earnings
confidence high
sentiment neutral
materiality 0.90
Somnigroup Q2 sales $1.88B (+52.5%); adj EPS $0.53 (-15.9%); FY25 adj EPS $2.40-2.70
SOMNIGROUP INTERNATIONAL INC.
2025-Q2 EPS reported
$0.32
revenue$3,485,500,000
- Q2 2025 net sales $1.88B, up 52.5% YoY; GAAP net income $99M, down 6.7%.
- Adjusted EPS $0.53 vs $0.63 YoY; GAAP EPS $0.47 vs $0.60; Adjusted EBITDA $291M (+25.6%).
- FY2025 outlook: sales ~$7.4B, adj EPS $2.40-$2.70, adj EBITDA ~$1.27B, capex $200M.
- Mattress Firm acquisition net synergies: $55M in 2025, $110M in 2026, $35M in 2027.
- Leverage 3.56x at June 30; target 2-3x; share repurchases minimal over next 12 months.