📈 Price History

Ratio Health

— Excellent

— Good

— Average

— Poor

By Category

Shareholding

About

Somnigroup International Inc., together with its subsidiaries, designs, manufactures, distributes, and retails bedding products in the United States and internationally.

Key Ratios Snapshot

📊 Sector Averages

📈 Growth Pattern

⚡ Latest Quarter —

See full financials →

📊 Quick Scorecard

Loading…

⭐ Superinvestors Holding SGI

View All Superinvestors →

Manager	Shares	Value	% of Fund	Period
Daniel Loeb Third Point LLC	2.27M	$167.9B	8.06%	Mar 2026
Steve Cohen Point72 Asset Management	2.22M	$163.9M	0.21%	Mar 2026
Jim Simons Renaissance Technologies LLC	494.1K	$36.5M	0.06%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Mixed → Stable 4 quarters analysed

Q2 2025

Mixed

used phrases like 'solid performance', 'disciplined execution', 'smooth combination', and quantified synergies and market outperformance with specific percentages and dollar amounts.

Q3 2025

Mixed

'strong financial performance', 'ahead of our expectations', and 'meaningful opportunity ahead' to describe results, supported by specific metrics (net sales +63%, adjusted EBITDA +52%, adjusted EPS +16%). They acknowledged a flat industry backdrop but stressed their outperformance and early synergy benefits.

Q4 2025

Mixed

20% adjusted EPS growth, synergy targets raised, and 2028 EPS target increased to $5.15. Specific achievements and forward guidance are cited throughout.

Q1 2026 latest

Mixed

20% EBITDA growth, 20% EPS growth) and outperformance metrics. Language like 'healthy 12%', 'robust 20%', 'extend leadership position' and repeated references to competitive advantages reinforce a strong, specific tone.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis strengthened after this call. Management delivered a strong Q1 with 20% Adjusted EPS growth despite industry demand declining mid-single digits, demonstrating operating leverage and share gains. The pricing action to offset commodity inflation is well-telegraphed and dollar-neutral for the full year, removing near-term margin uncertainty. The Leggett & Platt combination adds vertical integration, synergies, and lowers financial leverage. Cash flow generation set a Q1 record, enabling debt reduction and shareholder returns. Key watch items for next quarter are: whether consumer confidence pressures persist (which would push results toward the low end of guidance), the actual through-the-channel sell-in/sell-out of the Stearns & Foster launch, and the closing timeline for Leggett & Platt.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Mixed → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Somnigroup reports 12% sales growth to $1.8B and 20% EPS growth in Q1 2026

Revenue & Profitability

First quarter 2026 net sales increased 12% to $1.8 billion. Adjusted EBITDA grew 20% to $297 million, and adjusted EPS increased 20% to $0.59 per share. Full-year 2026 guidance includes adjusted EPS of $3.00-$3.40, sales midpoint of approximately $7.8 billion after intercompany eliminations, and adjusted EBITDA of approximately $1.45 billion at the midpoint.

Outlook

Management expects global bedding demand to be flat to slightly down year-over-year in 2026, with Q1 demand declining mid-single digits due to geopolitical tensions and weather disruptions. Consumer confidence is pressured by geopolitical conflict, but management assumes normalization through the year. If pressures persist, results could track to the low end of guidance.

Growth Drivers

Key growth levers include the Stearns & Foster launch in the second half of 2026, supported by national advertising and strong Mattress Firm support. International business continues to deliver mid-single-digit constant currency growth. Mattress Firm outperforms the US market, and Tempur-Pedic brand walls are rolling out nationally by year-end. The pricing action for commodity inflation is expected to lift global Tempur Sealy sales by $50 million in the back half, $100 million annualized.

Balance Sheet & CapEx

2026 capital expenditures are expected to be approximately $225 million, including $75 million for Mattress Firm store refreshes and brand wall installations. CapEx is expected to normalize to $200 million in future years. The store refresh program targets completion in 2027 with about $40 million spent to date.

Margins

EBITDA margin expanded over 100 basis points in Q1. Tempur Sealy North America adjusted gross margin improved 1,300 basis points to 58.3% (including 600 bps stub period benefit). Mattress Firm adjusted gross margin declined 360 basis points to 31.5% due to promotional expense, product mix, and fixed cost deleverage. Management expects nearly 100 basis points of net margin expansion from operational efficiencies and synergies, partially offset by pricing actions.

Key Risks

Risks include heightened geopolitical tensions, winter weather disruptions, and consumer confidence pressure. Commodity inflation from oil-derived inputs (chemicals, diesel, purchased foam) created an approximate $10 million headwind to Tempur Sealy profits in Q2, but is expected to be fully offset by pricing actions in the second half. The Leggett & Platt combination is subject to regulatory review and shareholder approval.

Generated by AI · Q1 2026 results · Not investment advice

📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

🎯

Discover Our Proven Investment Framework Learn how we analyze and rank stocks using advanced quantitative models, multi-dimensional scoring systems, and dynamic discriminatory ranking techniques that have guided successful investment decisions across market cycles.

📊 Explore The Finmagine™ Methodology

A comprehensive, bias-free framework for analyzing and ranking stocks by Financial Strength, Growth Potential, Competitive Edge, Management Quality, and Value.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

Not SEC-Registered:
Finmagine is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority. Nothing on this platform constitutes investment advice as defined under the Investment Advisers Act of 1940.

Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

Forward-Looking Statements:
This analysis may contain forward-looking statements, forecasts, or projections that are inherently subject to risks, uncertainties, and assumptions. Actual results may differ materially from those expressed or implied. Finmagine does not undertake any obligation to update such statements in the future.

Limitation of Liability:
The content is provided "as is" without any warranties, express or implied. Finmagine expressly disclaims any liability for errors, omissions, or any losses incurred as a result of reliance on the information provided. Readers assume full responsibility for their investment decisions.