业绩总结 - 公司2019财年的收入约为22亿美元，调整后的EBITDA约为2.3亿美元[5] - 2019财年第三季度，公司的收入为5.75亿美元，同比增长11%[23] - 2019财年截至6月30日，家庭与建筑产品部门的收入为14.32亿美元，同比增长14%[26] - 2019财年第三季度，家庭与建筑产品部门的收入增长5%，并且CornellCookson收购贡献了8%[24] - 2019财年截至6月30日，国防电子部门的收入为3.27亿美元，主要客户包括美国政府[18] - 2019年第二季度的稀释每股收益为0.18美元，较2018年同期的0.33美元下降了45.5%[33] - 2019年九个月的调整后继续经营收入为2,907.2万美元，较2018年的1,322.4万美元增长了119.9%[33] - 2019年第一季度的调整后EBITDA为2.13463亿美元，较2018年的1.72697亿美元增长了23.6%[34] - 2019年第一季度的总运营收入为9,645.0万美元，较2018年的6,902.7万美元增长了39.5%[34] 用户数据 - 2019财年第三季度，国防电子部门的订单积压为3.84亿美元，订单与发货比为1.1倍[24] 财务状况 - 截至2019年6月30日，公司的净债务为11.12亿美元，净杠杆率为5.4倍[6] - 截至2019年6月30日，总债务为11.705亿美元，净债务为11.124亿美元[30] - 2019年6月30日的TTM EBITDA为2.427亿美元，净债务与TTM EBITDA的比率为5.4倍[30] 未来展望 - 公司目标是每年实现约5%的有机收入增长[20] - 预计ClosetMaid和CornellCookson业务的EBITDA利润率将提高300个基点[20] - 预计未来将继续成功完成战略收购，保持合理估值[20] - 预计未来几年自由现金流将超过净收入，主要受改善的利润率和近期收购整合的推动[30] 新产品与技术研发 - 2019年第一季度的家庭与建筑产品部门调整后EBITDA为1.774亿美元，较2018年的1.26766亿美元增长了40.0%[34] - 2019年第一季度的Telephonics部门调整后EBITDA为0.36063亿美元，较2018年的0.45931亿美元下降了21.5%[34]

Griffon Corporation (NYSE:GFF) Q2 2019 Results Earnings Conference Call August 2, 2019 4:30 PM ET Company Participants Ron Kramer - Chairman of the Board & CEO Brian Harris - Senior VP & CFO Conference Call Participants Julio Romero - Sidoti & Company Justin Bergner - G. Research Rob Labick - CJS Securities Josh Chan - Robert W. Baird Andrew Casella - Deutsche Bank Operator Greetings and welcome to the Griffon Corporation Third Quarter 2019 Earnings Conference Call. At this time, all participants are in a l ...

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 June 30, 2019 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 jurisdi ...

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 March 31, 2019 o 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) | 11-1893410 | | --- | | DELAWARE | (State or other jurisdiction ...

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, 2018 o 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) | 11-1893410 | | --- | | DELAWARE | (State or other jurisdict ...