Somnigroup International (SGI)
Market Price (7/28/2026): $72.27 | Market Cap: $15.2 BilSector: Consumer Discretionary | Industry: Home Furnishings
Somnigroup International (SGI)
Market Price (7/28/2026): $72.27Market Cap: $15.2 BilSector: Consumer DiscretionaryIndustry: Home Furnishings
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 44% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% Low stock price volatilityVol 12M is 39% Megatrend and thematic driversMegatrends include Digital Health & Telemedicine. Themes include Remote Patient Monitoring, Wearable Health Devices, and Health Data Analytics. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 44% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% |
| Low stock price volatilityVol 12M is 39% |
| Megatrend and thematic driversMegatrends include Digital Health & Telemedicine. Themes include Remote Patient Monitoring, Wearable Health Devices, and Health Data Analytics. |
Qualitative Assessment
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Updated on 7/27/2026
Somnigroup International (SGI) stock has remained largely at the same level since 3/31/2026 because of the following key factors:
1. Mixed Fiscal Q1 2026 Earnings and Subsequent Price Volatility.
Somnigroup International (SGI) reported its fiscal Q1 2026 earnings on May 7, 2026. The company surpassed analyst earnings per share (EPS) estimates by $0.02, reporting $0.59 against a consensus of $0.57. However, revenue fell short of expectations by $30 million, coming in at $1.80 billion compared to an estimated $1.83 billion. This mixed financial performance led to an 11.84% drop in the stock price to $65.55 immediately following the earnings release, contributing to an initial period of volatility before the stock largely stabilized.
2. Ongoing Macroeconomic Headwinds and Industry-Specific Demand Concerns.
Investor sentiment throughout the period was impacted by broader macroeconomic concerns, particularly regarding consumer discretionary spending and the valuation of companies within the bedding industry. In late April 2026, SGI's stock experienced a decline of approximately 7% in one week, trading near $79 per share, as investors reassessed the industry's outlook. The market demonstrated an unwillingness to sustain a high earnings multiple without clearer indications of accelerated growth in demand for large-ticket consumer items, such as mattresses.
Show more
Somnigroup International (SGI) stock has remained largely at the same level since 3/31/2026 because of the following key factors:
1. Mixed Fiscal Q1 2026 Earnings and Subsequent Price Volatility.
Somnigroup International (SGI) reported its fiscal Q1 2026 earnings on May 7, 2026. The company surpassed analyst earnings per share (EPS) estimates by $0.02, reporting $0.59 against a consensus of $0.57. However, revenue fell short of expectations by $30 million, coming in at $1.80 billion compared to an estimated $1.83 billion. This mixed financial performance led to an 11.84% drop in the stock price to $65.55 immediately following the earnings release, contributing to an initial period of volatility before the stock largely stabilized.
2. Ongoing Macroeconomic Headwinds and Industry-Specific Demand Concerns.
Investor sentiment throughout the period was impacted by broader macroeconomic concerns, particularly regarding consumer discretionary spending and the valuation of companies within the bedding industry. In late April 2026, SGI's stock experienced a decline of approximately 7% in one week, trading near $79 per share, as investors reassessed the industry's outlook. The market demonstrated an unwillingness to sustain a high earnings multiple without clearer indications of accelerated growth in demand for large-ticket consumer items, such as mattresses.
Show more
Updated on 7/27/2026
Somnigroup International (SGI) stock has remained largely at the same level since 3/31/2026 because of the following key factors:
1. Mixed Fiscal Q1 2026 Earnings and Subsequent Price Volatility.
Somnigroup International (SGI) reported its fiscal Q1 2026 earnings on May 7, 2026. The company surpassed analyst earnings per share (EPS) estimates by $0.02, reporting $0.59 against a consensus of $0.57. However, revenue fell short of expectations by $30 million, coming in at $1.80 billion compared to an estimated $1.83 billion. This mixed financial performance led to an 11.84% drop in the stock price to $65.55 immediately following the earnings release, contributing to an initial period of volatility before the stock largely stabilized.
2. Ongoing Macroeconomic Headwinds and Industry-Specific Demand Concerns.
Investor sentiment throughout the period was impacted by broader macroeconomic concerns, particularly regarding consumer discretionary spending and the valuation of companies within the bedding industry. In late April 2026, SGI's stock experienced a decline of approximately 7% in one week, trading near $79 per share, as investors reassessed the industry's outlook. The market demonstrated an unwillingness to sustain a high earnings multiple without clearer indications of accelerated growth in demand for large-ticket consumer items, such as mattresses.
3. Balanced Analyst Sentiment with Adjusted Price Targets.
Despite some fluctuations, the consensus among financial analysts remained generally positive, providing a supportive floor for SGI's stock price. While some firms, including UBS Group and Bank of America, lowered their price targets in April and May 2026 (e.g., UBS from $110.00 to $105.00), the overall consensus rating for SGI remained a "Moderate Buy" or "Strong Buy" with an average price target around $98.14 by late July 2026, implying a potential upside of approximately 34.65% from its price of $72.89. This combination of underlying positive sentiment alongside cautious adjustments contributed to the stock consolidating rather than experiencing a significant breakout or further decline.
4. Strategic Debt Refinancing Enhancing Financial Flexibility.
Toward the end of the specified period, on July 27, 2026, Somnigroup successfully refinanced its $2.9 billion senior secured credit facilities, extending their maturities to July 27, 2031. As part of this transaction, the company utilized $700 million of incremental liquidity to prepay a portion of its existing term loan B debt, which is projected to result in a reduction of annual interest expense by approximately $5 million. This move to lower the cost of capital and enhance financial flexibility provided a positive development that likely contributed to the stock's stability during the latter part of the period.
Show less
Somnigroup International (SGI) stock has remained largely at the same level since 3/31/2026 because of the following key factors:
1. Mixed Fiscal Q1 2026 Earnings and Subsequent Price Volatility.
Somnigroup International (SGI) reported its fiscal Q1 2026 earnings on May 7, 2026. The company surpassed analyst earnings per share (EPS) estimates by $0.02, reporting $0.59 against a consensus of $0.57. However, revenue fell short of expectations by $30 million, coming in at $1.80 billion compared to an estimated $1.83 billion. This mixed financial performance led to an 11.84% drop in the stock price to $65.55 immediately following the earnings release, contributing to an initial period of volatility before the stock largely stabilized.
2. Ongoing Macroeconomic Headwinds and Industry-Specific Demand Concerns.
Investor sentiment throughout the period was impacted by broader macroeconomic concerns, particularly regarding consumer discretionary spending and the valuation of companies within the bedding industry. In late April 2026, SGI's stock experienced a decline of approximately 7% in one week, trading near $79 per share, as investors reassessed the industry's outlook. The market demonstrated an unwillingness to sustain a high earnings multiple without clearer indications of accelerated growth in demand for large-ticket consumer items, such as mattresses.
3. Balanced Analyst Sentiment with Adjusted Price Targets.
Despite some fluctuations, the consensus among financial analysts remained generally positive, providing a supportive floor for SGI's stock price. While some firms, including UBS Group and Bank of America, lowered their price targets in April and May 2026 (e.g., UBS from $110.00 to $105.00), the overall consensus rating for SGI remained a "Moderate Buy" or "Strong Buy" with an average price target around $98.14 by late July 2026, implying a potential upside of approximately 34.65% from its price of $72.89. This combination of underlying positive sentiment alongside cautious adjustments contributed to the stock consolidating rather than experiencing a significant breakout or further decline.
4. Strategic Debt Refinancing Enhancing Financial Flexibility.
Toward the end of the specified period, on July 27, 2026, Somnigroup successfully refinanced its $2.9 billion senior secured credit facilities, extending their maturities to July 27, 2031. As part of this transaction, the company utilized $700 million of incremental liquidity to prepay a portion of its existing term loan B debt, which is projected to result in a reduction of annual interest expense by approximately $5 million. This move to lower the cost of capital and enhance financial flexibility provided a positive development that likely contributed to the stock's stability during the latter part of the period.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -1.1% change in SGI stock from 3/31/2026 to 7/27/2026 was primarily driven by a -27.0% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 7272026 | Change |
|---|---|---|---|
| Stock Price ($) | 73.73 | 72.91 | -1.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,476 | 7,673 | 2.6% |
| Net Income Margin (%) | 5.1% | 6.8% | 32.3% |
| P/E Multiple | 40.3 | 29.4 | -27.0% |
| Shares Outstanding (Mil) | 210 | 210 | -0.2% |
| Cumulative Contribution | -1.1% |
Market Drivers
3/31/2026 to 7/27/2026| Return | Correlation | |
|---|---|---|
| SGI | -1.1% | |
| Market (SPY) | 13.6% | 51.6% |
| Sector (XLY) | 1.7% | 59.8% |
Fundamental Drivers
The -18.0% change in SGI stock from 12/31/2025 to 7/27/2026 was primarily driven by a -50.3% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 7272026 | Change |
|---|---|---|---|
| Stock Price ($) | 88.87 | 72.91 | -18.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,816 | 7,673 | 12.6% |
| Net Income Margin (%) | 4.6% | 6.8% | 46.9% |
| P/E Multiple | 59.2 | 29.4 | -50.3% |
| Shares Outstanding (Mil) | 210 | 210 | -0.2% |
| Cumulative Contribution | -18.0% |
Market Drivers
12/31/2025 to 7/27/2026| Return | Correlation | |
|---|---|---|
| SGI | -18.0% | |
| Market (SPY) | 8.7% | 52.8% |
| Sector (XLY) | -7.0% | 60.4% |
Fundamental Drivers
The 8.0% change in SGI stock from 6/30/2025 to 7/27/2026 was primarily driven by a 43.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 6302025 | 7272026 | Change |
|---|---|---|---|
| Stock Price ($) | 67.49 | 72.91 | 8.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,346 | 7,673 | 43.5% |
| Net Income Margin (%) | 5.1% | 6.8% | 32.1% |
| P/E Multiple | 47.9 | 29.4 | -38.5% |
| Shares Outstanding (Mil) | 195 | 210 | -7.3% |
| Cumulative Contribution | 8.0% |
Market Drivers
6/30/2025 to 7/27/2026| Return | Correlation | |
|---|---|---|
| SGI | 8.0% | |
| Market (SPY) | 20.6% | 45.3% |
| Sector (XLY) | 2.6% | 49.4% |
Fundamental Drivers
The 87.2% change in SGI stock from 6/30/2023 to 7/27/2026 was primarily driven by a 80.1% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7272026 | Change |
|---|---|---|---|
| Stock Price ($) | 38.96 | 72.91 | 87.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,890 | 7,673 | 56.9% |
| Net Income Margin (%) | 8.4% | 6.8% | -19.0% |
| P/E Multiple | 16.3 | 29.4 | 80.1% |
| Shares Outstanding (Mil) | 172 | 210 | -18.2% |
| Cumulative Contribution | 87.2% |
Market Drivers
6/30/2023 to 7/27/2026| Return | Correlation | |
|---|---|---|
| SGI | 87.2% | |
| Market (SPY) | 72.6% | 49.3% |
| Sector (XLY) | 33.5% | 52.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SGI Return | 76% | -26% | 50% | 12% | 59% | -19% | 180% |
| Peers Return | -32% | -41% | -46% | -43% | 3% | 504% | -23% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| SGI Win Rate | 75% | 33% | 58% | 67% | 75% | 43% | |
| Peers Win Rate | 46% | 38% | 33% | 25% | 46% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| SGI Max Drawdown | -15% | -57% | -22% | -20% | -21% | -37% | |
| Peers Max Drawdown | -55% | -52% | -65% | -63% | -48% | -63% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: LEG, PRPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/27/2026 (YTD)
How Low Can It Go
| Event | SGI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -18.3% | -18.8% |
| % Gain to Breakeven | 22.3% | 23.1% |
| Time to Breakeven | 38 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -20.9% | -9.5% |
| % Gain to Breakeven | 26.4% | 10.5% |
| Time to Breakeven | 29 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -13.0% | -6.7% |
| % Gain to Breakeven | 14.9% | 7.1% |
| Time to Breakeven | 35 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -56.7% | -24.5% |
| % Gain to Breakeven | 130.8% | 32.4% |
| Time to Breakeven | 441 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -74.5% | -33.7% |
| % Gain to Breakeven | 292.1% | 50.9% |
| Time to Breakeven | 211 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -26.6% | -19.2% |
| % Gain to Breakeven | 36.2% | 23.8% |
| Time to Breakeven | 32 days | 105 days |
In The Past
Somnigroup International's stock fell -18.3% during the 2025 US Tariff Shock. Such a loss loss requires a 22.3% gain to breakeven.
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| Event | SGI | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -20.9% | -9.5% |
| % Gain to Breakeven | 26.4% | 10.5% |
| Time to Breakeven | 29 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -56.7% | -24.5% |
| % Gain to Breakeven | 130.8% | 32.4% |
| Time to Breakeven | 441 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -74.5% | -33.7% |
| % Gain to Breakeven | 292.1% | 50.9% |
| Time to Breakeven | 211 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -26.6% | -19.2% |
| % Gain to Breakeven | 36.2% | 23.8% |
| Time to Breakeven | 32 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -29.8% | -3.7% |
| % Gain to Breakeven | 42.4% | 3.9% |
| Time to Breakeven | 101 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -32.8% | -12.2% |
| % Gain to Breakeven | 48.9% | 13.9% |
| Time to Breakeven | 182 days | 62 days |
| 2013 Taper Tantrum | ||
| % Loss | -23.3% | -0.2% |
| % Gain to Breakeven | 30.4% | 0.2% |
| Time to Breakeven | 94 days | 1 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -28.1% | -17.9% |
| % Gain to Breakeven | 39.2% | 21.8% |
| Time to Breakeven | 21 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -85.7% | -53.4% |
| % Gain to Breakeven | 597.5% | 114.4% |
| Time to Breakeven | 344 days | 1085 days |
In The Past
Somnigroup International's stock fell -18.3% during the 2025 US Tariff Shock. Such a loss loss requires a 22.3% gain to breakeven.
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Limiting losses and compounding gains is essential to preserving wealth.
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About Somnigroup International (SGI)
Silicon Graphics International Corp. develops, markets, and sells various servers, enterprise-class storage hardware, differentiating software, and solutions in the Americas, the Asia Pacific, and European countries. It offers SGI Rackable server clusters that provide solutions for small to medium-sized installations; SGI ICE XA, a distributed memory supercomputer; and SGI UV 3, a coherent in-memory system that runs various compute-intensive workloads simultaneously. The company also provides data analytics solutions, such as SGI UV, an appliance for the SAP HANA platform; SGI InfiniteData Cluster, a cluster computing platform combining server and storage density; and SGI Fraud Analysis, Social Analytics, and Genomics solutions. In addition, it provides SGI clustered and high performance storage solutions comprising a suite of hardware and software products that addresses data storage and management requirements. Further, the company offers SGI management suite to manage various SGI systems; SGI foundation software, a software suite of support tools and utilities; SGI performance suite that enhances performance and provides additional capabilities for developers of HPC applications; and SGI networking solutions. In addition, it offers support, remote, installation, customer education, and professional services. The company provides its products to federal government, defense and strategic systems, weather and climate, physical and life sciences, energy, aerospace, automotive manufacturing, Internet, financial services, education and research institutions, and media and entertainment markets through direct sales force, system integrators, value-added resellers, original equipment manufacturers, and channel partners. The company was formerly known as Rackable Systems, Inc. and changed its name to Silicon Graphics International Corp. in May 2009. Silicon Graphics International Corp. was incorporated in 2002 and is headquartered in Milpitas, California.
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- SGI Rackable server clusters: These provide solutions for small to medium-sized installations.
- SGI ICE XA: A distributed memory supercomputer designed for high-performance computing.
- SGI UV 3: A coherent in-memory system capable of running various compute-intensive workloads simultaneously.
- SGI UV for SAP HANA: An appliance specifically tailored for the SAP HANA platform to accelerate data analytics.
- SGI InfiniteData Cluster: A cluster computing platform that combines server and storage density.
- SGI Fraud Analysis, Social Analytics, and Genomics solutions: Specialized data analytics offerings for specific industry applications.
- SGI clustered and high performance storage solutions: A suite of hardware and software products addressing data storage and management needs.
- SGI management suite: Software designed to manage various SGI systems.
- SGI foundation software: A software suite comprising support tools and utilities for SGI systems.
- SGI performance suite: Software that enhances performance and provides capabilities for developers of HPC applications.
- SGI networking solutions: Products and solutions aimed at supporting networking infrastructure.
- Support Services: Assistance and maintenance for SGI products and systems.
- Remote Services: Services delivered to customers remotely.
- Installation Services: Professional help with setting up and configuring SGI systems.
- Customer Education: Training programs to help customers effectively use SGI products.
- Professional Services: Consulting and specialized expertise provided to clients.
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Based on the provided company description (which details Silicon Graphics International Corp.), the company sells primarily to other companies and organizations. The description identifies the following major customer categories, rather than specific named companies:
- Federal government
- Defense and strategic systems
- Weather and climate organizations
- Physical and life sciences institutions
- Energy sector companies
- Aerospace companies
- Automotive manufacturing companies
- Internet companies
- Financial services companies
- Education and research institutions
- Media and entertainment companies
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- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
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The following market sizes are for Silicon Graphics International Corp., the company described in the BACKGROUND section, which previously traded under the symbol SGI. It is important to note that Silicon Graphics International Corp. was acquired by Hewlett Packard Enterprise (HPE) in November 2016. The market sizes provided reflect the addressable markets for the types of products and services that were offered by Silicon Graphics International Corp.
Addressable Markets for Silicon Graphics International Corp. Products and Services:
- High-Performance Computing (HPC) Servers and Supercomputers: The global high-performance computing (HPC) server market was estimated at approximately USD 25 billion in 2023 and is projected to grow to USD 45 billion by 2028. Another estimate places the global high-performance computing market size at USD 56.67 billion in 2025, with a projection to reach USD 104.74 billion by 2033. North America held a significant share, accounting for over 41.6% of the HPC market revenue in 2025. For supercomputers specifically, the global market size was estimated at USD 10.6 billion in 2024 and is projected to reach USD 32.37 billion by 2035. North America's supercomputer market held a significant share, valued at USD 5.8 billion in 2024.
- Enterprise Storage: The global enterprise storage system market size was valued at USD 78.41 billion in 2024 and is projected to reach USD 142.81 billion by 2034. Another report indicates the global enterprise storage market size was USD 146.36 billion in 2024 and is expected to grow to USD 219.29 billion by 2029. North America is a leading region, capturing 34.9% of the total global market revenue for enterprise data storage in 2025.
- Data Analytics Solutions (including SAP HANA): The global data analytics market size was estimated at USD 91.4 billion in 2025 and is projected to reach USD 584.2 billion by 2034. North America holds a substantial share, with over 37.6% of the global data analytics market in 2025. For SAP HANA and S/4HANA solutions, the global market size was valued at USD 25.29 billion in 2024 and is projected to grow to USD 103.33 billion by 2032. North America also shows robust growth in SAP S/4HANA adoption.
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Peer Comparisons
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 10.97 |
| Mkt Cap | 1.5 |
| Rev LTM | 3,951 |
| Op Inc LTM | 224 |
| FCF LTM | 207 |
| FCF 3Y Avg | 250 |
| CFO LTM | 275 |
| CFO 3Y Avg | 329 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -2.5% |
| Rev Chg 3Y Avg | -5.0% |
| Rev Chg Q | -8.1% |
| QoQ Delta Rev Chg LTM | -1.8% |
| Op Inc Chg LTM | 41.6% |
| Op Inc Chg 3Y Avg | -18.5% |
| Op Mgn LTM | 5.7% |
| Op Mgn 3Y Avg | 5.7% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 7.0% |
| CFO/Rev 3Y Avg | 7.6% |
| FCF/Rev LTM | 5.2% |
| FCF/Rev 3Y Avg | 5.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.5 |
| P/S | 0.4 |
| P/Op Inc | 6.8 |
| P/EBIT | 4.4 |
| P/E | 6.8 |
| P/CFO | 5.6 |
| Total Yield | 4.3% |
| Dividend Yield | 0.9% |
| FCF Yield 3Y Avg | 4.6% |
| D/E | 1.1 |
| Net D/E | 0.7 |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Tempur Sealy North America | 3,678 | ||||
| Mattress Firm | 3,506 | ||||
| Tempur Sealy International | 1,270 | ||||
| Corporate | 0 | ||||
| Eliminations | -977 | ||||
| Bedding product sales | 4,931 | 4,925 | 4,478 | 4,513 | |
| Other | 443 | 418 | |||
| Total | 7,476 | 4,931 | 4,925 | 4,921 | 4,931 |
| $ Mil | 2025 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|
| Tempur Sealy North America | 553 | ||||
| Tempur Sealy International | 221 | ||||
| Mattress Firm | 191 | ||||
| Eliminations | 0 | ||||
| Corporate | -210 | -125 | |||
| International | 99 | 104 | |||
| North America | 336 | 144 | |||
| Sealy | 100 | 69 | |||
| Tempur International | 92 | 108 | |||
| Tempur North America | 85 | 68 | |||
| Total | 755 | 309 | 276 | 244 | 248 |
| $ Mil | 2025 | 2024 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|
| Mattress Firm | 7,930 | 0 | |||
| Tempur Sealy North America | 5,718 | 5,575 | |||
| Corporate | 2,589 | 3,580 | 775 | ||
| Tempur Sealy International | 1,542 | 1,478 | |||
| Inter-segment eliminations | -6,178 | -4,652 | |||
| Elimination | -1,130 | ||||
| International | 477 | ||||
| North America | 2,533 | ||||
| Other | -2,232 | -1,815 | |||
| Sealy | 2,001 | 1,957 | |||
| Tempur International | 463 | 478 | |||
| Tempur North America | 2,431 | 2,111 | |||
| Total | 11,601 | 5,980 | 2,656 | 2,663 | 2,730 |
Price Behavior
Price Behavior
| Market Price | $72.91 | |
| Market Cap ($ Bil) | 15.3 | |
| First Trading Date | 05/18/2009 | |
| Distance from 52W High | -25.3% | |
| 50 Days | 200 Days | |
| DMA Price | $71.60 | $81.35 |
| DMA Trend | down | down |
| Distance from DMA | 1.8% | -10.4% |
| 3M | 1YR | |
| Volatility | 46.1% | 38.9% |
| Downside Capture | 232.88 | 138.41 |
| Upside Capture | 157.54 | 110.73 |
| Correlation (SPY) | 46.6% | 45.2% |
SGI Betas & Captures as of 6/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.16 | 1.61 | 1.93 | 1.72 | 1.38 | 1.13 |
| Up Beta | 1.86 | 2.79 | 2.98 | 2.90 | 2.40 | 1.30 |
| Down Beta | 1.93 | 0.71 | 0.64 | 1.25 | 0.90 | 1.03 |
| Up Capture | 143% | 159% | 148% | 119% | 122% | 133% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 11 | 19 | 29 | 56 | 123 | 363 |
| Down Capture | 16% | 164% | 198% | 155% | 117% | 102% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 10 | 22 | 34 | 69 | 129 | 388 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SGI | |
|---|---|---|---|---|
| SGI | -0.5% | 38.8% | 0.07 | - |
| Sector ETF (XLY) | 0.1% | 19.2% | -0.12 | 49.1% |
| Equity (SPY) | 17.6% | 12.7% | 1.00 | 45.1% |
| Gold (GLD) | 20.8% | 28.1% | 0.66 | 22.7% |
| Commodities (DBC) | 29.6% | 19.5% | 1.21 | -34.2% |
| Real Estate (VNQ) | 13.9% | 14.1% | 0.69 | 36.6% |
| Bitcoin (BTCUSD) | -46.0% | 43.0% | -1.31 | 11.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SGI | |
|---|---|---|---|---|
| SGI | 15.2% | 39.5% | 0.46 | - |
| Sector ETF (XLY) | 5.6% | 24.0% | 0.19 | 59.8% |
| Equity (SPY) | 13.2% | 17.1% | 0.59 | 55.8% |
| Gold (GLD) | 17.2% | 18.4% | 0.75 | 10.6% |
| Commodities (DBC) | 9.7% | 19.5% | 0.38 | 0.9% |
| Real Estate (VNQ) | 3.3% | 18.9% | 0.07 | 49.5% |
| Bitcoin (BTCUSD) | 15.8% | 53.5% | 0.47 | 22.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SGI | |
|---|---|---|---|---|
| SGI | 17.9% | 46.7% | 0.53 | - |
| Sector ETF (XLY) | 11.7% | 22.1% | 0.49 | 56.0% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 52.1% |
| Gold (GLD) | 11.4% | 16.1% | 0.58 | 7.2% |
| Commodities (DBC) | 6.9% | 18.0% | 0.30 | 13.6% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 46.9% |
| Bitcoin (BTCUSD) | 58.0% | 66.2% | 0.98 | 16.7% |
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Returns Analyses
Earnings Returns History
Updated 7/27/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/7/2026 | -10.1% | -18.6% | -13.3% |
| 2/17/2026 | -8.6% | -9.4% | -19.2% |
| 11/6/2025 | 11.8% | 15.6% | 14.6% |
| 8/7/2025 | 0.4% | 10.0% | 18.6% |
| 5/8/2025 | -1.0% | 5.9% | 8.3% |
| 2/20/2025 | -2.4% | -3.3% | -13.8% |
| 11/7/2024 | 8.3% | 10.9% | 10.6% |
| 8/6/2024 | -0.8% | 1.6% | 4.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 16 | 16 |
| # Negative | 10 | 8 | 8 |
| Median Positive | 4.9% | 9.0% | 10.6% |
| Median Negative | -4.1% | -5.3% | -10.3% |
| Max Positive | 15.4% | 18.1% | 29.5% |
| Max Negative | -19.4% | -18.6% | -19.2% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/7/2026 | -10.1% | -18.6% | -13.3% |
| 2/17/2026 | -8.6% | -9.4% | -19.2% |
| 11/6/2025 | 11.8% | 15.6% | 14.6% |
| 8/7/2025 | 0.4% | 10.0% | 18.6% |
| 5/8/2025 | -1.0% | 5.9% | 8.3% |
| 2/20/2025 | -2.4% | -3.3% | -13.8% |
| 11/7/2024 | 8.3% | 10.9% | 10.6% |
| 8/6/2024 | -0.8% | 1.6% | 4.3% |
| 5/7/2024 | 3.9% | 5.7% | 1.2% |
| 2/8/2024 | 1.2% | -1.0% | 7.2% |
| 11/2/2023 | -8.9% | -7.2% | 6.0% |
| 8/3/2023 | 5.6% | 5.7% | 7.7% |
| 5/9/2023 | 0.3% | 4.1% | 2.7% |
| 2/9/2023 | 1.1% | 3.7% | -4.1% |
| 11/3/2022 | 7.7% | 18.1% | 28.5% |
| 7/27/2022 | 4.2% | 11.5% | 11.7% |
| 4/28/2022 | 5.9% | 9.1% | -2.7% |
| 2/22/2022 | -19.4% | -11.8% | -11.2% |
| 10/28/2021 | -3.6% | -3.3% | -9.5% |
| 7/29/2021 | 15.4% | 12.5% | 18.8% |
| 4/29/2021 | -4.6% | -3.1% | -1.9% |
| 2/11/2021 | 9.5% | 9.0% | 29.5% |
| 10/29/2020 | -0.9% | 4.9% | 17.7% |
| 7/30/2020 | 3.6% | 9.7% | 10.6% |
| SUMMARY STATS | |||
| # Positive | 14 | 16 | 16 |
| # Negative | 10 | 8 | 8 |
| Median Positive | 4.9% | 9.0% | 10.6% |
| Median Negative | -4.1% | -5.3% | -10.3% |
| Max Positive | 15.4% | 18.1% | 29.5% |
| Max Negative | -19.4% | -18.6% | -19.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/27/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/16/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 02/17/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/27/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/16/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 02/17/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/05/2022 | 10-Q |
| 12/31/2021 | 02/22/2022 | 10-K |
| 09/30/2021 | 11/03/2021 | 10-Q |
| 06/30/2021 | 08/04/2021 | 10-Q |
| 03/31/2021 | 05/06/2021 | 10-Q |
| 12/31/2020 | 02/19/2021 | 10-K |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 08/06/2020 | 10-Q |
| 03/31/2020 | 05/07/2020 | 10-Q |
| 12/31/2019 | 02/24/2020 | 10-K |
| 09/30/2019 | 11/07/2019 | 10-Q |
| 06/30/2019 | 08/01/2019 | 10-Q |
Insider Activity
Updated 5/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Rusing, Steven H | President & CEO Mattress Firm | Direct | Sell | 5262026 | 66.93 | 6,657 | 445,539 | 20,055,613 | Form |
| 2 | Dyer, Simon | Madad Investments Pty Ltd | Buy | 12042025 | 93.40 | 32,000 | 2,988,747 | 3,437,058 | Form | |
| 3 | Gates, Cathy R | Direct | Sell | 9082025 | 86.85 | 6,016 | 522,478 | 3,350,165 | Form | |
| 4 | Buster, H Clifford Iii | CEO of Tempur Sealy | Direct | Sell | 8202025 | 81.20 | 70,134 | 5,694,572 | 17,101,498 | Form |
| 5 | Rao, Bhaskar | EVP & Chief Financial Officer | Direct | Sell | 8142025 | 78.50 | 95,891 | 7,527,490 | 25,942,918 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Rusing, Steven H | President & CEO Mattress Firm | Direct | Sell | 5262026 | 66.93 | 6,657 | 445,539 | 20,055,613 | Form |
| 2 | Dyer, Simon | Madad Investments Pty Ltd | Buy | 12042025 | 93.40 | 32,000 | 2,988,747 | 3,437,058 | Form | |
| 3 | Gates, Cathy R | Direct | Sell | 9082025 | 86.85 | 6,016 | 522,478 | 3,350,165 | Form | |
| 4 | Buster, H Clifford Iii | CEO of Tempur Sealy | Direct | Sell | 8202025 | 81.20 | 70,134 | 5,694,572 | 17,101,498 | Form |
| 5 | Rao, Bhaskar | EVP & Chief Financial Officer | Direct | Sell | 8142025 | 78.50 | 95,891 | 7,527,490 | 25,942,918 | Form |
| 6 | Buster, H Clifford Iii | CEO, North America | Direct | Sell | 6122025 | 65.80 | 22,092 | 1,453,543 | 18,827,568 | Form |
| 7 | Montgomery, David | EVP Global Business Strategy | Direct | Sell | 6122025 | 65.68 | 76,008 | 4,991,987 | 58,048,008 | Form |
Investor Activity (13F)
Updated Jul 28, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Browning West LP | $435.9 Mil | 27.0% | 5 | Hold | 13F |
| Linonia Partnership LP | $649.2 Mil | 12.1% | 14 | Hold | 13F |
| Greenstone Partners & Co., LLC | $42.0 Mil | 10.6% | 9 | ADD +8.1% | 13F |
| Robertson Opportunity Capital, LLC | $26.2 Mil | 10.1% | 30 | TRIM -19.3% | 13F |
| SW Investment Management LLC | $44.4 Mil | 9.8% | 8 | Hold | 13F |
| Abrams Capital Management, L.P. | $428.6 Mil | 9.2% | 11 | Hold | 13F |
| Hudson Way Capital Management LLC | $94.9 Mil | 9.1% | 16 | ADD +16.0% | 13F |
| Third Point LLC | $167.9 Mil | 8.1% | 33 | TRIM -33.2% | 13F |
| Timucuan Asset Management Inc/Fl | $217.4 Mil | 8.0% | 28 | Hold | 13F |
| Windacre Partnership LLC | $607.8 Mil | 6.5% | 11 | TRIM -11.8% | 13F |
| Avala Global LP | $124.8 Mil | 6.0% | 22 | ADD +16.5% | 13F |
| 12th Street Asset Management Company, LLC | $30.2 Mil | 4.9% | 32 | Hold | 13F |
| Goodnow Investment Group, LLC | $45.1 Mil | 4.9% | 29 | Hold | 13F |
| Forest Avenue Capital Management LP | $74.8 Mil | 4.7% | 25 | ADD +45.5% | 13F |
| 140 Summer Partners LP | $53.0 Mil | 4.7% | 20 | ADD +9.3% | 13F |
| Darsana Capital Partners LP | $196.3 Mil | 4.2% | 14 | TRIM -11.5% | 13F |
| M.D. Sass, LLC | $47.5 Mil | 3.6% | 36 | ADD +9.7% | 13F |
| D1 Capital Partners L.P. | $346.6 Mil | 3.1% | 44 | New | 13F |
| No Street GP LP | $38.4 Mil | 2.6% | 31 | ADD +57.6% | 13F |
| Eminence Capital, LP | $111.8 Mil | 2.6% | 33 | ADD +382.2% | 13F |
| Avantyr Capital Partners, LP | $46.1 Mil | 2.2% | 22 | New | 13F |
| Broad Bay Capital Management, LP | $21.4 Mil | 2.2% | 24 | TRIM -25.0% | 13F |
| Makena Capital Management LLC | $18.6 Mil | 2.1% | 27 | ADD +14.7% | 13F |
| Cartenna Capital, LP | $5.5 Mil | 0.2% | 41 | New | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| D1 Capital Partners L.P. | $346.6 Mil | 3.1% | 44 | New | 13F |
| Avantyr Capital Partners, LP | $46.1 Mil | 2.2% | 22 | New | 13F |
| Cartenna Capital, LP | $5.5 Mil | 0.2% | 41 | New | 13F |
| Eminence Capital, LP | $111.8 Mil | 2.6% | 33 | ADD +382.2% | 13F |
| No Street GP LP | $38.4 Mil | 2.6% | 31 | ADD +57.6% | 13F |
| Forest Avenue Capital Management LP | $74.8 Mil | 4.7% | 25 | ADD +45.5% | 13F |
| Avala Global LP | $124.8 Mil | 6.0% | 22 | ADD +16.5% | 13F |
| Hudson Way Capital Management LLC | $94.9 Mil | 9.1% | 16 | ADD +16.0% | 13F |
| Makena Capital Management LLC | $18.6 Mil | 2.1% | 27 | ADD +14.7% | 13F |
| M.D. Sass, LLC | $47.5 Mil | 3.6% | 36 | ADD +9.7% | 13F |
| 140 Summer Partners LP | $53.0 Mil | 4.7% | 20 | ADD +9.3% | 13F |
| Greenstone Partners & Co., LLC | $42.0 Mil | 10.6% | 9 | ADD +8.1% | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | As Of | Filing |
|---|---|---|---|---|---|---|
| Meritage Group LP | $214.6 Mil | 6.7% | 10 | Exited | Dec 31, 2025 | 13F |
| Hook Mill Capital Partners, LP | $23.1 Mil | 2.2% | 39 | Exited | Dec 31, 2025 | 13F |
| Kinetic Partners Management, LP | $22.3 Mil | 1.1% | 44 | Exited | Dec 31, 2025 | 13F |
| Scopia Capital Management LP | $9.6 Mil | 2.0% | 27 | Exited | Dec 31, 2025 | 13F |
| Third Point LLC | $167.9 Mil | 8.1% | 33 | TRIM -33.2% | Mar 31, 2026 | 13F |
| Broad Bay Capital Management, LP | $21.4 Mil | 2.2% | 24 | TRIM -25.0% | Mar 31, 2026 | 13F |
| Robertson Opportunity Capital, LLC | $26.2 Mil | 10.1% | 30 | TRIM -19.3% | Mar 31, 2026 | 13F |
| Windacre Partnership LLC | $607.8 Mil | 6.5% | 11 | TRIM -11.8% | Mar 31, 2026 | 13F |
| Darsana Capital Partners LP | $196.3 Mil | 4.2% | 14 | TRIM -11.5% | Mar 31, 2026 | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Linonia Partnership LP | $649.2 Mil | 12.1% | 14 | Hold | 13F |
| Windacre Partnership LLC | $607.8 Mil | 6.5% | 11 | TRIM -11.8% | 13F |
| Browning West LP | $435.9 Mil | 27.0% | 5 | Hold | 13F |
| Abrams Capital Management, L.P. | $428.6 Mil | 9.2% | 11 | Hold | 13F |
| D1 Capital Partners L.P. | $346.6 Mil | 3.1% | 44 | New | 13F |
| Timucuan Asset Management Inc/Fl | $217.4 Mil | 8.0% | 28 | Hold | 13F |
| Darsana Capital Partners LP | $196.3 Mil | 4.2% | 14 | TRIM -11.5% | 13F |
| Third Point LLC | $167.9 Mil | 8.1% | 33 | TRIM -33.2% | 13F |
| Avala Global LP | $124.8 Mil | 6.0% | 22 | ADD +16.5% | 13F |
| Eminence Capital, LP | $111.8 Mil | 2.6% | 33 | ADD +382.2% | 13F |
| Hudson Way Capital Management LLC | $94.9 Mil | 9.1% | 16 | ADD +16.0% | 13F |
| Forest Avenue Capital Management LP | $74.8 Mil | 4.7% | 25 | ADD +45.5% | 13F |
| 140 Summer Partners LP | $53.0 Mil | 4.7% | 20 | ADD +9.3% | 13F |
| M.D. Sass, LLC | $47.5 Mil | 3.6% | 36 | ADD +9.7% | 13F |
| Avantyr Capital Partners, LP | $46.1 Mil | 2.2% | 22 | New | 13F |
| Goodnow Investment Group, LLC | $45.1 Mil | 4.9% | 29 | Hold | 13F |
| SW Investment Management LLC | $44.4 Mil | 9.8% | 8 | Hold | 13F |
| Greenstone Partners & Co., LLC | $42.0 Mil | 10.6% | 9 | ADD +8.1% | 13F |
| No Street GP LP | $38.4 Mil | 2.6% | 31 | ADD +57.6% | 13F |
| 12th Street Asset Management Company, LLC | $30.2 Mil | 4.9% | 32 | Hold | 13F |
| Robertson Opportunity Capital, LLC | $26.2 Mil | 10.1% | 30 | TRIM -19.3% | 13F |
| Broad Bay Capital Management, LP | $21.4 Mil | 2.2% | 24 | TRIM -25.0% | 13F |
| Makena Capital Management LLC | $18.6 Mil | 2.1% | 27 | ADD +14.7% | 13F |
| Cartenna Capital, LP | $5.5 Mil | 0.2% | 41 | New | 13F |
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Home Furnishings Resources |
| Furniture Today |
| Home Accents Today |
| Business of Home |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 7/27/2026