SGI Q3 2025 Earnings
Reported Nov 6, 2025 at 6:37 AM ET · SEC Source
Q3 25 EPS
$0.95
BEAT +11.76%
Est. $0.85
Q3 25 Revenue
$2.12B
vs S&P Since Q3 25
-21.1%
TRAILING MARKET
SGI -13.6% vs S&P +7.5%
Market Reaction
Did SGI Beat Earnings? Q3 2025 Results
Somnigroup International delivered a standout Q3 2025, posting adjusted earnings of $0.95 per share against a consensus estimate of $0.85, a beat of 11.76%, while revenue surged 63.3% year-over-year to $2.12 billion, a record quarter that would have … Read more Somnigroup International delivered a standout Q3 2025, posting adjusted earnings of $0.95 per share against a consensus estimate of $0.85, a beat of 11.76%, while revenue surged 63.3% year-over-year to $2.12 billion, a record quarter that would have been impossible without the February 2025 closing of its Mattress Firm acquisition. That transformative deal fundamentally reshaped the company's revenue mix, with the Mattress Firm segment alone contributing $1.07 billion in net sales and lifting direct sales to 65.2% of total revenue, up from just 24.5% a year earlier. Integration is already yielding results, with management targeting $100 million each in sales and annual run-rate net cost synergies from the combination. The quarter wasn't without friction, as interest expense more than doubled to $69.90 million, reflecting the roughly $4.70 billion debt load carried to finance the deal. Looking ahead, Somnigroup raised its full-year 2025 adjusted EPS guidance to a range of $2.60 to $2.75, citing slightly improving bedding industry trends, though management flagged tariff uncertainty and broader macroeconomic risks as variables to watch.
Key Takeaways
- • Inclusion of Mattress Firm sales following February 2025 acquisition
- • Realized sales and cost synergies from Mattress Firm integration
- • Strong operational execution across all business units
- • Slightly improving bedding industry trends
- • 7.0% growth in third-party retailer sales in North America
- • Expanded distribution driving International segment growth of 10.9%
- • Operational efficiencies and fixed cost absorption improving North America margins
- • Direct sales increased to 65.2% of net sales from 24.5% year-over-year
SGI YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
SGI Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are pleased to report record sales, profits and operating cash flow in the third quarter, driven by strong operational execution across all of Somnigroup's business units, augmented by progress on our acquisition-related sales and cost synergy initiatives. This quarter's strong results were underpinned by slightly improving bedding industry trends. We are encouraged by our success this quarter and are well positioned to further leverage our leading manufacturing and retailing capabilities, trusted brands and broad omni-channel distribution footprint to capitalize on improvements across markets.”
— Scott Thompson, Q3 2025 Earnings Press Release
SGI Earnings Trends
SGI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SGI EPS Trend
Earnings per share: estimate vs actual
SGI Revenue Trend
Quarterly revenue: estimate vs actual
SGI Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 25 MISS FY | $0.67 | $0.66 | -1.76% | $1.87B | -3.23% |
| FY Full Year | $2.70 | $1.84 | -31.75% | $7.48B | -0.83% |
| Q3 25 BEAT | $0.85 | $0.95 | +11.76% | $2.12B | — |
| Q2 25 MISS | $0.69 | $0.53 | -22.97% | $1.88B | -5.74% |
| Q1 25 BEAT | $0.47 | $0.49 | +4.14% | $1.60B | -1.49% |