Somnigroup International Inc

somnigroup.com

What Do They Do?

Sells mattresses, pillows and other bedding products to consumers and businesses in retail, hospitality and healthcare.

How Do They Make Money?

revenue

Segment	Share	Revenue
Mattress Firm	47%
Tempur Sealy North America	49%
Tempur Sealy International	17%

Who Are Their Customers?

Consumers shop through company-owned stores, e-commerce and call centers; third-party retailers, hospitality businesses and healthcare customers buy through wholesale.

Do Revenues Turn Into Profits?

Yes. It kept 5 cents of every revenue dollar as net income in FY2025 and turned 8 cents into free cash flow.

Operating income, FY2025

10% of revenue

▲ +19% vs FY2024 ($634.2M, 13%)

Net income, FY2025

5% of revenue

▼ 0% vs FY2024 ($384.3M, 8%)

Free cash flow, FY2025

8% of revenue

▲ +11% vs FY2024 ($569.2M, 12%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 30, 2026

Revenue: ▼ −3%; vs $1.9B in Q2 FY2025
Net income: ▲ +12%; vs $99M in Q2 FY2025

Tempur Sealy North America share of revenue vs 48.0% in Q2 FY2025

Aug 26, 2026 Completed the acquisition of Leggett & Platt Leggett & Platt became a wholly owned subsidiary.
Aug 6, 2026 Revised financial guidance The company announced quarterly results and revised its financial guidance for 2026.

Growing. Revenue grew 52% in 4 years, from $4.9B in FY2021 to $7.5B in FY2025, about 11% a year.

Added a specialty retailer The business added Mattress Firm as a wholly owned specialty retailer, expanding its company-owned retail operations alongside its existing bedding manufacturing and wholesale sales.

Revenue over time

Mattress Firm Tempur Sealy North America Tempur Sealy International

$10B$5B$0

FY2023 FY2024 FY2025

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