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Dec 31, 2025
Tempur Sealy Q4 2025 Earnings Report
Tempur Sealy reported strong fourth quarter 2025 results with significant sales and earnings growth driven by the Mattress Firm acquisition.
Key Takeaways
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.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For full year 2026, the company expects adjusted EPS between $3.00 and $3.40, representing approximately 19% growth at the midpoint.
Positive Outlook
- 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.
Challenges Ahead
- 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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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