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Somnigroup International (SGI) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 7, 2026 · Somnigroup International (SGI) Q2 2026 earnings results →

Q2 2026 Revenue down 3% year over year to $1.8B · 6¢ of every $1 of revenue kept as net profit · operating margin 11.1%

Somnigroup International made $1.8B in Q2 2026 (-3% Y/Y): Mattress Firm $922M, Tempur Sealy North America $602M, Tempur Sealy International $300M. Operating margin 11.1%, net earnings $111M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 7, 2026.

Revenue$1.8B
Year over year-3%
Operating margin11.1%
Net earnings$111M
Operating cash flow$236M

Drawing the Sankey…

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Somnigroup International Q2 2026 revenue breakdown: Sankey diagram of revenue (Mattress Firm, Tempur Sealy North America, Tempur Sealy International), costs, profit and cash flow
Somnigroup International Q2 2026 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $1.8B in Q2 2026, down 3% year over year and up 1% from the previous quarter. Mattress Firm was the largest line at 51% of revenue. Tempur Sealy North America lost $0.04B year over year (down 6%), 64% of the total change.

Gross margin was 44.8%, up 0.8 points from Q2 2025. Operating profit was $0.20B, a 11.1% margin (up 1.5 points year over year). Operating expenses fell 5% while revenue fell 3%. Net earnings were $0.11B, up 12% year over year. The effective tax rate was 25.2%.

Operating cash flow was $0.24B (up 27% year over year), 214% of net earnings. Non-cash charges added back $0.07B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items added $0.04B. Capital expenditures of $0.05B left free cash flow of $0.18B.

Quarterly history

Somnigroup International revenue by quarterSomnigroup International revenue by quarter$1.2BQ4 2024$1.6BQ1 2025$1.9BQ2 2025$2.1BQ3 2025$1.9BQ4 2025$1.8BQ1 2026$1.8BQ2 2026
Somnigroup International net earnings by quarterSomnigroup International net earnings by quarter$72.6MQ4 2024−$32.8MQ1 2025$99.5MQ2 2025$178MQ3 2025$141MQ4 2025$104MQ1 2026$111MQ2 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 7, 2026$1.8B-3%11.1%$111M$236M
Q1 202610-QMay 8, 2026$1.8B+12%10.4%$104M$246M
Q4 202510-KFeb 27, 2026$1.9B+55%13.2%$141M$99.4M
Q3 202510-QNov 7, 2025$2.1B+63%14.8%$178M$408M
Q2 202510-QAug 8, 2025$1.9B+52%9.6%$99.5M$186M
Q1 202510-QMay 12, 2025$1.6B+35%0.8%−$32.8M$106M
Q4 202410-KFeb 28, 2025$1.2B+3%10.6%$72.6M$129M

Charts

Somnigroup International: revenue growth, year over year and quarter over quarterSomnigroup International: revenue growth, year over year and quarter over quarterY/YQ/Q+3%Q4 2024+35%+33%Q1 2025+52%+17%Q2 2025+63%+13%Q3 2025+55%-12%Q4 2025+12%-4%Q1 2026-3%+1%Q2 2026
Latest (Q2 2026): Y/Y -3%, Q/Q +1%.
Somnigroup International: where the cash came from (+) and went (−), TTM to Q2 2026Somnigroup International: where the cash came from (+) and went (−), TTM to Q2 2026Operating cash flow$990MNet borrowing (+) / repaid (−)−$521MCapital spending−$221MDividends−$136MOther investing−$39.9MBuybacks−$26.2MOther financing−$25.2MCash drawn (+) / kept (−)−$13.9MExchange rates−$7.9MShares issued$400K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Somnigroup International: profit against cash, quarter by quarterSomnigroup International: profit against cash, quarter by quarterNet incomeOperating cash flow$130M$257MQ3 2024$72.6M$129MQ4 2024−$32.8M$106MQ1 2025$99.5M$186MQ2 2025$178M$408MQ3 2025$141M$99.4MQ4 2025$104M$246MQ1 2026$111M$236MQ2 2026
Latest (Q2 2026): Net income $111M, Operating cash flow $236M.
Somnigroup International: diluted shares by fiscal yearSomnigroup International: diluted shares by fiscal year212MFY2020204MFY2021180MFY2022177MFY2023178MFY2024209MFY2025
-1.5% since FY2020: buybacks shrank the count.
Somnigroup International: long-term debt falling due (FY2025)Somnigroup International: long-term debt falling due (FY2025)$167M2026$82.2M2027$1.5B2028$826M2029$27.3M2030$2.0BLater
Cash $135M, short-term investments —, long-term debt $4.6B at 2025-12-31.
Somnigroup International in its industry: growth against margin (9 companies, SIC 2510)Somnigroup International in its industry: growth against margin (9 companies, SIC 2510)revenue growth, year over year →↑ operating marginmedian -3%median 6%Leggett & Platt IncLZBCODIFLXSPRPLHOFTLUVUXMAXSGI (-3%, 11%)
Household Furniture; dot size is quarterly revenue; dashed lines are the industry's medians.

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Somnigroup International

Somnigroup is the world's largest bedding company, dedicated to enriching people's lives through the power of a good night's sleep and transforming how the world sleeps. With superior capabilities in design, manufacturing, distribution and retail, we deliver breakthrough sleep solutions and serve the evolving needs of consumers in over 100 countries worldwide through our fully-owned businesses, Tempur Sealy, Mattress Firm and Dreams. Our portfolio includes the most highly recognized brands in the industry, including Tempur-Pedic®, Sealy® and Stearns & Foster®, and our global omni-channel platform enables us to meet consumers wherever they shop, offering a personal connection and innovation to provide a unique retail experience and tailored solutions.

In its own words, from its 10-K, filed Feb 27, 2026.

Somnigroup International against its Household Furniture peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -3% against the peers' median -3%. Operating margin: 11.1% against the peers' median 5.9%.

CompanyQuarterRevenueY/YOp. margin
SGI Somnigroup InternationalQ2 2026$1.8B-3%11.1%
Leggett & PlattQ2 2026$1.0B-6%6.8%
LZB La-Z-BoyQ1 FY27$476M-3%-0.4%
CODI Compass DiversifiedQ3 2026$423M-10%7.5%
FLXS Flexsteel IndustriesQ1 FY27$114M+3%6.0%
PRPL Purple InnovationQ3 2026$96.5M-19%-10.1%
HOFT Hooker FurnishingsQ2 FY27$63.2M-9%2.0%
LUVU Luvu BrandsQ4 FY26$8.1M+14%5.9%
XMAX XMaxQ2 2026$2.7M+7%-44.5%

Source: Somnigroup International 10-Q on SEC EDGAR · CIK 1206264 · Household Furniture

13F: who owns SGI and who is buying

Largest holders of SGI (13F)Largest holders of SGI (13F)FMR LLC$2.1BVanguard Group$1.7BBlackRock$1.5BVanguard Capital Management LLC$718MSelect Equity Group, L.P.$697MWindacre Partnership LLC$660MVanguard Portfolio Management LLC$645MState Street$571MLinonia Partnership LP$519MBrowning West LP$499M
Funds' net buying of SGI by quarter (13F)Funds' net buying of SGI by quarter (13F)−$363M2024-09−$334M2024-12$2.8B2025-03$821M2025-06−$1.1B2025-09−$734M2025-12$394M2026-03$854M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on SGI

History

Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results

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