Somnigroup International Inc.

NYSE:SGI 주식 리포트

시가총액: US$15.2b

Somnigroup International 경영진

경영진 기준 점검 1/4

Somnigroup International CEO는 Scott Thompson, Sep2015 에 임명되었습니다 의 임기는 10.75 년입니다. 총 연간 보상은 $45.87M, 2.6% 급여 및 97.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $263.19M 가치에 해당하는 회사 주식의 1.73% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.4 년과 6.2 년입니다.

핵심 정보

Scott Thompson

최고경영자

US$45.9m

총 보수

CEO 급여 비율2.62%
CEO 재임 기간10.8yrs
CEO 지분 보유율1.7%
경영진 평균 재임 기간1.4yrs
이사회 평균 재임 기간6.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Feb 18

Somnigroup International's Pullback Doesn't Represent An Opportunity (Rating Downgrade)

Summary Somnigroup International (SGI), formerly Tempur Sealy, completed its Mattress Firm merger, creating a dominant player in the bedding sector. Despite operational improvements and synergy targets, SGI shares look expensive on both absolute and relative valuation metrics. Management targets $225M EBITDA improvements by 2028 and adjusted EPS growth from $3.20 (2025E) to $5.15 (2028E). I rate SGI a 'hold'—future profitability improvements are promising, but current valuation limits near-term upside. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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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새로운 내러티브 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.
Seeking Alpha Nov 21

Tempur Sealy International: Rating Downgrade As Upside Is Limited From Current Share Price

Summary I downgraded Tempur Sealy International from buy to hold due to limited upside potential despite strong fundamentals and a recent share price increase. TPX's 3Q24 results show 2% y/y revenue growth, driven by international sales, and a 7% y/y increase in adj EPS to $0.82. The upcoming Sealy Posturepedic launch and potential consumer spending recovery in 2025 could drive volume growth. Read the full article on Seeking Alpha

CEO 보수 분석

Scott Thompson의 보수는 Somnigroup International의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Scott의 총 보수(USD45.87M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.67M)보다 높습니다.

보상과 수익: Scott의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Scott Thompson (67 yo)

10.8yrs
재임 기간
US$45,872,369
보수

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...


리더십 팀

이름직위재임 기간보수지분
Scott Thompson
Chairman of the Board10.8yrsUS$45.87m1.73%
$ 263.2m
Bhaskar Rao
Executive VP & CFO8.7yrsUS$2.45m0.17%
$ 25.6m
David Montgomery
Executive Vice President of Business Developmentno dataUS$1.89m0.41%
$ 62.1m
H. Buster
Chief Executive Officer of Tempur Sealy North America8.8yrsUS$3.54m0.25%
$ 38.7m
Steven Rusing
President & CEO Mattress Firm1.3yrsUS$4.40m0.15%
$ 23.3m
Kindra Bellis
Executive VP & Chief Information Officerno data데이터 없음데이터 없음
Drew Millar
Chief Administrative Officer1.4yrs데이터 없음데이터 없음
Kindel Nuno
Chief Human Resources Officer & General Counsel1.1yrs데이터 없음데이터 없음
Thomas Murray
Executive VP & CMOless than a year데이터 없음0.093%
$ 14.2m
Stefani Norton
Senior Vice President of US Sales1.4yrs데이터 없음데이터 없음
Hansbart Wijnand
Executive Vice President of International4.4yrs데이터 없음0.024%
$ 3.6m
Brent Pfister
Senior Vice President of Brand Management & New Product Developmentno data데이터 없음데이터 없음
1.4yrs
평균 재임 기간
58.5yo
평균 나이

경험이 풍부한 관리: SGI의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.4 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Scott Thompson
Chairman of the Board10.8yrsUS$45.87m1.73%
$ 263.2m
Richard Neu
Lead Independent Director10.7yrsUS$319.99k0.060%
$ 9.1m
Evelyn Dilsaver
Independent Director16.5yrsUS$279.99k0.068%
$ 10.3m
Peter Sachse
Independent Director1.3yrsUS$274.16k0.058%
$ 8.7m
Meredith R. Madden
Independent Director4.4yrsUS$259.99k0%
$ 0
Christopher Cook
Independent Directorless than a yearUS$102.39k0.057%
$ 8.7m
Cathy Gates
Independent Director7.9yrsUS$267.49k0.020%
$ 3.0m
Simon Dyer
Non-Independent Director4.4yrsUS$259.99k0.023%
$ 3.4m
6.2yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: SGI의 이사회경험이 있음으로 간주됩니다(평균 재임 6.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/12 07:46
종가2026/06/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Somnigroup International Inc.는 20명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert DrbulBarclays
Rafe JadrosichBofA Global Research
Laura ChampineCantor Fitzgerald & Co.