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Griffon owns and manages businesses, with most revenue coming from Clopay’s residential and commercial garage doors, rolling steel doors and grilles. Clopay sells to professional installing dealers and home-center chains, including Home Depot and Menards, for which it is the exclusive garage-door supplier across North America. Most Clopay sales serve home remodeling and renovation; commercial construction, repair and replacement, and new housing provide the rest.
Its other business sells tools and home products through retailers, distributors and e-commerce platforms. Brands include AMES and True Temper for tools, Hunter for fans and ClosetMaid for storage and organization. This business increasingly relies on outside manufacturers after shifting several U.S. product lines to global sourcing.
Griffon depends on renovation and construction demand and on a small group of major retail customers. Home Depot buys from both businesses; Menards is important to Clopay, while Lowe’s and Bunnings are important to the tools and home-products business. International sourcing also makes supplier reliability and U.S. trade rules important. Tariffs affect sourcing costs, and U.S. forced-labor import rules can hold up shipments while suppliers’ production chains are verified.
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Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Griffon also depends on major customers missing from this list: Menards for Clopay garage doors and Bunnings for CPP products.
Janus International Group, Inc. competes with Griffon’s Clopay to supply commercial doors to industrial and commercial facilities, including replacement and renovation projects. Watch Janus’s commercial-door and facility-renovation business for signs of demand in markets Clopay also serves.
Griffon depends on Home Depot’s purchases of garage doors and CPP products: the retailer accounted for 10% of Griffon’s consolidated revenue in 2025. Home Depot’s sales to homeowners and renovation professionals offer a read on the home-improvement spending that also supports Griffon.
Lowe’s is a significant buyer of Griffon’s CPP products, and losing that customer would materially hurt Griffon. Watch its sales to homeowners and small- to medium-sized repair and remodeling professionals for a read on the spending behind this retail channel.
Masco’s branded paint, plumbing fixtures and hardware draw on the same home-renovation spending that supports Griffon’s garage doors and CPP products. Its Decorative Architectural Products sales are worth watching, especially in the second and third calendar quarters when repair and remodeling activity normally peaks.
Owens Corning sells roofing, insulation and doors into building projects that also create demand for Griffon’s garage doors. Its sales across those three businesses offer another view of spending on building repair, renovation and construction.
UFP Industries, Inc. shares Griffon’s exposure to home-improvement purchases, supplying decking and other building products through big-box retailers and distributors. Watch UFP Retail Solutions’ sales through those channels for a read on demand alongside Griffon’s garage doors and CPP products.
Housing Starts (Sep)
New-home construction tracks home building and sales, which can change demand for Griffon’s Clopay garage doors and CPP products used in new homes, affecting what builders and other customers buy.
Expected1.31MLast release1.275M
If it comes in above expectations
If the reading is above the 1.31M estimate, it is above the previous 1.275M. More homes being started or permitted, or selling than expected, can support builders’ orders for Clopay doors and CPP products used in new homes, lifting sales through those channels.
If it comes in below expectations
Fewer homes being started or permitted, or selling than expected, can weaken builders’ orders for Clopay doors and CPP products used in new homes, reducing sales through those channels.
Janus International Group, Inc. earningsJBI
Janus International Group’s report will show whether demand for commercial doors is holding up in markets also served by Griffon’s Clopay.
Look at Janus’s commercial-door and facility-renovation business. Stronger sales would indicate steadier demand in commercial and industrial facility markets that Clopay also serves; weaker sales would signal pressure in those shared markets, but Janus’s results alone cannot show Clopay’s actual performance.
Home Depot, Inc. earningsHD
Home Depot’s report will show whether homeowners and renovation professionals are sustaining home-improvement spending that drives its purchases of Griffon’s garage doors and consumer products.
Read Home Depot’s sales alongside its role as a retail channel and a major Griffon customer. Steady sales would indicate resilient end demand behind Home Depot’s purchases of Griffon’s garage doors and consumer products; weaker sales would put the purchasing channel of this important customer under pressure, but would not establish a change in Griffon’s actual orders.
Retail Sales MoM (Oct)
Retail sales track consumer spending, which can change demand at the home-center, mass-market and other retailers that buy Griffon’s CPP tools, fans and home products, affecting their orders to CPP.
Stronger retail sales suggest CPP’s retail customers may see firmer consumer demand and place more orders for its products; weaker sales suggest less demand and possible order reductions.
Griffon Corp earningsThis company
Griffon’s report will show whether its garage-door business can hold revenue steady and its tools, fans and home-products business can recover.
Read revenue and segment adjusted EBITDA (the company’s non-GAAP measure of segment performance) for HBP and CPP together. Steady HBP revenue with a recovery in CPP revenue and adjusted EBITDA would show improvement in both businesses; continued CPP declines, especially alongside weaker HBP, would show pressure on both of Griffon’s main revenue sources.
