SOMNIGROUP INTERNATIONAL INC.(SGI)Stock Analysis
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Rank #178 of 2,961 stocksTOP 10%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SGI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for SOMNIGROUP INTERNATIONAL INC. (SGI), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores SGI at 71.6/100 on a 32-signal composite quality model, placing it at rank #178 of 2,961 stocks — the top 10% of the AI-ranked universe. SGI scores in the top quartile across institutional flow (89.6), revenue growth (83.6), revenue scale (83.6). Based on the latest XBRL financial filings (Q2 2026), SOMNIGROUP INTERNATIONAL INC. reports quarterly revenue of $1.8B, net income of $110.9M, an operating margin of 11.1%. Top institutional holders of SGI by reported 13-F value include FMR, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. SGI trades on the NYSE exchange and files with the SEC under CIK 1206264. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SGI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SOMNIGROUP INTERNATIONAL INC. directly from SEC EDGAR. SOMNIGROUP INTERNATIONAL INC.'s 13F Pro composite quality score has ranged between 61 and 73 since 2025, currently 71.6 — an improving long-term trajectory across 51 quarterly and live scoring snapshots.
What's Driving SGI's Business? Latest 10-Q Breakdown
✓ 44/44 datapoints verifiedAI-extracted from SOMNIGROUP INTERNATIONAL INC.'s 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales fell 3.0% to $1,823.5M, but Mattress Firm synergies lifted gross margin 80 bps to 44.8% and operating income 12.1% to $201.7M.
Biggest Revenue Drivers
Decrease of $26.6 million primarily driven by store closures; same store sales increased slightly
Decrease of $36.6 million primarily driven by market conditions
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.8B
Net Income
Q2 2026
$110.9M
Free Cash Flow
Q2 2026
$181.6M
Operating Margin
Q2 2026
11.1%
ROIC
Q2 2026
10.6%
D/E Ratio
Q2 2026
1.37
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+51.6% YoYNet Income
-0.1% YoYOperating Income
+19.0% YoYEPS (Diluted)
-14.8% YoYTotal Assets
+94.0% YoYTotal Debt
+23.4% YoYOp. Cash Flow
+20.0% YoYFree Cash Flow
+11.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $7.48B +51.6% | $4.93B +0.1% | $4.93B +0.1% | $4.92B -0.2% | $4.93B +34.1% | $3.68B |
| Net Income | $384.1M -0.1% | $384.3M +4.4% | $368.1M -19.2% | $455.7M -27.0% | $624.5M +79.0% | $348.8M |
| Operating Income | $754.9M +19.0% | $634.2M +4.4% | $607.2M -10.8% | $680.6M -25.4% | $912.3M +71.5% | $532.1M |
| EPS (Diluted) | $1.84 -14.8% | $2.16 +3.8% | $2.08 -17.8% | $2.53 -17.3% | $3.06 +86.6% | $1.64 |
| Total Assets | $11.60B +94.0% | $5.98B +31.3% | $4.55B +4.5% | $4.36B +0.8% | $4.32B +30.7% | $3.31B |
| Total Debt | $4.72B +23.4% | $3.83B +48.7% | $2.57B -8.9% | $2.82B +21.1% | $2.33B +70.6% | $1.37B |
| Operating Cash Flow | $800.1M +20.0% | $666.5M +16.9% | $570.3M +50.6% | $378.8M -47.6% | $723.1M +10.4% | $654.7M |
| Free Cash Flow | $633.2M +11.2% | $569.2M +47.9% | $384.9M +432.4% | $72.3M -87.9% | $599.8M +10.4% | $543.4M |
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Available Research
13F Pro tracks comprehensive data for SOMNIGROUP INTERNATIONAL INC. including:
Top Institutional Holders of SGI
FMR LLC
$2.1B26,326,268 shBlackRock, Inc.
$1.5B19,229,644 shVANGUARD CAPITAL MANAGEMENT LLC
$717.9M9,156,443 shSelect Equity Group, L.P.
$697.2M8,892,691 shWINDACRE PARTNERSHIP LLC
$660.2M8,420,300 shVANGUARD PORTFOLIO MANAGEMENT LLC
$644.5M8,221,101 shSTATE STREET CORP
$570.8M7,280,308 shLinonia Partnership LP
$519.4M6,624,644 shBROWNING WEST LP
$499.4M6,369,915 shABRAMS CAPITAL MANAGEMENT, L.P.
$454.6M5,798,776 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $2.1B | 26,326,268 |
| BlackRock, Inc. | $1.5B | 19,229,644 |
| VANGUARD CAPITAL MANAGEMENT LLC | $717.9M | 9,156,443 |
| Select Equity Group, L.P. | $697.2M | 8,892,691 |
| WINDACRE PARTNERSHIP LLC | $660.2M | 8,420,300 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $644.5M | 8,221,101 |
| STATE STREET CORP | $570.8M | 7,280,308 |
| Linonia Partnership LP | $519.4M | 6,624,644 |
| BROWNING WEST LP | $499.4M | 6,369,915 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | $454.6M | 5,798,776 |
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Popular Research
Is SGI a good stock to buy?
13F Pro's AI-powered analysis of SOMNIGROUP INTERNATIONAL INC. (SGI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SGI are available on the SGI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SGI is classified as a large company.
Which hedge funds own SGI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SGI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SOMNIGROUP INTERNATIONAL INC.'s investment landscape.