earnings
confidence high
sentiment positive
materiality 0.85
Somnigroup reports Q4 sales up 55% YoY; FY2025 adj EPS $2.70; guides FY2026 adj EPS $3.00-$3.40
SOMNIGROUP INTERNATIONAL INC.
2025-FY EPS reported
$1.84
revenue$7,476,500,000
- Q4 2025 net sales $1,868M (+54.7% YoY); GAAP EPS $0.66 (+65%); adj EPS $0.72 (+20%).
- FY2025 net sales $7,477M (+51.6% YoY); adj EPS $2.70 (+5.9%); adj EBITDA $1,306M.
- FY2026 guidance: sales ~$7.9B, adj EPS $3.00-$3.40, adj EBITDA ~$1.45B, gross margin just above 45%.
- Targeting adj EPS of $5.15 by 2028 (24% CAGR) from $2.70 in 2025; mid-single-digit sales CAGR.
- Mattress Firm synergies of $225M total by 2027; leverage 3.21x; plan to return ~50% of FCF in 2026.