Somnigroup International Inc. (SGI) Stock Price & Analysis
Somnigroup International Inc. (SGI) closed at USD 65.99 on Thursday, October 22, 2026, up 4.96% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 62.87; the Oct 22, 2026 session ranged USD 62.15–66.06 on volume of 2,580,785 shares. Market capitalization is $15.19B, with a 52-week range of USD 60.08–98.56 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SGI.md
Key facts (SGI)
- Last four reported quarters (through Jun 30, 2026): revenue $7.62B, net income $533M (7.0% margin), free cash flow $769M (SEC filings).
- Valuation: P/E 28.5x (avg 33.2x at the last 3 fiscal year-ends), EV/EBITDA 15.6x, net debt $4.30B.
- Earnings quality: non-operating income -$238M vs operating income $951M over the last four quarters; P/E excluding non-operating income ≈21.4x (estimate: non-operating income taxed at the company's 25.2% effective rate).
- 2 of 80 tracked superinvestors hold SGI (13F, Q2 2026): 0 new, 1 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $446K; 1 not under a Rule 10b5-1 plan ($446K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $1.9M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.80 on a 1–5 scale) (10 analysts), mean target USD 92.33 (range 80–105).
- Total return with dividends: 1Y -19.7% vs S&P 500 +14.9%; 5Y +45.1% vs S&P 500 +80.3%.
- Next earnings: 2026-11-09, EPS estimate USD 1.06, revenue estimate $2.43B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SGI)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.93B | $4.92B | $4.93B | $4.93B | $7.48B | $7.62B |
| Gross profit | $2.16B | $2.05B | $1.99B | $2.03B | $3.18B | — |
| Operating income | $912M | $681M | $607M | $634M | $755M | $951M |
| Net income | $625M | $456M | $368M | $384M | $384M | $533M |
| EPS (diluted) | $3.06 | $2.53 | $2.08 | $2.16 | $1.84 | — |
| Free cash flow | $600M | $72.3M | $385M | $569M | $633M | $769M |
| Gross margin | 43.8% | 41.6% | 40.3% | 41.1% | 42.6% | — |
| Operating margin | 18.5% | 13.8% | 12.3% | 12.9% | 10.1% | 12.5% |
| Net margin | 12.7% | 9.3% | 7.5% | 7.8% | 5.1% | 7.0% |
| Revenue growth | +34.1% | -0.2% | +0.1% | +0.1% | +51.6% | — |
| Cash + short-term investments | $301M | $69.4M | $74.9M | $1.71B | $135M | — |
| Total debt | $2.28B | $2.75B | $2.50B | $3.76B | $4.61B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SGI)
P/E 28.5x · P/E ex non-operating (est.) ≈21.4x · P/S 2.0x · EV/EBITDA 15.6x · EV/Sales 2.6x · P/FCF 19.8x · P/B 4.7x · FCF yield 5.06% · Earnings yield 3.51% · Dividend yield (paid, TTM) 0.89% · Net debt $4.30B · EV $19.5B
P/E at fiscal year-ends: Dec 2025 48.6x, Dec 2024 26.3x, Dec 2023 24.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (SGI)
2 of 80 tracked investors hold SGI. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Abrams | Abrams Capital Management | 8.30% | $455M | Unchanged |
| Daniel Loeb | Third Point | 4.34% | $202M | Added +13.2% |
Insider sales (SEC Form 4, open-market, last ~7 months) (SGI)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-22 | Rusing Steven H | President & CEO Mattress Firm | 6,657 | $446K | 2% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (SGI)
1 purchase, $1.9M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-27 | Thompson Scott L | CEO & PRESIDENT | 30,000 | $1.9M | 62.84 | Too little history (no open-market trades in 2023–2025) |
Analysts (SGI)
Consensus Buy (mean 1.80 on a 1–5 scale), 10 analysts; mean target USD 92.33 (low 80, high 105).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-14 | Stephens & Co. | Upgrade | Equal-Weight → Overweight | $66 → $80 |
| 2026-09-03 | Piper Sandler | Target raised | Overweight | $95 → $100 |
| 2026-09-03 | UBS | Target raised | Buy | $94 → $102 |
| 2026-08-07 | UBS | Target lowered | Buy | $105 → $94 |
| 2026-08-07 | Piper Sandler | Target lowered | Overweight | $102 → $95 |
| 2026-08-07 | Truist Securities | Target lowered | Buy | $115 → $100 |
| 2026-07-27 | Morgan Stanley | Initiated | Overweight | $95 |
Total return (dividends reinvested) (SGI)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -19.7% | +45.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -19.8% | +7.7% |
| Volatility (annualized) | 41.5% | 36.3% |
| Max drawdown | -37.1% (Feb 2026→May 2026) | -55.3% (Oct 2021→Jun 2022) |
SGI revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Mattress Firm | $922.2M | 50.6% | -2.8% |
| Tempur Sealy North America | $601.8M | 33.0% | -5.7% |
| Tempur Sealy International | $299.5M | 16.4% | +2.0% |
| Total revenue | $1.82B | 100% | — |
SGI revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $1.45B | 79.7% | -4.5% |
| All other | $370.0M | 20.3% | +3.2% |
| Total revenue | $1.82B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
SGI suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Sealy | “Raw materials for Sealy® and non-branded products consist mainly of polyurethane foam, textiles and steel innerspring components that we purchase from various suppliers.” |
Quoted from the company's 10-K filed Feb 27, 2026.
Companies that name SGI in their SEC reports
| Relationship to SGI | Company | Filing | Sentence |
|---|---|---|---|
| partner | Purple Innovation, Inc. (PRPL) | 10-K Mar 31, 2026 | “Agreement with Mattress Firm (the "MRA Amendment"), a business unit of SGI, which provides that SGI, through its Mattress” |
SGI company outlook (results filed Aug 6, 2026)
- “For the full year 2026, the Company revised its expectations for adjusted EPS (1) to a range of $2.85 to $3.15, which represents an approximate 11% increase from 2025 adjusted EPS (1) at the mid-point of the range.”
- “The Company is unable to reconcile forward‐looking adjusted EPS, a non‐GAAP financial measure, to EPS, its most directly comparable forward‐looking GAAP financial measure, without unreasonable efforts, because the Company is currently unable to predict with a reasonable degree of certainty the type and extent of certain items that would be expected to impact EPS in 2026.”
- “The Company expects the transaction to close by the end of the third quarter of 2026, subject to the satisfaction of customary closing conditions, including approval by Leggett & Platt's shareholders and receipt of applicable regulatory approvals.”
Quoted word-for-word from the SEC 8-K results press release.
SGI analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.06 | $1.12 | -5.5% | $2.43B | 10 |
| Next quarter (ends Dec 2026) | $0.88 | $0.84 | +4.6% | $2.79B | 10 |
| Current fiscal year (ends Dec 2026) | $3.12 | $3.15 | -0.8% | $8.84B | 10 |
| Next fiscal year (ends Dec 2027) | $3.86 | $3.90 | -1.0% | $11.53B | 10 |
SGI options: expected move
Options price a move of about ±12.9% (±$8.50) by Nov 20, 2026, which includes earnings on Nov 9, 2026. Over the last 8 reports the stock moved ±6.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 57.3% | ±12.9% |
| Dec 18, 2026 | 56 | 50.5% | ±15.8% |
| Jan 15, 2027 | 84 | 45.9% | ±17.5% |
| Feb 19, 2027 | 119 | 47.8% | ±21.5% |
| Mar 19, 2027 | 147 | 45.8% | ±22.9% |
| Jun 17, 2027 | 237 | 46.0% | ±28.9% |
30-day implied volatility 55.7% vs 32.8% realized over the last 30 trading days. Put/call ratio (volume) 0.03. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:22 UTC)
| Price | USD 65.99 |
|---|---|
| Change | ▲ 4.96% (up) |
| Previous Close | USD 62.87 |
| Open | USD 62.3 |
| Day Range | USD 62.15 – 66.06 |
| 52-Week Range | USD 60.08 – 98.56 |
| Volume | 2,580,785 shares |
| Market Cap | $15.19B |
| Exchange | NYQ |
Technical Analysis (SGI)
Nexqual's technical model rates SGI "NEUTRAL" based on 4 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:22 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 54.47 (neutral) |
| vs SMA50 | Above (USD 64.36) |
| MACD | -0.12 (negative) |
Analyst Ratings (SGI)
Wall Street analysts rate SGI "Buy" based on 10 analysts, with a mean price target of USD 92.33 (range USD 80–105), per Nexqual as of October 23, 2026 at 09:22 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 92.33 |
| High Target | USD 105 |
| Low Target | USD 80 |
| Buy / Hold / Sell | 10 / 0 / 0 |
Earnings (SGI)
| Next Earnings Date | 2026-11-09 |
|---|---|
| EPS Estimate | USD 1.06 |
| Revenue Estimate | $2.43B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.58 vs est 0.58 ▲ beat |
| 2026-03-31 | USD 0.59 vs est 0.57 ▲ beat |
| 2025-12-31 | USD 0.72 vs est 0.72 ▲ beat |
| 2025-09-30 | USD 0.95 vs est 0.86 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financials & Fundamentals (SGI)
| Total Revenue | $7.62B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -3.00% |
| Gross Margin | +44.73% |
| Operating Margin | +11.13% |
| Profit Margin | +7.00% |
| ROE | +17.52% |
| Debt / Equity | 1.98 |
| Current Ratio | 0.75 |
| Total Cash | $112.00M |
| Total Debt | $6.41B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $769.00M (10.1% of revenue) |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financial Health Score (SGI)
Nexqual rates Somnigroup International Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:22 UTC.
| Growth | Strong — Revenue +52% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 45%, operating 11% (last 12 months) |
| Balance Sheet | Critical — $112M cash and investments vs $4.41B debt (Jun 2026, SEC) |
| Cash Flow | Solid — FCF $769M (last 4 quarters to Jun 2026, SEC), 10% margin |
| Efficiency | Solid — ROE 18%, ROA 5.5% |
Ownership (SGI)
| Insider Ownership | +3.10% |
|---|---|
| Institutional Ownership | +97.68% |
| Shares Outstanding | 230.24M |
| Float | 187.51M |
| Short % of Float | +9.68% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Leadership (SGI)
Somnigroup International Inc. is led by Scott L. Thompson, Chairman of the Board, CEO & President, per Nexqual as of October 23, 2026 at 09:22 UTC.
| Chairman of the Board, CEO & President | Scott L. Thompson |
|---|---|
| Executive VP & CFO | Bhaskar Rao |
| Executive Vice President of Business Development | David Montgomery |
| President & CEO Mattress Firm | Steven H. Rusing |
| Executive VP & Chief Marketing Officer | Thomas A. Murray |
Major Backers & Investors (SGI)
Notable institutional backers of Somnigroup International Inc. include FMR, LLC, Select Equity Group LP, Windacre Partnership LLC, according to Nexqual as of October 23, 2026 at 09:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 12.51% |
| Select Equity Group LP | 4.23% |
| Windacre Partnership LLC | 4% |
| Linonia Partnership LP | 3.15% |
| Browning West Lp | 3.03% |
| Abrams Capital Management, L.P. | 2.76% |
| Fidelity | 2.74% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 9.14% |
| Vanguard Group | 8.26% |
| State Street | 3.46% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
From Somnigroup International Inc.'s Latest SEC 10-K Filing (filed 2026-02-27)
Key Strengths & Strategy (as disclosed to the SEC)
- Our portfolio includes the most highly recognized brands in the industry, including Tempur-Pedic®, Sealy® and Stearns & Foster®, and our global omni-channel platform enables us to meet consumers wherever they shop, offering a personal connection and innovation to provide a unique retail experience and tailored solutions.
- Our proprietary Tempur material precisely adapts to the shape, weight and temperature of the consumer and creates fewer pressure points, reduces motion transfer and provides personalized comfort and support. •Stearns & Foster® - The Stearns & Foster brand offers our consumers high quality mattresses built by certified craftsmen who have been specially trained.
Legal & Regulatory Risks (Item 1A, quoted)
- We are subject to various regulatory requirements, including, but not limited to, trade, environmental, health and safety requirements, any violation of which may require costly expenditures and expose us to liability.
- We may face exposure to product liability claims and premises liability claims, which could reduce our liquidity and profitability and reduce consumer confidence in our products.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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| MHK | Mohawk Industries, Inc. | USD 128.7 | ▲ 9.03% |
| SN | SharkNinja, Inc. | USD 199.16 | ▲ 0.8% |
| ALH | Alliance Laundry Holdings Inc. | USD 21.44 | ▲ 0.52% |
| HNI | HNI Corporation | USD 48.21 | ▲ 6.99% |
| TILE | Interface, Inc. | USD 36.51 | ▲ 4.11% |
| WHR | Whirlpool Corporation | USD 28.8 | ▲ 8.56% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:22 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt