$SGI · SOMNIGROUP INTERNATIONAL INC.
Somnigroup filed an 8-K (Item 7.01) furnishing an updated investor presentation dated November 9, 2026. The deck discloses Q3 2026 results: net sales of $2.351B (+10.8% YoY), GAAP EPS of $0.74 (-10.8%), adjusted EPS of $1.04 (+9.5%), and adjusted EBITDA of $448M (+6.8%). It also lays out 2026 guidance and synergy targets from the Mattress Firm and Leggett & Platt acquisitions.
- Q3 2026 net sales rose 10.8% YoY to $2.351B.
- Q3 GAAP EPS fell 10.8% to $0.74; adjusted EPS rose 9.5% to $1.04.
- Q3 adjusted EBITDA grew 6.8% to $448M.
- 2026 guidance: adjusted EPS $2.90 midpoint, sales ~$8.65B, adjusted EBITDA $1.4B.
- Leverage was 2.7x and liquidity ~$1.1B as of 9/30/26.
Shares are down 1.29% since filing to $63.34, a muted reaction to a largely in-line quarter and reiterated guidance.
The deck gives investors a consolidated first look at the combined Somnigroup platform post-Mattress Firm and Leggett & Platt acquisitions, with 2026 guidance and 2028 EPS targets.
The deck frames Somnigroup as the world's leading bedding company, targeting a $120B global market with a vertically integrated model spanning Tempur Sealy, Mattress Firm, Leggett & Platt, and Dreams.
Guidance assumes the global bedding industry declines mid-single digits in the back half of 2026, a key demand risk.