NYSE$SGI
Somnigroup · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Tempur Sealy reported strong fourth quarter 2025 results with significant sales and earnings growth driven by the Mattress Firm acquisition.
Tempur Sealy delivered Q4 2025 net sales of $1868400000, up 54.7%, with net income of $140800000 and diluted EPS of $0.66. Gross margin expanded to 44.0% and operating income rose 93.7% to $247100000, reflecting acquisition synergies and improved operating leverage.
- Net sales increased 54.7% to $1868400000.
- Diluted EPS grew 65% to $0.66, with adjusted EPS of $0.72.
- Gross margin expanded to 44.0% from 40.1%.
- Operating income increased 93.7% to $247100000.
Headline financials
Revenue & EPS history
Tempur Sealy · Revenue · Quarterly
$1.87B
Revenue by segment
Tempur Sealy · $1.28B total across 2 segments · Q3 2023
- Tempur Sealy North America$1.02B-3.2%80.2%
- Tempur Sealy International$253M+12.3%19.8%
Forward guidance
For full year 2026, the company expects adjusted EPS between $3.00 and $3.40, representing approximately 19% growth at the midpoint.
Tailwinds
- Adjusted EPS guidance implies approximately 19% growth at midpoint.
- Expected benefits from Mattress Firm integration.
- Synergies from acquisition expected to continue.
- Industry recovery anticipated over the long term.
- Strong operating leverage demonstrated in Q4.
Headwinds
- Exposure to potential new or increased tariffs.
- Macroeconomic uncertainty and potential government shutdown.
- Foreign exchange volatility risk.
- Integration risks related to Mattress Firm acquisition.
- Industry demand remains below historical trend levels.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2025
+0.7%
Avg return
Earnings day
+2.2%
Avg return
5 days after
+3.1%
Avg return
30 days after
57%
39 / 68 earnings
Positive
+19.3%
Q2 2016
Best reaction
-23.1%
Q3 2012
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -1.9% | -9.5% | — | |
| Q4 2025 | -8.7% | -5.0% | -22.8% | |
| Q3 2025 | +2.6% | +3.4% | +3.2% | |
| Q1 2025 | +4.5% | +1.9% | +4.4% | |
| Q4 2024 | -2.4% | -2.5% | -16.4% | |
| Q3 2024 | +9.1% | +11.7% | +10.3% | |
| Q2 2024 | -1.6% | +2.6% | +3.2% | |
| Q1 2024 | +3.9% | +8.6% | -1.4% | |
| Q4 2023 | -1.3% | -2.2% | +6.9% | |
| Q3 2023 | -3.3% | -6.1% | +5.7% | |
| Q2 2023 | +5.4% | +4.9% | +8.3% | |
| Q1 2023 | -2.8% | +1.4% | +1.6% | |
| Q4 2022 | -0.4% | +0.0% | -4.4% | |
| Q3 2022 | +15.5% | +18.0% | +28.1% | |
| Q2 2022 | +10.5% | +15.2% | +7.1% | |
| Q1 2022 | +1.2% | +5.5% | -1.5% | |
| Q4 2021 | -15.0% | -9.7% | -18.0% | |
| Q3 2021 | -4.9% | -5.1% | -9.6% | |
| Q2 2021 | +15.0% | +13.2% | +20.7% | |
| Q1 2021 | -5.4% | -4.1% | -4.5% | |
| Q4 2020 | +10.7% | +7.6% | +29.2% | |
| Q3 2020 | +2.4% | +2.7% | +17.7% | |
| Q2 2020 | +3.5% | +5.9% | +10.2% | |
| Q1 2020 | -6.9% | -6.0% | +15.3% | |
| Q4 2019 | +1.4% | -0.0% | -41.8% | |
| Q3 2019 | +9.1% | +5.0% | +3.7% | |
| Q2 2019 | +4.0% | +3.6% | -3.5% | |
| Q1 2019 | +6.1% | +3.6% | +3.4% | |
| Q4 2018 | +4.6% | +5.6% | +3.9% | |
| Q3 2018 | +9.2% | +6.8% | +10.3% | |
| Q2 2018 | -4.0% | -2.2% | +15.1% | |
| Q1 2018 | -1.4% | +1.1% | +3.6% | |
| Q4 2017 | -6.6% | -8.9% | -19.8% | |
| Q3 2017 | -18.9% | -22.8% | -13.6% | |
| Q2 2017 | +3.2% | +5.1% | +7.8% | |
| Q1 2017 | +2.8% | +5.0% | +2.3% | |
| Q4 2016 | +5.0% | +3.1% | -0.3% | |
| Q3 2016 | +7.0% | +6.1% | +27.1% | |
| Q2 2016 | +19.3% | +20.3% | +24.3% | |
| Q1 2016 | +3.3% | — | — | |
| Q4 2015 | -11.9% | — | — | |
| Q3 2015 | +2.0% | — | — | |
| Q2 2015 | +6.2% | — | — | |
| Q1 2015 | +2.3% | — | — | |
| Q4 2014 | -11.0% | — | — | |
| Q3 2014 | -9.1% | — | — | |
| Q2 2014 | -8.8% | — | — | |
| Q1 2014 | +6.0% | — | — | |
| Q4 2013 | -0.7% | — | — | |
| Q3 2013 | +11.5% | — | — | |
| Q2 2013 | -12.8% | — | — | |
| Q1 2013 | -2.1% | — | — | |
| Q4 2012 | +16.2% | — | — | |
| Q3 2012 | -23.1% | — | — | |
| Q2 2012 | +9.9% | — | — | |
| Q1 2012 | +0.6% | — | — | |
| Q4 2011 | -4.8% | — | — | |
| Q3 2011 | -2.0% | — | — | |
| Q2 2011 | +8.8% | — | — | |
| Q1 2010 | +1.3% | — | — | |
| Q1 2011 | +1.8% | — | — | |
| Q4 2008 | +2.3% | — | — | |
| Q4 2010 | +2.3% | — | — | |
| Q3 2009 | +0.1% | — | — | |
| Q3 2010 | +0.1% | — | — | |
| Q2 2009 | -3.0% | — | — | |
| Q4 2009 | -3.0% | — | — | |
| Q2 2010 | -3.0% | — | — |
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