Slide 1: Q1 FY26 Investor Presentation
Q1 FY26 INVESTOR PRESENTATION February 2026 Copyright © 2025 Griffon Corporation. All rights reserved.
Slide 2: Griffon Overview
GRIFFON OVERVIEW $2.5B $579M 23% Attractive portfolio of iconic, well - respected, and industry leading brands Revenue Adj. EBITDA Adj. EBITDA HOME AND BUILDING PRODUCTS (HBP) is one of North America’s largest Margin manufacturers and marketers of garage and rolling steel doors, and grille products
Slide 3: Leading Brands in Core Categories
LEADING BRANDS IN CORE CATEGORIES Home and Building Products Consumer and Professional Products Residential Residential Commercial Lawn and Storage and Outdoor Commercial and Garage Doors Garage Doors Garden Organization Decor Industrial Fans 3 Copyright © 2025 Griffon Corporation. All rights reserv
Slide 4: Portfolio Reshaping Creates New Phase of Growth
PORTFOLIO RESHAPING CREATES NEW PHASE OF GROWTH Griffon has taken a number of strategic steps over the last several years to strengthen the business, and position it for future growth and increased profitability 2018 2020 2022 2026 & Beyond Griffon is poised to capitalize on secular Reshapes portfol
Slide 5: Strong Performance and Value Creation
STRONG PERFORMANCE AND VALUE CREATION Revenue ($mm) Adjusted EBITDA ($mm) - 3.5% CAGR 4.0% CAGR 2,848 522 521 514 505 2,685 2,624 2,520 2,537 458 FY22 FY23 FY24 FY25 TTM 1Q26 FY22 FY23 FY24 FY25 TTM 1Q26 Adjusted EPS from continuing operations Net debt to EBITDA leverage 11.0% CAGR 21% Reduction $5.
Slide 6: Home and Building Products Segment
HOME AND BUILDING PRODUCTS SEGMENT A leading provider of residential and commercial sectional and rolling steel doors , and grille products 49% 43% in North America Residential Repair & Commercial Remodel Revenue by $1.6B $490M 30.7% Market Revenue EBITDA EBITDA Margin 8% ≈ 2% 3,048 57 Residential N
Slide 7: Home and Building Products
HOME AND BUILDING PRODUCTS RESILIENT AND SUSTAINABLE MODEL BOLSTERED BY STRONG MARKET TREND S Robust portfolio of Premium, recognized Extensive design, Customer network of Investments in product residential and and specified brands that manufacturing, and 3,000+ professional development, technology
Slide 8: Consumer and Professional Products Segment
CONSUMER AND PROFESSIONAL PRODUCTS SEGMENT Residential, industrial, and commercial fans ; 18% consumer and professional tools ; products that 30% Retail enhance indoor and outdoor lifestyles ; and home Residential Repair & 6% Construction Remodel storage and organization solutions Revenue by Residen
Slide 9: Consumer and Professional Products
CONSUMER AND PROFESSIONAL PRODUCTS LEADING GLOBAL HOUSEHOLD BRANDS ANCHOR COMPETITIVE ADVANTAGES Broad, iconic portfolio of market - leading branded LAWN AND GARDEN, OUTDOOR DECOR products widely recognized and respected by consumers and professionals Strong, long - term customer relationships and d
Slide 10: Macroeconomic Trends Driving Product Demand
MACROECONOMIC TRENDS DRIVING PRODUCT DEMAND Repair and remodel Commercial U.S. housing is Maturing Millennial Outdoor living activity remains construction under - built and and Gen Z remains popular elevated (>$515B demand continues current stock is populations driving driving demand for annual spen
Slide 11: Capital Allocation Strategy Enhances Shareholder Value
CAPITAL ALLOCATION STRATEGY ENHANCES SHAREHOLDER VALUE 1 2 3 RETURN CAPITAL TO REDUCE INVEST AND SHAREHOLDERS LEVERAGE GROW Share buybacks – $ 280 M Debt paydown – $1.3B net debt 2 Invest in innovation and 1 authorization remains productivity Current leverage 2 2.3x Purchased $578M in shares, or Tar
Slide 12: Attractive EBITDA Margin Profile
ATTRACTIVE EBITDA MARGIN PROFILE FY2025A FY2026 GUIDANCE DRIVERS ▪ Resiliency of repair and remodeling activity HOME AND ▪ Above market growth in residential and commercial BUILDING 31.2% 30%+ ▪ Ongoing technology and productivity initiatives PRODUCTS ▪ New product introductions CONSUMER ▪ Expansion
Slide 13: Copyright © 2025 Griffon Corporation. All rights reserved.
13 Copyright © 2025 Griffon Corporation. All rights reserved.
Slide 14: Appendix
APPENDIX Copyright © 2025 Griffon Corporation. All rights reserved.
Slide 15: Sales and EBITDA by Segment
SALES AND EBITDA BY SEGMENT Revenue ($mm) EBITDA before unallocated expenses ($mm) $2,848 $2,685 $2,624 $2,520 2,537 $581 579 $561 $574 $512 $73 $86 $50 89 $1,342 $1,097 $1,035 $936 940 $99 $511 $501 $495 490 $413 $1,507 $1,588 $1,589 $1,584 1,597 FY22 FY23 FY24 FY25 TTM 1Q26 FY22 FY23 FY24 FY25 TTM
Slide 16: GAAP to Non-GAAP Reconciliation
GAAP TO NON-GAAP RECONCILIATION GRIFFON CORPORATION AND SUBSIDIARIES NET DEBT AND LEVERAGE BANK COMPLIANCE (Unaudited) Multiple of Multiple of Multiple of Multiple of Multiple of ($US in millions) 9/30/2022 EBITDA 9/30/2023 EBITDA 9/30/2024 EBITDA 9/30/2025 EBITDA 12/31/2025 EBITDA Senior Notes due
Slide 17: GAAP to Non-GAAP Reconciliation
GAAP TO NON-GAAP RECONCILIATION GRIFFON CORPORATION AND SUBSIDIARIES RECONCILIATION OF GAAP to NON-GAAP MEASURES - CONTINUING OPERATIONS ADJUSTED EBITDA - BY REPORTABLE SEGMENT (Unaudited) Trailing Twelve For the Three Months Ended Months Ended (US dollars in thousands, except per share data) For th
Slide 18: GAAP to Non-GAAP Reconciliation
GAAP TO NON-GAAP RECONCILIATION GRIFFON CORPORATION AND SUBSIDIARIES RECONCILIATION OF GAAP to NON-GAAP MEASURES - CONTINUING OPERATIONS INCOME (LOSS) TO ADJUSTED INCOME (LOSS) and DILUTED EARNINGS (LOSS) PER SHARE TO ADJUSTED EARNINGS PER SHARE (Unaudited) Trailing Twelve For the Three Months Month
Slide 19: Disclaimer
DISCLAIMER “Safe Harbor” Statements under the Private Securities Litigation Reform Act of 1995 : All statements related to, among other things, income (loss), earnings, cash flows, revenue, changes in operations, operating improvements, industries in which Griffon Corporation (the “Company” or “Grif