Q2 FY2026 EarningsQ2 FY26 results missed revenue expectations but significantly beat on profitability: revenue $1,823.5M vs. $1,882.5M expected, while gross margin was 44.8% vs. 44.4% consensus. Adjusted EPS of $0.58 exceeded the $0.57 consensus despite a 3.0% YoY sales decline, driven by aggressive cost synergies and operational efficiencies in the North American segment. Management confirmed the pending $2.5B acquisition of Leggett & Platt, which is expected to close in Q3 FY26 and further transform the supply chain vertically.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Somnigroup(SGI) the Revenue is 1.824 B (-3.05%), Miss estimate;the EBIT is 216.6 M (-3.48%), Miss estimate;the EPS is 0.52 (+10.64%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
1.82B3.05%
1.88B0.09%
-0.06B3.14%
EBITMiss expectations
0.22B3.48%
0.22B0.63%
-0.01B2.85%
EPSMiss expectations
0.5210.64%
0.5721.28%
-0.050010.64%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf