Somnigroup International

SGI

Market cap $15.2B

Somnigroup earns a Buy rating and $100 price target, driven by its acquisition of Mattress Firm and pending Leggett & Platt deal. SGI is building a soft monopoly, leveraging omnichannel dominance, pricing power, and a robust balance sheet to expand margins by 2027. Q1 results show 12.3% net sales growth, 19.7% adj EBITDA growth, and $186M FCF, reflecting strong operating leverage and acquisition synergies.

Report Examines What Americans Say About Their Sleep and What Smart Bed Data Reveals WASHINGTON, June 30, 2026 /PRNewswire/ -- The National Sleep Foundation® (NSF) today released "Two Views of the Night: Consumer Reported Sleep Insights Paired with Smart Bed Data", a first-of-its-kind report presenting data from NSF's nationally representative survey of U.S. adults and complementary data from more than 190 million nights of in-home sleep of people who sleep on Tempur-Pedic® beds equipped with Sleeptracker-AI® technology. The report shows that most people can still do better on recommended sleep duration – seven to nine hours is the per-night recommendation from NSF.

A new report combining a nationally representative study with more than 190 million nights of sleep data reveals benefits of pairing multiple perspectives on sleep. LEXINGTON, Ky.

From moving season to back-to-school refreshes, shoppers can upgrade their sleep setup for less at Mattress Firm HOUSTON, June 10, 2026 /PRNewswire/ -- Mattress Firm, the largest mattress specialty retailer, is kicking off seasonal savings with its annual July 4th Sale, offering shoppers major deals on mattresses and sleep essentials from top brands like Tempur-Pedic®, Purple®, Dreamcloud PressureSmart™, Kingsdown®, and more. Running now through July 28, the sale is designed to help customers save money and sleep easy™ during some of the busiest moments of the season.

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.

Valvoline was Broyhill's largest contributor in the quarter, as the underlying unit economics are intact, while unit growth, service mix, and price continue moving in the same direction. Honeywell management accelerated the aerospace spin-off to the end of June, leaving behind a pure-play automation business that Broyhill believes is worth meaningfully more than the whole. Large pharma is structurally reliant on IQVIA's clinical trial architecture and proprietary data assets, and Broyhill thinks it is highly unlikely that AI can automate away the FDA approval process.

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

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.

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.

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.