vs
Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and GRIFFON CORP (GFF). Click either name above to swap in a different company.
GRIFFON CORP is the larger business by last-quarter revenue ($649.1M vs $598.7M, roughly 1.1× EXELIXIS, INC.). EXELIXIS, INC. runs the higher net margin — 40.8% vs 9.9%, a 30.9% gap on every dollar of revenue. On growth, EXELIXIS, INC. posted the faster year-over-year revenue change (5.6% vs 2.6%). EXELIXIS, INC. produced more free cash flow last quarter ($332.4M vs $99.3M). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs -1.8%).
Exelixis, Inc. is a genomics-based drug discovery company located in Alameda, California, and the producer of Cometriq, a treatment approved by the U.S. Food and Drug Administration (FDA) for medullary thyroid cancer with clinical activity in several other types of metastatic cancer.
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.
EXEL vs GFF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $649.1M |
| Net Profit | $244.5M | $64.4M |
| Gross Margin | 95.6% | 41.1% |
| Operating Margin | 39.3% | 17.5% |
| Net Margin | 40.8% | 9.9% |
| Revenue YoY | 5.6% | 2.6% |
| Net Profit YoY | 74.8% | -9.1% |
| EPS (diluted) | $0.89 | $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.
| Q1 26 | $598.7M | — | ||
| Q4 25 | $597.8M | $649.1M | ||
| Q3 25 | $568.3M | $662.2M | ||
| Q2 25 | $555.4M | $613.6M | ||
| Q1 25 | $566.8M | $611.7M | ||
| Q4 24 | — | $632.4M | ||
| Q3 24 | $539.5M | $659.7M | ||
| Q2 24 | $637.2M | $647.8M |
| Q1 26 | $244.5M | — | ||
| Q4 25 | $193.6M | $64.4M | ||
| Q3 25 | $184.8M | $43.6M | ||
| Q2 25 | $159.6M | $-120.1M | ||
| Q1 25 | $139.9M | $56.8M | ||
| Q4 24 | — | $70.9M | ||
| Q3 24 | $118.0M | $62.5M | ||
| Q2 24 | $226.1M | $41.1M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | 41.1% | ||
| Q3 25 | 96.6% | 41.7% | ||
| Q2 25 | 96.5% | 43.2% | ||
| Q1 25 | 96.5% | 41.2% | ||
| Q4 24 | — | 41.8% | ||
| Q3 24 | 96.8% | 39.9% | ||
| Q2 24 | 97.2% | 38.5% |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | 17.5% | ||
| Q3 25 | 37.6% | 18.0% | ||
| Q2 25 | 33.6% | -20.5% | ||
| Q1 25 | 28.8% | 16.5% | ||
| Q4 24 | — | 17.7% | ||
| Q3 24 | 25.2% | 16.9% | ||
| Q2 24 | 43.3% | 13.8% |
| Q1 26 | 40.8% | — | ||
| Q4 25 | 32.4% | 9.9% | ||
| Q3 25 | 32.5% | 6.6% | ||
| Q2 25 | 28.7% | -19.6% | ||
| Q1 25 | 24.7% | 9.3% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | 21.9% | 9.5% | ||
| Q2 24 | 35.5% | 6.3% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.69 | $1.41 | ||
| Q3 25 | $0.65 | $1.04 | ||
| Q2 25 | $0.55 | $-2.65 | ||
| Q1 25 | $0.47 | $1.21 | ||
| Q4 24 | — | $1.49 | ||
| Q3 24 | $0.40 | $1.29 | ||
| Q2 24 | $0.77 | $0.84 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $95.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $108.9M |
| Total Assets | $2.8B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $95.3M | ||
| Q3 25 | $791.1M | $99.0M | ||
| Q2 25 | $1.0B | $107.3M | ||
| Q1 25 | $1.1B | $127.8M | ||
| Q4 24 | — | $152.0M | ||
| Q3 24 | $1.2B | $114.4M | ||
| Q2 24 | $1.0B | $133.5M |
| Q1 26 | — | — | ||
| 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 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $108.9M | ||
| Q3 25 | $2.0B | $74.0M | ||
| Q2 25 | $2.1B | $63.9M | ||
| Q1 25 | $2.2B | $214.7M | ||
| Q4 24 | — | $227.8M | ||
| Q3 24 | $2.3B | $224.9M | ||
| Q2 24 | $2.1B | $223.5M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $2.1B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.8B | $2.1B | ||
| Q1 25 | $2.9B | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $3.0B | $2.4B | ||
| Q2 24 | $2.8B | $2.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.71× | ||
| Q1 25 | — | 7.16× | ||
| Q4 24 | — | 6.48× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 6.74× |
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 | $333.5M | $107.0M |
| Free Cash FlowOCF − Capex | $332.4M | $99.3M |
| FCF MarginFCF / Revenue | 55.5% | 15.3% |
| Capex IntensityCapex / Revenue | 0.2% | 1.2% |
| Cash ConversionOCF / Net Profit | 1.36× | 1.66× |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | $278.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $107.0M | ||
| Q3 25 | $49.0M | $75.0M | ||
| Q2 25 | $211.4M | $123.1M | ||
| Q1 25 | $240.3M | $16.5M | ||
| Q4 24 | — | $142.9M | ||
| Q3 24 | $271.3M | $72.1M | ||
| Q2 24 | $119.5M | $122.1M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $99.3M | ||
| Q3 25 | $46.2M | $62.4M | ||
| Q2 25 | $208.5M | $114.4M | ||
| Q1 25 | $236.3M | $2.8M | ||
| Q4 24 | — | $125.5M | ||
| Q3 24 | $263.1M | $51.6M | ||
| Q2 24 | $113.0M | $107.5M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | 15.3% | ||
| Q3 25 | 8.1% | 9.4% | ||
| Q2 25 | 37.5% | 18.6% | ||
| Q1 25 | 41.7% | 0.5% | ||
| Q4 24 | — | 19.8% | ||
| Q3 24 | 48.8% | 7.8% | ||
| Q2 24 | 17.7% | 16.6% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 1.2% | ||
| Q3 25 | 0.5% | 1.9% | ||
| Q2 25 | 0.5% | 1.4% | ||
| Q1 25 | 0.7% | 2.2% | ||
| Q4 24 | — | 2.8% | ||
| Q3 24 | 1.5% | 3.1% | ||
| Q2 24 | 1.0% | 2.2% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | 1.66× | ||
| Q3 25 | 0.27× | 1.72× | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.72× | 0.29× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 2.30× | 1.15× | ||
| Q2 24 | 0.53× | 2.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXEL
| Cabometyx | $544.7M | 91% |
| Collaboration | $52.1M | 9% |
| Collaborative Arrangementwith Takeda | $5.9M | 1% |
| Cometriq | $1.8M | 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% |
