Griffon Corporation · NYSE:GFF
Griffon — Q2 2026 Earnings Presentation
14 slides from Griffon's earnings presentation, May 2026
Slide 1: Q2 FY26 Investor Presentation
Q2 FY26 INVESTOR PRESENTATION May 2026 Copyright © 2026 Griffon Corporation. All rights reserved.
Slide 2: Griffon Corporation Overview
GRIFFON CORPORATION OVERVIEW Griffon is a Largest North Leading provider leading provider American of residential, of residential and manufacturer and industrial, and commercial marketer of commercial ceiling building products sectional doors, fans rolling steel doors and grille products Well - posi
Slide 3: Financial Highlights
FINANCIAL HIGHLIGHTS $1.8B $452M 25% Revenue Adj. EBITDA Adj. EBITDA Margin $1.3B ~2.5% $4.2B Net debt 1 CapEx / Revenue Market Cap 2 Revenue FY 2026 Guidance 53% 40% 4% $1.8B Commercial Residential Repair & Remodel Int’l $458M 25%+ 96% U.S. Revenue Adj. EBITDA EBITDA Margin 7% Residential New Const
Slide 4: Leading Brands in Core Categories
LEADING BRANDS IN CORE CATEGORIES Residential Garage Doors Commercial Garage Doors Residential , Commercial and Industrial Fans 4 Copyright © 2026 Griffon Corporation. All rights reserved.
Slide 5: Operational Highlights
OPERATIONAL HIGHLIGHTS Extensive design, manufacturing, and logistics capabilities ➢ ~4 M SQFT of Manufacturing and Distribution Footprint ➢ 5 Manufacturing Centers ➢ 58 Distribution Centers ➢ 3,287 Employees 5 Copyright © 2026 Griffon Corporation. All rights reserved.
Slide 6: Resilient and Sustainable Model
RESILIENT AND SUSTAINABLE MODEL Investments in Strong Premium, product e- commerce recognized development, presence through and specified technology and direct - to- brands that are capacity driving consumer and market leaders in innovation and partner their categories growth relationships Robust po
Slide 7: Macroeconomic Trends Driving Product Demand
MACROECONOMIC TRENDS DRIVING PRODUCT DEMAND Repair and remodel Commercial U.S. housing is Maturing Millennial Customer focus on activity remains construction demand under - built and and Gen Z improving sustainability, resilient (>$515B continues to focus current stock is populations driving energy
Slide 8: Capital Allocation Strategy Creates Shareholder Value
CAPITAL ALLOCATION STRATEGY CREATES SHAREHOLDER VALUE RETURN CAPITAL TO REDUCE INVEST AND SHAREHOLDERS LEVERAGE GROW Repurchases – 20%+ of outstanding Debt paydown – $1.3 B net debt 2 Invest in innovation and shares since April 2023 ($600m+) 1 productivity Current leverage 2 2.4x Dividends – annuali
Slide 9: Recent Strategic Actions
RECENT STRATEGIC ACTIONS CREATING A PURE-PLAY BUILDING PRODUCTS COMPANY • Griffon announced strategic actions on February 5, 2026, for AMES North America, Australia and United Kingdom • Entered into a definitive agreement with ONCAP, the mid - market private equity platform of Onex Corporation (TSX:
Slide 10: Appendix
APPENDIX Copyright © 2026 Griffon Corporation. All rights reserved.
Slide 11: GAAP to Non-GAAP Reconciliation
GAAP TO NON-GAAP RECONCILIATION 1. Griffon defines EBITDA per bank compliance as operating results, including discontinued operations, before interest income a nd expense, income taxes, depreciation and amortization, restructuring charges, debt extinguishment (net), and acquisition related expenses,
Slide 12: GAAP to Non-GAAP Reconciliation
GAAP TO NON-GAAP RECONCILIATION GRIFFON CORPORATION AND SUBSIDIARIES RECONCILIATION OF GAAP to NON-GAAP MEASURES - CONTINUING OPERATIONS RECONCILIATION OF NET INCOME TO ADJUSTED EBITDA (Unaudited) Trailing Twelve For the Year Ended Months Ended (US dollars in thousands) September 30, For the Six Mon
Slide 13: Revenue Disaggregation
REVENUE DISAGGREGATION GRIFFON CORPORATION AND SUBSIDIARIES REVENUE DISAGGREGATED BY END MARKET AND GEOGRAPHY - CONTINUING OPERATIONS (Unaudited) For the Three Months ended For the Fiscal Year Ended For the Six Months Ended Trailing Twelve Months (US dollars in thousands) December 31, March 31, June
Slide 14: 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, and the industries in which Griffon Corporation (the “Company”