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Somnigroup

SGI Q4 2025 Earnings

Reported Feb 17, 2026 at 6:38 AM ET · SEC Source

Q4 25 EPS

$0.66

MISS 8.30%

Est. $0.72

Q4 25 Revenue

$1.87B

MISS 3.23%

Est. $1.93B

vs S&P Since Q4 25

-27.6%

TRAILING MARKET

SGI -19.0% vs S&P +8.6%

Full Year 2025 Results

FY 25 EPS

$1.84

MISS 31.75%

Est. $2.70

FY 25 Revenue

$7.48B

MISS 0.83%

Est. $7.54B

Market Reaction

Did SGI Beat Earnings? Q4 2025 Results

Somnigroup International closed out the fourth quarter of 2025 with a headline miss on both the top and bottom lines, even as the Mattress Firm acquisition reshaped the company's scale in dramatic fashion. The company posted adjusted EPS of $0.66, fa… Read more Somnigroup International closed out the fourth quarter of 2025 with a headline miss on both the top and bottom lines, even as the Mattress Firm acquisition reshaped the company's scale in dramatic fashion. The company posted adjusted EPS of $0.66, falling short of the $0.67 consensus estimate by 1.76%, while revenue of $1.87 billion trailed the $1.93 billion Wall Street expected by 3.23%, despite surging 54.7% year over year. The primary engine behind that growth was the February 2025 close of the Mattress Firm deal, which contributed $892.10 million in quarterly sales and shifted direct sales to 65.2% of net sales from just 26.9% a year earlier, though $269.00 million in intercompany eliminations and over $200 million in acquisition-related charges weighed on reported results. Investors appeared to look past the near-term noise, with shares climbing sharply in the session following results. Management offered 2026 adjusted EPS guidance of $3.00 to $3.40, and set a 2028 target of $5.15, implying a 24% compound annual growth rate, while cautioning that tariff risks and macroeconomic uncertainty could pressure those projections.

Key Takeaways

  • • Inclusion of Mattress Firm sales following February 2025 acquisition
  • • Realized sales and cost synergies from Mattress Firm combination
  • • Expanded international distribution driving 13.4% international sales growth
  • • Operational efficiencies and favorable product mix in North America
  • • Direct sales as a percent of net sales increased to 65.2% from 26.9%
  • • Operating expense leverage across segments
24/7 Wall St

SGI YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

SGI Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“We are pleased to report record fourth quarter net sales and adjusted EBITDA, along with a 20% increase in adjusted EPS. These results mark a continuation of the strength we displayed throughout the year, as we enhanced our competitive position and executed a successful combination with Mattress Firm.”

— Scott Thompson, Q4 2025 Earnings Press Release

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