Somnigroup International Inc.SGI
NYSE•Consumer Cyclical•Furnishings, Fixtures & Appliances
Somnigroup International Inc., together with its subsidiaries, designs, manufactures, distributes, and retails bedding products in the United States and internationally. It provides mattresses, foundations and adjustable foundations, and adjustable bases, as well as other products comprising pillows and other accessories under the Tempur-Pedic, Sealy, Stearns & Foster, and Sleepy's brands. The company operates a portfolio of retail brands, including Mattress Firm, Dreams, Tempur-Pedic retail stores, and SOVA; and licenses Sealy, Tempur, and Stearns & Foster brands, as well as technology and trademarks to other manufacturers. It sells its products through company-owned stores, online, and call centers; and third-party retailers, including third party distribution, hospitality, and healthcare. The company was formerly known as Tempur Sealy International, Inc. and changed its name to Somnigroup International Inc. in February 2025. The company was founded in 1846 and is based in Dallas, Texas.
Somnigroup International Inc. (SGI) reported trailing twelve months revenue of $7.67B as of March 2026, a 43.5% increase year-over-year. Quarterly revenue reached $1.80B, reflecting continued top-line momentum.
Somnigroup International Inc. generated $521.40M in TTM net income, with quarterly EBITDA of $259.60M. The operating margin expanded from 0.8% to 10.4%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (10.4%) and net margin (5.8%) indicates tight cost control with minimal non-operating drag. Net margin has improved from -2.1% a year ago, signaling stronger bottom-line efficiency.
SGI trades at a P/E of 28.0x (in line with broad market averages) and a P/S of 1.9x. The price-to-book ratio of 4.6x reflects a moderate premium to book value.
The company generated $186.00M in free cash flow over the trailing twelve months, a 125.7% increase year-over-year, indicating cash generation ability. The balance sheet shows $11.54B in total assets with $4.44B in long-term debt against $3.15B in stockholders equity for a debt-to-equity ratio of 1.4. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are expanding at ~11.1%, suggesting durable pricing power and cost discipline.
ROE averages 35.9% but has fluctuated — the competitive advantage may be cyclical or emerging.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
TTM revenue has grown consistently (7 of 7 quarters up), with ~57.5% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~12.0% — no sign of cost or pricing stress.
FCF covers net income by 1.0x on average — earnings are well-supported by cash generation.
D/E ratio is 1.4 — conservative capital structure with low financial risk.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares outstanding increased 21.1% — significant dilution, likely from stock compensation or capital raises.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation