Analyst Consensus ?
ConsensusBuy12 ratings
Bullish1191.7%
Neutral18.3%
Bearish00.0%
Somnigroup International Inc · SGI · FY2025 Q3 · Calendar Q4 2025
Somnigroup raises 2025 EPS outlook as Mattress Firm synergies build
The call supports a case for continued earnings growth through Mattress Firm integration, brand mix gains, international expansion and product launches. That support is tempered by a flat U.S. bedding market, tariff exposure, leverage and execution demands; sustained growth depends on converting synergies and demand into durable results.
Why did SGI rise 11.8% after beating EPS estimates in FY2025 Q3?
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Reported Before market openNYSEConsumer Cyclical
$14.45B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.95
Consensus $0.86
EPS surprise
+10.7%
Reported versus consensus
Reported revenue
$2.12B
Consensus $2.06B
Revenue surprise
+3.0%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+11.8%
Event window
SPY move
-1.1%
Same window
Abnormal move
+12.9%
Stock minus SPY
Volume
2.5×
Versus trailing sessions
Subsequent drift
+3.2%
Up to 20 sessions
SGISPY benchmark
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Why did SGI rise 11.8% after beating EPS estimates in FY2025 Q3?What changed in SGI's guidance and outlook in FY2025 Q3?Give me the bull and bear case for SGI after FY2025 Q3 earnings.
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Transcript intelligence
What changed
Management again raised its 2025 EPS outlook, with the current call analysis citing a $2.60–$2.75 range versus $2.40–$2.70 in the prior-quarter analysis. The current analysis highlights Mattress Firm integration and higher Tempur-Sealy share of sales as key growth contributors, while the prior call had emphasized record sales and an expected 2025 synergy benefit.
Guidance delta
Raised: the supplied current-quarter analysis gives 2025 adjusted EPS guidance of $2.60–$2.75, compared with $2.40–$2.70 in the supplied prior-quarter analysis. Management tied the outlook to higher Mattress Firm brand share and continuing synergies.
Key takeaways
- Mattress Firm integration is driving sales and cost synergies, with Tempur-Sealy expected to represent a mid-50% share of Mattress Firm sales.
- International growth and Sealy Posturepedic product activity are among the demand supports cited in the analysis.
- Management raised 2025 adjusted EPS guidance, but the U.S. bedding market was described as flat and tariff costs remain a concern.
Management priorities
- Complete the Tempur brand-wall rollout across Mattress Firm stores and execute the planned store-refresh program.
- Realize Mattress Firm revenue and cost synergies while expanding Tempur-Sealy brand share.
- Manage tariff costs through pricing and maintain planned debt reduction and shareholder-return priorities.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$62.01Current
$80Low
$93.7Average
$106High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 11, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Nov 10, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Nov 10, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Nov 10, 2026 |
| Stephens & Co. | Overweight | Equal Weight | Upgrade | Sep 14, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Sep 3, 2026 |
| Truist Securities | Buy | Buy | Maintain | Aug 7, 2026 |
| B of A Securities | Buy | Buy | Maintain | Apr 14, 2026 |
| Jefferies | Buy | Hold | Upgrade | Mar 26, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Oct 13, 2025 |
| Raymond James | Strong Buy | Strong Buy | Maintain | Mar 11, 2025 |
| William Blair | Outperform | Market Perform | Upgrade | Feb 5, 2025 |
| Wedbush | Outperform | Neutral | Upgrade | Feb 3, 2025 |
Named analyst price targets
Upside is calculated against the persisted current price $62.01. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Raymond James | Bobby Griffin | $80 | $62.8 | +29.0% | Oct 20, 2026 |
| Stephens | Jeff Lick | $80 | $66.76 | +29.0% | Sep 14, 2026 |
| Piper Sandler | Analyst unavailable | $100 | $67.82 | +61.3% | Sep 3, 2026 |
| UBS | Analyst unavailable | $102 | $67.82 | +64.5% | Sep 3, 2026 |
| Raymond James | Analyst unavailable | $90 | $64.38 | +45.1% | Aug 7, 2026 |
| UBS | Dan Silverstein | $94 | $64.49 | +51.6% | Aug 7, 2026 |
| Truist Financial | Keith Hughes | $100 | $64.87 | +61.3% | Aug 6, 2026 |
| Piper Sandler | Analyst unavailable | $102 | $68.43 | +64.5% | Aug 4, 2026 |
| Morgan Stanley | Pedro Gil | $95 | $71.56 | +53.2% | Jul 27, 2026 |
| UBS | Dan Silverstein | $105 | $69.1 | +69.3% | May 8, 2026 |
| Raymond James | Analyst unavailable | $95 | $69.92 | +53.2% | May 8, 2026 |
| UBS | Analyst unavailable | $110 | $75.76 | +77.4% | Apr 30, 2026 |
| Wolfe Research | Analyst unavailable | $106 | $83.16 | +70.9% | Mar 5, 2026 |
| UBS | Analyst unavailable | $115 | $87.78 | +85.5% | Feb 18, 2026 |
| Jefferies | Analyst unavailable | $90 | $87.78 | +45.1% | Feb 17, 2026 |
| UBS | Dan Silverstein | $122 | $93.74 | +96.7% | Feb 12, 2026 |
| Piper Sandler | Analyst unavailable | $70 | $54.94 | +12.9% | Mar 13, 2025 |
Track every rating change on SGI the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationSomnigroup International Inc., operating as Somni, leads the field in advanced sleep technology and holistic wellness solutions. They engineer groundbreaking products specifically designed to elevate sleep quality. Their approach seamlessly integrates scientifically validated methods, intelligent technology, and data-driven insights to optimize sleep patterns and foster overall well-being.
Historical context
All SGI earningsConsumer Cyclical peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ONON On Holding AG | FY2026 Q3 · Calendar Q4 2026 | +39.9% | -7.5% | On Holding pairs record Q3 performance with execution demands |
| SE Sea Limited | FY2026 Q3 · Calendar Q4 2026 | -5.1% | -1.5% | Sea Q3: Revenue and EBITDA Grow as Shopee Momentum Moderates |
| DKNG DraftKings Inc. | FY2026 Q3 · Calendar Q4 2026 | -29.2% | -23.4% | DraftKings Q3 growth meets lower FY2026 revenue outlook |
Latest beats and misses
Who reports nextBeat on EPS
- VGFY2026 Q3 · November 10, 2026+92.7% EPS+1.7% move
- TDGFY2026 Q4 · November 10, 2026+1.9% EPS+0.5% move
- ONONFY2026 Q3 · November 10, 2026+39.9% EPS-7.5% move
- CRWVFY2026 Q3 · November 10, 20260.0% EPS-0.5% move
- OXYFY2026 Q3 · November 9, 2026+30.8% EPS+2.0% move
- MGREFY2026 Q3 · November 9, 2026+8.1% EPS+0.6% move
Missed on EPS
- EMBJFY2026 Q3 · November 10, 2026-49.4% EPS+7.0% move
- VODFY2027 Q2 · November 10, 2026-72.8% EPS-1.2% move
- SEFY2026 Q3 · November 10, 2026-5.1% EPS-1.5% move
- BAPFY2026 Q3 · November 9, 2026-2.6% EPS+3.3% move
- JBSFY2026 Q3 · November 9, 2026-28.6% EPS-5.5% move
- CIBFY2026 Q3 · November 9, 2026-10.1% EPS-4.0% move
Get the SGI recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-11T10:40:45.846622+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-11T10:40:45.843571+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-11. For educational purposes only; not investment advice.