Griffon Corporation · NYSE:GFF

Griffon — Q3 FY2026 Earnings Presentation

14 slides from Griffon's earnings presentation, August 2026

  1. Slide 1: Q3 FY26 Investor Presentation

    Q3 FY26 INVESTOR PRESENTATION August 2026 Copyright © 2026 Griffon Corporation. All rights reserved.

  2. 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-positi

  3. Slide 3: Financial Highlights

    FINANCIAL HIGHLIGHTS $1.8B $455M 25% Revenue Adj. EBITDA Adj. EBITDA Margin $1.2B ~2.5% $4.0B Net debt1 CapEx / Revenue Market Cap2 Revenue FY 2026 Guidance 39% 4% 54% Commercial Residential Repair & Remodel Int’l $1.8B $458M 25%+ 96% U.S. Revenue Adj. EBITDA EBITDA Margin 7% Residential New Constru

  4. 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.

  5. Slide 5: Operational Highlights

    OPERATIONAL HIGHLIGHTS Extensive design, manufacturing, and logistics capabilities  4M SQFT of Manufacturing and Distribution Footprint  5 Manufacturing Centers  58 Distribution Centers  3,289 Employees 5 Copyright © 2026 Griffon Corporation. All rights reserved.

  6. 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 portf

  7. 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 $517B continues to focus current stock is populations driving energy ef

  8. Slide 8: Capital Allocation Strategy Creates Shareholder Value

    CAPITAL ALLOCATION STRATEGY CREATES SHAREHOLDER VALUE RETURN CAPITAL TO REDUCE INVEST AND SHAREHOLDERS LEVERAGE GROW Repurchases: 21%+ of outstanding shares Debt paydown: $1.2B net debt2 Invest in innovation and since April 2023 $664m+1 productivity Current leverage2 2.2x Dividends: Annualized CAG

  9. Slide 9: Recent Strategic Actions

    RECENT STRATEGIC ACTIONS TRANSITION TO A PURE-PLAY BUILDING PRODUCTS COMPANY • On June 10, 2026, announced the closing of the previously announced joint venture between AMES North America and Venanpri Tools marking the launch of Veritage Brands • On August 3, 2026, announced the closing of the previ

  10. Slide 10: Appendix

    APPENDIX Copyright © 2026 Griffon Corporation. All rights reserved.

  11. 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, excluding EBITDA from divested and ceased operations, interest income and expense, income taxes, depreciation and amortization, restructuring charges, debt extinguis

  12. 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 Nine Mo

  13. 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 Nine Months Ended Trailing Twelve Months (US dollars in thousands) December 31, March 31, Jun

  14. 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, the industries in which Griffon Corporation (the “Company” or “G

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