Ronald Kramer on guidance
From Griffon Corporation GFF Q4 2025 Earnings Call · · Fyfull
“We expect Griffin fiscal year 2026 revenue to be consistent with 2025 at $2.5 billion and adjusted EBITDA in a range of $580 million to $600 million; from a segment perspective we anticipate 2026 HPPP and CPP revenue will both be in line with 2025, with HPPP margin expected to continue in excess of 30% and CPP margin approximately 10%.”
On , Ronald Kramer, Chairman of the Board & Chief Executive Officer at GRIFFON CORP, spoke about guidance during Griffon Corporation GFF Q4 2025 Earnings Call on Fyfull.
About Ronald Kramer
On Griffon Corporation's fiscal fourth quarter 2025 earnings call, Ronald Kramer reported that the company's performance was strong despite a "challenging macroeconomic environment," citing continued strength in the home and building products segment and profitability improvements in the consumer and professional products segment. He noted that the company repurchased 1.9 million shares during the year and that the board authorized a 22% increase in the regular quarterly dividend. Kramer stated that Griffon expects fiscal 2026 revenue to be consistent with 2025 at $2.5 billion and adjusted EBITDA in a range of $580 million to $600 million. Regarding tariffs, Kramer said that current tariff policies are reflected in the company's guidance and that Griffon expects to continue mitigating tariff impacts through its global supply chain, cost management, and pricing. He emphasized that "85% of our business has nothing to do with tariffs" and that the company has established alternate suppliers outside of China. Kramer also expressed confidence in the company's positioning, stating that in a recovering housing market, the home and building products business is "nowhere near peak earnings."