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Side-by-side financial comparison of GRIFFON CORP (GFF) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $649.1M, roughly 1.9× GRIFFON CORP). GRIFFON CORP runs the higher net margin — 9.9% vs -35.0%, a 44.9% gap on every dollar of revenue. On growth, GRIFFON CORP posted the faster year-over-year revenue change (2.6% vs -0.7%). GRIFFON CORP produced more free cash flow last quarter ($99.3M vs $-6.0M). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% 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.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
GFF vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $649.1M | $1.2B |
| Net Profit | $64.4M | $-431.0M |
| Gross Margin | 41.1% | — |
| Operating Margin | 17.5% | — |
| Net Margin | 9.9% | -35.0% |
| Revenue YoY | 2.6% | -0.7% |
| Net Profit YoY | -9.1% | -962.0% |
| EPS (diluted) | $1.41 | $-12.00 |
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 | $1.2B | ||
| Q3 25 | $662.2M | $1.2B | ||
| Q2 25 | $613.6M | $1.2B | ||
| Q1 25 | $611.7M | $1.1B | ||
| Q4 24 | $632.4M | $1.2B | ||
| Q3 24 | $659.7M | $1.2B | ||
| Q2 24 | $647.8M | $1.1B | ||
| Q1 24 | $672.9M | $1.1B |
| Q4 25 | $64.4M | $-431.0M | ||
| Q3 25 | $43.6M | $-2.0M | ||
| Q2 25 | $-120.1M | $69.0M | ||
| Q1 25 | $56.8M | $56.0M | ||
| Q4 24 | $70.9M | $50.0M | ||
| Q3 24 | $62.5M | $84.0M | ||
| Q2 24 | $41.1M | $37.0M | ||
| Q1 24 | $64.1M | $47.0M |
| Q4 25 | 41.1% | — | ||
| Q3 25 | 41.7% | — | ||
| Q2 25 | 43.2% | — | ||
| Q1 25 | 41.2% | — | ||
| Q4 24 | 41.8% | — | ||
| Q3 24 | 39.9% | — | ||
| Q2 24 | 38.5% | — | ||
| Q1 24 | 40.2% | — |
| Q4 25 | 17.5% | — | ||
| Q3 25 | 18.0% | — | ||
| Q2 25 | -20.5% | — | ||
| Q1 25 | 16.5% | — | ||
| Q4 24 | 17.7% | — | ||
| Q3 24 | 16.9% | — | ||
| Q2 24 | 13.8% | — | ||
| Q1 24 | 16.9% | — |
| Q4 25 | 9.9% | -35.0% | ||
| Q3 25 | 6.6% | -0.2% | ||
| Q2 25 | -19.6% | 6.0% | ||
| Q1 25 | 9.3% | 5.0% | ||
| Q4 24 | 11.2% | 4.0% | ||
| Q3 24 | 9.5% | 6.9% | ||
| Q2 24 | 6.3% | 3.5% | ||
| Q1 24 | 9.5% | 4.2% |
| Q4 25 | $1.41 | $-12.00 | ||
| Q3 25 | $1.04 | $-0.07 | ||
| Q2 25 | $-2.65 | $1.77 | ||
| Q1 25 | $1.21 | $1.46 | ||
| Q4 24 | $1.49 | $1.29 | ||
| Q3 24 | $1.29 | $2.12 | ||
| Q2 24 | $0.84 | $0.98 | ||
| Q1 24 | $1.28 | $1.22 |
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 | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $108.9M | $2.0B |
| Total Assets | $2.1B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.3M | $406.0M | ||
| Q3 25 | $99.0M | $474.0M | ||
| Q2 25 | $107.3M | $205.0M | ||
| Q1 25 | $127.8M | $196.0M | ||
| Q4 24 | $152.0M | $197.0M | ||
| Q3 24 | $114.4M | $197.0M | ||
| Q2 24 | $133.5M | $206.0M | ||
| Q1 24 | $123.0M | $237.0M |
| 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 | $108.9M | $2.0B | ||
| Q3 25 | $74.0M | $2.5B | ||
| Q2 25 | $63.9M | $2.5B | ||
| Q1 25 | $214.7M | $2.4B | ||
| Q4 24 | $227.8M | $2.4B | ||
| Q3 24 | $224.9M | $2.4B | ||
| Q2 24 | $223.5M | $2.4B | ||
| Q1 24 | $202.2M | $2.4B |
| Q4 25 | $2.1B | $9.8B | ||
| Q3 25 | $2.1B | $10.1B | ||
| Q2 25 | $2.1B | $9.9B | ||
| Q1 25 | $2.3B | $9.9B | ||
| Q4 24 | $2.3B | $9.8B | ||
| Q3 24 | $2.4B | $9.7B | ||
| Q2 24 | $2.4B | $9.6B | ||
| Q1 24 | $2.4B | $9.9B |
| 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 | $107.0M | $6.0M |
| Free Cash FlowOCF − Capex | $99.3M | $-6.0M |
| FCF MarginFCF / Revenue | 15.3% | -0.5% |
| Capex IntensityCapex / Revenue | 1.2% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.66× | — |
| TTM Free Cash FlowTrailing 4 quarters | $278.9M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.0M | $6.0M | ||
| Q3 25 | $75.0M | $62.0M | ||
| Q2 25 | $123.1M | $-48.0M | ||
| Q1 25 | $16.5M | $8.0M | ||
| Q4 24 | $142.9M | $100.0M | ||
| Q3 24 | $72.1M | $72.0M | ||
| Q2 24 | $122.1M | $30.0M | ||
| Q1 24 | $39.8M | $3.0M |
| Q4 25 | $99.3M | $-6.0M | ||
| Q3 25 | $62.4M | $51.0M | ||
| Q2 25 | $114.4M | $-68.0M | ||
| Q1 25 | $2.8M | $-6.0M | ||
| Q4 24 | $125.5M | $86.0M | ||
| Q3 24 | $51.6M | $58.0M | ||
| Q2 24 | $107.5M | $17.0M | ||
| Q1 24 | $20.8M | $-13.0M |
| Q4 25 | 15.3% | -0.5% | ||
| Q3 25 | 9.4% | 4.3% | ||
| Q2 25 | 18.6% | -5.9% | ||
| Q1 25 | 0.5% | -0.5% | ||
| Q4 24 | 19.8% | 6.9% | ||
| Q3 24 | 7.8% | 4.8% | ||
| Q2 24 | 16.6% | 1.6% | ||
| Q1 24 | 3.1% | -1.2% |
| Q4 25 | 1.2% | 1.0% | ||
| Q3 25 | 1.9% | 0.9% | ||
| Q2 25 | 1.4% | 1.7% | ||
| Q1 25 | 2.2% | 1.3% | ||
| Q4 24 | 2.8% | 1.1% | ||
| Q3 24 | 3.1% | 1.1% | ||
| Q2 24 | 2.2% | 1.2% | ||
| Q1 24 | 2.8% | 1.4% |
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | — | -0.70× | ||
| Q1 25 | 0.29× | 0.14× | ||
| Q4 24 | 2.02× | 2.00× | ||
| Q3 24 | 1.15× | 0.86× | ||
| Q2 24 | 2.97× | 0.81× | ||
| Q1 24 | 0.62× | 0.06× |
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% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
