Jun 2026 (Q2 FY26) — Aug 6, 2026
Somnigroup Q2 FY26 — Record Adjusted EPS Amidst Challenging Market
Read the full callSomnigroup (SGI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Somnigroup earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,824 | −3.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 11.1 | +1.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 111 | +12.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
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 |
26 of SOMNIGROUP INTERNATIONAL INC.'s 34 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 31 more targets are in the full ledger.
Claimed
- Adjusted EPS of $0.58, a 9% increase from the prior year.
- Adjusted EBITDA of $297 million.
- Record operating cash flow of $236 million and free cash flow of $182 million.
- North American adjusted gross margin increased a robust 680 basis points to 61.8%.
- Leverage ratio under senior credit facility returned to target range at 2.99x.
Qualified
- Global bedding industry expected to be down mid-single digits year-over-year.
- Mattress Firm adjusted gross margin decreased 240 basis points to 33.3%.
- Mattress Firm adjusted operating margin declined 130 basis points to 6.5%.
- International operating margin declined 120 basis points to 12.4%.
- Approximately $10 million one-time headwind to Tempur Sealy profits in Q2 due to commodity cost inflation.
Price
$63.58 −1.85% · −$1.2
Performance −26.4% 1Y
1Y: $86.43 on 15 Oct 2025 → $63.58. High $97.99 (10 Feb 2026), low $61.49 (19 May 2026).
- Previous close
- $64.78
- 52-week range
- $61.49 – $97.99
- One year
- −25.21%
Overview
- Symbol
- SGI
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Adjusted EPS of $0.58, a 9% increase from the prior year.
- Adjusted EBITDA of $297 million.
- Record operating cash flow of $236 million and free cash flow of $182 million.
- North American adjusted gross margin increased a robust 680 basis points to 61.8%.
- Leverage ratio under senior credit facility returned to target range at 2.99x.
Qualified
- Global bedding industry expected to be down mid-single digits year-over-year.
- Mattress Firm adjusted gross margin decreased 240 basis points to 33.3%.
- Mattress Firm adjusted operating margin declined 130 basis points to 6.5%.
- International operating margin declined 120 basis points to 12.4%.
- Approximately $10 million one-time headwind to Tempur Sealy profits in Q2 due to commodity cost inflation.
The full ledger
Open SOMNIGROUP INTERNATIONAL INC.’s full ledger
A free account opens 5 company ledgers a month. All 34 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Somnigroup Q1 FY26 — Strong Performance Amidst Market Headwinds and Strategic M&A
Read the full callEvery analysed call
Somnigroup earnings calls (SGI)
Financials
What the filings say
Net profit, year on year: +12% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,300 | 1,208 | 1,605 | 1,881 | 2,123 | 1,868 | 1,802 | 1,824 |
| Operating profit | 202 | 128 | 13 | 180 | 315 | 247 | 187 | 202 |
| Operating margin | 15.5% | 10.6% | 0.8% | 9.6% | 14.8% | 13.2% | 10.4% | 11.1% |
| Other income | -31 | -32 | -62 | -77 | -81 | -53 | -50 | -54 |
| Interest | 31 | 36 | 61 | 73 | 70 | 64 | 60 | 59 |
| Profit before tax | 171 | 96 | -49 | 103 | 234 | 194 | 137 | 148 |
| Tax rate | 23.9% | 24.1% | 33.5% | 3.1% | 24.0% | 27.3% | 24.3% | 25.2% |
| Net profit | 130 | 72 | -33 | 99 | 177 | 141 | 104 | 111 |
| EPS ($ per share) | 0.75 | — | -0.17 | 0.47 | 0.85 | — | 0.50 | 0.53 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Reserves | 1,514 | 1,703 | 2,046 | 2,605 | 2,989 | 3,279 | 3,572 | 3,829 |
| Total liabilities | 2,498 | 2,701 | 2,795 | 4,028 | 4,372 | 4,221 | 5,412 | 8,484 |
| Fixed assets | 421 | 436 | 508 | 584 | 791 | 878 | 811 | 1,019 |
| Total assets | 2,715 | 3,062 | 3,309 | 4,323 | 4,360 | 4,554 | 5,980 | 11,601 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 208 | 315 | 655 | 723 | 379 | 570 | 667 | 800 |
| Cash from investing | — | — | -147 | -555 | -315 | -188 | -97 | -3,024 |
| Cash from financing | -107 | -203 | -523 | 77 | -279 | -384 | 1,077 | 617 |
| Net cash flow | 4 | 19 | 0 | 236 | -231 | 6 | 1,635 | -1,575 |
| Capital expenditure | -74 | -88 | -111 | -123 | -306 | -185 | -97 | -167 |
| Free cash flow | 134 | 227 | 543 | 600 | 72 | 385 | 569 | 633 |
SGI revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Mattress Firm | — | — | 37% | 50% | 50% | 48% | 49% | 51% | -2.8% |
| Tempur Sealy North America | — | — | 44% | 34% | 35% | 33% | 31% | 33% | -5.7% |
| Tempur Sealy International | — | — | 19% | 16% | 15% | 19% | 20% | 16% | +2.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
SGI operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Employees | 20K+To our over 20,000 associates around the world, thank you for what you do every day to make the company successful.Source: earnings call transcript | 20K+To our over 20,000 associates around the world, thank you for what you do every day to make the company successful.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- US 80% ↑ 8 pt
- Non Us 20% ↓ 8 pt
As SGI cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
84 filings between Nov 10, 2025 and Aug 27, 2026.
Open market
decisions to buy or sellPurchases
$4.87M
3 purchases by 2 insiders
Sales
$445.5K
2 sales by 1 insider
Compensation
not trading decisions- 10
- Award — granted as compensation
- 32
- Option exercise — converted options into shares
- 31
- Tax withheld — shares kept back by the company to cover tax
Also filed: 6 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Dyer Simon | $2.99M | — | Dec 2, 2025 |
| THOMPSON SCOTT L | $1.89M | — | Aug 27, 2026 |
| Rusing Steven H | — | $445.5K | May 22, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 27, 2026 | THOMPSON SCOTT L CEO & PRESIDENT | Purchase | 30,000 | $1.89M |
| Aug 26, 2026 | GLASSMAN KARL G CEO - Leggett & Platt | Award | 74,835 | — |
| Aug 26, 2026 | GLASSMAN KARL G CEO - Leggett & Platt | Award | 39,105 | — |
| Aug 26, 2026 | HAGALE JAMES TYSON President - Leggett & Platt | Award | 8,978 | — |
| Aug 26, 2026 | GLASSMAN KARL G CEO - Leggett & Platt | Award | 4,239 | — |
| May 22, 2026 | Rusing Steven H President & CEO Mattress Firm | Sale | 1,300 | $87.7K |
| May 22, 2026 | Rusing Steven H President & CEO Mattress Firm | Option exercise | 10,448 | $163.1K |
| May 22, 2026 | Rusing Steven H President & CEO Mattress Firm | Sale | 5,357 | $357.8K |
| May 14, 2026 | Dyer Simon Director | Option exercise | 2,337 | $0 |
| May 14, 2026 | Dyer Simon Director | Tax withheld | 702 | $45.3K |
| May 13, 2026 | Dilsaver Evelyn S Director | Award | 2,657 | $0 |
| May 13, 2026 | Gates Cathy R. Director | Award | 2,657 | $0 |
| May 13, 2026 | NEU RICHARD W Director | Award | 2,657 | $0 |
| May 13, 2026 | Cook Christopher Thomas Director | Award | 2,657 | $0 |
| May 13, 2026 | Sachse Peter R Director | Award | 2,657 | $0 |
| May 13, 2026 | Madden Meredith Siegfried Director | Award | 2,657 | $0 |
| Jan 2, 2026 | THOMPSON SCOTT L CEO & PRESIDENT | Tax withheld | 39,726 | $3.53M |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Option exercise | 4,198 | $0 |
| Jan 2, 2026 | THOMPSON SCOTT L CEO & PRESIDENT | Option exercise | 100,748 | $0 |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Option exercise | 9,619 | $0 |
| Jan 2, 2026 | Rusing Steven H President & CEO Mattress Firm | Option exercise | 4,043 | $0 |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Tax withheld | 1,392 | $123.5K |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Option exercise | 2,961 | $0 |
| Jan 2, 2026 | Rusing Steven H President & CEO Mattress Firm | Option exercise | 3,476 | $0 |
| Jan 2, 2026 | THOMPSON SCOTT L CEO & PRESIDENT | Tax withheld | 28,239 | $2.51M |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Tax withheld | 4,521 | $401.2K |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Tax withheld | 1,055 | $93.6K |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Tax withheld | 1,974 | $175.2K |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Option exercise | 4,019 | $0 |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Tax withheld | 1,813 | $160.9K |
| Jan 2, 2026 | Rusing Steven H President & CEO Mattress Firm | Option exercise | 4,019 | $0 |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Option exercise | 2,243 | $0 |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Option exercise | 6,508 | $0 |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Option exercise | 14,909 | $0 |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Tax withheld | 1,227 | $108.9K |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Option exercise | 2,609 | $0 |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Tax withheld | 2,070 | $183.7K |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Option exercise | 4,588 | $0 |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Tax withheld | 1,683 | $149.3K |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Tax withheld | 6,822 | $605.4K |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Tax withheld | 1,568 | $139.1K |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Tax withheld | 2,936 | $260.5K |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Option exercise | 3,476 | $0 |
| Jan 2, 2026 | Rusing Steven H President & CEO Mattress Firm | Tax withheld | 1,833 | $162.7K |
| Jan 2, 2026 | Rusing Steven H President & CEO Mattress Firm | Option exercise | 5,547 | $0 |
| Jan 2, 2026 | Rusing Steven H President & CEO Mattress Firm | Tax withheld | 2,530 | $224.5K |
| Jan 2, 2026 | MONTGOMERY DAVID EVP Global Business Strategy | Option exercise | 3,579 | $0 |
| Jan 2, 2026 | Rusing Steven H President & CEO Mattress Firm | Tax withheld | 1,844 | $163.6K |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Tax withheld | 1,824 | $161.9K |
| Jan 2, 2026 | Rao Bhaskar EVP & Chief Financial Officer | Option exercise | 4,043 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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