Somnigroup's Q4 2025 sales surged 54.7% to $1.87B, driven by the Mattress Firm acquisition and efficiency gains, with strong profit growth and a raised dividend, though 2026 outlook missed expectations.

Somnigroup International reported a 54.7% surge in fourth-quarter 2025 net sales to $1.87 billion, driven by the full-quarter impact of its Mattress Firm acquisition, improved gross margins, and operational efficiencies. Operating income rose 93.7%, and adjusted EPS reached $0.72, meeting expectations. The company raised its quarterly dividend by 13% and projected 2026 adjusted EPS guidance of $3.00 to $3.40, with long-term growth targets of $5.15 by 2028. Despite strong sales growth, full-year 2026 guidance missed analyst forecasts, and profitability growth has lagged revenue gains in recent years.