Analyst Consensus ?
ConsensusBuy12 ratings
Bullish1191.7%
Neutral18.3%
Bearish00.0%
Somnigroup International Inc · SGI · FY2026 Q3 · Calendar Q4 2026
Somnigroup posts record Q3, maintains FY outlook amid ERP disruption
Somnigroup’s record Q3 and maintained FY 2026 guidance point to resilience despite a cautious consumer environment. The case depends on executing the Dreams ERP recovery, capturing Leggett & Platt integration benefits, and offsetting transportation and commodity costs; reported EPS and revenue were below the supplied consensus estimates.
Why did SGI rise 3.3% after missing EPS estimates in FY2026 Q3?
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Reported Before market openNYSEConsumer Cyclical
$15.26B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.04
Consensus $1.05
EPS surprise
-1.0%
Reported versus consensus
Reported revenue
$2.35B
Consensus $2.43B
Revenue surprise
-3.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+3.3%
Event window
SPY move
+2.4%
Same window
Abnormal move
+0.9%
Stock minus SPY
Volume
2.5×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
SGISPY benchmark
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Why did SGI rise 3.3% after missing EPS estimates in FY2026 Q3?What changed in SGI's guidance and outlook in FY2026 Q3?Give me the bull and bear case for SGI after FY2026 Q3 earnings.
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Transcript intelligence
What changed
The supplied analysis describes record Q3 performance and a maintained FY 2026 outlook, following a prior-quarter guidance reduction. It also identifies a Dreams ERP implementation disruption, estimated in the analysis at a $50 million sales loss and $25 million EBITDA impact, with normalization expected in Q1 2027. The Leggett & Platt acquisition is described as closed in August 2026.
Guidance delta
Management maintained FY 2026 guidance. The supplied Q3 materials do not state the current guidance range; the prior-quarter analysis described guidance as lowered.
Key takeaways
- The supplied scorecard reports EPS of $1.04 versus a $1.05 estimate and revenue of $2.3508 billion versus a $2.425707 billion estimate.
- The transcript analysis characterizes Q3 performance as a record despite a cautious consumer environment.
- Leggett & Platt expands the manufacturing footprint; management highlighted further supply-chain integration and synergies.
- The Dreams ERP rollout disrupted sales and margins; the analysis says normalization is expected in Q1 2027.
Management priorities
- Integrate Leggett & Platt components and pursue associated synergies.
- Resolve the Dreams ERP disruption and normalize operations.
- Advance planned premium product launches, including Tempur-Pedic Breeze and a Stearns & Foster collection.
- Expand Mattress Firm stores modestly and continue store and brand-wall improvements.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$62.03Current
$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 $62.03. 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 | +61.2% | Sep 3, 2026 |
| UBS | Analyst unavailable | $102 | $67.82 | +64.4% | Sep 3, 2026 |
| Raymond James | Analyst unavailable | $90 | $64.38 | +45.1% | Aug 7, 2026 |
| UBS | Dan Silverstein | $94 | $64.49 | +51.5% | Aug 7, 2026 |
| Truist Financial | Keith Hughes | $100 | $64.87 | +61.2% | Aug 6, 2026 |
| Piper Sandler | Analyst unavailable | $102 | $68.43 | +64.4% | 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 | +77.3% | Apr 30, 2026 |
| Wolfe Research | Analyst unavailable | $106 | $83.16 | +70.9% | Mar 5, 2026 |
| UBS | Analyst unavailable | $115 | $87.78 | +85.4% | 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 | +12.8% | Mar 13, 2025 |
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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 · 2026-11-10T00:13:39.658012+00:00
- FN2 earnings calendar · 2026-11-10T01:23:14.443147+00:00
- Polygon adjusted daily market bars · 2026-11-10T12:30:47.838205+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-10T12:30:47.835515+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 2026-11-10. For educational purposes only; not investment advice.