Sonos, Inc.

NasdaqGS:SONO 주식 리포트

시가총액: US$1.8b

Sonos 과거 순이익 실적

과거 기준 점검 1/6

Sonos의 수입은 연평균 -66.5%의 비율로 감소해 온 반면, Consumer Durables 산업은 수입이 연평균 0.2% 감소했습니다. 매출은 연평균 4.4%의 비율로 감소해 왔습니다. Sonos의 자기자본이익률은 6.2%이고 순이익률은 1.6%입니다.

핵심 정보

-66.51%

순이익 성장률

-67.16%

주당순이익(EPS) 성장률

Consumer Durables 산업 성장률24.52%
매출 성장률-4.36%
자기자본이익률6.16%
순이익률1.62%
최근 순이익 업데이트28 Mar 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha May 07

Sonos: Despite Memory Spike, Sonos Excels At What It Can Control

Summary Sonos faces gross margin pressure from surging memory prices, but I reiterate my 'Buy' rating, viewing recent downside as short-term noise. SONO is actively mitigating memory cost headwinds via tariff refunds, engineering redesigns, and disciplined opex management, without resorting to price hikes. Strong Q2 results: revenue grew 8% y/y to $281.5 million, beating expectations and supporting management’s confidence in accelerating growth for 2H FY26. Despite memory cost drag, SONO returned to positive adjusted EBITDA and continues to launch well-received products, signaling operational resilience. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 22

SONO: Future Upside Will Depend On Execution And Product Ecosystem Expansion

Analysts have adjusted the Sonos price target by $1 to reflect updated views on growth, margins, and a modestly lower future P/E multiple. Analyst Commentary Recent Street research on companies in adjacent sectors shows a mixed backdrop, with several Bearish analysts trimming price targets even as others maintain more constructive views.
내러티브 업데이트 Apr 08

SONO: Emerging AI Execution And Margin Discipline Will Drive Future Repricing

Analysts made a modest upward adjustment to the Sonos price target, lifting it by $1, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple in their models. Analyst Commentary Bullish analysts covering Sonos framed the recent $1 upward move in the price target as a fine tuning of existing views rather than a major shift.
내러티브 업데이트 Mar 25

SONO: Future Upside Will Rely On Execution And Margin Discipline

Sonos' analyst price target has been adjusted by $1, with analysts pointing to slightly higher modeled revenue growth and profit margins, partly offset by a lower assumed future P/E multiple and a modest change in the discount rate. Analyst Commentary Recent research on Sonos has centered on how small changes in assumptions about growth, margins, P/E multiples, and discount rates translate into adjusted valuation targets.
내러티브 업데이트 Mar 10

SONO: Credible Margin Gains And AI Execution Will Drive Future Repricing

Analysts nudged their Sonos price target higher by $1, reflecting slightly stronger assumptions for revenue growth and profit margins, while keeping the fair value estimate steady at $21.00. Analyst Commentary Recent Street research on related packaging and materials names, such as Sonoco, shows how bullish analysts can respond when they see clearer paths to growth, margin stability, or capital allocation improving.
내러티브 업데이트 Feb 24

SONO: Future Upside Will Depend On Execution And Margin Resilience

The updated analyst price target for Sonos increases to $17.50 from $14.40, with analysts pointing to refined assumptions for revenue growth, profit margins, and future P/E as the key drivers behind the change. Analyst Commentary Recent Street research around Sonos has been mixed, with some firms fine tuning models and targets rather than making sweeping calls.
내러티브 업데이트 Feb 09

SONO: Higher Earnings Power And Buybacks Will Offset Weaker Volumes By 2026

Analysts have raised their price target on Sonos from $17.85 to $19.38, reflecting updated assumptions on revenue growth, margins, and future P/E expectations following recent research commentary. Analyst Commentary Bullish and bearish analysts are looking at very different factors as they update their views on Sonos, even as price targets move higher on updated assumptions for revenue, margins, and future P/E levels.
내러티브 업데이트 Jan 25

SONO: Fair Outlook Will Rely On Pricing Support And Volume Resilience

Analysts have adjusted their price targets on Sonos shares by a few dollars, reflecting mixed views that balance modest expectations for volume headwinds and cautious consumer trends with support from areas like beverage cans and containerboard pricing. Analyst Commentary Recent Street research on Sonoco highlights a mixed setup, with several cautious voices flagging execution and growth risks alongside the updated price targets.
내러티브 업데이트 Jan 11

SONO: Restocking Cycle And Margin Stability Will Drive Future Repricing

Analysts have maintained the fair value estimate for Sonos at US$21.00, while modestly adjusting assumptions around the discount rate, revenue growth, profit margin, and future P/E. This reflects mixed Street views that balance softer near-term fundamentals with the potential for longer-term restocking and volume recovery.
내러티브 업데이트 Dec 26

SONO: Margin Expansion And Capital Returns Will Drive Bullish Repricing

Analysts have raised their price target on Sonos from $17.00 to $21.00 per share, citing slightly stronger expected revenue growth, a sharp improvement in projected profit margins, and a reset but still supportive valuation framework despite mixed near term sentiment in the broader packaging and audio hardware space. Analyst Commentary Bullish analysts argue that the latest price target increase for Sonos reflects a more constructive view on the company’s ability to execute on its product roadmap, sustain premium pricing, and capture share in the connected home audio category.
내러티브 업데이트 Dec 12

SONO: Higher Profit Outlook Will Face Pressure From Execution Risks

Analysts have lifted their price target on Sonos from $11.00 to $14.40, as higher projected revenue growth, a meaningfully improved profit margin outlook, and a more normalized future P E multiple outweigh a modestly higher discount rate. Analyst Commentary Recent Street research on comparable packaging names highlights a more cautious tone that Bearish analysts are applying to companies with mixed near term fundamentals and constrained visibility, dynamics that are relevant when assessing Sonos valuation and execution risks.
내러티브 업데이트 Nov 28

SONO: Improved Leverage And Cash Flow Will Offset Weaker Volumes By 2026

Analysts have slightly reduced their price target for Sonos, reflecting ongoing concerns about softer volumes and near-term visibility. This comes despite expectations for a potential restocking cycle and improved financial metrics by 2026.
내러티브 업데이트 Nov 13

SONO: Improved Leverage And Cash Flow Will Balance Near-Term Margin Pressures

Analysts have raised Sonos's fair value estimate from $14.35 to $17.85 per share. They cite stronger revenue growth forecasts and improved outlooks for the company's future earnings multiples, despite some near-term margin pressure.
내러티브 업데이트 Oct 30

Ongoing Volume Weakness And Elevated Expenses Will Pressure Returns Through 2025

Analysts have slightly raised their fair value estimate for Sonos to $14.35 per share. This reflects a modestly stronger long-term revenue growth outlook, even as near-term earnings projections and market sentiment remain cautious.
내러티브 업데이트 Oct 15

AI-powered Platform Evolution And Global Expansion Will Yield Lasting Value

Sonos's fair value price target has been revised upward from $13.63 to $14.33, as analysts cite ongoing portfolio transformation and expectations for an updated capital allocation strategy to support future growth. Analyst Commentary Recent analyst commentary reflects mixed perspectives on Sonos's valuation and growth prospects, with both cautious and optimistic insights influencing price target revisions.
분석 기사 Aug 20

Why Investors Shouldn't Be Surprised By Sonos, Inc.'s (NASDAQ:SONO) 27% Share Price Surge

NasdaqGS:SONO 1 Year Share Price vs Fair Value Explore Sonos's Fair Values from the Community and select yours Despite...
내러티브 업데이트 Aug 08

AI-powered Platform Evolution And Global Expansion Will Yield Lasting Value

Sonos saw a modest improvement in net profit margin and a slight decline in its future P/E ratio, yet the analyst price target remained unchanged at $13.12. What's in the News Tom Conrad appointed CEO of Sonos, having previously served as Interim CEO and Board member since 2017.
분석 기사 May 16

What Sonos, Inc.'s (NASDAQ:SONO) 38% Share Price Gain Is Not Telling You

Sonos, Inc. ( NASDAQ:SONO ) shareholders are no doubt pleased to see that the share price has bounced 38% in the last...
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새 내러티브 May 05

Restructuring And Arc Ultra Will Advance Operational Efficiency

Sonos's reorganization and cost-saving measures aim to boost efficiency, enhance profitability, and improve operating margins through streamlined operations.
분석 기사 Apr 01

Subdued Growth No Barrier To Sonos, Inc.'s (NASDAQ:SONO) Price

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Consumer Durables industry in the United States...
Seeking Alpha Mar 26

Sonos: Strategic Value Opportunity

Summary Sonos's stock has declined about 70% over the past few years, bringing its valuation down to a more opportunistic level. Fundamentally, some of this is justified as they're working through some near-term product issues, but I believe they can grow over time once they get past these. However, SBC eats all of their EBITDA, so true FCF-based returns are negligible - instead, the real upside opportunity would be from a strategic acquisition. Read the full article on Seeking Alpha
Seeking Alpha Mar 07

Sonos: Forget The Hideous App Or The Management Problem, The Consumer Is The Problem

Summary I love Sonos products for their phenomenal sound and unique Wi-Fi synchronization, but the app is terrible and drags down the user experience. Despite the app's issues, I bought five Sonos speakers within four weeks because the system is still the best on the market. Management acknowledged the app's problems, renounced bonuses, and saw the CEO resign, but the stock's decline started before these issues. The problems started when the consumer sentiment declined in 2022, and I am certain that Sonos is heavily dependent on good consumer sentiment. The current consumer sentiment, which is likely to decline further, will keep Sonos's stock lower, making it a sell for me right now. Read the full article on Seeking Alpha
분석 기사 Mar 05

Should You Think About Buying Sonos, Inc. (NASDAQ:SONO) Now?

Sonos, Inc. ( NASDAQ:SONO ), might not be a large cap stock, but it received a lot of attention from a substantial...
분석 기사 Dec 28

Subdued Growth No Barrier To Sonos, Inc.'s (NASDAQ:SONO) Price

When close to half the companies in the Consumer Durables industry in the United States have price-to-sales ratios (or...
Seeking Alpha Nov 24

Sonos: This Turnaround Will Take Awhile (Rating Downgrade)

Summary I'm downgrading Sonos to a neutral rating after the stock's recent modest rally. Sonos just closed out a difficult FY24, which showed weaker product registrations and household additions than in any other year. The company is investing heavily into promotions to maintain its market share gains, which has cut sharply into gross margins and adjusted EBITDA. Though the stock is still trading at a reasonable ~14x adjusted EBITDA multiple, it's best to wait out Sonos' current storm on the sidelines. Read the full article on Seeking Alpha
Seeking Alpha Oct 24

Sonos: A Failed App Rollout Is Creating Tough Times

Summary A failed app rollout has created turmoil in reliability and a worry for consumers and investors. The company has committed $20-30 million to address its app issues and restore reliability and customer trust. Despite long-term growth prospects, management execution remains a critical factor to monitor before considering investment. Read the full article on Seeking Alpha
분석 기사 Sep 29

Is There An Opportunity With Sonos, Inc.'s (NASDAQ:SONO) 32% Undervaluation?

Key Insights Sonos' estimated fair value is US$17.77 based on 2 Stage Free Cash Flow to Equity Sonos' US$12.15 share...
분석 기사 Sep 02

There Are Reasons To Feel Uneasy About Sonos' (NASDAQ:SONO) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Aug 12

Sonos, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

As you might know, Sonos, Inc. ( NASDAQ:SONO ) recently reported its quarterly numbers. It looks like a credible result...
Seeking Alpha Aug 09

Sonos: Technical Missteps Are Overshadowing Strong Sales And Great Value

Summary Shares of Sonos declined sharply after posting Q3 results, bringing YTD losses to nearly 30%. The company's app redesign caused a number of glitches, hurting near-term sales and forcing a delay of the company's planned Q4 launches. In spite of the near-term guidance reduction associated with this fix, the company is still attractive in the long term, having successfully launched its headphone product Ace. Sonos' correction has put the stock at a ~11x current-year adjusted EBITDA multiple, despite the fact that FY24 is likely to be a tough year for profitability, colored by the app glitch. Read the full article on Seeking Alpha
분석 기사 Jun 19

What Is Sonos, Inc.'s (NASDAQ:SONO) Share Price Doing?

While Sonos, Inc. ( NASDAQ:SONO ) might not have the largest market cap around , it saw significant share price...
분석 기사 May 21

Sonos, Inc.'s (NASDAQ:SONO) Popularity With Investors Is Clear

Sonos, Inc.'s ( NASDAQ:SONO ) price-to-sales (or "P/S") ratio of 1.3x may not look like an appealing investment...
Seeking Alpha May 09

Sonos: Wait For The Second Half Story To Unfold

Summary Sonos stock fell over 5% after reporting Q2 results, with declining top line and increased R&D spending hurting margins and profitability. Sonos is expected to unveil a new product category, rumored to be premium headphones, in Q3, expanding its market reach. Despite short-term earnings disappointment, Sonos remains a strong brand in a large market, with continuous innovation and aggressive long-term targets. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Sonos가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:SONO 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
28 Mar 261,46024360245
27 Dec 251,438-18362246
27 Sep 251,443-61384267
28 Jun 251,411-76387272
29 Mar 251,463-69402285
28 Dec 241,456-69416301
28 Sep 241,518-38427299
29 Jun 241,568-16421298
30 Mar 241,544-44425299
30 Dec 231,596-5429296
30 Sep 231,655-10436301
01 Jul 231,666-43453296
01 Apr 231,665-20451285
31 Dec 221,76019449272
01 Oct 221,75267451256
02 Jul 221,796123447255
02 Apr 221,802141443248
01 Jan 221,736150436239
02 Oct 211,717159425230
03 Jul 211,697186404219
03 Apr 211,568111389216
02 Jan 211,41041368209
03 Oct 201,326-20385215
27 Jun 201,281-68371205
28 Mar 201,291-25372196
28 Dec 191,3274368187
28 Sep 191,261-5350171
29 Jun 191,24023329159
30 Mar 191,18810323151
29 Dec 181,16410329146
29 Sep 181,137-16356142
30 Jun 181,078-28363138
31 Mar 181,093-16371136
30 Dec 171,089-3368129
30 Sep 17993-14347124
01 Oct 16901-38327108
03 Oct 15844-69337101

양질의 수익: SONO는 $20.6M 규모의 큰 일회성 손실이 있어 28th March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: SONO는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: SONO의 수익은 지난 5년 동안 연평균 66.5% 감소했습니다.

성장 가속화: SONO는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: SONO는 지난해 흑자전환하여 지난 해 수익 성장률을 Consumer Durables 업계(-18.2%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: SONO의 자본 수익률(6.2%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/10 21:36
종가2026/05/08 00:00
수익2026/03/28
연간 수익2025/09/27

데이터 소스

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분석가 소스

Sonos, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jason HaasBofA Global Research
Prajwal NagpureCrispIdea
Thomas ForteD.A. Davidson & Co.