Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$14.0B
210M shares
52-week range
$60.39 – $98.56
20% from low
Sector
HOUSEHOLD FURNITURE
Exchange
NYSE
CS
P/S (TTM)
1.9
EV / FCF (TTM)
27.0
Somnigroup International Inc is a bedding company, dedicated to improving people's lives through good sleep. With superior capabilities in design, manufacturing, distribution and retail, It delivers breakthrough sleep solutions and serves the evolving needs of consumers in more than 100 countries world-wide through its fully-owned businesses Mattress Firm, Tempur Sealy North America and Tempur Sealy International. The company's portfolio includes the brand such as Tempur-Pedic, Sealy and Stearns & Foster, and its Multinational omnichannel platform enables the company to meet consumers wherever shop, offering a personal connection and innovation to provide a retail experience and tailored solutions.
www.somnigroup.comNo one on the platform currently holds SGI.
| Institution | Shares | Reported |
|---|---|---|
| Third Point LLCas of 2026-03-31 | 2,270,769 | $167.9M |
| Renaissance Technologiesas of 2026-03-31 | 494,100 | $36.5M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-20 | $0.1700 | 2026-09-03 |
| 2026-05-21 | $0.1700 | 2026-06-04 |
| 2026-03-05 | $0.1700 | 2026-03-19 |
| 2025-11-20 | $0.1500 | 2025-12-04 |
| 2025-08-21 | $0.1500 | 2025-09-05 |
| 2025-05-22 | $0.1500 | 2025-06-05 |
| 2025-03-06 | $0.1500 | 2025-03-20 |
No one on the platform has traded SGI yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 7.0% | 14.2% | — | — | — | |
| Rev. Growth % | 51.6% | 15.3% | ||||
| Profit Margin % | 5.1% | 8.5% | 3.2% | |||
| Free Cash Flow Margin % | 8.5% | 8.3% | 14.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +10.4% on the P/E track.
At today's price, your expected annual return is +15.9% on the P/E track.
At today's price, your expected annual return is +20.7% on the P/E track.
| 58,937 |
| $3.2M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $8.9B | +17.5% | $3.09 | $3.04–$3.14 | 22.1× | 5 |
| 2027 | $11.6B | +31.1% | $3.81 | $3.69–$3.89 | 17.9× | 5 |
| 2028 | $12.1B | +4.0% | $4.89 | $4.63–$5.05 | 13.9× | 3 |
| 2029 | $12.3B | +2.0% | $5.75 | $5.64–$5.91 | 11.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.57 | $0.58 | +0.9% |
| 2026-05-07 | $0.57 | $0.59 | +2.8% |
| 2026-02-17 | $0.72 | $0.72 | +0.1% |
| 2025-11-06 | $0.86 | $0.95 | +10.7% |
| 2025-08-07 | $0.51 | $0.53 | +3.9% |
| 2025-05-08 | $0.47 | $0.49 | +4.3% |
| 2025-02-20 | $0.57 | $0.60 | +5.3% |
| 2024-11-07 | $0.81 |
| $0.82 |
| +1.2% |
| $41.3B |
| — |
| KOFCoca-Cola FEMSA, S.A.B. de C.V. | $112.01 | +1.17% | $23.5B | — |
| MKCMcCormick & Company, Incorporated | $50.39 | -1.81% | $13.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
On watch for me, from the Top Tier Newswire AI model, these names haven't ran yet and are fresh candidates: $SGI $VRNS $ASND $LTGO
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$SGI good entry point. The CEO's buy was a deliberate, timed decision, not an automatic pre-scheduled purchase (one day after the Leggett & Platt deal close). What makes this a genuinely stronger signal than a typical CEO buy: he had all the info about how the integration would actually be structured the moment the deal closed, and chose that exact moment to add. This isn't a super fire hot AI company but man this will sneak up and appreciate.
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$SGI CEO purchased 30,000 shares at $62.84 for a total of $1,885,314. THOMPSON SCOTT L now owns 4,123,634 shares. https://ceo-buys.com
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S&P Global Ratings upgraded Somnigroup International to BB+ from BB, citing lower leverage following the Mattress Firm integration. Adjusted leverage fell to 3.5x from about 3.8x pro forma, while Q2 sales declined 3% but adjusted EBITDA rose more than 15% on synergies, operational efficiencies and product mix. S&P expects roughly 2% sales growth and leverage of about 3.2x in FY2026. Somnigroup expects $65 million in cost synergies. Its planned $2.5 billion all-stock acquisition of Leggett & Platt is expected to be leverage-neutral and create a vertically integrated bedding company with about $11 billion in sales and $2 billion in adjusted EBITDA. The agency assigned a positive outlook, with another upgrade possible if Somnigroup successfully integrates Leggett & Platt and keeps leverage below 4x. $LEG $SGI
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https://www.marketbeat.com/earnings/reports/2026-8-6-somnigroup-international-inc-stock/ $SGI Somnigroup International Earnings Transcript
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$PRPL $SGI had a record 2Q despite "a tough environment". I suspect the same will be true for Purple 💜.
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$SGI reported 0.58 EPS and 1,824 revenue for Q2. http://www.estimize.com/intro/sgi?chart=historical&metric_name=eps&utm_content=SGI&utm_med
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$SGI Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.53 up 12.77% YoY • Reported revenue of $1.82B down -3.05% YoY • Somnigroup International Inc. revised its full year 2026 expectations for adjusted EPS to a range of $2.85 to $3.15, representing an approximate 11% increase from 2025 adjusted EPS at the mid-point.
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NOTABLE OPTIONS FLOW ALERT Unusual activity showing up on the tape: $ALAB 400C 8/21 exp $6.2M premium | Avg $10.67 $DHT 18C 8/21 exp $533K premium | Avg $0.92 $SGI 70C 9/18 exp $1.9M premium | Avg $5.65 $CRSP 75C 1/15 exp $600K premium | Avg $3.05 $WULF 18P 9/18 exp $3.5M premium | Avg $2.25 Big money positioning is always worth watching. If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make… Head to my profile.
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US mattress search interest broke out in spring 2026, and it rhymes with 2020. My prediction… the news shock kept people home, attention turned indoors, and spending rotated toward the house for a short period. $PRPL Purple peaked at an index of 80 in April, 31% above its May 2020 COVID high and 4.6x its 2025 baseline, reversing five straight years of decline in a single quarter. Sleep Number, Saatva, $SGI Tempur and Casper all moved with it. Q2 earnings are still unreleased across the group. Whether this is new demand or demand pulled forward, the quarter is unlikely to print where consensus sits.
View on StockTwits ↗Wall St is expecting 0.58 EPS for $SGI Q2 [Reporting 08/06 BMO] http://www.estimize.com/intro/sgi?chart=historical&metric_name=eps&utm_cont
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$SGI | Morgan Stanley Initiates Somnigroup at Overweight with $95 PT on Consolidation and Market Share Gains Morgan Stanley stays bullish as industry consolidation, synergies, and cash generation drive continued upside. 🔹 Follow @tenet_research for more analyst insights on other tickers.
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$SGI Current Stock Price: $78.59 Contracts to trade: $80.0 SGI Jul 17 2026 Call Entry: $2.35 Exit: $3.43 ROI: 46% Hold ~24 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.