Somnigroup第三季净销售额23.508亿美元增10.8%创新高：调整后每股收益1.04美元增9.5%，全年调整后每股收益指引上调至2.85至2.95美元
床垫与寝具企业 Somnigroup International（纽约证券交易所：SGI）11月9日公布截至2026年9月30日的第三季度业绩。按公司官方业绩稿正文，该季净销售额同比增长10.8%至创纪录的23.508亿美元，去年同期为21.226亿美元，增长主要来自并入 Leggett & Platt 的贡献—公司已于8月26日完成对 Leggett & Platt 的收购，其8月26日至9月30日期间的净销售额为3.726亿美元计入本季。
盈利方面，该季净利润为1.635亿美元，同比下降7.8%；调整后净利润增长13.7%至创纪录的2.289亿美元；营业利润下降5.5%至2.974亿美元，公司称主要因收购 Leggett & Platt 相关成本，调整后营业利润则增长6.0%至创纪录的3.642亿美元；稀释每股收益为0.74美元，同比下降10.8%，调整后每股收益增长9.5%至创纪录的1.04美元，去年同期为0.95美元。该季经营活动现金流为3.49亿美元；季末公司总债务为56亿美元，杠杆率（综合债务扣净现金与调整后 EBITDA 之比）为2.69倍，去年同期为3.28倍。
分部方面，Mattress Firm 净销售额下降5.8%至10.083亿美元，公司称主要因线上销售偏软；Tempur Sealy 北美净销售额下降5.8%至6.931亿美元，其毛利率由58.4%升至64.7%，公司称主要得益于关税退款与 Mattress Firm 收购协同；Tempur Sealy 国际净销售额下降12.3%至2.768亿美元，公司称主要因旗下 Dreams 在新 ERP 系统上线后出现运营中断。展望方面，公司把2026年全年调整后每股收益预期修订为2.85至2.95美元，中点较2025年调整后每股收益增长约7%。董事长兼首席执行官 Scott Thompson 在业绩稿中表示，公司在完成 Leggett & Platt 收购的同时改善了杠杆、强化了供应链并加快了产品开发。董事会宣派季度现金股息每股0.17美元，将于12月7日派付予11月23日在册股东。
Somnigroup Third-Quarter Net Sales Rise 10.8% to a Record $2,350.8 Million; Adjusted EPS Up 9.5% to $1.04 as Full-Year Adjusted EPS Guidance Is Raised to $2.85–
Somnigroup International Inc. (NYSE: SGI) announced on November 9 its financial results for the third quarter ended September 30, 2026. According to the company's official earnings release, total net sales increased 10.8% to a record $2,350.8 million, compared with $2,122.6 million in the third quarter of 2025, primarily driven by the inclusion of $372.6 million of Leggett & Platt net sales for the stub period from August 26, 2026 — when the company completed its acquisition of Leggett & Platt — through September 30, 2026.
Net income decreased 7.8% to $163.5 million, while adjusted net income increased 13.7% to a record $228.9 million. Operating income decreased 5.5% to $297.4 million, primarily because of costs related to the Leggett & Platt acquisition, while adjusted operating income increased 6.0% to a record $364.2 million. Diluted earnings per share were $0.74, down 10.8%, and adjusted EPS increased 9.5% to a record $1.04, compared with $0.95 a year earlier. Cash flows from operations were $349 million in the quarter. The company ended the quarter with total debt of $5.6 billion, and leverage based on the ratio of consolidated indebtedness less netted cash to adjusted EBITDA was 2.69 times, compared with 3.28 times a year earlier.
By segment, Mattress Firm net sales decreased 5.8% to $1,008.3 million, primarily driven by softer online sales. Tempur Sealy North America net sales decreased 5.8% to $693.1 million, while its gross margin improved to 64.7% from 58.4%, primarily driven by tariff refunds and synergies from the Mattress Firm acquisition. Tempur Sealy International net sales decreased 12.3% to $276.8 million, primarily driven by decreased net sales at Dreams of 34.7% following the implementation of a new ERP system, which led to operational disruption throughout the quarter. For the full year 2026, the company revised its adjusted EPS expectations to a range of $2.85 to $2.95, representing an approximate 7% increase from 2025 adjusted EPS at the midpoint. Chairman and Chief Executive Officer Scott Thompson said in the release that completing the Leggett & Platt acquisition improved leverage, enhanced the supply chain and accelerated product development. The board declared a quarterly cash dividend of $0.17 per share, payable December 7, 2026 to shareholders of record on November 23, 2026.
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来源：Somnigroup International（公司
发布：GSM·美国（发布链接）
图片来源：床垫卖场（资料图）。（Wikimedia Commons／CC BY-SA 4.0）|A mattress store (file photo). (Wikimedia Commons / CC BY-SA 4.0)
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