Somnigroup International

SGI

Market cap $18.8B

Somnigroup International's Pullback Doesn't Represent An Opportunity (Rating Downgrade)

Somnigroup International Inc. (SGI) Q4 2025 Earnings Call Transcript

Although the revenue and EPS for Somnigroup International (SGI) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Somnigroup International (SGI) came out with quarterly earnings of $0.72 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.6 per share a year ago.

DALLAS, Feb. 17, 2026 /PRNewswire/ -- Somnigroup International Inc. (NYSE: SGI, "Company" or "Somnigroup") today announced that its Board of Directors has declared a first quarter cash dividend on its common stock of $0.17 per share. The dividend is payable on March 19, 2026, to shareholders of record as of March 5, 2026.

Fourth Quarter 2025 Consolidated Sales Growth of 55% Fourth Quarter EPS Growth of 65% and Adjusted EPS(1) Growth of 20% Strong Fourth Quarter Operating Income Growth of 94% Increased Quarterly Cash Dividend 13% to $0.17 per share DALLAS, Feb. 17, 2026 /PRNewswire/ -- Somnigroup International Inc. (NYSE: SGI, "Company") announced financial results for the fourth quarter and year ended December 31, 2025 and issued financial guidance for the full year 2026. FOURTH  QUARTER 2025 FINANCIAL SUMMARY Total net sales increased 54.7% to $1,868.4 million as compared to $1,207.9 million in the fourth quarter of 2024, primarily driven by the inclusion of $892.1 million of Mattress Firm sales, offset by the accounting elimination of $269.0 million of sales from the Tempur Sealy North America segment to the Mattress Firm segment.

Get a deeper insight into the potential performance of Somnigroup International (SGI) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

-  Executive Leadership to Discuss Strategic Vision and Growth Opportunities DALLAS, Feb. 5, 2026 /PRNewswire/ -- Somnigroup International Inc. (NYSE: SGI, "Company" or "Somnigroup") will host an Investor Day on Wednesday, March 4, 2026 at the New York Stock Exchange and via live webcast beginning at 8 a.m. ET and concluding at 12:00 p.m.

Among our top contributors in Q4 were Argenx, Lam Research and Insmed. Among our biggest detractors in Q4 were Oracle, Netflix and BAE Systems. During the quarter, we initiated new positions in RTX (Raytheon), Capital One and Somnigroup. In addition to Insmed and BAE, we also added to L3Harris, a global aerospace and defense company.

Leggett & Platt has opened the door to a possible takeover by Somnigroup International despite knocking back the bedding company's roughly $1.63 billion offer as too low.