Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

SOMNIGROUP INTERNATIONAL INC.
Next earnings Aug 5, 2026 (before open) · consensus $0.57 EPS, $1.90B rev
Last earnings -10.1% on 2026-05-07
Somnigroup's Mattress Firm deal made it the world's biggest bedding company, but it also lifted debt to $4.61B and EPS still fell — and 40x earnings prices perfection.
Sources: SEC EDGAR (CIK 0001206264, latest 10-Q filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:45:24 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Fundamentals and price both look middling — no strong edge either way.
Somnigroup (the renamed Tempur Sealy) closed its transformative Mattress Firm acquisition on February 5, 2025, vertically integrating the leading U.S. bedding manufacturer with the largest U.S. specialty mattress retailer. The deal dominates the financials: revenue surged 51.6% to $7.48B (after holding flat near $4.9B for four straight years), gross profit jumped 57.0% to $3.18B, and total assets nearly doubled (+94.0%) to $11.6B. The company now operates 2,852 owned stores across three segments and reaches consumers in over 100 countries with Tempur-Pedic, Sealy and Stearns & Foster — a genuinely stronger competitive position and an omni-channel moat in a fragmented industry.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $4.93B | $4.92B | $4.93B | $4.93B | $7.48B |
| Gross profit | $2.16B | $2.05B | $1.99B | $2.03B | $3.18B |
| Operating income | $912M | $681M | $607M | $634M | $755M |
| Net income | $625M | $456M | $368M | $384M | $384M |
| Diluted EPS | $3.06 | $2.53 | $2.08 | $2.16 | $1.84 |
| Net margin | 12.7% | 9.3% | 7.5% | 7.8% | 5.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
4 buys · 3 sells · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 2 sales
| 2026-05-22 | Rusing Steven H President & CEO Mattress Firm | Exercise | 10.4K @ $15.61 | $163K |
| 2026-05-22 | Rusing Steven H President & CEO Mattress Firm | Sell | 5.36K @ $66.79 | $358K |
| 2026-05-22 | Rusing Steven H President & CEO Mattress Firm | Sell | 1.30K @ $67.49 | $87.7K |
| 2026-05-14 | Dyer Simon Director | Exercise | 2.34K | |
| 2026-05-14 | Dyer Simon Director | Tax | 702.00 @ $64.49 | $45.3K |
| 2026-05-13 | NEU RICHARD W Director | Award | 2.66K | |
| 2026-05-13 | Madden Meredith Siegfried Director | Award | 2.66K | |
| 2026-05-13 | Gates Cathy R. Director | Award | 2.66K | |
| 2026-05-13 | Dilsaver Evelyn S Director | Award | 2.66K | |
| 2026-05-13 | Cook Christopher Thomas Director | Award | 2.66K | |
| 2026-05-13 | Sachse Peter R Director | Award | 2.66K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.