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Side-by-side financial comparison of CALERES INC (CAL) and GRIFFON CORP (GFF). Click either name above to swap in a different company.
CALERES INC is the larger business by last-quarter revenue ($790.1M vs $649.1M, roughly 1.2× GRIFFON CORP). GRIFFON CORP runs the higher net margin — 9.9% vs 0.3%, a 9.6% gap on every dollar of revenue. On growth, CALERES INC posted the faster year-over-year revenue change (6.6% vs 2.6%). GRIFFON CORP produced more free cash flow last quarter ($99.3M vs $-12.4M). Over the past eight quarters, CALERES INC's revenue compounded faster (6.5% CAGR vs -1.8%).
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
Griffon Corporation is a multinational conglomerate headquartered in New York City. It operates as a diversified management and holding company. The company has four subsidiaries: Ames True Temper, ClosetMaid, Clopay Building Products, and CornellCookson. Griffon has been publicly traded since 1961 and is listed on the New York Stock Exchange as a component stock of the S&P SmallCap 600, S&P Composite 1500, and Russell 2000 indices.
CAL vs GFF — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $790.1M | $649.1M |
| Net Profit | $2.4M | $64.4M |
| Gross Margin | 41.8% | 41.1% |
| Operating Margin | 1.5% | 17.5% |
| Net Margin | 0.3% | 9.9% |
| Revenue YoY | 6.6% | 2.6% |
| Net Profit YoY | -94.2% | -9.1% |
| EPS (diluted) | $0.07 | $1.41 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $790.1M | $649.1M | ||
| Q3 25 | $658.5M | $662.2M | ||
| Q2 25 | $614.2M | $613.6M | ||
| Q1 25 | $639.2M | $611.7M | ||
| Q4 24 | $740.9M | $632.4M | ||
| Q3 24 | $683.3M | $659.7M | ||
| Q2 24 | $659.2M | $647.8M | ||
| Q1 24 | $697.1M | $672.9M |
| Q4 25 | $2.4M | $64.4M | ||
| Q3 25 | $6.7M | $43.6M | ||
| Q2 25 | $6.9M | $-120.1M | ||
| Q1 25 | $4.9M | $56.8M | ||
| Q4 24 | $41.4M | $70.9M | ||
| Q3 24 | $30.0M | $62.5M | ||
| Q2 24 | $30.9M | $41.1M | ||
| Q1 24 | $55.7M | $64.1M |
| Q4 25 | 41.8% | 41.1% | ||
| Q3 25 | 43.4% | 41.7% | ||
| Q2 25 | 45.4% | 43.2% | ||
| Q1 25 | 43.0% | 41.2% | ||
| Q4 24 | 44.1% | 41.8% | ||
| Q3 24 | 45.5% | 39.9% | ||
| Q2 24 | 46.9% | 38.5% | ||
| Q1 24 | 43.9% | 40.2% |
| Q4 25 | 1.5% | 17.5% | ||
| Q3 25 | 1.4% | 18.0% | ||
| Q2 25 | 1.9% | -20.5% | ||
| Q1 25 | 1.2% | 16.5% | ||
| Q4 24 | 7.7% | 17.7% | ||
| Q3 24 | 6.2% | 16.9% | ||
| Q2 24 | 6.5% | 13.8% | ||
| Q1 24 | 4.4% | 16.9% |
| Q4 25 | 0.3% | 9.9% | ||
| Q3 25 | 1.0% | 6.6% | ||
| Q2 25 | 1.1% | -19.6% | ||
| Q1 25 | 0.8% | 9.3% | ||
| Q4 24 | 5.6% | 11.2% | ||
| Q3 24 | 4.4% | 9.5% | ||
| Q2 24 | 4.7% | 6.3% | ||
| Q1 24 | 8.0% | 9.5% |
| Q4 25 | $0.07 | $1.41 | ||
| Q3 25 | $0.20 | $1.04 | ||
| Q2 25 | $0.21 | $-2.65 | ||
| Q1 25 | $0.17 | $1.21 | ||
| Q4 24 | $1.19 | $1.49 | ||
| Q3 24 | $0.85 | $1.29 | ||
| Q2 24 | $0.88 | $0.84 | ||
| Q1 24 | $1.56 | $1.28 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.0M | $95.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $616.8M | $108.9M |
| Total Assets | $2.1B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.0M | $95.3M | ||
| Q3 25 | $191.5M | $99.0M | ||
| Q2 25 | $33.1M | $107.3M | ||
| Q1 25 | $29.6M | $127.8M | ||
| Q4 24 | $33.7M | $152.0M | ||
| Q3 24 | $51.8M | $114.4M | ||
| Q2 24 | $30.7M | $133.5M | ||
| Q1 24 | $21.4M | $123.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.6B |
| Q4 25 | $616.8M | $108.9M | ||
| Q3 25 | $613.3M | $74.0M | ||
| Q2 25 | $605.2M | $63.9M | ||
| Q1 25 | $599.0M | $214.7M | ||
| Q4 24 | $598.3M | $227.8M | ||
| Q3 24 | $606.1M | $224.9M | ||
| Q2 24 | $570.3M | $223.5M | ||
| Q1 24 | $560.6M | $202.2M |
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $1.9B | $2.3B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $1.9B | $2.4B | ||
| Q1 24 | $1.8B | $2.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.71× | ||
| Q1 25 | — | 7.16× | ||
| Q4 24 | — | 6.48× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 6.74× | ||
| Q1 24 | — | 7.84× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.2M | $107.0M |
| Free Cash FlowOCF − Capex | $-12.4M | $99.3M |
| FCF MarginFCF / Revenue | -1.6% | 15.3% |
| Capex IntensityCapex / Revenue | 1.4% | 1.2% |
| Cash ConversionOCF / Net Profit | -0.50× | 1.66× |
| TTM Free Cash FlowTrailing 4 quarters | $14.4M | $278.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.2M | $107.0M | ||
| Q3 25 | $47.3M | $75.0M | ||
| Q2 25 | $-5.7M | $123.1M | ||
| Q1 25 | $28.7M | $16.5M | ||
| Q4 24 | $-39.8M | $142.9M | ||
| Q3 24 | $79.6M | $72.1M | ||
| Q2 24 | $36.1M | $122.1M | ||
| Q1 24 | $43.0M | $39.8M |
| Q4 25 | $-12.4M | $99.3M | ||
| Q3 25 | $35.0M | $62.4M | ||
| Q2 25 | $-26.2M | $114.4M | ||
| Q1 25 | $18.0M | $2.8M | ||
| Q4 24 | $-57.4M | $125.5M | ||
| Q3 24 | $68.5M | $51.6M | ||
| Q2 24 | $26.3M | $107.5M | ||
| Q1 24 | $32.4M | $20.8M |
| Q4 25 | -1.6% | 15.3% | ||
| Q3 25 | 5.3% | 9.4% | ||
| Q2 25 | -4.3% | 18.6% | ||
| Q1 25 | 2.8% | 0.5% | ||
| Q4 24 | -7.7% | 19.8% | ||
| Q3 24 | 10.0% | 7.8% | ||
| Q2 24 | 4.0% | 16.6% | ||
| Q1 24 | 4.6% | 3.1% |
| Q4 25 | 1.4% | 1.2% | ||
| Q3 25 | 1.9% | 1.9% | ||
| Q2 25 | 3.3% | 1.4% | ||
| Q1 25 | 1.7% | 2.2% | ||
| Q4 24 | 2.4% | 2.8% | ||
| Q3 24 | 1.6% | 3.1% | ||
| Q2 24 | 1.5% | 2.2% | ||
| Q1 24 | 1.5% | 2.8% |
| Q4 25 | -0.50× | 1.66× | ||
| Q3 25 | 7.05× | 1.72× | ||
| Q2 25 | -0.81× | — | ||
| Q1 25 | 5.82× | 0.29× | ||
| Q4 24 | -0.96× | 2.02× | ||
| Q3 24 | 2.66× | 1.15× | ||
| Q2 24 | 1.17× | 2.97× | ||
| Q1 24 | 0.77× | 0.62× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
