SGI

SOMNIGROUP INTERNATIONAL INC.

Ticker: SGIConsumer DiscretionaryFurniture & Building
HQ LEXINGTON, KYCIK 1206264FY end 12-31Book / share $15.19Shares 213M
Revenue (FY)
$7.48B+51.63%
TTM $7.62B
Op. margin
10.10%-2.76%
TTM 12.48%
Net income
$385.30M-0.10%
TTM $533.10M
Operating cash
$800.10M+20.05%
TTM $990.40M
Free cash flow
$633.20M+11.24%
TTM $769.00M
Return on equity
12.36%-56.39%
TTM 16.51%
Debt / equity
1.51-5.31%
TTM 1.37
Shares outstanding
209.2M+17.40%
TTM 212.6M

The business

Somnigroup International Inc. (NYSE: SOM) operates as the world's largest bedding company, dedicated to enriching people's lives through sleep solutions and transforming how the world sleeps. The company maintains its principal website at www.somnigroup.com and serves consumers across more than 100 countries worldwide.

The company operates through three reportable segments following its February 2025 acquisition of Mattress Firm. The Mattress Firm segment comprises the nation's largest mattress specialty retailer with over 2,100 stores and robust online operations across the United States. Tempur Sealy North America encompasses manufacturing, distribution and retail subsidiaries and licensees in the U.S., Canada and Mexico, excluding Mattress Firm locations. Tempur Sealy International includes manufacturing, distribution and retail subsidiaries, joint ventures and licensees across Europe, Asia-Pacific and Latin America outside Mexico. Direct channel sales represented 63.5 percent of net sales in 2025, primarily driven by the Mattress Firm acquisition, while wholesale distribution complements the direct channel.

Somnigroup's portfolio includes highly recognized brands such as Tempur-Pedic, Sealy, Stearns & Foster, Sleepy's, Mattress Firm, Dreams, and SOVA. The company holds over one thousand U.S. and foreign patents and thousands of trademark registrations worldwide. The Tempur brand, founded in 1991, features proprietary pressure-relieving material technology. Sealy, originating in 1881, offers trusted comfort and value, while Stearns & Foster, established in 1846, emphasizes precision engineering and craftsmanship.

As of December 31, 2025, Somnigroup's combined global footprint included over 2,800 retail stores, approximately 30 e-commerce platforms, over 70 manufacturing facilities and four research and development centers. The company employs more than 20,000 people with additional employment through joint ventures exceeding 1,500 full-time employees. The company manufactures and distributes mattresses, foundations, pillows and accessories through an omni-channel strategy combining direct retail operations with wholesale distribution to third-party retailers, hospitality businesses and healthcare customers. The total purchase price for the Mattress Firm acquisition was approximately 5.1 billion dollars, consisting of cash and common stock consideration.

Sector
Consumer Discretionary
Industry
Furniture & Building
HQ
LEXINGTON, KY
FY end
12-31
CIK
1206264
SIC
2510
Financial performance · annual
20132025
$-761.60M$1.52B$3.81B$6.09B$8.38B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds SOMNIGROUP INTERNATIONAL INC. — across funds, superinvestors and bonds · N-PORT 2026Q1 · 13F 2026-03-31

428
funds hold it
2 of 36
superinvestors hold it
$6.88B
fund-held value
41.2%
of shares held by funds
2
bond issues held by funds

Top fund holders

Fund% of fundValue
iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.48%$513.73M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$468.91M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.21%$339.91M
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX · Fidelity Rutland Square Trust II
0.12%$270.33M
Disciplined Value Mid Cap Fund
JVMAX · John Hancock Funds III
0.90%$197.44M

Superinvestors in SOMNIGROUP INTERNATIONAL INC.

David AbramsDECREASED -0.1%
Abrams Capital Management
9.2%
Daniel LoebDECREASED -33.2%
Third Point
8.1%

Share of each manager's reported 13F portfolio.

Bonds held by funds

Funds report holding 2 issues of SOMNIGROUP INTERNATIONAL INC.'s debt, $409.84M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 3.94%, maturing 20292031.

IssueCouponMaturesFundsFund-held
SOMNIGROUP INTL INC REGD 144A P/P 4.000000004.000%2029-04-15117$215.76M
Somnigroup International Inc3.875%2031-10-15107$194.07M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

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15 years of SOMNIGROUP INTERNATIONAL INC.'s financials

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