Brief: Somnigroup Q2 Adjusted EPS USD 0.53 Vs. IBES Estimate USD 0.51

Somnigroup International

07/08/2025 11:36

Overview

Somnigroup Q2 sales rise 52.5% but miss analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus, reflecting strong operational performance

Company raises full-year 2025 financial guidance, indicating confidence in business strategy

Acquires 15.6% equity interest in biosensing AI solutions maker Fullpower-AI with $25 mln investment

Outlook

Somnigroup raises full-year 2025 adjusted EPS guidance to $2.40-$2.70, including Mattress Firm operations

Result Drivers

MATTRESS FIRM INTEGRATION - Significant sales growth driven by Mattress Firm acquisition, contributing $948.8 mln to net sales

DIRECT SALES GROWTH - Direct sales increased to 66% of net sales, up from 23% in the previous year

INTERNATIONAL EXPANSION - International net sales rose 15% due to new product launches, despite gross margin pressure from commodity costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$1.88 bln
$1.89 bln (9 Analysts)
Q2 Adjusted EPS
Beat
$0.53
$0.51 (9 Analysts)
Q2 EPS
$0.47
Q2 Adjusted Net Income
Beat
$113.10 mln
$108.60 mln (8 Analysts)
Q2 Net Income
$99 mln
Q2 Adjusted Operating Income
Beat
$224.40 mln
$216.50 mln (8 Analysts)
Q2 Adjusted Gross Margin
44.2%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the home furnishings peer group is "buy"

Wall Street's median 12-month price target for Somnigroup International Inc is $76.00, about 3.1% above its August 6 closing price of $73.64

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nPn9mD7b9a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)