SG
SGI
SGI What Somnigroup International promised, and what happened
Guidance
What management said, and what became of it
8 of 8 judged targets kept · 26 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Consolidated leverage ratio return to target range | return to our target leverage range of 2x to 3x | Dec 2024 | our leverage ratio under our senior credit facility was 2.99x, returning to our target leverage range of 2 to 3x, demonstrating our strong cash flow generation and disciplined capital allocation approach | Achieved |
| Full-year 2026 adjusted EBITDA guidance | adjusted EBITDA of approximately $1.45 billion at the midpoint | Dec 2025 | This all results in an estimated adjusted EBITDA for 2026 of approximately $1.39 billion at the midpoint of our guidance. | Revised Down |
| Full-year 2026 CapEx guidance | 2026 CapEx of approximately $250 million, which includes $75 million of investments in Mattress Firm store refreshes and brand wall installations | Dec 2025 | we expect 2026 CapEx of approximately $225 million, including CapEx of $75 million under our Mattress Firm store refreshes and brand wall program | On Track |
The full ledger
Open Somnigroup International’s full ledger
A free account opens 5 company ledgers a month. All 34 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 34 tracked commitments for Somnigroup International
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.