Companies ›Consumer Cyclicals ›SGI.HNO

SGI.HNO — — Home Furnishings

Sgi.Hno

$10 300,00

Open in Charts → Attach watcher ⌖

— —

USD

Set alert

Last 30 days

1D5D1M3M6MYTD1Y5YMax

Live price chart loads from the market-data widget.

Mcap

—

P/E

—

EV / Rev

—

Div yield

4,76 %

Op margin

4,7 %

ROE

-0,4 %

Net margin

-0,4 %

Debt / equity

1,20

Beta

—

52w range

—

Volume

—

Day range

—

Prev close

$73,55

Open

—

Next earnings

2026-10-28

Ex-dividend

—

TR 1Y

—

About

SGI.HNO operates in the Apparel & Accessories industry, primarily generating revenue through the design, production, and sale of clothing and related accessories.

Business. Somnigroup International Inc (SGI.O) is a retailer operating within the Broadline & Specialty Retail industry. The company is headquartered in the United States and is primarily listed on the NASDAQ exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification99 %

SectorConsumer Discretionary

Industry groupHome Furnishings

Generated · model-assisted

Sell-side consensus

BUY10 analysts

8 buy2 hold0 sell

Avg 12m price target97,25

Analyst recommendations

10 analysts · consensus Buy

Buy8

Hold2

Sell0

12-month price target

97,25

Consensus of sell-side coverage.

Upcoming events

EarningsQ3 2026 earnings (expected)2026-10-28 · estimated

See all catalysts →

At a glance

Score

—

not yet scored

Valuation

—

valuation pending

Analysts→

Buy

10 analysts · indicative

Ownership→

FMR LLC

largest disclosed fund holder

Profitability→

-0,4 %

return on equity

Quality

—

not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

No recent newsroom coverage mentioning SGI.

Sector rotation

Sector1D1Mvs mkt

Materials+2,3 %+6,6 %+1,7 %

Communication Services+2,2 %−5,5 %+1,6 %

Energy+0,6 %+3,3 %+0,0 %

Health Care+0,6 %−0,8 %+0,0 %

Information Technology+0,6 %+6,7 %+0,0 %

Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %

Financials−0,3 %−2,8 %−0,9 %

Consumer Staples−0,4 %+2,5 %−1,0 %

Real Estate−0,7 %+10,9 %−1,3 %

Industrials−1,9 %−3,1 %−2,5 %

Utilities−1,9 %+28,2 %−2,5 %

Developing storylines

No tracked sagas currently linked to SGI.HNO. Browse all sagas →

Analysis

AI analysis

Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

Opportunity

— missing data

Upcoming catalysts

Scheduled public events. Informational only — not investment advice.

Company
EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
Macro
Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
Macro & political
ElectionSE Swedish Election2026-09-14 · SE
ElectionUS U.S. Midterms2026-11-03 · US
ElectionFR French Legislative2027-06-01 · FR
Congressional trades
CongressApril McClain Delaney — Somnigroup International Inc.2026-03-31 · MD · Purchase · $1,001 - $15,000
CongressApril McClain Delaney — Somnigroup International Inc.2026-03-16 · MD · Purchase · $1,001 - $15,000
CongressApril McClain Delaney — Somnigroup International Inc.2026-03-13 · MD · Purchase · $1,001 - $15,000
CongressApril McClain Delaney — Somnigroup International Inc.2026-03-09 · MD · Purchase · $1,001 - $15,000
CongressApril McClain Delaney — Somnigroup International Inc.2026-02-09 · MD · Sale · $1,001 - $15,000
CongressApril McClain Delaney — Somnigroup International Inc.2026-01-22 · MD · Sale · $1,001 - $15,000

Pre-earnings brief

Briefing · model-assisted

Somnigroup International Inc (SGI.O) experienced a significant adjustment in its shareholder registry, specifically regarding investor ID 587. The holding for this investor was initially recorded as 233 shares, valued at approximately $0.017 million, representing a negligible weight of roughly 0.00001% of the company. This figure was subsequently revised upward to 12,285 shares, with a corresponding value of approximately $0.908 million and a weight of about 0.00052%. The correction was detected on June 24, 2026, reversing an earlier entry from June 25, 2026, that had shown the lower share count. Both data points reference the same reporting date of March 31, 2026, indicating that the change reflects a data reconciliation or reporting update rather than a new market transaction during that period. Despite this major severity signal in holder data, there were no other material changes to the company’s fundamental profile. The analysis walked 17 fields and found no shifts in operational or financial metrics, with four schema-expansion fields excluded from the review. Somnigroup International Inc remains a company with limited public analyst coverage, as indicated by zero analyst counts and no index memberships. With 32 top holders identified and no changes in officer count, the primary activity for SGI.O in this period was confined to the correction of this specific institutional holding record.

Signals & dispatch

peak dispatch · —

Composite-score breakdown

Synthesis

Business

Somnigroup International Inc (SGI.O) is a retailer operating within the Broadline & Specialty Retail industry. The company is headquartered in the United States and is primarily listed on the NASDAQ exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification99 %

SectorConsumer Discretionary

Industry groupHome Furnishings

AI synthesis

GENERATED

SGI.HNO's capital structure is characterized by a debt-to-equity ratio of 1.2, indicating a moderate reliance on debt financing. The company holds $31.0 billion in cash and equivalents, but this is offset by $246.1 billion in long-term debt, resulting in a net cash position that is negative after subtracting total debt. Liquidity is assessed as medium, with a current ratio of 1.53, suggesting the company has sufficient short-term assets to cover its short-term liabilities.

Profitability metrics for SGI.HNO are weak, with a return on equity (ROE) of -0.43% and a return on assets (ROA) of -0.14%. These figures indicate that the company is not generating returns that exceed its cost of capital, which is a concern in the Apparel & Accessories industry where margins are typically tight.

The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no geographic diversification provided in the available data. This lack of diversification could expose the company to regional economic downturns or supply chain disruptions.

SGI.HNO's growth trajectory is uncertain, with a net loss of $8.8 billion in the latest reporting period. The company's operating cash flow of $92.6 billion is a positive sign, but the free cash flow of $1.7 billion is relatively low given the scale of operations. The outlook for the current fiscal year is not explicitly provided, but the negative net income suggests a challenging operating environment.

Risk factors for SGI.HNO include liquidity constraints and the potential for dilution, although the latter is currently assessed as low. The company's capital expenditure of -$78.2 billion indicates a reduction in investment, which could affect long-term growth prospects. The risk assessment highlights the negative net cash position as a key flag, which could impact the company's ability to meet its obligations.

Recent events, as disclosed in the latest financial filings, include a significant net loss and a reduction in capital expenditures. No recent transcripts or additional filings are available to provide further insight into the company's strategic direction or operational performance.

Key takeaways

SGI.HNO has a high debt-to-equity ratio of 1.2, indicating a significant reliance on debt financing.
The company's ROE and ROA are negative, suggesting poor profitability and returns on invested capital.
SGI.HNO's liquidity is medium, with a current ratio of 1.53, but its net cash position is negative after subtracting total debt.
The company's growth trajectory is uncertain, with a net loss of $8.8 billion in the latest reporting period.
Risk factors include liquidity constraints and the potential for dilution, although the latter is currently assessed as low.

Bull / Bear case

Generated · model-assisted

BULL CASE · 3

Revenue surged 51.6% year-over-year to $7.48 billion in fiscal 2026, demonstrating significant top-line expansion momentum.

Analysts project 35.9% upside to a mean price target of $97.25, reflecting strong institutional confidence in future performance.

Cash conversion ratio of 1.53 outperforms the 1.37 cohort median, suggesting robust ability to turn earnings into cash.

BEAR CASE · 4

Net income declined 11.4% annually over four years, signaling persistent erosion in bottom-line profitability despite revenue growth.

Debt-to-equity ratio of 1.48 places the company in the bottom quartile of peers, indicating elevated financial leverage risk.

Long-term debt increased to $4.69 billion in fiscal 2026, raising concerns about debt servicing capacity and credit risk.

Current ratio of 0.83 indicates potential short-term liquidity constraints, as current assets do not fully cover current liabilities.

In focus — financials by report

Valuation

Market price

$10 300,00

Market cap

—

Enterprise valueⓘ

—

P/Eⓘ

—

Non-GAAP P/Eⓘ

—

EV / Revenueⓘ

—

EV / Op incomeⓘ

—

EV / OCFⓘ

—

P / Bⓘ

—

P / Tangible bookⓘ

—

Tangible book

$2.06T

Net cashⓘ

-$2.15T

Current ratioⓘ

1.5

Debt / equityⓘ

1.2

ROAⓘ

-0.1%

ROEⓘ

-0.4%

Cash conversionⓘ

-1053.0%

CapEx / revenueⓘ

-3.3%

SBC / revenueⓘ

—

Dilution ratioⓘ

0.0%

Revenue by segment

Business relationships

Business relationships1 disclosed relationship · 1 type · extracted from filings & disclosures

Vendors1

Purple Innovation IncPRPL.OVendor85%Source ↗

Supply chain

Vendors → SGI ↔ Partners → Customers · click any node to drill

1 mention in 10-K0 from corporate websites0 from news dispatches

Updated 2026-06-24

Peer comparison

Peer comparison7 peers · vs SGI · multiples and returns

MHK—

Mohawk Industries Inc

—

P/E

—

— vs self

Div yield

—

— vs self

ROE

—

— vs self

SNBR—

Sleep Number Corp

$0,07

1,7M USD

P/E

—

— vs self

Div yield

—

— vs self

ROE

22,8 %

+6,0 vs self

LOVE—

Lovesac Co

$16,84

248,9M USD

P/E

57,6x

+27,4 vs self

Div yield

—

— vs self

ROE

1,9 %

-14,9 vs self

PRPL—

Purple Innovation Inc

$8,90

970,0M USD

P/E

—

— vs self

Div yield

—

— vs self

ROE

173,2 %

+156,4 vs self

NTZ—

NTZ

$1,29

—

P/E

—

— vs self

Div yield

—

— vs self

ROE

—

— vs self

BSET—

Bassett Furniture Inds

$19,57

169,2M USD

P/E

20,2x

-10,0 vs self

Div yield

5,6 %

+4,8 vs self

ROE

3,7 %

-13,1 vs self

HOFT—

Hooker Furnishings Corp

$14,20

153,0M USD

P/E

—

— vs self

Div yield

3,5 %

+2,7 vs self

ROE

-1,9 %

-18,6 vs self

Market position

Stress test

— missing data

Predictor forecast

Next quarternear-term

Earnings · next quarterconf 45 %

EPS

Consensus EPS

3,15

Predicted surprise

+0,00

Beat probability

45 %

Analysts

Other metrics

Revenue

—

no estimate

Segment revenue

—

no estimate

Margin

—

no estimate

Segment margin

—

no estimate

as of 2026-06-25 · Earnings Surprise V1

Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.

Corporate eventM&A horizon

M&A probabilityconf 3 %

Probability

3 %

Base rate

3 %

Band

—

180-day horizon · target 2027-01-20 · 1,0× base rate

No acquirer candidates identified by the signal model.

Probabilistic model output — not investment advice. · generated 2026-08-04

Options

— missing data

Short squeeze

— missing data

Earnings-call key lines

— missing data

Estimate revisions

consensus EPS · 26-week trend

— missing data

Sell-side observations

Low$76,00

Mean$97,25

Median$98,50

High$115,00

Spot$10 300,00

−99.1 %implied to mean12-month sell-side price targets · ▲ spot

Themes

— missing data

ESG

— missing data

Risk factors

Dilution riskLow

Liquidity riskMedium

Filing-based flags

Net cash is negative after subtracting total debt.

Benchmarks vs cohort

Op Margin4,7 %Above median

Net Margin-0,4 %Below median

ROE-0,4 %Below median

Capex / Rev-3,3 %Below median

D/E1,20Bottom quartile

Cash Conv-10,53Bottom quartile

Corporate actions / M&A

M&A probabilityconf —

Probability

3 %

Base rate

3 %

Band

Low

180-day horizon · target 2027-01-20 · 1,0× base rate

No acquirer candidates identified by the signal model.

Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

Derivative transactions

Net disposed 127 440 sh32 exercises · 12 grants7 insiders

Rusing Steven HPresident & CEO Mattress Firm · Stock Options (right to buy) → Common StockDisposed 10 448 @ $15,61exercise · 2026-05-22
Dyer SimonDirector · Restricted Stock Units → Common StockDisposed 2 337exercise · 2026-05-14
Dyer SimonDirector · Restricted Stock Units → Common StockAcquired 2 657grant · 2026-05-13
BUSTER H CLIFFORD IIICEO of Tempur Sealy · Performance Restricted Stock Units → Common StockAcquired 22 536grant · 2026-02-26
THOMPSON SCOTT LDirector, CEO & PRESIDENT · Performance Restricted Stock Units → Common StockAcquired 72 120grant · 2026-02-26
Rusing Steven HPresident & CEO Mattress Firm · Performance Restricted Stock Units → Common StockAcquired 13 975grant · 2026-02-26
MONTGOMERY DAVIDEVP Global Business Strategy · Performance Restricted Stock Units → Common StockAcquired 9 015grant · 2026-02-26
Rao BhaskarEVP & Chief Financial Officer · Performance Restricted Stock Units → Common StockAcquired 13 975grant · 2026-02-26
Rusing Steven HPresident & CEO Mattress Firm · Restricted Stock Units → Common StockDisposed 4 019exercise · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Performance Restricted Stock Units → Common StockDisposed 14 909exercise · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Performance Restricted Stock Units → Common StockDisposed 6 508exercise · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Restricted Stock Units → Common StockAcquired 14 086grant · 2026-01-02
BUSTER H CLIFFORD IIICEO of Tempur Sealy · Restricted Stock Units → Common StockDisposed 6 482exercise · 2026-01-02
BUSTER H CLIFFORD IIICEO of Tempur Sealy · Restricted Stock Units → Common StockDisposed 8 946exercise · 2026-01-02
BUSTER H CLIFFORD IIICEO of Tempur Sealy · Restricted Stock Units → Common StockDisposed 6 521exercise · 2026-01-02
BUSTER H CLIFFORD IIICEO of Tempur Sealy · Restricted Stock Units → Common StockDisposed 5 607exercise · 2026-01-02
BUSTER H CLIFFORD IIICEO of Tempur Sealy · Performance Restricted Stock Units → Common StockDisposed 7 397exercise · 2026-01-02
BUSTER H CLIFFORD IIICEO of Tempur Sealy · Performance Restricted Stock Units → Common StockDisposed 24 050exercise · 2026-01-02
BUSTER H CLIFFORD IIICEO of Tempur Sealy · Performance Restricted Stock Units → Common StockDisposed 10 494exercise · 2026-01-02
BUSTER H CLIFFORD IIICEO of Tempur Sealy · Restricted Stock Units → Common StockAcquired 14 086grant · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Restricted Stock Units → Common StockDisposed 5 547exercise · 2026-01-02
MONTGOMERY DAVIDEVP Global Business Strategy · Restricted Stock Units → Common StockDisposed 3 579exercise · 2026-01-02
MONTGOMERY DAVIDEVP Global Business Strategy · Restricted Stock Units → Common StockDisposed 2 609exercise · 2026-01-02
MONTGOMERY DAVIDEVP Global Business Strategy · Restricted Stock Units → Common StockDisposed 2 243exercise · 2026-01-02
MONTGOMERY DAVIDEVP Global Business Strategy · Performance Restricted Stock Units → Common StockDisposed 2 961exercise · 2026-01-02

Actions

Set alert Open in charts

Ask Handelsavisen

— missing data

Data sources

Market data
Market data cache
Issuer disclosures
Public news
Earnings transcripts
Consensus estimates
ESG data

How metrics are computed

Dilution Ratio
(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
Net Cash
cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
Capex To Revenue
capital_expenditure / revenue
Return On Equity
net_income / total_equity
Debt To Equity
(short_term_debt + long_term_debt) / total_equity
Cash Conversion Ratio
operating_cash_flow / net_income

Source documents

SGI.HNO Market data — financials · 2026-05-29

Ownership & reference

Top holders

FMR LLCInstitutional Investor · as of 2026-03-310,11 %$2 060M
EATON VANCE MANAGEMENTInstitutional Investor · as of 2022-09-300,04 %$0M
Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,03 %$141M
Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,02 %$132M
Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,02 %$1 680M
Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,02 %$359M
Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,02 %$38M
UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,02 %$111M
Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,02 %$104M
State Street Investment Management (US)Investment Managers · as of 2026-03-310,02 %$509M
Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,02 %$131M
BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,02 %$742M
Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,02 %$126M
Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,02 %$105M
Invesco QQQ TrustFunds · as of 2026-03-310,02 %$104M
JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,02 %$33M
Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,01 %$154M
AllianceBernstein L.P.Investment Managers · as of 2026-03-310,01 %$24M
Nuveen LLCInvestment Managers · as of 2024-12-310,01 %$25M
Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,01 %$22M
T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,01 %$0M
JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,01 %$11M
Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$7M
AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,00 %$15M
Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$18M
First Trust Advisors L.P.Investment Managers · as of 2026-03-310,00 %$4M
LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$11M
Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$9M
AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$4M
American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$1M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$1M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

Insider activity

Net buying2 buys · 2 sellsnet $2,5M13 insiders · last 365d

Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 10 448 @ $15,61$163K · 2026-05-22
Rusing Steven HPresident & CEO Mattress Firm · Common StockSold 5 357 @ $66,79$358K · 2026-05-22
Rusing Steven HPresident & CEO Mattress Firm · Common StockSold 1 300 @ $67,48$88K · 2026-05-22
Dyer SimonDirector · Common StockOther 2 337 · 2026-05-14
Dyer SimonDirector · Common StockOther 702 @ $64,49$45K · 2026-05-14
NEU RICHARD WDirector · Common StockOther 2 657 · 2026-05-13
Madden Meredith SiegfriedDirector · Common StockOther 2 657 · 2026-05-13
Gates Cathy R.Director · Common StockOther 2 657 · 2026-05-13
Dilsaver Evelyn SDirector · Common StockOther 2 657 · 2026-05-13
Sachse Peter RDirector · Common StockOther 2 657 · 2026-05-13
Cook Christopher ThomasDirector · Common StockOther 2 657 · 2026-05-13
THOMPSON SCOTT LDirector, CEO & PRESIDENT · Common StockOther 100 748 · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 4 019 · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 1 833 @ $88,74$163K · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 5 547 · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 2 530 @ $88,74$225K · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 4 043 · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 1 844 @ $88,74$164K · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 3 476 · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 1 586 @ $88,74$141K · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 4 588 · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 2 093 @ $88,74$186K · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 14 909 · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 6 908 @ $88,74$613K · 2026-01-02
Rusing Steven HPresident & CEO Mattress Firm · Common StockOther 6 508 · 2026-01-02

Short positioning

14.9Mshares short-7.7% vs prior

7.24days to cover

40.0%short of daily vol

738fails-to-deliver

as of 2026-07-15 · short-interest report (free)

Geographic breakdown

— missing data

Listings · one canonical issuer all listings resolve to the canonical

SGI.HNOCanonical

— · USD

Intel & risk

PredictorBeat prob45 %Surprise+0,00M&A prob3 %Full forecast →

peak dispatch · —

OSINT findings

Dilution riskLow

Liquidity riskMedium

Net cash is negative after subtracting total debt.

Relationship graph

This companySectorVendors

Evidence & claims

From filings & derived data

Revenue (YoY) (2025-12-31 vs 2024-12-31): 51.6%Derived (calculated)
Net margin (FY 2025-12-31): 5.1%Derived (calculated)
Gross margin (FY 2025-12-31): 42.6%Derived (calculated)
Return on assets (FY 2025-12-31): 3.3%Derived (calculated)
Current ratio (FY 2025-12-31): 0.83xDerived (calculated)
Capex (YoY) (2025-12-31 vs 2024-12-31): 71.5%Derived (calculated)
Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 47.9%Derived (calculated)
EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -15.8%Derived (calculated)
EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -14.8%Derived (calculated)
Gross profit (YoY) (2025-12-31 vs 2024-12-31): 57.0%Derived (calculated)
Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 22.7%Derived (calculated)
Net income (YoY) (2025-12-31 vs 2024-12-31): -0.1%Derived (calculated)
Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 20.0%Derived (calculated)
Operating income (YoY) (2025-12-31 vs 2024-12-31): 19.0%Derived (calculated)
R&D expense (YoY) (2025-12-31 vs 2024-12-31): 6.8%Derived (calculated)
Total assets (YoY) (2025-12-31 vs 2024-12-31): 94.0%Derived (calculated)
Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 56.8%Derived (calculated)
Current liabilities (annual): USD 1.57BSEC XBRL filing
Capex (annual): USD 166.9MSEC XBRL filing
Net income (annual): USD 384.1MSEC XBRL filing
Cost of revenue (annual): USD 4.29BSEC XBRL filing
Pre-tax income (annual): USD 481MSEC XBRL filing
Long-term debt (annual): USD 4.61BSEC XBRL filing
Revenue (annual): USD 7.48BSEC XBRL filing

Showing 24 of 60 surfaced claims.

Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

The Thread

Everything we know, in order

2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date

2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)

2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)

2026-06-25 03:10 UTCHOLDER1 institutional position change flagged (1 major)

2026-06-24 03:12 UTCHOLDER1 institutional position change flagged (1 major)

2026-06-04FILING06.04.2026 FORM 8-K →

2026-05-22 00:00 UTCINSIDER14 insider transactions — 2026-05 · net sell $328k 3 derivative

2026-05-22INSIDERRusing Steven H transacted 10.4k sh — President & CEO Mattress Firm ~$163k

2026-05-22INSIDERRusing Steven H sold 5.4k sh — President & CEO Mattress Firm ~$358k

2026-05-22INSIDERRusing Steven H sold 1.3k sh — President & CEO Mattress Firm ~$88k

2026-05-22INSIDERRusing Steven H disposed of 10.4k sh Stock Options (right to buy) — President & CEO Mattress Firm

2026-05-15FILING05.13.2026 FORM 8-K VOTING RESULTS AND AMENDMENT TO CERT OF INC →

2026-05-14INSIDERDyer Simon transacted 2.3k sh — Director

2026-05-14INSIDERDyer Simon transacted 702 sh — Director ~$45k

2026-05-14INSIDERDyer Simon disposed of 2.3k sh Restricted Stock Units — Director

2026-05-13INSIDERNEU RICHARD W transacted 2.7k sh — Director

2026-05-13INSIDERMadden Meredith Siegfried transacted 2.7k sh — Director

2026-05-13INSIDERGates Cathy R. transacted 2.7k sh — Director

2026-05-13INSIDERDilsaver Evelyn S transacted 2.7k sh — Director

2026-05-13INSIDERSachse Peter R transacted 2.7k sh — Director

2026-05-13INSIDERCook Christopher Thomas transacted 2.7k sh — Director

2026-05-13INSIDERDyer Simon acquired 2.7k sh Restricted Stock Units — Director

2026-05-08FILING10-Q 2026.03.31 →

2026-05-07FILING05.07.2026 FORM 8-K INVESTOR PRESENTATION →

2026-05-07FILINGFORM 8-K →

2026-04-13FILING04.13.2026 FORM 8-K →

2026-04-13FILING8-K filing →

2026-04-01CONGRESSApril McClain Delaney (house) purchase shares → $1,001 - $15,000

2026-03-31FILINGSGI 2026 DEF 14A →

2026-03-04FILING03.04.2026 FORM 8-K - INVESTOR DAY ANNOUNCEMENT →

2026-03-01CONGRESSApril McClain Delaney (house) sale shares → $1,001 - $15,000

2026-02-27FILINGFORM 10-K 2025.12.31 →

2026-02-26 00:00 UTCINSIDER5 insider transactions — 2026-02 5 derivative

2026-02-26INSIDERMONTGOMERY DAVID acquired 9.0k sh Performance Restricted Stock Units — EVP Global Business Strategy

2026-02-26INSIDERRusing Steven H acquired 14.0k sh Performance Restricted Stock Units — President & CEO Mattress Firm

2026-02-26INSIDERRao Bhaskar acquired 14.0k sh Performance Restricted Stock Units — EVP & Chief Financial Officer

2026-02-26INSIDERBUSTER H CLIFFORD III acquired 22.5k sh Performance Restricted Stock Units — CEO of Tempur Sealy

Showing the 40 most recent of 74 entries.

The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.

Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage

Analyst recommendations

At a glance

What drives this business

News & coverage

Sector rotation

Developing storylines

Analysis

Opportunity

Upcoming catalysts

Pre-earnings brief

Signals & dispatch

Composite-score breakdown

Synthesis

Bull / Bear case

In focus — financials by report

Valuation

Revenue by segment

Market share

Business relationships

Supply chain

Peer comparison

Market position

Stress test

Predictor forecast

Options

Short squeeze

Earnings-call key lines

Estimate revisions

Sell-side observations

Themes

ESG

Risk factors

Benchmarks vs cohort

Corporate actions / M&A

FX exposure

Comparable transactions

Derivatives & instruments

Derivative transactions

Actions

Ask Handelsavisen

Ownership & reference

Top holders

Insider activity

Short positioning

Geographic breakdown

Intel & risk

Evidence & claims

The Thread