GROUF(GROUF)

$11.05—

Chart

GROUF(GROUF)

OTC

$11.05—

Chart Studio

GROUF(GROUF)

GROUF

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/6/26

GRAFTON (GROUF)

Monday

6:03 PM

Thesis: The recent contract wins and strategic market expansions are expected to drive revenue growth, improving investor sentiment towards Grafton.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$2.5B	$2.7B	$2.8B
Rev. Growth	+10.4%	+5.7%	+5.7%
EPS	$0.71	$0.74	$0.83
EPS Growth	+18.3%	+4.3%	+11.9%
P/E (fwd)	15.6×	14.9×	13.3×

★ Analysts see FY2027 revenue reaching $2.8B — +5.7% growth in a single year.

What’s Driving the Stock

1Grafton has secured a long-term supply contract with a major UK construction firm, expected to increase revenue by 15% over the next two years.
2Recent cost-cutting measures have improved gross margins by 200 basis points, enhancing profitability despite rising material costs.
3Expansion into the Scottish market has resulted in a 25% increase in branch sales year-to-date.
4Emerging trends in sustainable building materials could provide Grafton with a competitive edge, as it introduces eco-friendly product lines.
5Sustainable building materials
6Digital transformation in supply chain management
7UK housing market trends, particularly new housing starts
8Changes in construction activity in Ireland

FY2025 Snapshot

Revenue: $2.5B
Rev. Growth: +10.4%
Gross Margin: 15.2%
Op. Margin: 6.4%
Net Margin: 5.4%
Net Income: $137M
NI Growth: +11.9%
EPS: $0.71
1Y Return: +4.7%

GROUF Chart

My Notes

"We are well-positioned to capitalize on the growing demand for building materials in the UK and Ireland."
Moat: Grafton's established relationships with contractors and a broad product range provide a durable competitive advantage.
value - Grafton's low valuation multiples (P/S of 0.7x) may attract value-focused investors.
Higher interest rates can dampen housing demand, negatively impacting Grafton's sales.
Watch on earnings: UK housing starts (HOUST), Brent crude oil price (DCOILBRENTEU), Industrial production index (INDPRO).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $2.7B to $2.8B as grafton has secured a long-term supply contract with a major uk construction firm.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

15.6×

14.9×

13.3×

What’s Driving the Stock

1Grafton has secured a long-term supply contract with a major UK construction firm, expected to increase revenue by 15% over the next two years.

2Recent cost-cutting measures have improved gross margins by 200 basis points, enhancing profitability despite rising material costs.

3Expansion into the Scottish market has resulted in a 25% increase in branch sales year-to-date.

4Emerging trends in sustainable building materials could provide Grafton with a competitive edge, as it introduces eco-friendly product lines.

5Sustainable building materials

6Digital transformation in supply chain management

7UK housing market trends, particularly new housing starts

8Changes in construction activity in Ireland

My Notes

"We are well-positioned to capitalize on the growing demand for building materials in the UK and Ireland."

Moat: Grafton's established relationships with contractors and a broad product range provide a durable competitive advantage.

value - Grafton's low valuation multiples (P/S of 0.7x) may attract value-focused investors.

Higher interest rates can dampen housing demand, negatively impacting Grafton's sales.

Watch on earnings: UK housing starts (HOUST), Brent crude oil price (DCOILBRENTEU), Industrial production index (INDPRO).