GFF at a glance
GRIFFON CORP (GFF, SEC CIK 50725) filed its latest 10-K annual report on November 19, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 19, 2026 and Form 4 insider filings as recently as August 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), GRIFFON CORP (GFF) reported revenue of $2.5 billion (down 3.9% from FY2024) and net income of $51.1 million. Diluted EPS was $1.09.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding GRIFFON CORP (GFF) shares worth $2.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by TURNBULL CHERYL L on August 13, 2026 of 3,000 shares at $106.12 per share.
- In the last 90 days, GFF insiders reported 0 open-market purchases ($0) and 29 open-market sales ($19.2M) on Form 4, a net sale of $19.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.5B
- −3.9% vs prior year
- Insiders · 90 days
- 0 buys · 29 sells
- Net −$19.2M
- 13F holders
- 30 funds
- $2.0B · +0 vs prior quarter
- Latest 8-K
- Aug 19, 2026
- Item 1.01 · Item 2.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business model not described in this section; focus on filing exhibits and corporate governance documentation
- No new products, services, or segments introduced or emphasized in this filing section
- No strategic shifts or competitive positioning changes detailed in the exhibits section
- CEO Ronald J. Kramer and CFO Brian G. Harris reaffirmed as principal executive officers as of November 19, 2025
- Filing includes recent amendments to employment agreements and equity incentive plans dated 2024-2025
Risk Factors
- Cybersecurity risk oversight by Audit Committee with at least annual reviews and third-party expert input
- Exposure to operational disruption from cybersecurity incidents monitored by Chief Information Officers with 20+ years experience
- Governance structure includes Cybersecurity Management Committee with executives and technology leaders reporting to Audit Committee
Management Discussion & Analysis
- Revenue $2,519.9M in 2025, down 4% YoY from $2,623.5M in 2024; CPP declined 10%, HBP flat
- Operating margin (gross margin) 42.0% in 2025 vs 38.9% in 2024; adjusted EBITDA margin HBP 31.2% vs 31.5% prior year, CPP 9.1% vs 7.0%
- Best segment performance: HBP stable revenue $1,584.2M with $494.6M EBITDA; worst: CPP revenue down 10% to $935.7M despite 18% EBITDA increase to $85.5M
- Cash flow from operations $357.4M in 2025 vs $380.0M in 2024; CapEx $52.4M; acquisitions $14.5M for Pope; finance activities used $338.7M
- Management highlights risks of weak consumer demand, tariffs impacting CPP; goodwill impairments of $243.6M recorded in CPP; expects continued strategic acquisitions/growth
AI summary of the GFF 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $481,370, up 7% YoY from $449,692, driven by 6% price/mix and 1% volume
- Residential revenue $293,062 vs $268,942; commercial revenue $188,308 vs $180,750
- Gross margin 47.0% vs 48.7% YoY; adjusted EBITDA margin 25.9% vs 27.2%
- Cash $110,350; operating cash flow $217,944 for nine months vs $234,516 YoY
- Capital deployment: $119,055 debt repayments, $119,055 share repurchases and tax withholding, $30,939 dividends
Risk Factors
- No risk-factors section provided; supplied text contains Items 2–6 and signatures only
- New transaction documents dated June 7–9, 2026 indicate AMES-related restructuring and second-lien financing
- Second-lien Tranche A and B credit agreements create potential refinancing and leverage exposure
- Share repurchases totaled 641,004 shares, leaving $193,818 available under authorized programs
- No directors or executive officers adopted or terminated Rule 10b5-1 trading plans during the quarter
AI summary of the GFF 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $800M senior notes issued at 6.25%, maturing October 1, 2034; net proceeds approximately $792M
- Annual cash interest approximately $50M, with semiannual payments beginning April 1, 2027
Item EX-99.1: Item EX-99.1
- Revolving facility refinancing and restatement, replacing existing commitments and repaying existing loans without stated aggregate capacity
- New facility preserves liquidity access while extending lender commitments under a Sixth Amended and Restated Credit Agreement
Item 2.03: Creation of a Direct Financial Obligation
- August 18, 2026 closing of Notes Offering, creating new direct debt obligations
- Amended and Restated Credit Agreement expands or modifies existing borrowing arrangements
Item 1.01: Entry into a Material Definitive Agreement
- $800 million senior notes issuance expands Griffon’s debt funding
- 6.25% coupon implies approximately $50 million annual interest expense
Item 8.01: Other Events
- Pricing of Notes announced August 10, 2026, signaling completed terms for a material debt financing
- Exhibit 99.2 contains the note pricing details, including amount, interest rate, maturity, and use of proceeds
Item EX-99.1: Item EX-99.1
- $800 million senior notes issued at 6.250% interest, maturing 2034
- Proceeds intended to redeem all outstanding 5.750% senior notes due 2028
Item 7.01: Regulation FD Disclosure
- Private placement launched for $800 million senior notes due 2034
- Proceeds and pricing remain subject to market and other conditions
AI summaries of GFF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GFF
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| TURNBULL CHERYL L | Sell | Aug 13, 2026 | 3,000 | $106.12 |
| Sullivan Kevin F | Sell | Aug 13, 2026 | 3,500 | $105.59 |
| MEHMEL ROBERT F | Sell | Aug 11, 2026 | 3,240 | $107.16 |
| MEHMEL ROBERT F | Sell | Aug 10, 2026 | 2,913 | $104.64 |
| MEHMEL ROBERT F | Sell | Aug 10, 2026 | 3,638 | $104.08 |
| MEHMEL ROBERT F | Sell | Aug 10, 2026 | 88 | $105.21 |
| MEHMEL ROBERT F | Sell | Aug 7, 2026 | 1,911 | $106.60 |
| MEHMEL ROBERT F | Sell | Aug 7, 2026 | 13,464 | $107.43 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.6B | $2.5B |
| Gross Profit | - | $1.0B | $1.1B |
| Operating Income | - | $398.3M | $206.3M |
| Net Income | - | $209.9M | $51.1M |
| Gross Margin | - | 38.9% | 42.0% |
| Op. Margin | - | 15.2% | 8.2% |
| Net Margin | - | 8.0% | 2.0% |
| Balance Sheet | |||
| Total Assets | $2.4B | $2.4B | $2.1B |
| Equity | $315.2M | $224.9M | $74.0M |
| ROE | - | 93.3% | 69.1% |
| Per Share | |||
| EPS | - | $4.23 | $1.09 |
| Cash Flow | |||
| Operating CF | - | $380.0M | $357.4M |
| CapEx | - | $68.4M | $52.4M |
Source: XBRL data in GRIFFON CORP (GFF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GFF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $2.05B |
| Q1 2026 | 30 | $1.42B |
| Q4 2025 | 28 | $1.47B |
| Q3 2025 | 29 | $1.61B |
| Q2 2025 | 29 | $1.53B |
| Q1 2025 | 27 | $1.05B |
| Q4 2024 | 23 | $997.1M |
| Q3 2024 | 19 | $452.7M |
- FMR LLC (Fidelity)+1.21M (+285%)
- BlackRock+93.5K (+2%)
- Morgan Stanley+73.3K (+17%)
- Two Sigma Investments+69.5K (+55%)
- State Street Corp+66.0K (+4%)
- D.E. Shaw & Co−152.4K (-60%)
- T. Rowe Price Group−60.0K (-23%)
- Renaissance Technologies LLC−38.6K (-7%)
- JPMorgan Chase & Co−32.1K (-8%)
- Invesco Ltd−28.5K (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 215 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GFF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis |
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GFF SEC filings: frequently asked questions
Are GFF insiders buying or selling?
In the last 90 days, GRIFFON CORP (GFF) officers, directors and 10% owners reported no open-market purchases and 29 open-market sales worth $19.2 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold GFF stock?
As of June 30, 2026, the largest GRIFFON CORP (GFF) holders among the 13F filers tracked by SignalX were BlackRock ($590.6 million), Vanguard Portfolio Management LLC ($363.8 million), Vanguard Capital Management LLC ($185.0 million), FMR LLC (Fidelity) ($158.9 million), State Street Corp ($152.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GFF's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), GRIFFON CORP (GFF) reported revenue of $2.5 billion (down 3.9% from FY2024) and net income of $51.1 million. Diluted EPS was $1.09. The figures come from the XBRL data in the 10-K.
What are the main risks in GFF's latest 10-K?
In the 10-K filed November 19, 2025, GRIFFON CORP (GFF) flagged: Cybersecurity risk oversight by Audit Committee with at least annual reviews and third-party expert input. Exposure to operational disruption from cybersecurity incidents monitored by Chief Information Officers with 20+ years experience. (AI summary of the Risk Factors section.)
What did GFF report in its latest 8-K?
GRIFFON CORP (GFF) filed an 8-K on August 19, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 2.03 (Creation of a Direct Financial Obligation). $800M senior notes issued at 6.25%, maturing October 1, 2034; net proceeds approximately $792M.
What are the latest GFF SEC filings?
GRIFFON CORP (GFF) filed its latest 10-K annual report on November 19, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 19, 2026 and a Form 4 insider filing on August 14, 2026.
What is GFF's SEC CIK number?
GRIFFON CORP (GFF)'s SEC Central Index Key (CIK) is 50725. EDGAR lists every GFF filing under that number.
Ask anything about GFF
The research agent reads GFF's filings, financials, insider trades and 13F holders, then answers with sources.