Somnigroup International (SGI)
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
$69.87+0.50%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
QuarterlyIQ Insights · SGI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-09-04.
The screen ranks SGI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Complete acquisition of Leggett & Platt to deepen vertical integration, enhance innovation, expand markets, and realize synergies.
Stated in 3 quarters including 2026-Q1 and 2026-Q2. The acquisition of Leggett & Platt was announced in 2026-Q1 as a $2.5 billion all-stock transaction and completed by 2026-Q2. Post-close, former Leggett & Platt shareholders own about 9% of the combined company. Synergies identified increased from $50 million to $75 million annual run-rate. The transaction reduced net leverage by 0.2x to approximately 2.8x adjusted EBITDA. Management is delivering on this vertical integration priority with synergy realization underway.
“Announced signing definitive agreement to acquire Leggett & Platt in all-stock transaction valued at $2.5 billion.”
“Completed combination with Leggett & Platt, strengthening global platform and vertical integration.”
“Announced signing definitive agreement to acquire Leggett & Platt, expanding vertical integration and innovation.”
Drive sales growth through international expansion, product launches, and omni-channel retail investments.
Stated in 2 of last 2 quarters. Revenue grew 12.3% to $1.8B in 2026-Q1 driven by Mattress Firm inclusion but declined 3.0% to $1.82B in 2026-Q2 versus prior year. Management emphasized international growth and new product launches. The trajectory shows mixed delivery with strong growth in Q1 but a slight decline in Q2, reflecting challenging market conditions.
“Advancing international growth strategy and preparing for North American launch of new Stearns & Foster collection.”
Focus on operational efficiencies, synergy realization, and margin expansion across segments.
Stated in 2 of last 2 quarters. Operating income rose 12.1% from $179.9M in 2025-Q2 to $201.7M in 2026-Q2. North America adjusted operating margin improved 400 basis points to 26.7% in 2026-Q2. Management highlighted synergy-driven efficiencies and margin expansion. The trajectory is delivering on operating income and margin improvement priorities.
Sustain quarterly dividend payments at $0.17 per share to return capital to shareholders.
Stated in 3 of last 3 quarters. The quarterly dividend per share increased from $0.15 in 2025-Q4 to $0.17 in 2026-Q1 and was maintained at $0.17 in 2026-Q2. Management has consistently declared and paid this dividend level, delivering on the capital return priority.
Amend and refinance credit agreements to improve financial flexibility and reduce borrowing costs.
Newly stated in 2026-Q2. The company entered Amendment No. 5 to its Credit Agreement in July 2026 to extend maturities and improve terms. This action supports management's priority to refinance credit facilities for better cost and flexibility. No prior quarters stated this priority.
“Entered into Amendment No. 5 to Credit Agreement among banks and financial institutions.”
Over the trailing year it converted 2.56x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3652).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
31 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 59% of the time over the next year (vs 48% for the rest of the cohort, n=1937).
Not investment advice. As of 2026-09-04.
“Delivered solid financial results including 12.3% net sales increase driven by Mattress Firm inclusion.”
“Operating income increased 12.1% to $201.7 million; North America adjusted operating margin improved 400 basis points.”
“Operating income increased 1317.4% to $187.1 million; adjusted operating income increased 17.4%.”
“Board declared quarterly cash dividend of $0.17 per share payable September 3, 2026.”
“Board declared quarterly cash dividend of $0.17 per share payable June 4, 2026.”
“Dividend per share was $0.15, increased to $0.17 in 2026-Q1.”