SGI Q4 2025 Earnings
Reported Feb 17, 2026 at 6:38 AM ET · SEC Source
Q4 25 EPS
$0.66
MISS 1.76%
Est. $0.67
Q4 25 Revenue
$1.87B
MISS 3.23%
Est. $1.93B
vs S&P Since Q4 25
-20.8%
TRAILING MARKET
SGI -15.2% vs S&P +5.5%
Full Year 2025 Results
FY 25 EPS
$1.84
MISS 31.75%
Est. $2.70
FY 25 Revenue
$7.48B
MISS 0.83%
Est. $7.54B
Market Reaction
Did SGI Beat Earnings? Q4 2025 Results
Somnigroup International closed out the fourth quarter of 2025 with a headline miss on both the top and bottom lines, even as the Mattress Firm acquisition reshaped the company's scale in dramatic fashion. The company posted adjusted EPS of $0.66, fa… Read more Somnigroup International closed out the fourth quarter of 2025 with a headline miss on both the top and bottom lines, even as the Mattress Firm acquisition reshaped the company's scale in dramatic fashion. The company posted adjusted EPS of $0.66, falling short of the $0.67 consensus estimate by 1.76%, while revenue of $1.87 billion trailed the $1.93 billion Wall Street expected by 3.23%, despite surging 54.7% year over year. The primary engine behind that growth was the February 2025 close of the Mattress Firm deal, which contributed $892.10 million in quarterly sales and shifted direct sales to 65.2% of net sales from just 26.9% a year earlier, though $269.00 million in intercompany eliminations and over $200 million in acquisition-related charges weighed on reported results. Investors appeared to look past the near-term noise, with shares climbing sharply in the session following results. Management offered 2026 adjusted EPS guidance of $3.00 to $3.40, and set a 2028 target of $5.15, implying a 24% compound annual growth rate, while cautioning that tariff risks and macroeconomic uncertainty could pressure those projections.
Key Takeaways
- • Inclusion of Mattress Firm sales following February 2025 acquisition
- • Realized sales and cost synergies from Mattress Firm combination
- • Expanded international distribution driving 13.4% international sales growth
- • Operational efficiencies and favorable product mix in North America
- • Direct sales as a percent of net sales increased to 65.2% from 26.9%
- • Operating expense leverage across segments
SGI Forward Guidance & Outlook
For full year 2026, Somnigroup expects adjusted EPS between $3.00 and $3.40, representing approximately 19% growth from 2025 adjusted EPS at the midpoint. Longer-term, the company targets mid-single-digit compound annual sales growth and projects adjusted EPS to increase from $2.70 in 2025 to approximately $5.15 by 2028, a compound annual growth rate of 24%. Management noted expectations are subject to risks including new or retaliatory tariffs, a potential U.S. government shutdown, increases in existing tariffs, and macroeconomic uncertainty.
SGI YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
SGI Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are pleased to report record fourth quarter net sales and adjusted EBITDA, along with a 20% increase in adjusted EPS. These results mark a continuation of the strength we displayed throughout the year, as we enhanced our competitive position and executed a successful combination with Mattress Firm.”
— Scott Thompson, Q4 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% |