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Side-by-side financial comparison of SOMNIGROUP INTERNATIONAL INC. (SGI) and Toast, Inc. (TOST). Click either name above to swap in a different company.
SOMNIGROUP INTERNATIONAL INC. is the larger business by last-quarter revenue ($1.8B vs $1.6B, roughly 1.1× Toast, Inc.). Toast, Inc. runs the higher net margin — 6.2% vs 5.8%, a 0.4% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 12.3%). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% CAGR vs 20.8%).
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
SGI vs TOST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.6B |
| Net Profit | $104.2M | $101.0M |
| Gross Margin | 43.1% | 25.9% |
| Operating Margin | 10.4% | 5.2% |
| Net Margin | 5.8% | 6.2% |
| Revenue YoY | 12.3% | 22.0% |
| Net Profit YoY | 414.8% | 215.6% |
| EPS (diluted) | $0.49 | $0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $1.9B | $1.6B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | $104.2M | — | ||
| Q4 25 | $140.8M | $101.0M | ||
| Q3 25 | $177.4M | $105.0M | ||
| Q2 25 | $99.0M | $80.0M | ||
| Q1 25 | $-33.1M | $56.0M | ||
| Q4 24 | $71.9M | $32.0M | ||
| Q3 24 | $130.0M | $56.0M | ||
| Q2 24 | $106.1M | $14.0M |
| Q1 26 | 43.1% | — | ||
| Q4 25 | 44.0% | 25.9% | ||
| Q3 25 | 44.9% | 26.5% | ||
| Q2 25 | 44.0% | 25.3% | ||
| Q1 25 | 36.2% | 25.9% | ||
| Q4 24 | 43.3% | 24.9% | ||
| Q3 24 | 45.4% | 24.7% | ||
| Q2 24 | 44.9% | 23.0% |
| Q1 26 | 10.4% | — | ||
| Q4 25 | 13.2% | 5.2% | ||
| Q3 25 | 14.8% | 5.1% | ||
| Q2 25 | 9.6% | 5.2% | ||
| Q1 25 | 0.8% | 3.2% | ||
| Q4 24 | 10.6% | 2.5% | ||
| Q3 24 | 15.5% | 2.6% | ||
| Q2 24 | 14.0% | 0.4% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | 7.5% | 6.2% | ||
| Q3 25 | 8.4% | 6.4% | ||
| Q2 25 | 5.3% | 5.2% | ||
| Q1 25 | -2.1% | 4.2% | ||
| Q4 24 | 6.0% | 2.4% | ||
| Q3 24 | 10.0% | 4.3% | ||
| Q2 24 | 8.6% | 1.1% |
| Q1 26 | $0.49 | — | ||
| Q4 25 | $0.71 | $0.18 | ||
| Q3 25 | $0.83 | $0.16 | ||
| Q2 25 | $0.47 | $0.13 | ||
| Q1 25 | $-0.17 | $0.09 | ||
| Q4 24 | $0.40 | $0.09 | ||
| Q3 24 | $0.73 | $0.07 | ||
| Q2 24 | $0.60 | $0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $110.8M | $1.4B |
| Total DebtLower is stronger | $112.1M | — |
| Stockholders' EquityBook value | $3.1B | $2.1B |
| Total Assets | $11.5B | $3.1B |
| Debt / EquityLower = less leverage | 0.04× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $110.8M | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $903.0M | ||
| Q3 24 | — | $761.0M | ||
| Q2 24 | — | $691.0M |
| Q1 26 | $112.1M | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $4.8B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.4B | — |
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $2.8B | $1.8B | ||
| Q1 25 | $2.7B | $1.7B | ||
| Q4 24 | $559.0M | $1.5B | ||
| Q3 24 | $564.5M | $1.4B | ||
| Q2 24 | $411.8M | $1.3B |
| Q1 26 | $11.5B | — | ||
| Q4 25 | $11.6B | $3.1B | ||
| Q3 25 | $11.4B | $3.0B | ||
| Q2 25 | $11.4B | $2.8B | ||
| Q1 25 | $11.3B | $2.6B | ||
| Q4 24 | $6.0B | $2.4B | ||
| Q3 24 | $4.6B | $2.2B | ||
| Q2 24 | $4.6B | $2.2B |
| Q1 26 | 0.04× | — | ||
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.79× | — | ||
| Q4 24 | 6.69× | — | ||
| Q3 24 | 3.95× | — | ||
| Q2 24 | 5.92× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $246.5M | $194.0M |
| Free Cash FlowOCF − Capex | — | $178.0M |
| FCF MarginFCF / Revenue | — | 10.9% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 2.37× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | — | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $246.5M | — | ||
| Q4 25 | $99.4M | $194.0M | ||
| Q3 25 | $408.2M | $165.0M | ||
| Q2 25 | $186.1M | $223.0M | ||
| Q1 25 | $106.4M | $79.0M | ||
| Q4 24 | $129.1M | $147.0M | ||
| Q3 24 | $256.6M | $109.0M | ||
| Q2 24 | $150.6M | $124.0M |
| Q1 26 | — | — | ||
| Q4 25 | $41.1M | $178.0M | ||
| Q3 25 | $360.3M | $153.0M | ||
| Q2 25 | $149.4M | $208.0M | ||
| Q1 25 | $82.4M | $69.0M | ||
| Q4 24 | $108.2M | $134.0M | ||
| Q3 24 | $240.2M | $97.0M | ||
| Q2 24 | $122.1M | $108.0M |
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 10.9% | ||
| Q3 25 | 17.0% | 9.4% | ||
| Q2 25 | 7.9% | 13.4% | ||
| Q1 25 | 5.1% | 5.2% | ||
| Q4 24 | 9.0% | 10.0% | ||
| Q3 24 | 18.5% | 7.4% | ||
| Q2 24 | 9.9% | 8.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 1.0% | ||
| Q3 25 | 2.3% | 0.7% | ||
| Q2 25 | 2.0% | 1.0% | ||
| Q1 25 | 1.5% | 0.7% | ||
| Q4 24 | 1.7% | 1.0% | ||
| Q3 24 | 1.3% | 0.9% | ||
| Q2 24 | 2.3% | 1.3% |
| Q1 26 | 2.37× | — | ||
| Q4 25 | 0.71× | 1.92× | ||
| Q3 25 | 2.30× | 1.57× | ||
| Q2 25 | 1.88× | 2.79× | ||
| Q1 25 | — | 1.41× | ||
| Q4 24 | 1.80× | 4.59× | ||
| Q3 24 | 1.97× | 1.95× | ||
| Q2 24 | 1.42× | 8.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SGI
Segment breakdown not available.
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
