SOMNIGROUP INTERNATIONAL INC.
SGI · Household Furniture · 210.3M shares · -5%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: -$12M (gross $36M, SBC $48M)
Reference price $66.79 · est. market cap ~$14.0B — last insider sale, 2026-05-22 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A85World's largest bedding company with iconic brands, top-decile cash generation and operating margins post Mattress Firm acquisition.
Strengths
- Dominant scaled franchise (Tempur-Pedic, Sealy, Mattress Firm) in a $120B market with pricing power
- Top-decile cash generation/margins: FCF $633M (100th), FCF/OCF/operating margins all 100th pct
- Strong revenue growth +51.6% (85.7th) and net margin 5.1% (88.9th pct)
Risks
- Stretched liquidity post-deal: current ratio 0.83 (20th), quick ratio 0.42 (20th pct)
- Acquisition integration risk and added leverage from $5.1B Mattress Firm purchase
- Net income roughly flat; bedding demand is cyclical and rate-sensitive
Notable findings
- Weak liquidityCurrent ratio 0.83 (<1)
- Buying back stockNet buyback — share count -5%/yr over 4y
- Insider sellingInsider selling — 2 open-market sale(s) by 1 insider(s) (~$445,539, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
42.6%
Operating margin
10.1%
Net margin
5.1%
Return on assets
3.3%
Revenue growth (QoQ)
-3.6%
Net-income growth
-0.1%
Current ratio
0.8×
Free cash flow
$633M
EBITDA
$1.0B
Stock comp / revenue
0.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-22 | Rusing Steven H | Option exercise | 10K | $15.61 |
| 2026-05-22 | Rusing Steven H | Sell | 5.4K | $66.79 |
| 2026-05-22 | Rusing Steven H | Sell | 1.3K | $67.48 |
| 2026-05-14 | Dyer Simon | Option exercise | 2.3K | — |
| 2026-05-14 | Dyer Simon | Tax withheld | 702 | $64.49 |
| 2026-05-13 | Gates Cathy R. | Grant | 2.7K | — |
| 2026-05-13 | Cook Christopher Thomas | Grant | 2.7K | — |
| 2026-05-13 | Madden Meredith Siegfried | Grant | 2.7K | — |
| 2026-05-13 | Sachse Peter R | Grant | 2.7K | — |
| 2026-05-13 | Dilsaver Evelyn S | Grant | 2.7K | — |
| 2026-05-13 | NEU RICHARD W | Grant | 2.7K | — |
| 2026-01-02 | BUSTER H CLIFFORD III | Option exercise | 24K | — |
| 2026-01-02 | BUSTER H CLIFFORD III | Tax withheld | 11K | $88.74 |
| 2026-01-02 | BUSTER H CLIFFORD III | Option exercise | 10K | — |
| 2026-01-02 | BUSTER H CLIFFORD III | Tax withheld | 4.8K | $88.74 |
| 2026-01-02 | Rusing Steven H | Option exercise | 4.0K | — |
| 2026-01-02 | Rusing Steven H | Option exercise | 5.5K | — |
| 2026-01-02 | Rusing Steven H | Tax withheld | 2.5K | $88.74 |
| 2026-01-02 | Rusing Steven H | Option exercise | 4.0K | — |
| 2026-01-02 | Rusing Steven H | Tax withheld | 1.8K | $88.74 |
| 2026-01-02 | Rusing Steven H | Option exercise | 3.5K | — |
| 2026-01-02 | Rusing Steven H | Tax withheld | 1.6K | $88.74 |
| 2026-01-02 | Rusing Steven H | Option exercise | 4.6K | — |
| 2026-01-02 | Rusing Steven H | Tax withheld | 2.1K | $88.74 |
| 2026-01-02 | Rusing Steven H | Option exercise | 15K | — |
| 2026-01-02 | Rusing Steven H | Tax withheld | 6.9K | $88.74 |
| 2026-01-02 | Rusing Steven H | Option exercise | 6.5K | — |
| 2026-01-02 | Rusing Steven H | Tax withheld | 3.0K | $88.74 |
| 2026-01-02 | Rao Bhaskar | Option exercise | 4.0K | — |
| 2026-01-02 | Rao Bhaskar | Tax withheld | 1.8K | $88.74 |
| 2026-01-02 | Rao Bhaskar | Option exercise | 5.5K | — |
| 2026-01-02 | Rao Bhaskar | Tax withheld | 2.5K | $88.74 |
| 2026-01-02 | Rao Bhaskar | Option exercise | 4.0K | — |
| 2026-01-02 | Rao Bhaskar | Tax withheld | 1.8K | $88.74 |
| 2026-01-02 | Rao Bhaskar | Option exercise | 3.5K | — |
| 2026-01-02 | Rao Bhaskar | Tax withheld | 1.6K | $88.74 |
| 2026-01-02 | Rao Bhaskar | Option exercise | 4.6K | — |
| 2026-01-02 | Rao Bhaskar | Tax withheld | 2.1K | $88.74 |
| 2026-01-02 | Rao Bhaskar | Option exercise | 15K | — |
| 2026-01-02 | Rao Bhaskar | Tax withheld | 6.8K | $88.74 |
| 2026-01-02 | Rao Bhaskar | Option exercise | 6.5K | — |
| 2026-01-02 | Rao Bhaskar | Tax withheld | 2.9K | $88.74 |
| 2026-01-02 | MONTGOMERY DAVID | Option exercise | 2.6K | — |
| 2026-01-02 | MONTGOMERY DAVID | Tax withheld | 1.2K | $88.74 |
| 2026-01-02 | MONTGOMERY DAVID | Option exercise | 3.6K | — |
| 2026-01-02 | MONTGOMERY DAVID | Tax withheld | 1.7K | $88.74 |
| 2026-01-02 | MONTGOMERY DAVID | Option exercise | 2.6K | — |
| 2026-01-02 | MONTGOMERY DAVID | Tax withheld | 1.2K | $88.74 |
| 2026-01-02 | MONTGOMERY DAVID | Option exercise | 2.2K | — |
| 2026-01-02 | MONTGOMERY DAVID | Tax withheld | 1.1K | $88.74 |
| 2026-01-02 | MONTGOMERY DAVID | Option exercise | 3.0K | — |
| 2026-01-02 | MONTGOMERY DAVID | Tax withheld | 1.4K | $88.74 |
| 2026-01-02 | MONTGOMERY DAVID | Option exercise | 9.6K | — |
| 2026-01-02 | MONTGOMERY DAVID | Tax withheld | 4.5K | $88.74 |
| 2026-01-02 | MONTGOMERY DAVID | Option exercise | 4.2K | — |
| 2026-01-02 | MONTGOMERY DAVID | Tax withheld | 2.0K | $88.74 |
| 2026-01-02 | THOMPSON SCOTT L | Option exercise | 72K | — |
| 2026-01-02 | THOMPSON SCOTT L | Tax withheld | 28K | $88.74 |
| 2026-01-02 | THOMPSON SCOTT L | Option exercise | 101K | — |
| 2026-01-02 | THOMPSON SCOTT L | Tax withheld | 40K | $88.74 |
| 2026-01-02 | Rusing Steven H | Tax withheld | 1.8K | $88.74 |
| 2026-01-02 | BUSTER H CLIFFORD III | Option exercise | 6.5K | — |
| 2026-01-02 | BUSTER H CLIFFORD III | Tax withheld | 3.0K | $88.74 |
| 2026-01-02 | BUSTER H CLIFFORD III | Option exercise | 8.9K | — |
| 2026-01-02 | BUSTER H CLIFFORD III | Tax withheld | 4.1K | $88.74 |
| 2026-01-02 | BUSTER H CLIFFORD III | Option exercise | 6.5K | — |
| 2026-01-02 | BUSTER H CLIFFORD III | Tax withheld | 3.0K | $88.74 |
| 2026-01-02 | BUSTER H CLIFFORD III | Option exercise | 5.6K | — |
| 2026-01-02 | BUSTER H CLIFFORD III | Tax withheld | 2.6K | $88.74 |
| 2026-01-02 | BUSTER H CLIFFORD III | Option exercise | 7.4K | — |
| 2026-01-02 | BUSTER H CLIFFORD III | Tax withheld | 3.4K | $88.74 |
| 2025-12-12 | BUSTER H CLIFFORD III | Gift | 2.7K | — |
| 2025-12-09 | Rusing Steven H | Gift | 2.8K | — |
| 2025-12-04 | Nuno Kindel | Gift | 5.4K | — |
| 2025-12-02 | Dyer Simon | Buy | 2.3K | $94.17 |
| 2025-12-02 | Dyer Simon | Buy | 30K | $93.34 |
| 2025-12-01 | THOMPSON SCOTT L | Gift | 22K | — |
| 2025-11-13 | MONTGOMERY DAVID | Gift | 40K | — |
| 2025-11-10 | THOMPSON SCOTT L | Gift | 326K | — |
| 2025-09-30 | Cook Christopher Thomas | Grant | 1.1K | — |
| 2025-09-05 | Gates Cathy R. | Sell | 6.0K | $86.85 |
| 2025-08-19 | BUSTER H CLIFFORD III | Sell | 70K | $81.20 |
| 2025-08-13 | Rao Bhaskar | Option exercise | 19K | $15.61 |
| 2025-08-13 | Rao Bhaskar | Sell | 19K | $78.32 |
| 2025-08-13 | Rao Bhaskar | Sell | 77K | $78.54 |
| 2025-08-13 | Rao Bhaskar | Sell | 203 | $79.07 |
| 2025-06-11 | MONTGOMERY DAVID | Option exercise | 38K | $15.61 |
| 2025-06-11 | BUSTER H CLIFFORD III | Option exercise | 35K | $15.61 |
| 2025-06-11 | BUSTER H CLIFFORD III | Sell | 22K | $65.80 |
| 2025-06-11 | BUSTER H CLIFFORD III | Gift | 5.4K | — |
| 2025-06-11 | MONTGOMERY DAVID | Option exercise | 63K | $17.38 |
| 2025-06-11 | MONTGOMERY DAVID | Sell | 46K | $65.67 |
| 2025-06-11 | MONTGOMERY DAVID | Sell | 30K | $65.69 |
| 2025-05-29 | Sachse Peter R | Grant | 60K | — |
| 2025-05-29 | Sachse Peter R | Gift | 60K | — |
| 2025-05-16 | THOMPSON SCOTT L | Tax withheld | 749K | $66.82 |
| 2025-05-16 | THOMPSON SCOTT L | Option exercise | 1.4M | $17.38 |
| 2025-05-14 | Sachse Peter R | Grant | 2.3K | — |
| 2025-05-14 | Dilsaver Evelyn S | Grant | 2.3K | — |
| 2025-05-14 | Gates Cathy R. | Grant | 2.3K | — |
| 2025-05-14 | NEU RICHARD W | Grant | 2.3K | — |
| 2025-05-14 | Madden Meredith Siegfried | Grant | 2.3K | — |
| 2025-05-13 | THOMPSON SCOTT L | Tax withheld | 698K | $64.12 |
| 2025-05-13 | THOMPSON SCOTT L | Option exercise | 1.2M | $17.94 |
| 2025-05-09 | Dyer Simon | Tax withheld | 834 | $60.50 |
| 2025-03-13 | MONTGOMERY DAVID | Gift | 17K | — |
| 2025-03-11 | BUSTER H CLIFFORD III | Grant | 32K | — |
| 2025-03-11 | BUSTER H CLIFFORD III | Gift | 32K | — |
| 2025-03-06 | Dilsaver Evelyn S | Option exercise | 6.6K | $14.96 |
| 2025-03-06 | Dilsaver Evelyn S | Sell | 1.7K | $60.18 |
| 2025-03-03 | MONTGOMERY DAVID | Option exercise | 50K | $17.38 |
| 2025-03-03 | MONTGOMERY DAVID | Sell | 33K | $62.88 |
| 2025-02-05 | Sachse Peter R | Grant | 120K | — |
| 2025-02-05 | Sachse Peter R | Grant | 599 | — |
| 2025-01-03 | MURRAY THOMAS A. | Option exercise | 3.1K | — |
| 2025-01-03 | MURRAY THOMAS A. | Tax withheld | 1.2K | $55.74 |
| 2025-01-03 | MURRAY THOMAS A. | Option exercise | 1.7K | — |
| 2025-01-03 | MURRAY THOMAS A. | Tax withheld | 664 | $55.74 |
| 2025-01-03 | MURRAY THOMAS A. | Option exercise | 2.3K | — |
| 2025-01-03 | MURRAY THOMAS A. | Tax withheld | 916 | $55.74 |
| 2025-01-03 | MURRAY THOMAS A. | Option exercise | 1.7K | — |
| 2025-01-03 | MURRAY THOMAS A. | Tax withheld | 668 | $55.74 |
| 2025-01-03 | MURRAY THOMAS A. | Option exercise | 12K | — |
| 2025-01-03 | MURRAY THOMAS A. | Tax withheld | 5.0K | $55.74 |
| 2025-01-03 | MURRAY THOMAS A. | Option exercise | 1.9K | — |
| 2025-01-03 | MURRAY THOMAS A. | Tax withheld | 756 | $55.74 |
| 2025-01-03 | MURRAY THOMAS A. | Option exercise | 6.3K | — |
| 2025-01-03 | MURRAY THOMAS A. | Tax withheld | 2.5K | $55.74 |
| 2025-01-03 | Rao Bhaskar | Option exercise | 7.3K | — |
| 2025-01-03 | Rao Bhaskar | Tax withheld | 3.3K | $55.74 |
| 2025-01-03 | Rao Bhaskar | Option exercise | 4.0K | — |
| 2025-01-03 | Rao Bhaskar | Tax withheld | 1.8K | $55.74 |
| 2025-01-03 | Rao Bhaskar | Option exercise | 5.5K | — |
| 2025-01-03 | Rao Bhaskar | Tax withheld | 2.5K | $55.74 |
| 2025-01-03 | Rao Bhaskar | Option exercise | 4.0K | — |
| 2025-01-03 | Rao Bhaskar | Tax withheld | 1.8K | $55.74 |
| 2025-01-03 | Rao Bhaskar | Option exercise | 29K | — |
| 2025-01-03 | Rao Bhaskar | Tax withheld | 14K | $55.74 |
| 2025-01-03 | Rao Bhaskar | Option exercise | 4.6K | — |
| 2025-01-03 | Rao Bhaskar | Tax withheld | 2.1K | $55.74 |
| 2025-01-03 | Rao Bhaskar | Option exercise | 15K | — |
| 2025-01-03 | Rao Bhaskar | Tax withheld | 6.8K | $55.74 |
| 2025-01-03 | Vollet Scott | Option exercise | 7.3K | — |
| 2025-01-03 | Vollet Scott | Tax withheld | 3.3K | $55.74 |
| 2025-01-03 | Vollet Scott | Option exercise | 4.0K | — |
| 2025-01-03 | Vollet Scott | Tax withheld | 1.8K | $55.74 |
| 2025-01-03 | Vollet Scott | Option exercise | 5.5K | — |
| 2025-01-03 | Vollet Scott | Tax withheld | 2.5K | $55.74 |
| 2025-01-03 | Vollet Scott | Option exercise | 4.0K | — |
| 2025-01-03 | Vollet Scott | Tax withheld | 1.8K | $55.74 |
| 2025-01-03 | Vollet Scott | Option exercise | 29K | — |
| 2025-01-03 | Vollet Scott | Tax withheld | 14K | $55.74 |
| 2025-01-03 | Vollet Scott | Option exercise | 4.6K | — |
| 2025-01-03 | Vollet Scott | Tax withheld | 2.1K | $55.74 |
| 2025-01-03 | Vollet Scott | Option exercise | 15K | — |
| 2025-01-03 | Vollet Scott | Tax withheld | 6.8K | $55.74 |
| 2025-01-03 | BUSTER H CLIFFORD III | Option exercise | 12K | — |
| 2025-01-03 | BUSTER H CLIFFORD III | Tax withheld | 5.4K | $55.74 |
| 2025-01-03 | BUSTER H CLIFFORD III | Option exercise | 6.5K | — |
| 2025-01-03 | BUSTER H CLIFFORD III | Tax withheld | 3.0K | $55.74 |
| 2025-01-03 | BUSTER H CLIFFORD III | Option exercise | 8.9K | — |
| 2025-01-03 | BUSTER H CLIFFORD III | Tax withheld | 4.1K | $55.74 |
| 2025-01-03 | BUSTER H CLIFFORD III | Option exercise | 6.5K | — |
| 2025-01-03 | BUSTER H CLIFFORD III | Tax withheld | 3.0K | $55.74 |
| 2025-01-03 | BUSTER H CLIFFORD III | Option exercise | 47K | — |
| 2025-01-03 | BUSTER H CLIFFORD III | Tax withheld | 22K | $55.74 |
| 2025-01-03 | BUSTER H CLIFFORD III | Option exercise | 7.4K | — |
| 2025-01-03 | BUSTER H CLIFFORD III | Tax withheld | 3.4K | $55.74 |
| 2025-01-03 | BUSTER H CLIFFORD III | Option exercise | 24K | — |
| 2025-01-03 | BUSTER H CLIFFORD III | Tax withheld | 11K | $55.74 |
| 2025-01-03 | Rusing Steven H | Option exercise | 7.3K | — |
| 2025-01-03 | Rusing Steven H | Tax withheld | 3.4K | $55.74 |
| 2025-01-03 | Rusing Steven H | Option exercise | 4.0K | — |
| 2025-01-03 | Rusing Steven H | Tax withheld | 1.9K | $55.74 |
| 2025-01-03 | Rusing Steven H | Option exercise | 5.5K | — |
| 2025-01-03 | Rusing Steven H | Tax withheld | 2.6K | $55.74 |
| 2025-01-03 | Rusing Steven H | Option exercise | 4.0K | — |
| 2025-01-03 | Rusing Steven H | Tax withheld | 1.9K | $55.74 |
| 2025-01-03 | Rusing Steven H | Option exercise | 29K | — |
| 2025-01-03 | Rusing Steven H | Tax withheld | 14K | $55.74 |
| 2025-01-03 | Rusing Steven H | Option exercise | 4.6K | — |
| 2025-01-03 | Rusing Steven H | Tax withheld | 2.1K | $55.74 |
| 2025-01-03 | Rusing Steven H | Option exercise | 15K | — |
| 2025-01-03 | Rusing Steven H | Tax withheld | 6.9K | $55.74 |
| 2025-01-03 | Wijnand Hansbart | Option exercise | 4.0K | — |
| 2025-01-03 | Wijnand Hansbart | Tax withheld | 1.9K | $55.74 |
| 2025-01-03 | Wijnand Hansbart | Option exercise | 2.6K | — |
| 2025-01-03 | Wijnand Hansbart | Tax withheld | 1.2K | $55.74 |
| 2025-01-03 | Wijnand Hansbart | Option exercise | 3.6K | — |
| 2025-01-03 | Wijnand Hansbart | Tax withheld | 1.7K | $55.74 |
| 2025-01-03 | Wijnand Hansbart | Option exercise | 2.6K | — |
| 2025-01-03 | Wijnand Hansbart | Tax withheld | 1.2K | $55.74 |
| 2025-01-03 | Wijnand Hansbart | Option exercise | 16K | — |
| 2025-01-03 | Wijnand Hansbart | Tax withheld | 7.5K | $55.74 |
| 2025-01-03 | Wijnand Hansbart | Option exercise | 3.0K | — |
| 2025-01-03 | Wijnand Hansbart | Tax withheld | 1.4K | $55.74 |
| 2025-01-03 | Wijnand Hansbart | Option exercise | 9.6K | — |
| 2025-01-03 | Wijnand Hansbart | Tax withheld | 4.5K | $55.74 |
| 2025-01-03 | THOMPSON SCOTT L | Option exercise | 38K | — |
| 2025-01-03 | THOMPSON SCOTT L | Tax withheld | 15K | $55.74 |
| 2025-01-03 | THOMPSON SCOTT L | Option exercise | 83K | — |
| 2025-01-03 | THOMPSON SCOTT L | Tax withheld | 33K | $55.74 |
| 2025-01-03 | THOMPSON SCOTT L | Option exercise | 151K | — |
| 2025-01-03 | THOMPSON SCOTT L | Tax withheld | 59K | $55.74 |
| 2025-01-03 | THOMPSON SCOTT L | Option exercise | 231K | — |
| 2025-01-03 | THOMPSON SCOTT L | Tax withheld | 91K | $55.74 |
| 2025-01-03 | MONTGOMERY DAVID | Option exercise | 4.7K | — |
| 2025-01-03 | MONTGOMERY DAVID | Tax withheld | 2.2K | $55.74 |
| 2025-01-03 | MONTGOMERY DAVID | Option exercise | 2.6K | — |
| 2025-01-03 | MONTGOMERY DAVID | Tax withheld | 1.2K | $55.74 |
| 2025-01-03 | MONTGOMERY DAVID | Option exercise | 3.6K | — |
| 2025-01-03 | MONTGOMERY DAVID | Tax withheld | 1.7K | $55.74 |
| 2025-01-03 | MONTGOMERY DAVID | Option exercise | 2.6K | — |
| 2025-01-03 | MONTGOMERY DAVID | Tax withheld | 1.2K | $55.74 |
| 2025-01-03 | MONTGOMERY DAVID | Option exercise | 19K | — |
| 2025-01-03 | MONTGOMERY DAVID | Tax withheld | 8.9K | $55.74 |
| 2025-01-03 | MONTGOMERY DAVID | Option exercise | 3.0K | — |
| 2025-01-03 | MONTGOMERY DAVID | Tax withheld | 1.4K | $55.74 |
| 2025-01-03 | MONTGOMERY DAVID | Option exercise | 9.6K | — |
| 2025-01-03 | MONTGOMERY DAVID | Tax withheld | 4.5K | $55.74 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-04 | 2026-06-04 | 0001206264-26-000082 ↗ |
| 8-K | 2026-05-15 | 2026-05-13 | 0001206264-26-000071 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001206264-26-000067 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001206264-26-000063 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001206264-26-000065 ↗ |
| 8-K | 2026-04-13 | 2026-04-13 | 0001206264-26-000048 ↗ |
| 8-K | 2026-04-13 | 2026-04-13 | 0001140361-26-014337 ↗ |
| 8-K | 2026-03-04 | 2026-03-04 | 0001206264-26-000019 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001206264-26-000015 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0001206264-26-000008 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0001206264-26-000011 ↗ |
| 8-K | 2026-01-20 | 2026-01-20 | 0001206264-26-000002 ↗ |