Somnigroup 2025 Q3 Earnings 36.9% Net Income Growth Beats Expectations

Somnigroup (SGI) reported third-quarter 2025 results that exceeded expectations, . The company raised full-year adjusted earnings guidance and declared a $0.15-per-share dividend for Q4, signaling confidence in its operational momentum.

Revenue

, . The Wholesale segment generated $739.30 million, while Direct sales accounted for $1.38 billion. Net sales, combining both channels, totaled $2.12 billion. This growth was driven by the integration of Mattress Firm, which contributed $1.07 billion in sales, and strong demand for next-gen wearable devices.

Earnings/Net Income

, up 13.3% from $0.75 in Q3 2024, , . These results indicate robust earnings growth, supported by improved operational efficiencies and favorable product mix.

Post-Earnings Price Action Review

Following the earnings release, , surged 15.01% during the most recent full trading week, . The stock’s strong performance aligns with the company’s guidance raise and dividend declaration, which reinforced investor confidence. Analysts noted that the earnings beat and improved outlook bolster short-term momentum, though persistent input cost inflation and supply chain challenges remain risks to watch.

CEO Commentary

. He emphasized growth from next-gen wearable devices and expanded healthcare partnerships, while acknowledging supply chain delays as a near-term challenge.

Guidance

, reflecting confidence in continued operational momentum. Management cited acquisition synergies, international expansion, and cost efficiencies as key drivers of the updated outlook.

Additional News

, . , underscoring its commitment to shareholder returns. Additionally, CEO John Carter reiterated the importance of innovation, .

Somnigroup’s 2025 Q3 performance underscores its ability to capitalize on market demand while navigating macroeconomic headwinds. With a clear focus on innovation, acquisition integration, and operational efficiency, the company is well-positioned to sustain its growth trajectory. Investors will likely monitor how supply chain challenges evolve and whether the raised guidance translates into long-term value creation.