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Side-by-side financial comparison of GRIFFON CORP (GFF) and NATIONAL FUEL GAS CO (NFG). Click either name above to swap in a different company.
GRIFFON CORP is the larger business by last-quarter revenue ($649.1M vs $637.9M, roughly 1.0× NATIONAL FUEL GAS CO). NATIONAL FUEL GAS CO runs the higher net margin — 28.5% vs 9.9%, a 18.6% gap on every dollar of revenue. On growth, NATIONAL FUEL GAS CO posted the faster year-over-year revenue change (24.1% vs 2.6%). GRIFFON CORP produced more free cash flow last quarter ($99.3M vs $-2.7M). Over the past eight quarters, NATIONAL FUEL GAS CO's revenue compounded faster (6.9% CAGR vs -1.8%).
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.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
GFF vs NFG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $649.1M | $637.9M |
| Net Profit | $64.4M | $181.6M |
| Gross Margin | 41.1% | 86.6% |
| Operating Margin | 17.5% | 43.3% |
| Net Margin | 9.9% | 28.5% |
| Revenue YoY | 2.6% | 24.1% |
| Net Profit YoY | -9.1% | 303.8% |
| EPS (diluted) | $1.41 | $1.98 |
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 | $649.1M | $637.9M | ||
| Q3 25 | $662.2M | $443.1M | ||
| Q2 25 | $613.6M | $527.4M | ||
| Q1 25 | $611.7M | $734.8M | ||
| Q4 24 | $632.4M | $513.8M | ||
| Q3 24 | $659.7M | $310.0M | ||
| Q2 24 | $647.8M | $338.6M | ||
| Q1 24 | $672.9M | $558.7M |
| Q4 25 | $64.4M | $181.6M | ||
| Q3 25 | $43.6M | $107.3M | ||
| Q2 25 | $-120.1M | $149.8M | ||
| Q1 25 | $56.8M | $216.4M | ||
| Q4 24 | $70.9M | $45.0M | ||
| Q3 24 | $62.5M | $-167.6M | ||
| Q2 24 | $41.1M | $-54.2M | ||
| Q1 24 | $64.1M | $166.3M |
| Q4 25 | 41.1% | 86.6% | ||
| Q3 25 | 41.7% | — | ||
| Q2 25 | 43.2% | 94.7% | ||
| Q1 25 | 41.2% | 81.6% | ||
| Q4 24 | 41.8% | 87.3% | ||
| Q3 24 | 39.9% | — | ||
| Q2 24 | 38.5% | 98.5% | ||
| Q1 24 | 40.2% | 81.0% |
| Q4 25 | 17.5% | 43.3% | ||
| Q3 25 | 18.0% | 40.6% | ||
| Q2 25 | -20.5% | 43.7% | ||
| Q1 25 | 16.5% | 43.2% | ||
| Q4 24 | 17.7% | 16.8% | ||
| Q3 24 | 16.9% | -63.4% | ||
| Q2 24 | 13.8% | -15.2% | ||
| Q1 24 | 16.9% | 44.9% |
| Q4 25 | 9.9% | 28.5% | ||
| Q3 25 | 6.6% | 24.2% | ||
| Q2 25 | -19.6% | 28.4% | ||
| Q1 25 | 9.3% | 29.4% | ||
| Q4 24 | 11.2% | 8.8% | ||
| Q3 24 | 9.5% | -54.1% | ||
| Q2 24 | 6.3% | -16.0% | ||
| Q1 24 | 9.5% | 29.8% |
| Q4 25 | $1.41 | $1.98 | ||
| Q3 25 | $1.04 | $1.18 | ||
| Q2 25 | $-2.65 | $1.64 | ||
| Q1 25 | $1.21 | $2.37 | ||
| Q4 24 | $1.49 | $0.49 | ||
| Q3 24 | $1.29 | $-1.81 | ||
| Q2 24 | $0.84 | $-0.59 | ||
| Q1 24 | $1.28 | $1.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $95.3M | $271.4M |
| Total DebtLower is stronger | — | $2.7B |
| Stockholders' EquityBook value | $108.9M | $3.6B |
| Total Assets | $2.1B | $9.2B |
| Debt / EquityLower = less leverage | — | 0.75× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.3M | $271.4M | ||
| Q3 25 | $99.0M | $43.2M | ||
| Q2 25 | $107.3M | $39.3M | ||
| Q1 25 | $127.8M | $40.0M | ||
| Q4 24 | $152.0M | $48.7M | ||
| Q3 24 | $114.4M | $38.2M | ||
| Q2 24 | $133.5M | $81.4M | ||
| Q1 24 | $123.0M | $50.8M |
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $1.5B | $2.7B | ||
| Q1 25 | $1.5B | $2.7B | ||
| Q4 24 | $1.5B | $2.7B | ||
| Q3 24 | $1.5B | $2.7B | ||
| Q2 24 | $1.5B | $2.7B | ||
| Q1 24 | $1.6B | $2.4B |
| Q4 25 | $108.9M | $3.6B | ||
| Q3 25 | $74.0M | $3.1B | ||
| Q2 25 | $63.9M | $3.0B | ||
| Q1 25 | $214.7M | $2.8B | ||
| Q4 24 | $227.8M | $-76.2M | ||
| Q3 24 | $224.9M | $-15.5M | ||
| Q2 24 | $223.5M | $5.0M | ||
| Q1 24 | $202.2M | $75.3M |
| Q4 25 | $2.1B | $9.2B | ||
| Q3 25 | $2.1B | $8.7B | ||
| Q2 25 | $2.1B | $8.4B | ||
| Q1 25 | $2.3B | $8.5B | ||
| Q4 24 | $2.3B | $8.3B | ||
| Q3 24 | $2.4B | $8.3B | ||
| Q2 24 | $2.4B | $8.5B | ||
| Q1 24 | $2.4B | $8.7B |
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | 22.71× | 0.90× | ||
| Q1 25 | 7.16× | 0.99× | ||
| Q4 24 | 6.48× | — | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 6.74× | 532.10× | ||
| Q1 24 | 7.84× | 31.68× |
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 | $107.0M | $274.9M |
| Free Cash FlowOCF − Capex | $99.3M | $-2.7M |
| FCF MarginFCF / Revenue | 15.3% | -0.4% |
| Capex IntensityCapex / Revenue | 1.2% | 43.5% |
| Cash ConversionOCF / Net Profit | 1.66× | 1.51× |
| TTM Free Cash FlowTrailing 4 quarters | $278.9M | $204.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.0M | $274.9M | ||
| Q3 25 | $75.0M | $237.8M | ||
| Q2 25 | $123.1M | $388.4M | ||
| Q1 25 | $16.5M | $253.8M | ||
| Q4 24 | $142.9M | $220.1M | ||
| Q3 24 | $72.1M | $197.9M | ||
| Q2 24 | $122.1M | $281.8M | ||
| Q1 24 | $39.8M | $315.3M |
| Q4 25 | $99.3M | $-2.7M | ||
| Q3 25 | $62.4M | $-47.8M | ||
| Q2 25 | $114.4M | $195.3M | ||
| Q1 25 | $2.8M | $59.9M | ||
| Q4 24 | $125.5M | $-20.3M | ||
| Q3 24 | $51.6M | $-49.1M | ||
| Q2 24 | $107.5M | $79.5M | ||
| Q1 24 | $20.8M | $80.3M |
| Q4 25 | 15.3% | -0.4% | ||
| Q3 25 | 9.4% | -10.8% | ||
| Q2 25 | 18.6% | 37.0% | ||
| Q1 25 | 0.5% | 8.2% | ||
| Q4 24 | 19.8% | -4.0% | ||
| Q3 24 | 7.8% | -15.8% | ||
| Q2 24 | 16.6% | 23.5% | ||
| Q1 24 | 3.1% | 14.4% |
| Q4 25 | 1.2% | 43.5% | ||
| Q3 25 | 1.9% | 64.4% | ||
| Q2 25 | 1.4% | 36.6% | ||
| Q1 25 | 2.2% | 26.4% | ||
| Q4 24 | 2.8% | 46.8% | ||
| Q3 24 | 3.1% | 79.7% | ||
| Q2 24 | 2.2% | 59.7% | ||
| Q1 24 | 2.8% | 42.1% |
| Q4 25 | 1.66× | 1.51× | ||
| Q3 25 | 1.72× | 2.21× | ||
| Q2 25 | — | 2.59× | ||
| Q1 25 | 0.29× | 1.17× | ||
| Q4 24 | 2.02× | 4.89× | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 2.97× | — | ||
| Q1 24 | 0.62× | 1.90× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
NFG
| Natural Gas Production | $302.5M | 47% |
| Natural Gas Residential Sales | $198.0M | 31% |
| Pipeline And Storage | $69.2M | 11% |
| Natural Gas Commercial Sales | $27.9M | 4% |
| Natural Gas Storage | $25.1M | 4% |
| Other | $4.1M | 1% |
| Natural Gas Midstream | $2.8M | 0% |
