Griffon (GFF) - Griffon是Conglomerates领域的一家公司，目前在Zacks Sector Rank中排名第2位[2] - Griffon目前拥有Zacks Rank 1 (Strong Buy)，分析师对其全年收益的一致预期在过去一个季度内上升了3.9%[3] - Griffon今年迄今为止的股价上涨了约14.6%，表现优于整个Conglomerates领域的平均涨幅9.6%[4] Hitachi Ltd. (HTHIY) - Hitachi Ltd.是另一家在Conglomerates领域表现优异的公司，今年迄今为止股价上涨了17.9%[5] - Griffon和Hitachi Ltd.都属于Diversified Operations行业，该行业今年迄今平均涨幅为9.6%，而GFF的表现更好[6]

股票筛选 - "最近价格强势"筛选器可帮助筛选具有足够基本实力以维持最近上涨趋势的股票[1] - Griffon (GFF)是通过筛选器的股票之一，具有持续增长的关键原因[2]

A little bit of a pause in the bull run last week left investors uneasy over the weekend. There is a way to find long-term solace in your investments. One way, is to find stocks that have the strongest earnings trends. While price momentum comes and goes, shifts on a dime, earnings trends tend to stay in place for much longer. The best way to find stocks with the most consistent earnings  trends is by leaning on the Zacks Rank.Today’s Bull of the Day is in the good graces of our Zacks Rank. It’s Zacks Rank ...

The most recent trading session ended with Griffon (GFF) standing at $70.08, reflecting a +1.42% shift from the previouse trading day's closing. The stock exceeded the S&P 500, which registered a loss of 0.29% for the day. Elsewhere, the Dow saw a downswing of 0.35%, while the tech-heavy Nasdaq depreciated by 0.3%.The the stock of garage door and building products maker has risen by 2.16% in the past month, lagging the Conglomerates sector's gain of 9.25% and the S&P 500's gain of 4.42%.Investors will be ea ...

The Nasdaq and the S&P 500 ripped higher through morning trading on Tuesday. Wall Street decided February’s inflation data was good enough and won’t prevent the Fed from maintaining its path toward rate cuts at some point this year.The bulls keep pressing stocks higher without sending the market into overheated territory. Investors have wisely taken profits off the table every few weeks in the early months of 2024 to prevent (for now) the need for a larger correction.Investors likely want to take advantage ...

经纪推荐 - Griffon目前的平均经纪推荐（ABR）为1.00，表示强烈买入[2] - 所有四家经纪公司的推荐都是强烈买入，占所有推荐的100%[3] - 经纪公司的推荐往往存在强烈的正面偏见，可能不利于投资者做出明智的投资决策[5] Zacks Rank - Zacks Rank是一种有效的股票评级工具，可以帮助投资者预测股票未来的价格表现[7] - Zacks Rank和ABR虽然都是1到5的评级，但是它们是两种完全不同的度量方式[8] - Zacks Rank基于盈利预期修订，而ABR则仅基于经纪推荐[9] - 经纪公司的分析师往往过于乐观，而Zacks Rank则更注重盈利预期修订的趋势[10] - Zacks Rank的评级会及时反映公司盈利预期的变化，对未来价格走势有更好的指示[13] 盈利预期 - Griffon的盈利预期在过去一个月内增长了3.9%，可能会在短期内推动股价上涨[14] - 经济学家对公司盈利前景的乐观态度，以及盈利预期修订的增加，可能会使股价在短期内飙升[15] Griffon股价 - Griffon的Zacks Rank为1（强烈买入），这可能是股价短期内上涨的原因之一[16]

Investors interested in Conglomerates stocks should always be looking to find the best-performing companies in the group. Griffon (GFF) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Griffon is one of 26 individual stocks in the Conglomerates sector. Collectively, these companies sit at #1 in the Zacks Sector Rank. The Zacks Sector Rank consi ...

Griffon公司 - Griffon (GFF)股价在过去一个月上涨了15.1%，创下了新的52周高点[1] - Griffon在过去四个季度中没有错过盈利预期，上一次财报显示EPS为$1.07，超过了预期$0.78，收入预期也超出了7.68%[2] - Griffon预计本财年每股收益为$4.80，营收为$2.65亿，下一财年预计每股收益为$5.97，营收为$2.73亿[3] - Griffon的价值评分为B，成长和动量评分分别为A和C，综合评分为A[6] - Griffon目前的市盈率为14.4倍，略高于同行业平均值17.4倍，市现率为8.9倍，略高于同行业平均值7.7倍，PEG比率为0.72[7] - Griffon目前的Zacks Rank为1（强烈买入），并且符合投资者选择Zacks Rank为1或2以及风格评分为A或B的建议[8] Carlisle Companies Incorporated - Carlisle Companies Incorporated上一季度盈利强劲，预计本财年每股收益为$18.03，营收为$48.5亿[11] - Carlisle Companies Incorporated股价在过去一个月上涨了11.6%，前瞻市盈率为19.43倍，市现率为17.24倍[12] - Carlisle Companies Incorporated的行业同行也表现不错，拥有Zacks Rank为1（强烈买入）[10] 行业趋势 - Diversified Operations行业在所有行业中排名前12%，为GFF和CSL带来了良好的增长势头[13]

财务数据和关键指标变化 - 第一季度收入为6.43亿美元,同比下降1% [13] - 调整后EBITDA为1.3亿美元,同比增长6% [13] - EBITDA利润率为20.3%,同比增加约140个基点 [13] - 毛利率为38.6%,同比增加260个基点 [15] - 调整后每股收益为1.07美元,同比增长24.4% [17] 各条业务线数据和关键指标变化 家居与建筑产品(HBP) - 收入与上年同期持平,受益于价格和产品组合的改善,以及客户订单增加,但受到上年同期较高的车库门订单积压的影响 [6][20] - 调整后EBITDA与上年同期持平,原材料成本下降和价格/产品组合改善抵消了产量下降和劳动力及运输成本上升的影响 [21] 消费者与专业产品(CPP) - 收入下降2%,主要由于北美地区需求下降导致销量下降 [7][22] - 调整后EBITDA增加730万美元,主要得益于北美地区生产成本的下降 [22] 各个市场数据和关键指标变化 - 公司未具体披露各个地区市场的数据和指标变化 公司战略和发展方向及行业竞争 - 正在实施扩大CPP全球采购策略的举措,已经停止了4家木材厂和大部分受影响的美国制造设施的运营,预计将减少120万平方英尺的制造足迹 [8][9] - 这一举措是提升CPP利润率的关键举措,将持续提供进展情况的更新 [9] - 公司将继续利用强劲的经营业绩和自由现金流来执行资本配置策略,包括投资业务、机会性回购股票和减少债务 [26] 管理层对经营环境和未来前景的评论 - 2024财年开局良好,第一季度实现了强劲的自由现金流 [5] - 家居与建筑产品保持稳健的经营表现,消费者与专业产品的盈利能力有所改善 [5][7][22] - 公司有信心实现全年的财务目标 [5][24] - 预计第二季度家居与建筑产品的销量将受到上年同期较高订单积压的影响而下降,但下半年将实现同比改善 [31][41] - 消费者与专业产品今年的EBITDA将有温和改善,明年和2026年将达到15%的EBITDA目标 [50] 问答环节重要的提问和回答 问题1 **Joe Ahlersmeyer 提问** 询问家居与建筑产品业务订单趋势中住宅和商业的具体情况,以及对第二季度销售的预期 [30] **Brian Harris 回答** 订单增长主要来自住宅市场,公司正在投资营销并获得市场份额提升。第二季度销量预计将受到上年同期较高订单积压的影响而下降,且受季节性因素影响,第二季度通常是全年的低点 [31][32] 问题2 **Bob Labick 提问** 询问公司在将Cornell Cookson的车库门产品引入经销商渠道方面的进展情况 [35] **Brian Harris 回答** 这一过程仍处于相对早期阶段,但经销商对产品反响良好,公司将继续推进这一举措 [36] 问题3 **Trey Grooms 提问** 询问自由现金流的情况,以及CPP业务成本优化措施的进度和影响 [45][49] **Brian Harris 回答** 预计全年自由现金流将超过净收益,第二季度仍将是现金使用期,但全年仍将好于净收益。CPP成本优化措施今年将带来温和改善,明年和2026年将达到15%的EBITDA目标 [46][47][50]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☒ OF 1934 For the quarterly period ended December 31, 2023 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ☐ ACT OF 1934 For the transition period from to Commission File Number: 1-06620 GRIFFON CORPORATION (Exact name of registrant as specified in its charter) Delaware 11-1893410 (State or other jurisdiction of (I.R.S. ...