Previous: $2.48B+4.0%
Stock-Based Comp

$4.87M

Previous: $4.21M+15.7%

Revenue & EPS history

Griffon · Revenue · Quarterly

$592M

Q1 2022-2.9%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Griffon · $780M total across 2 segments · Q2 2022

  • Consumer & Pro Products
    $411M
  • Home & Bldg Products
    $369M

Forward guidance

Company expects margins to return to normalized levels beginning in the second half of fiscal 2022 as labor, transportation and supply chain challenges abate and sustained underlying demand factors continue, including a robust housing and repair and remodel market.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.3%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+3.3%

Avg return

30 days after

58%

38 / 65 earnings

Positive

+22.7%

Q4 2011

Best reaction

-18.7%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-1.6%-10.5%-8.2%
Q1 2026+5.7%+10.5%-8.6%
Q4 2025+3.9%+7.4%+14.7%
Q2 2025+4.4%+8.3%+3.7%
Q1 2025+8.9%+5.8%-5.1%
Q4 2024+13.6%+8.7%+15.2%
Q3 2024-16.2%-13.9%-10.3%
Q2 2024+9.6%+2.3%-3.2%
Q1 2024+12.2%+12.9%+15.0%
Q4 2023-4.7%-1.6%+19.8%
Q3 2023-7.3%-1.9%-1.0%
Q2 2023+7.5%+5.5%+20.4%
Q1 2023+4.1%+9.2%-4.5%
Q4 2022+7.6%+7.3%+4.0%
Q3 2022+8.4%+2.5%+17.2%
Q2 2022+6.0%+30.0%+78.9%
Q1 2022+0.0%-4.2%+5.2%
Q4 2021-10.2%-9.3%-11.4%
Q3 2021-5.1%-6.3%-0.2%
Q2 2021+0.2%+3.5%-2.9%
Q1 2021+2.9%+7.5%+12.7%
Q4 2020-18.7%-16.4%-19.7%
Q3 2020+9.1%+5.0%+8.5%
Q2 2020+3.6%-6.7%+5.5%
Q1 2020-5.1%-14.2%-20.5%
Q4 2019+15.0%+3.6%-7.4%
Q3 2019+15.1%+14.0%+6.7%
Q2 2019-12.7%-13.8%-26.3%
Q1 2019+14.5%+20.4%+26.6%
Q4 2018-6.9%-2.6%-13.0%
Q3 2018+2.2%-1.1%+2.0%
Q2 2018+8.0%+14.0%+15.0%
Q1 2018-11.2%-14.1%-10.5%
Q4 2017+9.0%+10.9%-2.4%
Q3 2017-8.5%-8.0%-9.9%
Q2 2017-6.9%-4.7%-7.7%
Q1 2017+1.8%-0.2%+0.0%
Q4 2016+3.5%+10.2%+25.1%
Q3 2016+3.1%+1.1%+3.6%
Q2 2016+0.4%
Q1 2016-3.2%
Q4 2015-2.0%
Q3 2015+8.2%
Q2 2015-4.2%
Q1 2015+8.8%
Q4 2014+0.9%
Q3 2014-0.2%
Q2 2014+8.4%
Q1 2014-8.8%
Q4 2013+4.3%
Q3 2013-4.8%
Q2 2013+2.4%
Q1 2013-1.7%
Q4 2012-11.8%
Q4 2011+22.7%
Q3 2012+18.0%
Q2 2012-4.5%
Q1 2011+5.5%
Q1 2012+0.0%
Q4 2009+3.3%
Q2 2011+3.3%
Q3 2010-6.3%
Q3 2011-6.3%
Q4 2010-6.3%
Q2 2010-6.8%

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