Somnigroup International Inc

Somnigroup International Inc (SGI) Market Cap

Somnigroup International Inc has a market capitalization of $14.31B.

Price: $68.01

▼ -1.62 (-2.33%)

Market Cap: 14.31B

NYSE ¡ time unavailable

CEO: Scott L. Thompson

Sector: Consumer Defensive

Industry: Household & Personal Products

IPO Date: 2018-08-28

Website: https://somnigroup.com

Somnigroup International Inc (SGI) - Company Information

Market Cap: 14.31B|Sector: Consumer Defensive

Company Profile

Somni is a company specializing in sleep technology and wellness solutions, developing innovative products to enhance sleep quality. The company integrates science-backed methods, smart technology, and data-driven insights to improve sleep patterns and overall well-being.

Analyst Sentiment

91%
Strong Buy

From 9 Active Polls

1Y Forecast: $99.00

▲ +45.6% Potential Upside

Consensus Target Metrics

Low Bound

$90

Median

$100

High Bound

$106

Average

$99

Price & Moving Averages

Loading chart...

🎯 Wall Street Analyst Intelligence Report

1-Year structural target targets, chart projections, and sentiment maps.

Average 1Y Target
$99.00
▲ +45.57% Upside
Low Target
$90.00
32% Risk
Median Target
$100.00
47% Mid
High Target
$106.00
56% Max
Consensus
Buy
9 / 11 Buys

Consensus Trend Projection

Trailing closures vs. 12-month metrics map.

Analyst Vote Distribution

Aggregate institutional coverage sentiment weights.

📊 Historical Valuation Multiples

Real-time Trailing Twelve Month (TTM) momentum side-by-side with discrete quarterly metrics.

Fiscal QuarterTTMQ1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
Period EndingTrailing 12MMar 31, 2026Dec 31, 2025Sep 30, 2025Jun 30, 2025Mar 31, 2025Dec 31, 2024Sep 30, 2024Jun 30, 2024
Market Cap ($M)14,30515,54518,74017,70114,23611,6719,8479,4848,200
Enterprise Value ($M)20,72921,96926,87024,22220,98218,49814,19812,33211,270
Price to Earnings Ratio (P/E)27.4337.3033.2724.9435.95-88.1534.2418.2419.32
Price/Earnings-to-Growth Ratio (PEG)———1.942.09-2.68—3.395.20
Price to Sales Ratio (P/S)1.868.6310.038.347.577.278.157.306.65
Price to Book Ratio (P/B)4.544.946.035.935.014.2617.6216.8019.91
Price to Free Cash Flow Ratio (P/FCF)19.4283.58455.9649.1395.29141.6391.0139.4867.16
Enterprise Value to Sales (EV/Sales)—12.1914.3811.4111.1611.5311.759.499.14
Enterprise Value to EBITDA (EV/EBITDA)16.9981.8279.4363.8689.78265.4081.0450.6252.56
Debt to Equity Ratio5.272.082.662.222.412.537.995.237.69

⚡ SGI Growth Runway Model

Standard long term linear growth fade

Multi-Stage Discounted Cash Flow Sandbox

Market Price$68.01
Intrinsic Value$60.91
Market Alignment
Overvalued by 10.4%relative to calculated intrinsic value
9.00%
Exp: 13%13%
i

Growth runway slowdown

This value provides a time window for the growth rate to decline beyond Stage 1 toward the terminal rate. Longer windows are most useful for companies with high growth starting conditions or strong competitive advantages. This option stretches out the growth rate slowdown across 5, 10, or 15-year steps. A high-growth starting condition (exceeding a 25% initial growth rate) automatically applies a curve decay to simulate realistic, rapid market saturation.
i

Terminal growth rate

With long-term inflation between 3-5%, revenue must grow by that baseline to maintain flat real-world market share. This value sets the permanent terminal growth rate to factor into the valuation beyond the growth slowdown runway toward maturity.

3-Stage Financial Runway Horizon

🧠 Perpetuity Horizon Engine (Stage 3: Post-2035)

Terminal FCF Base$1.66B
Perpetuity TV Value$31.24B
Discounted TV (PV)$13.20B
TV Weighting %64.5%
⚠️
Financial Model Disclaimer & Risk Disclosure: This interactive scenario simulator is an educational sandbox provided strictly for informational and analytical research purposes. Core historical financial statements and consensus estimates are sourced directly via Financial Modeling Prep (FMP). All downstream outputs are entirely deterministic, hypothetical projections generated by combining automated mathematical formulas (including linear interpolation and Gaussian bell-curve decay models) with user-selected variables and third-party financial data inputs. Users assume all liability for trading decisions executed based on these sandbox calculations.

📘 Full Research Report

ℹ️

AI-Generated Research: This report is for informational purposes only.

I can produce the requested evergreen, moat-focused investment summary, but I’m missing the essential company fundamentals for **SOMNIGROUP INTERNATIONAL INC (SGI)**. Please paste (or summarize) the following from SGI’s latest annual report/10-K/filings or investor deck: 1. **Business description**: what SGI sells/does (products/services) and the **customer type** (consumer vs B2B vs healthcare providers). 2. **Revenue mix**: which parts are recurring vs one-time (if applicable). 3. **Geography**: where revenue is generated and whether SGI has any **regional cost advantage**. 4. **Competitors**: 2–3 named direct competitors you consider relevant. 5. **Unit economics drivers / margin sources**: e.g., materials cost advantage, distribution leverage, regulatory permissions, installed base, etc. Once you provide that, I’ll return the full **exact HTML** deliverable with: - specific moat framing (switching costs / network effects / cost advantage / intangibles), - competitor benchmarking against named peers, - 5–10 year growth drivers, - and structured risks/valuation framing—**without** using any time-sensitive metrics.

📰 Market News & Coverage

15 Stories Available

Real-time institutional reporting and market updates for SGI.

gurufocus.com•2026-05-26

Somnigroup International Inc (SGI) Shares Surge 4.3% -- What GF Score of 91 Tells Investors

On May 26, 2026, Somnigroup International Inc (SGI) shares rose 4.3% today, bringing the current price to $69.79. The stock has experienced a 52-week range of $

gurufocus.com•2026-05-19

Celebrity Makeup Artist Sir John Teams Up with Mattress Firm on Beauty Sleep Edit

Celebrity Makeup Artist Sir John Teams Up with Mattress Firm on Beauty Sleep Edit PR Newswire HOUSTON, May 19, 2

prnewswire.com•2026-05-19

Celebrity Makeup Artist Sir John Teams Up with Mattress Firm on Beauty Sleep Edit

New Curated Sleep & Beauty Collaboration Highlights A Well-Known Truth: When You Sleep Better, You Look and Feel Better. HOUSTON, May 19, 2026 /PRNewswire/ -- Mattress Firm, the nation's largest mattress specialty retailer, is teaming up with legendary celebrity makeup artist Sir John to launch the Beauty Sleep Edit, a curated collection combining Sir John's beauty-and-wellness philosophy with Mattress Firm's expertise in restorative sleep, encouraging people to treat bedtime not as an afterthought, but as an essential pillar of their overall wellness routine.

gurufocus.com•2026-05-13

A Look at Somnigroup International Inc (SGI) After 5.4% Decline -- GF Value $71.55 vs Price $65.55

On May 12, 2026, Somnigroup International Inc (SGI) shares fell 5.4% to a current price of $65.55. This decline is part of a broader trend, with SGI experiencin

seekingalpha.com•2026-05-07

Somnigroup International Inc. (SGI) Q1 2026 Earnings Call Transcript

Somnigroup International Inc. (SGI) Q1 2026 Earnings Call Transcript

zacks.com•2026-05-07

Somnigroup International (SGI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Somnigroup International (SGI) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

zacks.com•2026-05-07

Somnigroup International (SGI) Surpasses Q1 Earnings Estimates

Somnigroup International (SGI) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.49 per share a year ago.

prnewswire.com•2026-05-07

Somnigroup Announces Second Quarter Cash Dividend

DALLAS, May 7, 2026 /PRNewswire/ -- Somnigroup International Inc. (NYSE: SGI, "Company" or "Somnigroup") today announced that its Board of Directors has declared a second quarter cash dividend on its common stock of $0.17 per share. The dividend is payable on June 4, 2026, to shareholders of record as of May 21, 2026.

prnewswire.com•2026-05-07

Somnigroup International Inc. Reports First Quarter 2026 Results

- First Quarter 2026 Net Sales Increased 12% to $1.8 Billion - EPS Growth of 388% and Adjusted EPS(1) Growth of 20% - Record First Quarter Cash Flows from Operations of $246 Million DALLAS, May 7, 2026 /PRNewswire/ -- Somnigroup International Inc. (NYSE: SGI, "Company") announced financial results for the first quarter ended March 31, 2026 and reaffirmed financial guidance for the full year 2026. FIRST  QUARTER 2026 FINANCIAL SUMMARY Total net sales increased 12.3% to $1,801.5 million as compared to $1,604.7 million in the first quarter of 2025, primarily driven by the inclusion of Mattress Firm sales for a full quarter as compared to the first quarter of 2025, which included Mattress Firm for the period of February 5, 2025 through March 31, 2025.

zacks.com•2026-05-06

Unlocking Q1 Potential of Somnigroup International (SGI): Exploring Wall Street Estimates for Key Metrics

Evaluate the expected performance of Somnigroup International (SGI) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

zacks.com•2026-04-30

Somnigroup International (SGI) Reports Next Week: Wall Street Expects Earnings Growth

Somnigroup International (SGI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

prnewswire.com•2026-04-29

Mattress Firm Kicks Off Summer with Its Most Dream-Worthy Memorial Day Sale

Limited time deals and new premium innovations help shoppers reset routines and stay cool through the season's busiest and hottest moments HOUSTON, April 29, 2026 /PRNewswire/ -- Mattress Firm, the largest mattress specialty retailer, is helping customers get summer-ready sleep with its nationwide Memorial Day Sale, offering major savings on top brands now through June 9. The mattress sale comes just in time for the transition to summer as people navigate packed schedules and meaningful milestones – from graduation season to Mother's Day, and beach days to road trips.

prnewswire.com•2026-04-15

Somnigroup to Report First Quarter 2026 Financial Results

DALLAS, April 15, 2026 /PRNewswire/ -- Somnigroup International, Inc. (NYSE: SGI, "Company" or "Somnigroup") will release its financial results for the first quarter ended March 31, 2026, before the NYSE opening of regular trading on Thursday, May 7, 2026. The Company will hold a conference call at 8:00 a.m.

businesswire.com•2026-04-13

Leggett & Platt Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Leggett & Platt, Incorporated - LEG

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Leggett & Platt, Incorporated (NYSE: LEG) to Somnigroup International Inc. (NYSE: SGI). Under the terms of the proposed transaction, shareholders of Leggett will receive 0.1455 shares of Somnigroup common stock for each share of Leggett & Platt that they own. KSF is seeking to determine wheth.

gurufocus.com•2026-04-13

Somnigroup International to Acquire Leggett & Platt in $2.5 Billion All-Stock Deal

Somnigroup International (SGI) is seeing a modest increase in its stock price following the announcement of its acquisition of Leggett and Platt (LEG), valued at

📊 AI Financial Analysis

Powered by StockMarketInfo
Earnings Data: Q Ending 2026-03-31

"SGI delivered a strong rebound in 2026-03-31 (Q1): Revenue was $1.80B and Net Income rose to $104.2M (EPS ~$0.50). On a YoY basis, Revenue increased ~12.3% (from $1.60B in Q1’25) and Net Income swung from a loss of $(33.1)M in Q1’25 to a gain of $104.2M. QoQ, Revenue declined ~3.6% (from $1.87B in Q4’25), while Net Income fell ~26.0% (from $140.8M in Q4’25), indicating some normalization after the prior quarter. Profitability improved year-over-year: net margin improved to ~5.8% in Q1’26 from ~-2.1% in Q1’25, aided by gross margin stabilizing around the low-to-mid 40% range. Margins contracted QoQ (net margin ~7.5% in Q4’25 to ~5.8% in Q1’26), consistent with lower operating income ($187.1M). Cash flow quality is solid: operating cash flow was $246.5M and free cash flow was $186.0M, though both declined vs. Q4’25 (OCF $99.4M in Q4; FCF $41.1M). The company paid a modest dividend ($5.3M) with a low payout ratio (~5%). Balance sheet resilience appears mixed for a non-bank: total assets were ~$11.54B, equity ~$3.15B, with net debt still elevated (~$2.0B). Total shareholder returns are likely positive given the strong market momentum: price was $85.01 and the 1y change is +47%."

Revenue Growth

Positive

YoY Revenue up ~12.3% (Q1’26 $1.80B vs Q1’25 $1.60B). QoQ Revenue down ~3.6% (vs Q4’25 $1.87B), suggesting a pullback after prior-quarter strength.

Profitability

Good

Net margin improved to ~5.8% in Q1’26 from ~-2.1% in Q1’25, and EPS turned positive ($0.50 vs -$0.17). QoQ profitability contracted (net income down ~26% vs Q4’25), but margins remain materially above last year.

Cash Flow Quality

Positive

Q1’26 operating cash flow was $246.5M and free cash flow $186.0M. Dividend outflow was small ($5.3M) with a low payout ratio (~5%), supporting cash flexibility. Trend vs Q4 is mixed (lower FCF than Q4?—Q4 FCF was $41.1M, so Q1 is higher).

Leverage & Balance Sheet

Fair

Total assets were ~$11.54B; equity ~$3.15B. Net debt remains meaningful (~$2.0B) and leverage metrics show higher risk than an unlevered balance sheet, though cash is ~$111M plus working-capital support.

Shareholder Returns

Good

Price momentum is strong: +47% 1y. Dividend yield is small (~0.03%), and buybacks are not shown in this quarter, so returns are driven primarily by capital appreciation.

Analyst Sentiment & Valuation

Neutral

Valuation multiples remain elevated (e.g., price/earnings ~37x; price/sales ~8.6x). Consensus price target (~$102) implies upside vs $85.01, but affordability appears stretched.

Disclaimer:This analysis is AI-generated for informational purposes only. Accuracy is not guaranteed and this does not constitute financial advice.

Fundamentals Overview

Loading fundamentals overview...

So what: SGI delivered strong Q1 operating momentum despite a weaker-than-expected demand backdrop (global bedding down mid-single digits). Adjusted EPS grew 20% to $0.59 and EBITDA expanded with margin lift >100 bps, driven by Tempur Sealy North America’s large gross and operating margin expansion (+1,300 bps and +710 bps, respectively) and improved international margins (+140/+160 bps). However, Mattress Firm was the drag: gross margin -360 bps to 31.5% and operating margin -230 bps to 4.9% from promotional expense, product mix, and fixed cost deleverage—partially influenced by cooperative advertising economics moving through operating expense rather than gross margin. The key near-term risk is Q2 commodity transitory exposure: management flagged ~$10M profit headwind and expects Q2 EPS growth only 5%–10%, while pricing actions after July 4 are designed to be dollar-neutral on an annual basis and lift back-half sales by ~$50M like-for-like (plus ~$100M annualized). With leverage at 3.1x and record free cash flow, SGI’s execution remains the differentiator.

AI IconGrowth Catalysts

  • Tempur Sealy North America outperformed market with like-for-like wholesale +8% and improved advertising-driven momentum
  • International delivered double-digit reported growth (+16% reported, +7% constant currency) with mix/efficiency gains
  • Dreams (U.K. retailer) outperformed the category with strong brand awareness/share of voice and healthy order volume
  • Mattress Firm operating execution supported flat same-store sales despite an industry down mid-single digits

Business Development

  • Definitive agreement to combine with Leggett & Platt (all-stock ~$2.5B including assumed debt); expected close by year-end; Leggett to operate as a separate business unit
  • Tempur Sealy supply contract economics structured with cooperative advertising credit influencing Mattress Firm expense line
  • Stearns & Foster 2H launch positioning via price architecture reset and hybrid mix; Mattress Firm advertising slot commitment and training support

AI IconFinancial Highlights

  • Net sales +12% to $1.8B; adjusted EBITDA +20% to $297M; adjusted EPS +20% to $0.59
  • EBITDA margin expanded by over 100 bps (management highlight)
  • Mattress Firm adjusted gross margin -360 bps to 31.5% (incl. 40 bps stub-period headwind), driven by promotional expense, product mix, and fixed cost deleverage; adjusted operating margin -230 bps to 4.9% (incl. 150 bps stub headwind)
  • Tempur Sealy North America adjusted gross margin +1,300 bps to 58.3% (incl. 600 bps stub benefit) and adjusted operating margin +710 bps to 24.3% (incl. 230 bps stub benefit)
  • Tempur Sealy International adjusted gross margin +140 bps to 50.4% and adjusted operating margin +160 bps to 18.4%
  • Commodity inflation guidance: expected full-year earnings insulated; Q2 profit headwind approx. $10M; annualized pricing lift ~$100M back-half 2026 and dollar-neutral on a full-year basis
  • 2026 guidance: adjusted EPS $3.00 to $3.40; reported gross margin slightly above 45%; nearly 100 bps net margin expansion (operational efficiencies) partially offset by pricing actions being margin dilutive
  • 2026 seasonality/pacing: pricing actions take effect after July 4 promotional period; Q2 headwind expected to reverse in Q3/Q4

AI IconCapital Funding

  • Operating cash flow record $247M; free cash flow record $186M
  • Reduced net debt by nearly $500M over trailing 12 months
  • Returned over $250M to shareholders via dividends and buybacks
  • Debt less cash $4.5B; leverage ratio under credit facility 3.1x; targeted leverage 2–3x in next few months
  • CapEx 2026 expected ~$225M (incl. $75M Mattress Firm store refreshes and brand wall installation); CapEx normalize ~$200M in future years
  • Mattress Firm $150M store refresh program: ~$40M spent to date; all funded by operating cash flow

AI IconStrategy & Ops

  • Profitability improvement via operating leverage: +12% sales producing EBITDA margin expansion >100 bps
  • E-commerce advertising reduced in Q1, contributing to like-for-like direct channel -12% (traffic reduction); management cited improving trends recently
  • North America strategy: expect new Tempur Sealy lineup launch in 2H and optimize price architecture; add top-tier SKUs to target resilient higher-price customers
  • Supply/cost management: pricing actions coordinated with retailer merchandising timelines; supplier contract visibility ahead of P&L flow to minimize interim exposure
  • Summer selling season inventory build in Q1 reflected in intercompany sales; no corresponding EBITDA sales benefit realized per management

AI IconMarket Outlook

  • Industry demand: management believes global bedding demand declined mid-single digits in Q1 vs expectation flat to slightly positive
  • 2026 industry assumption: global bedding industry flat to slightly down YoY
  • 2026 like-for-like targets in guidance narrative: Tempur Sealy NA mid-single-digit like-for-like wholesale/overall; International mid-single digits; Mattress Firm like-for-like low single digits; North America Tempur Sealy wholesale mid-single digits and direct channel impact normalized
  • Full-year EPS guidance: $3.00–$3.40 (midpoint $3.20)
  • Second-quarter EPS growth expectation: between 5% and 10% despite commodity transitory items
  • Back-half growth driver: pricing action effect after July 4 promotional period

AI IconRisks & Headwinds

  • Demand softness: geopolitical tensions and U.S. winter weather disruptions; bedding demand declined mid-single digits in Q1
  • Consumer confidence normalization risk: guidance midpoint assumes normalization; continued pressure would track toward low end
  • Q2 transitory commodity headwind: approx. $10M profit impact due to oil-derived items (chemicals, diesel, purchased foam) before pricing actions fully implement
  • Mattress Firm margin pressure from promotional expense, product mix, and fixed cost deleverage (gross margin -360 bps; operating margin -230 bps)
  • Traffic pressure: Mattress Firm and industry traffic down single digits; Canada/Mexico described as weak vs U.S.

Q&A: Analyst Interest

  • Topic: Demand/price elasticity and relative outperformance under consumer strain: Management said closing-rate evidence indicates low disruption—customers discover price in-store and closing rates improve. Management also framed recent pricing increases as among the lowest in the industry and cited top-tier share-of-voice plus balance-sheet/cash-flow strength.
  • Topic: Inflation exposure detail and pricing offset timing: Management quantified annualized commodity inflation impact at ~$100M and the remaining-in-year as ~$50M, with the second quarter taking transitory items (primarily oil-derived inputs). They said pricing actions are dollar-for-dollar offset annually; Q2 EPS growth expected 5%–10% with headwind reversing in Q3/Q4.
  • Topic: Stearns & Foster 2H launch setup versus prior launches: Management described pricing architecture “last piece” after brand rebalancing, including pushing price brackets upward and leaning into hybrids. They also said Mattress Firm provides stronger launch support—advertising slot commitment plus training—giving more momentum than historical Stearns launches.

Sentiment: MIXED

Note: This summary was synthesized by AI from the SGI Q1 2026 earnings transcript. Financial data is complex; please verify all metrics against official SEC filings before making investment decisions.

📋 Official Regulatory 10-K / 10-Q SEC Filings

Direct authenticated documentation links to audited SEC database reports for SGI.

SEC EDGAR Live Feed
Loading financial data and tables...
📁

SEC Filings (SGI)

© 2026 Stock Market Info — Somnigroup International Inc (SGI) Financial Profile