SGI · NYSE · Furnishings, Fixtures & Appliances

Somnigroup International (SGI)

Makes and sells mattresses through Tempur Sealy, Mattress Firm, Dreams, and wholesale partners.

$64.33
vs last close+0.97 (+1.54%)
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Somnigroup International IncSGI
Consumer Discretionary

Combines Tempur Sealy’s branded and private-label bedding manufacturing with Mattress Firm’s U.S. specialty retail network and Dreams’ U.K. platform. Revenue comes from mattresses, pillows, and accessories sold through wholesale partners, owned stores, and e-commerce, while a decentralized model keeps the manufacturing and multi-brand retail businesses distinct.

Brings branded and private-label bedding manufacturing together with specialty retail through Tempur Sealy, Mattress Firm, and Dreams. Tempur-Pedic, Sealy, and Stearns & Foster anchor the product portfolio, alongside OEM mattresses, pillows, and accessories.

Sells through wholesale partners, owned stores, and e-commerce across more than 100 countries. Mattress Firm is the U.S. retail platform, Dreams serves the U.K., and the two Tempur Sealy segments cover North America and international markets. The decentralized model preserves multi-brand retail while linking design, manufacturing, distribution, and direct sales.

Executes through established premium brands, a broad store network, and multiple routes to consumers. The structure depends on integrating Mattress Firm, maintaining external wholesale relationships, giving third-party brands access within owned retail, and complying with competition law.

Company facts

CEOScott L. Thompson
ListedDec 18, 2003
ExchangeNYSE
HeadquartersDallas, TX
CountryUnited States
Employees19,000
CIK0001206264
ISINUS88023U1016

Market cap$13.33B
EPS (ttm)$2.50
P/E (ttm)25.34
ROE17.1%
P/B4.13
P/S1.75
Dividend yieldDiv yield1.04%
Beta1.43vs XLY 0.65

Price target$97.50+53.9%Average of 11 analysts
ConsensusBuy10 of 11 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 14, 2026StephensUpgrade
Rating: Target:
Rating: OverweightTarget: $80
Sep 14, 2026Stephens & Co.Upgrade
Rating: Equal Weight
Rating: Overweight
Sep 3, 2026Piper SandlerReiterate
Rating: Target: $102
Rating: OverweightTarget: $100
Sep 3, 2026UBSReiterate
Rating: Target: $94
Rating: BuyTarget: $102
Sep 3, 2026JefferiesDowngrade
Rating: Buy
Rating: Hold

Next report
Nov 5, 26
in 44 days
EPS estimate
$1.06
Revenue estimate
$2.43B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.60$0.49$0.53$0.95$0.72$0.59$0.58Pending
Estimate$0.57$0.47$0.51$0.86$0.72$0.57$0.58$1.06
Surprise+5.3%+4.3%+3.9%+10.7%+0.1%+2.8%+0.9%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.21B$1.60B$1.88B$2.12B$1.87B$1.80B$1.82BPending
Estimate$1.18B$1.99B$2.04B$2.06B$1.93B$1.83B$1.88B$2.43B
Surprise+2.2%−19.4%−7.7%+3.0%−3.2%−1.6%−3.0%
Estimate$1.06
ReportedDue Nov 5, 2026
Estimate$2.43B
ReportedDue Nov 5, 2026
View details

Debt to equity198.60%
Current ratio74.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.30B$1.21B$1.60B$1.88B$2.12B$1.87B$1.80B$1.82B
Net income$130.0M$71.9M−$33.1M$99.0M$177.4M$140.8M$104.2M$110.9M
Net margin10.0%6.0%0.0%5.3%8.4%7.5%5.8%6.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$201.8M$127.6M$13.2M$179.9M$311.6M$255.2M$207.6M$201.7M
YoY growth+10.2%+4.7%−90.0%+3.8%+54.4%+100.0%+1,472.7%+12.1%

Balance sheet, Jun 30, 2026Cash & short-term investments $112.0M · Total debt $6.41B · Total assets $11.61B · Shareholders' equity $3.23B

Revenue
$1.82B
Operating income
$201.7M
Net income
$110.9M
View details

Dividend yield
1.04%
Next ex-date
Nov 20, 26
estimated · in 59 days
Annual dividend
$0.66
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26
Dividend$0.13$0.15$0.15$0.15$0.15$0.17$0.17$0.17
Annual yield0.96%0.92%0.87%0.72%0.71%0.75%0.95%1.03%
Ex-dateNov 21Mar 6May 22Aug 21Nov 20Mar 5May 21Aug 20
Payment dateDec 5Mar 20Jun 5Sep 5Dec 4Mar 19Jun 4Sep 3
View details

Institutions107.22%225.54M shares
562 holders · as of Jun 30, 2026
Insiders3.42%7.19M shares
15 holders · as of Aug 28, 2026
Adds to110.64%

210.34M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 110.64%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
FMR LLCInstitution
12.52%26.33Mas of Jun 30, 2026
BlackRock, Inc.Institution
9.14%19.23Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.35%9.16Mas of Jun 30, 2026
Select Equity Group, L.P.Institution
4.23%8.89Mas of Jun 30, 2026
Windacre Partnership LLCInstitution
4.00%8.42Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 27, 2026Scott L. Thompsondirector, officer: CEO & PRESIDENT+30,000$62.84
May 22, 2026Steven H. Rusingofficer: President & CEO Mattress Firm−6,657$66.93
Dec 2, 2025Simon Dyerdirector+32,000$93.40
View details

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