NYSE$GFF

Griffon Corporation · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Griffon's financial performance was reported for Q3 2021, with revenue increasing slightly but net income decreasing compared to the prior year quarter.

Griffon Corporation reported a 2% increase in consolidated revenue to $646.8 million for the third quarter of fiscal 2021. Net income decreased to $16.7 million, or $0.31 per share, compared to $21.8 million, or $0.50 per share, in the prior year quarter. Adjusted EBITDA decreased 7% to $64.8 million.

  • Consolidated revenue increased by 2% to $646.8 million.
  • Net income decreased to $16.7 million, or $0.31 per share.
  • Adjusted EBITDA decreased by 7% to $64.8 million.
  • Contract backlog for Defense Electronics was $375.0 million.

Headline financials

Total Revenue

$647M

Previous: $632M+2.3%
EPS (adj)

$0.43

Previous: $0.59-27.1%
Adjusted EBITDA

$64.8M

Previous: $69.5M-6.7%
Capital Expenditures

-$9.9M

Previous: -$12.2M+19.0%
Free Cash Flow

$6.8M

Previous: $9.6M-29.1%
Net Income

$16.7M

Previous: $21.8M-23.5%
Operating Income

$44.5M

Previous: $51.5M-13.6%
Gross Profit

$170M

Previous: $165M+3.1%
Cash & Equivalents

$221M

Previous: $72M+206.5%
Total Assets

$2.55B

Previous: $2.31B+10.3%
Stock-Based Comp

$5.59M

Previous: $4.51M+24.0%

Revenue & EPS history

Griffon · Revenue · Quarterly

$647M

Q3 2021+2.3%vs Q3 2020
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Griffon · $584M total across 2 segments · Q3 2021

  • Consumer & Pro Products
    $325M
  • Home & Bldg Products
    $259M

Forward guidance

Griffon expects strong demand and backlog to continue, driven by the Ames Strategic Initiative, price increases, and efficiency programs.

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 Q3 2021

Historical avgQ3 2021

+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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