Somnigroup International (SGI)
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
$69.81+6.82%
Close 2026-11-04 · 1-day change
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
QuarterlyIQ Insights · SGI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 19.4% |
| Our one-year growth estimate | diamond | 43.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 23.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 7 industry peers
SGI — capital allocation — Creation of a Direct Financial Obligation or an Obligation under an Off-Balan…
Dated 2026-08-26
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Following the completion of the Merger, $1.5 billion in aggregate principal amount of Leggett & Platt's 3.50% Senior Notes due 2027, 4.40% Senior Notes due 2029 and 3.50% Senior Notes due 2051 (collectively, the "Leggett & Platt Notes"), remain outstanding, in each case, under the applicable indenture pursuant to which such series of Leggett & Platt Notes was issued. Each series…
Why it matters: Higher input costs cut into North America margins before price changes. The company put price increases in place after Q2.
Watch forNorth America adjusted gross margin stays at or above 61.8% as the new prices take effect.
Also watch forNorth America adjusted gross margin drops below 61.8%. Input costs rise faster than selling prices.
Why it matters: The sector data points to falling revenue, while SGI sales fell 3.0% in Q2. Q3 sales growth would stand out against that backdrop.
Watch forSGI reports Q3 net sales growth above 0% year over year.
Also watch forSGI reports Q3 net sales below the prior-year quarter.
Why it matters: The company cut its 2026 profit range after Q2. Q3 results will show whether it can stay within the new range.
Watch forQ3 adjusted EPS and updated full-year guidance point to a 2026 result at or above the $3.00 midpoint.
Also watch forThe company cuts its full-year adjusted EPS range below $2.85, or Q3 results make that cut likely.
Why it matters: The deal closed on August 26. Leggett debt remains outstanding, so later reports can show how the combined business affects debt and cash flow.
Watch forA filing or earnings release shows net leverage below 2.99 times. It also shows progress toward the stated $75 million annual synergy run rate.
Also watch forA filing or earnings release shows net leverage at or above 2.99 times. Or it shows planned synergies below $75 million a year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$171 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $362 loss on $10,000 · 3.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,728 loss on $10,000 · 37.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Mattress Firm sales fell 2.8%, though same-store sales rose slightly. Its adjusted gross margin also fell 240 basis points.
Watch forMattress Firm same-store sales rise year over year and its adjusted gross margin improves from 33.3%.
Also watch forMattress Firm same-store sales turn negative. Adjusted gross margin falls below 33.3%.