Somnigroup International
Makes and sells mattresses through Tempur Sealy, Mattress Firm, Dreams, and wholesale partners.
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Profile
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
Categories
Key statistics
Year to date −27.4% · Average volume (30d) 3.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Raymond James | Target | $95 | $90 | ||
| Aug 7, 2026 | UBS | Reiterate | Buy | $105 | $94 | |
| Aug 6, 2026 | Truist Financial | Target | $100 | |||
| Aug 4, 2026 | Piper Sandler | Reiterate | Overweight | $70 | $102 | |
| Jul 26, 2026 | Morgan Stanley | Initiate | Overweight | $95 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.58 | $0.58 | +0.9% | $1.88B | $1.82B | −3.0% | −6.77% |
| May 7, 2026Q1 FY26 | $0.57 | $0.59 | +3.5% | $1.83B | $1.80B | −1.6% | −1.92% |
| Feb 17, 2026Q4 FY25 | $0.72 | $0.72 | +0.1% | $1.93B | $1.87B | −3.2% | +2.67% |
| Nov 6, 2025Q3 FY25 | $0.86 | $0.95 | +10.7% | $2.06B | $2.12B | +3.0% | +2.55% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.60B | $1.88B | $2.12B | $1.87B | $1.80B | $1.82B | |
| Gross profit | $580.5M | $827.2M | $952.8M | $839.4M | $785.6M | $817.2M | |
| Operating income | $13.2M | $179.9M | $311.6M | $255.2M | $207.6M | $201.7M | |
| Net income | −$33.1M | $99.0M | $177.4M | $140.8M | $104.2M | $110.9M | |
| Diluted EPS | −$0.17 | $0.47 | $0.83 | $0.66 | $0.49 | $0.52 | |
| Gross margin | 36.2% | 44.0% | 44.9% | 44.9% | 43.6% | 44.8% | |
| Operating margin | 0.8% | 9.6% | 14.7% | 13.7% | 11.5% | 11.1% |
Fiscal years (4-quarter sums)FY13 $666.7M · FY14 $516.2M · FY15 $549.5M · FY24 $4.93B · FY25 $7.48B
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $112.0M · Total debt $6.41B · Total assets $11.61B · Shareholders' equity $3.23B
Dividends
Raised for 4 straight years — most recently to $0.17 from $0.15 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 20, 2026 | Aug 20 | Sep 3 | $0.17 | |
| May 21, 2026 | May 21 | Jun 4 | $0.17 | |
| Mar 5, 2026 | Mar 5 | Mar 19 | $0.17 | raised from $0.15 |
| Nov 20, 2025 | Nov 20 | Dec 4 | $0.15 | |
| Aug 21, 2025 | Aug 21 | Sep 5 | $0.15 | |
| May 22, 2025 | May 22 | Jun 5 | $0.15 | |
| Mar 6, 2025 | Mar 6 | Mar 20 | $0.15 | raised from $0.13 |
| Nov 21, 2024 | Nov 21 | Dec 5 | $0.13 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 210.37M · Float 187.39M · 89.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 26.33M | 12.51% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 19.23M | 9.14% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 9.16M | 4.35% | 13F | Aug 13, 2026 |
| Select Equity Group, L.P. | 8.89M | 4.23% | 13F | Aug 14, 2026 |
| Windacre Partnership LLC | 8.42M | 4.00% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Scott L. Thompson | director, officer: CEO & PRESIDENT | +30,000 | $62.84 |
| May 22, 2026 | Steven H. Rusing | officer: President & CEO Mattress Firm | −6,657 | $66.93 |
| Dec 2, 2025 | Simon Dyer | director | +32,000 | $93.40 |
| Sep 5, 2025 | Cathy R. Gates | director | −6,016 | $86.85 |
Peers
- Purple Innovation
Gel-grid mattresses and sleep products sold through omnichannel retail
- Wayfair
Online home-goods retailer overlapping in mattresses and bedroom products
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Somnigroup International | $65.37 | +1.52% | $13.54B | 25.7 | 19.6 | 1.8 | −3.1% |
| Purple Innovation | $4.28 | −0.47% | $18.6M | — | — | 0.0 | −6.5% |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| Median | — | 30.7 | 0.6 | +0.5% |