Somnigroup International Inc.

NYSE:SGI 株式レポート

時価総額:US$15.1b

Somnigroup International マネジメント

マネジメント 基準チェック /14

Somnigroup Internationalの CEO はScott Thompsonで、 Sep2015年に任命され、 の在任期間は 10.83年です。 の年間総報酬は$ 45.87Mで、 2.6%給与と97.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.73%を直接所有しており、その価値は$ 261.15M 。経営陣と取締役会の平均在任期間はそれぞれ1.5年と6.3年です。

主要情報

Scott Thompson

最高経営責任者

US$45.9m

報酬総額

CEO給与比率2.62%
CEO在任期間10.8yrs
CEOの所有権1.7%
経営陣の平均在職期間1.5yrs
取締役会の平均在任期間6.3yrs

経営陣の近況

Recent updates

Seeking Alpha Jul 05

Somnigroup: How It Plans To Dominate The Mattress Market

Summary Somnigroup earns a Buy rating and $100 price target, driven by its acquisition of Mattress Firm and pending Leggett & Platt deal. SGI is building a soft monopoly, leveraging omnichannel dominance, pricing power, and a robust balance sheet to expand margins by 2027. Q1 results show 12.3% net sales growth, 19.7% adj EBITDA growth, and $186M FCF, reflecting strong operating leverage and acquisition synergies. Key catalysts include the Leggett & Platt integration, Stearns & Foster hybrid launch, and $50M sales uplift from delayed price increases in H2. Read the full article on Seeking Alpha
ナラティブ更新 Jun 23

SGI: Cost Discipline And Margin Strength Are Expected To Drive Future Upside

Analysts have nudged their average price target on Somnigroup International slightly higher to $99. This reflects recent coverage initiations and revised assumptions for discount rates and long term P/E multiples.
ナラティブ更新 Jun 04

SGI: Cost Synergies And Margin Expansion Are Expected To Drive Upside

Narrative Update on Somnigroup International Somnigroup International's analyst price target has been trimmed from $101.50 to $97.25, as analysts factor in slightly lower revenue growth and profit margin assumptions, along with a modestly higher discount rate and a reduced future P/E multiple. Analyst Commentary Recent Street research on Somnigroup International has focused on recalibrating price targets and reassessing the stock's role in model portfolios.
ナラティブ更新 May 09

SGI: Merger Synergies And Q4 Pullback Are Expected To Support Upside

Analysts have trimmed Somnigroup International's implied fair value slightly to $101.50 from $102.13. This reflects more cautious revenue growth assumptions, a modestly lower discount rate and a slightly lower future P/E multiple, even as profit margin expectations are adjusted upward.
ナラティブ更新 Apr 23

SGI: Merger Synergies And Q4 Pullback Are Expected To Drive Upside

Somnigroup International's analyst fair value estimate has been adjusted slightly lower to $102.13 from $103.38. This reflects recent mixed price target moves and list changes as analysts balance merger synergies with softer industry demand and an uncertain housing outlook.
ナラティブ更新 Apr 09

SGI: Merger Synergies And Q4 Pullback Poised To Drive Future Upside

Somnigroup International's updated analyst price target edges slightly lower to $103.38 from $103.63 as analysts factor in a modestly higher discount rate, along with Street research that highlights mixed list inclusions, generally constructive merger synergies, and varied but mostly supportive target revisions from firms covering the stock. Analyst Commentary Recent Street research on Somnigroup International offers a mix of optimism around merger execution and synergy realization, paired with some caution on demand trends and broader housing exposure.
ナラティブ更新 Mar 26

SGI: Merger Synergies And Q4 Pullback Set Up Future Rebound

Analysts have nudged their average price target on Somnigroup International to $115, reflecting views that merger synergies around Mattress Firm and resilient performance at Tempur Sealy are better captured in current forecasts, despite mixed recent revisions across the Street. Analyst Commentary Recent research on Somnigroup International shows a mix of optimism around merger execution and Tempur Sealy performance, alongside a more cautious read on industry demand and housing exposure.
ナラティブ更新 Mar 11

SGI: Merger Synergies And Q4 Pullback Will Drive Future Upside Potential

Narrative Update: Somnigroup International Our analyst price target update for Somnigroup edges higher to a fair value estimate of $103.63 from $102.38, reflecting analysts' generally supportive view of merger synergies and resilience at Tempur Sealy and Mattress Firm, even as some firms fine tune their targets around recent Q4 results. Analyst Commentary Recent research on Somnigroup highlights a mix of optimism around merger execution and caution around industry demand and housing exposure.
ナラティブ更新 Feb 25

SGI: Merger Synergies And Recent Pullback Will Shape Future Upside Potential

The analyst price target for Somnigroup International has been reset lower to $115 from $122, as analysts factor in softer Q4 industry demand, a slightly higher discount rate, and more moderate revenue growth assumptions, while still recognizing merger benefits and updated P/E and margin inputs in their models. Analyst Commentary Recent Street research on Somnigroup International reflects a mix of optimism around merger benefits and execution, alongside caution around softer Q4 industry trends and broader macro sensitivities.
ナラティブ更新 Feb 10

SGI: Neutral Housing Outlook And Execution Will Shape Balanced Future Prospects

Analysts kept Somnigroup International's fair value estimate broadly unchanged at about US$102.29, making only small tweaks to the discount rate and assumed future P/E. This followed neutral initiation research that highlights an uncertain housing outlook as a key rationale for holding a more cautious stance on the shares.
ナラティブ更新 Jan 25

SGI: Mattress Recovery And Integration Progress Will Support Balanced Future Prospects

Analysts have raised their price target on Somnigroup International to $92 from $83, citing recovering mattress demand, ongoing Mattress Firm integration, brand refresh efforts, and steady international expansion as key reasons for the updated view. Analyst Commentary Recent commentary around Somnigroup International highlights a mix of optimism on the setup for the business and caution on the near term trading backdrop, which helps explain the updated US$92 price target.
ナラティブ更新 Jan 09

SGI: Mattress Recovery And Integration Progress Will Support Balanced Future Returns

Narrative Update Analysts have lifted their price target on Somnigroup International to US$92 from US$83, citing expectations that recovering mattress demand, progress on the Mattress Firm integration, stronger brand activity, and steady international growth could support future performance, while still flagging near term caution until industry demand trends are clearer. Analyst Commentary The recent price target lift to US$92 reflects a mixed but generally constructive view on Somnigroup International, with optimism around its core growth drivers tempered by caution about how quickly mattress demand stabilizes.
分析記事 Jan 09

What Does Somnigroup International Inc.'s (NYSE:SGI) Share Price Indicate?

Today we're going to take a look at the well-established Somnigroup International Inc. ( NYSE:SGI ). The company's...
ナラティブ更新 Dec 24

SGI: Mattress Recovery And Integration Benefits Will Drive Shares Higher

Analysts have raised their price target on Somnigroup International to $92.00 from $83.00, citing improving mattress demand, benefits from the Mattress Firm integration, and resilient international growth, even as they remain cautious on the pace of broader industry recovery. Analyst Commentary Recent Street research highlights a balanced view on Somnigroup International, with upside potential tied to execution on strategic initiatives and downside risks linked to the broader industry cycle.
ナラティブ更新 Dec 10

SGI: Mattress Recovery And Integration Synergies Will Drive Outperformance Ahead

Analysts have modestly raised their consolidated price target for Somnigroup International, reflecting a roughly $1 to $2 increase in fair value estimates. They point to recovering mattress demand, benefits from the Mattress Firm integration, and improving international trends, while still flagging near term uncertainty around broader discretionary spending.
分析記事 Dec 05

Investors Still Waiting For A Pull Back In Somnigroup International Inc. (NYSE:SGI)

With a price-to-earnings (or "P/E") ratio of 60.1x Somnigroup International Inc. ( NYSE:SGI ) may be sending very...
ナラティブ更新 Nov 26

SGI: International Momentum And Integration Progress Will Drive Outperformance Ahead

Analysts have increased Somnigroup International's fair value estimate from $97.50 to $101.00, citing improving growth prospects, as well as continued momentum in international markets and integration initiatives. Analyst Commentary Following recent reassessments, analysts presented a mix of optimism and caution regarding Somnigroup International’s near- and medium-term prospects.
分析記事 Nov 14

Weak Statutory Earnings May Not Tell The Whole Story For Somnigroup International (NYSE:SGI)

Despite Somnigroup International Inc.'s ( NYSE:SGI ) recent earnings report having lackluster headline numbers, the...
ナラティブ更新 Nov 11

SGI: Ongoing Integration and Margin Gains Will Drive Balanced Outlook Ahead

Analysts have raised their fair value estimate for Somnigroup International from $88.38 to $97.50. They cite expectations for renewed industry demand, improved profit margins, and positive trends in brand innovation and integration.
ナラティブ更新 Oct 27

Integration Will Drive Global Expansion Despite Discretionary Category Uncertainty

Somnigroup International's analyst price target has been raised from $90 to $97. Analysts cite strong underlying trends and a positive outlook for 2026, while noting potential near-term risks in discretionary spending categories.
ナラティブ更新 Oct 13

Mattress Firm Integration Will Power Global Market Expansion

Analysts have raised their price target for Somnigroup International from $85.78 to $87.44, citing stronger revenue growth projections and an optimistic outlook for 2026 despite lingering risks related to tariffs and discretionary spending. Analyst Commentary Bullish and bearish analysts have weighed in on Somnigroup International's latest outlook, with new insights for investors as year-end approaches.
ナラティブ更新 Sep 16

Mattress Firm Integration Will Power Global Market Expansion

The modest increase in Somnigroup International’s consensus price target is primarily driven by a higher forecasted future P/E multiple, reflecting improved growth or sentiment expectations, resulting in a revised fair value estimate of $85.78. Valuation Changes Summary of Valuation Changes for Somnigroup International The Consensus Analyst Price Target has risen slightly from $83.56 to $85.78.
分析記事 Sep 01

Is Somnigroup International (NYSE:SGI) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブ更新 Aug 09

Mattress Firm Integration Will Power Global Market Expansion

With both Net Profit Margin and Consensus Revenue Growth forecasts remaining stable, analysts have left their fair value estimate for Somnigroup International unchanged at $80.89. What's in the News Somnigroup International completed a follow-on equity offering, raising $953.36 million through the sale of 15,376,743 common shares at $62 per share with a $0.458 per share discount.
ナラティブ更新 Aug 09

Growing Global Demand Will Expand Sleep And Wellness Markets

Despite a notable downgrade in consensus revenue growth forecasts, Somnigroup International’s price target has been significantly increased, reflecting higher valuation multiples and resulting in a fair value shift from $73.00 to $80.89. What's in the News Somnigroup International completed a follow-on equity offering, raising $953 million by issuing 15,376,743 common shares at $62 per share with a $0.458 discount per share.
分析記事 Aug 09

Somnigroup International Inc. (NYSE:SGI) Not Lagging Market On Growth Or Pricing

Somnigroup International Inc.'s ( NYSE:SGI ) price-to-earnings (or "P/E") ratio of 58.4x might make it look like a...
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新しいナラティブ Jul 16

Growing Global Demand Will Expand Sleep And Wellness Markets

International expansion, new products, and customization are driving long-term growth opportunities in both revenue and margins for Somnigroup.

CEO報酬分析

Somnigroup International の収益と比較して、Scott Thompson の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$521m

Dec 31 2025US$46mUS$1m

US$384m

Sep 30 2025n/an/a

US$315m

Jun 30 2025n/an/a

US$268m

Mar 31 2025n/an/a

US$275m

Dec 31 2024US$11mUS$1m

US$384m

Sep 30 2024n/an/a

US$390m

Jun 30 2024n/an/a

US$373m

Mar 31 2024n/an/a

US$359m

Dec 31 2023US$12mUS$1m

US$368m

Sep 30 2023n/an/a

US$392m

Jun 30 2023n/an/a

US$413m

Mar 31 2023n/an/a

US$411m

Dec 31 2022US$20mUS$1m

US$456m

Sep 30 2022n/an/a

US$531m

Jun 30 2022n/an/a

US$575m

Mar 31 2022n/an/a

US$625m

Dec 31 2021US$20mUS$1m

US$625m

Sep 30 2021n/an/a

US$595m

Jun 30 2021n/an/a

US$537m

Mar 31 2021n/an/a

US$419m

Dec 31 2020US$14mUS$1m

US$349m

Sep 30 2020n/an/a

US$250m

Jun 30 2020n/an/a

US$203m

Mar 31 2020n/an/a

US$223m

Dec 31 2019US$14mUS$1m

US$191m

報酬と市場: Scottの 総報酬 ($USD 45.87M ) は、 US市場 ($USD 14.65M ) の同規模の企業の平均を上回っています。

報酬と収益: Scottの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Scott Thompson (67 yo)

10.8yrs
在職期間
US$45,872,369
報酬

Mr. Scott L. Thompson has been the Chairman, Chief Executive Officer and President of Somnigroup International Inc. (formerly known as Tempur Sealy International, Inc.) since September 8, 2015. He served a...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Scott Thompson
Chairman of the Board10.8yrsUS$45.87m1.73%
$ 261.2m
Bhaskar Rao
Executive VP & CFO8.8yrsUS$2.45m0.17%
$ 25.4m
David Montgomery
Executive Vice President of Business Developmentno dataUS$1.89m0.41%
$ 61.6m
H. Buster
Chief Executive Officer of Tempur Sealy North America8.8yrsUS$3.54m0.25%
$ 38.4m
Steven Rusing
President & CEO Mattress Firm1.3yrsUS$4.40m0.15%
$ 23.1m
Kindra Bellis
Executive VP & Chief Information Officerno dataデータなしデータなし
Drew Millar
Chief Administrative Officer1.5yrsデータなしデータなし
Kindel Nuno
Chief Human Resources Officer & General Counsel1.2yrsデータなしデータなし
Thomas Murray
Executive VP & CMOless than a yearデータなし0.093%
$ 14.1m
Stefani Norton
Senior Vice President of US Sales1.5yrsデータなしデータなし
Hansbart Wijnand
Executive Vice President of International4.5yrsデータなし0.024%
$ 3.6m
Brent Pfister
Senior Vice President of Brand Management & New Product Developmentno dataデータなしデータなし
1.5yrs
平均在職期間
58.5yo
平均年齢

経験豊富な経営陣: SGIの経営陣は 経験豊富 とはみなされません ( 1.5年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Scott Thompson
Chairman of the Board10.8yrsUS$45.87m1.73%
$ 261.2m
Richard Neu
Lead Independent Director10.8yrsUS$319.99k0.060%
$ 9.0m
Evelyn Dilsaver
Independent Director16.6yrsUS$279.99k0.068%
$ 10.3m
Peter Sachse
Independent Director1.4yrsUS$274.16k0.058%
$ 8.7m
Meredith R. Madden
Independent Director4.5yrsUS$259.99k0%
$ 0
Christopher Cook
Independent Directorless than a yearUS$102.39k0.057%
$ 8.6m
Cathy Gates
Independent Director8yrsUS$267.49k0.020%
$ 3.0m
Simon Dyer
Non-Independent Director4.5yrsUS$259.99k0.023%
$ 3.4m
6.3yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: SGIの 取締役会経験豊富 であると考えられます ( 6.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/14 17:22
終値2026/07/14 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Somnigroup International Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Robert DrbulBarclays
Rafe JadrosichBofA Global Research
Laura ChampineCantor Fitzgerald & Co.