Screener / SEC EDGAR /CIK 0001206264 /10-K filed Feb 27, 2026, compared with Feb 28, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
NYSE Consumer discretionary · Household Furniture

Somnigroup International Inc. SGI

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. 10-K, Item 1

Employees
19,000
Headquarters
Lexington, KY
CEO
Scott L. Thompson
Next results
around Feb 16, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2025

Revenue of $7.5B through the costs to a net profit of $384.1M · income statement of the 10-K

10% operating margin
Revenue to Gross profit: $3.2BRevenue to Cost of revenue: $4.3BGross profit to Operating profit: $754.9MGross profit to Operating expenses: $2.4BOperating profit to Net profit: $384.1MOperating profit to Tax & other: $370.8MOperating expenses to R&D: $32.9MOperating expenses to Sales, admin & other: $2.4B Revenue: $7.5B REVENUE $7.5B +52% Y/Y Gross profit: $3.2B · 43% margin GROSS PROFIT $3.2B 43% margin · +57% Y/Y Cost of revenue: $4.3B · 57% of revenue COST OF REVENUE $4.3B 57% of revenue Operating profit: $754.9M · 10% margin OPERATING PROFIT $754.9M 10% margin · +19% Y/Y Operating expenses: $2.4B · 32% of revenue OPERATING EXPENSES $2.4B 32% of revenue Net profit: $384.1M · 5% margin NET PROFIT $384.1M 5% margin · +0% Y/Y Tax & other: $370.8M · 5% of revenue TAX & OTHER $370.8M 5% of revenue R&D: $32.9M · 0% of revenue R&D $32.9M 0% of revenue Sales, admin & other: $2.4B · 32% of revenue SALES, ADMIN & OTHER $2.4B 32% of revenue
Gross profit $3.2B 43% margin · +57% Y/Y
Operating profit $754.9M 10% margin · +19% Y/Y
Net profit $384.1M 5% margin · +0% Y/Y
The full income statement, year by year

SGI among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 168 peers the company is above, not a score.

Compare
Revenue growth: 51.6%, above 99% of 168 peers (their median 4.7%) REVENUE GROWTH 51.6% · above 99% Gross margin: 43.4%, above 64% of 114 peers (their median 36.4%) GROSS MARGIN 43.4% · above 64% Operating margin: 11.9%, above 57% of 148 peers (their median 10.0%) OPERATING MARGIN 11.9% · above 57% Net margin: 6.6%, above 52% of 168 peers (their median 6.3%) NET MARGIN 6.6% · above 52% FCF margin: 8.9%, above 62% of 154 peers (their median 7.3%) FCF MARGIN 8.9% · above 62% Return on capital: 6.0%, above 17% of 114 peers (their median 11.9%) RETURN ON CAPITAL 6.0% · above 17%
SGI Peer median Below the median

What changed

5 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Feb 27, 2026 against Feb 28, 2025.

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

1fact worth reading about the other 10 checks found nothing to note

  • Critical audit matters changed
    New this year: Accounting for the Acquisition of Mattress Firm Group Inc. (Mattress Firm) (“As described in Note 3 of the consolidated financial statements, on February 5, 2025, the Company completed its acquisition of Mattress Firm Group Inc. (Mattress Firm) for a total purchase price of $5,141.4 million. The acquisition was accounted for as a business combination in accordance with Accou”). No longer listed: Impairment analysis of goodwill for the Dreams reporting unit
  • Receivables -11.4% ($404.5M to $358.5M) vs revenue +51.6% ($4.9B to $7.5B), -63.0 pts apart
9 more checks with nothing to note
  • Cash from operations $800.1M vs net income $384.1M (FY ending Dec 31, 2025)
  • Inventory +40.9% ($447.0M to $630.0M) vs revenue +51.6% ($4.9B to $7.5B), -10.7 pts apart
  • Same auditor in both 10-Ks: Ernst & Young LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

5 paragraphs in Risk Factors that were not in the 10-K filed Feb 28, 2025. Quoted as filed.

All 5 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 28, 2025 10-K, ITEM 1A
    The Company may not realize the benefits it expects from the Mattress Firm Acquisition or acquisitions or other strategic transactions it may pursue in the future.
  2. Item 1A · new paragraph · not in the 10-K filed Feb 28, 2025 10-K, ITEM 1A
    We could also issue a significant number of shares of our common stock in the future in connection with acquisitions. Any of these issuances could dilute our existing stockholders, and such dilution could be significant. Moreover, such dilution could have a material adverse effect on the market price for the shares of our common stock.…

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$4.9B$4.9B$4.9B$7.5B
Net income$455.7M$368.1M$384.3M$384.1M
Operating cash flow$378.8M$570.3M$666.5M$800.1M
Free cash flow$72.3M$384.9M$569.2M$633.2M

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$7.5B ▲ 51.6% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

4 filings in the last 30 days · SEC EDGAR

All filings

About the company

Somnigroup International Inc., Lexington, KY · from the 10-K filed Feb 27, 2026

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.

Headquarters
Lexington, KY
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
December 31
Last results
Nov 9, 2026
Incorporated in
DE

Employees, at the top of the page: "As of December 31, 2025, we had over 19,000 full-time employees" (10-K). Address and exchange: SEC's company file.

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Sources

The 10-K filed Feb 27, 2026 (open at SEC), compared with the 10-K filed Feb 28, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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