earnings
confidence high
sentiment positive
materiality 0.80
Somnigroup Q3'25 adj. EPS $0.95; FY2025 outlook $2.60-$2.75; targets $4.85 adj. EPS by 2028
SOMNIGROUP INTERNATIONAL INC.
2025-Q3 EPS reported
$1.17
revenue$5,608,100,000
- Q3 2025 net sales $2,123M (+63.3% YoY); GAAP EPS $0.83; adjusted EPS $0.95.
- FY2025 outlook: adj. EPS $2.60-$2.75, sales ~$7.5B, adj. EBITDA $1.3B.
- Long-term target: 2028 adj. EPS ~$4.85 (22% CAGR from 2025 midpoint).
- Mattress Firm acquisition net synergies $200M ($75M in 2025, $90M in 2026, $35M in 2027).
- Tariff exposure: Tempur Sealy net $80M annualized after price increases; additional $20M targeted early 2026.