Every material Form 8-K Griffon filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On August 18, 2026, Griffon completed an $800 million private offering of 6.25% senior notes due October 1, 2034, with net proceeds of approximately $792 million. The same day it entered a Third Amendment that replaces its $500 million revolving credit facility and extends that facility's maturity to August 18, 2031. The filing adds new long-term debt and secured borrowing terms, which shareholders should weigh against the company's existing obligations.
Notes: $800 million principal, 6.25% annual interest paid semi-annually, maturing October 1, 2034; net proceeds about $792 million.
Revolving credit facility: $500 million, maturity extended to August 18, 2031; initial Term SOFR margin of 1.75%.
Revolver is secured by liens on substantially all assets of the company and guarantors; maintenance tests include a maximum 5.50 to 1.00 consolidated leverage ratio.
Bank of America, N.A. is administrative agent for the credit agreement; BofA Securities was representative of the notes initial purchasers.
Griffon Corporation agreed on August 10, 2026 to sell $800 million of 6.25% senior notes due 2034 to initial purchasers led by BofA Securities. The company said it intends to use the net proceeds to redeem all of its outstanding 5.750% senior notes due 2028, plus pay related fees, premiums and accrued interest. The filing does not state the effect on interest expense or leverage.
Principal amount: $800 million of 6.250% senior notes due 2034, guaranteed by subsidiaries
Purpose: redeem all outstanding 5.750% senior notes due 2028 and pay related fees and expenses
Agreement dated August 10, 2026; press release on pricing issued the same day
Notes sold without SEC registration, under exemptions from the Securities Act of 1933
Griffon reported fiscal third-quarter 2026 revenue of $481.4 million, up 7% from a year earlier, with income from continuing operations of $66.3 million, or $1.47 per diluted share, compared with a loss in the prior-year quarter that included a goodwill and intangible impairment. The company also gave fiscal 2026 revenue and adjusted EBITDA expectations of $1.8 billion and $458 million, which matter to shareholders as a current view of full-year performance.
Revenue was $481.4 million, up 7% from $449.7 million, driven by price and mix of 6% and volume of 1%.
Adjusted EPS from continuing operations was $1.51, versus $1.39 a year earlier; adjusted EBITDA was $124.8 million, up 2% from $122.3 million.
Leverage was 2.2x net debt to EBITDA at June 30, 2026; the company repurchased shares for $53.2 million during the quarter, with $193.8 million remaining under its authorization.
Fiscal 2026 outlook: revenue of $1.8 billion, adjusted EBITDA of $458 million, and interest expense now expected to be $80 million.
On July 31, 2026, Griffon closed the sale of its AMES Australasia business to a joint venture led by the business's management with Australian financial investors. Griffon received $181 million in cash, a PIK note with a face value of AUD 69.3 million (USD $48.6 million), and a 49% indirect equity interest, and it used proceeds to repay the remaining $285 million of Term Loan B.
Cash received at closing: AUD 258 million (USD $181 million)
PIK note from the joint venture: AUD 69.3 million (USD $48.6 million), 10% annual interest, capitalized, maturing up to 10 years from issuance
Griffon holds 49%; Simon Hupfeld, the Executive Chairman of the business, leads and controls the remaining 51%
Griffon repaid the remaining $285 million of Term Loan B on July 31, 2026
On June 9, 2026, Griffon closed the joint venture of its AMES United States and Canada businesses with Venanpri Tools, majority owned by ONCAP. Griffon received $100 million in cash, second lien loans of $90.0 million and $71.1 million through its subsidiary, and a 42.78% equity interest in the buyer. Separately, on June 8, 2026, Griffon agreed to sell its AMES Australasia business for $185 million in cash plus a $50 million subordinated note, and will hold a 49% indirect stake in that joint venture.
Closing on June 9, 2026: buyer acquired AMES equity for $100 million cash, $90.0 million Tranche A and $71.1 million Tranche B second lien loans, and a 42.78% equity interest in the buyer
Second lien loans bear 10.0% payment-in-kind interest and mature December 9, 2029; Griffon 2L Loan Holdco, a wholly owned Griffon subsidiary, is the lender
June 8, 2026 share sale agreement for AMES Australasia: $185 million cash at closing and a $50 million subordinated note, with Griffon holding 49% indirect equity in the new joint venture
Griffon reported fiscal second-quarter 2026 revenue of $421.9 million, down 1% from a year earlier, with income from continuing operations of $46.9 million, or $1.03 per diluted share, versus $49.8 million, or $1.06, a year earlier. Net income fell to $19.3 million from $56.8 million, reflecting a $27.6 million loss from discontinued operations, and the company kept its fiscal 2026 outlook unchanged.
Revenue $421.9 million, down 1% from $426.7 million; volume fell 6%, mainly in residential, partly offset by 5% favorable price and mix
Adjusted EBITDA from continuing operations $97.8 million, down 4% from $101.7 million
Adjusted EPS from continuing operations $1.05, flat with the prior-year quarter
Fiscal 2026 guidance unchanged: revenue $1.8 billion and adjusted EBITDA $458 million
Griffon reported fiscal first-quarter 2026 revenue of $649.1 million, up 3%, while net income fell to $64.4 million, or $1.41 per diluted share, from $70.9 million, or $1.49. The company also announced a joint venture with ONCAP for its AMES U.S. and Canada businesses, a strategic review of AMES Australia and UK, and a combination of Hunter Fan with the HBP segment, which will be reported as discontinued operations starting in fiscal second quarter.
Revenue $649.1 million, up 3% from $632.4 million; diluted EPS $1.41 vs. $1.49, adjusted EPS $1.45 vs. $1.39
Adjusted EBITDA $129.6 million, down 1% from $131.2 million
Joint venture with ONCAP covers AMES U.S. and Canada; AMES Australia and UK under strategic review
Fiscal 2026 outlook: continuing-operations revenue of $1.8 billion and adjusted EBITDA of $520 million, excluding $62 million of unallocated costs
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Griffon filing is on SEC EDGAR ↗. 8-K briefs of other companies →