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Side-by-side financial comparison of SOMNIGROUP INTERNATIONAL INC. (SGI) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $1.9B, roughly 1.3× SOMNIGROUP INTERNATIONAL INC.). Workday, Inc. runs the higher net margin — 10.4% vs 7.5%, a 2.8% gap on every dollar of revenue. On growth, SOMNIGROUP INTERNATIONAL INC. posted the faster year-over-year revenue change (54.7% vs 12.6%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $41.1M). Over the past eight quarters, SOMNIGROUP INTERNATIONAL INC.'s revenue compounded faster (25.3% CAGR vs 12.5%).
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
SGI vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.4B |
| Net Profit | $140.8M | $252.0M |
| Gross Margin | 44.0% | — |
| Operating Margin | 13.2% | 10.6% |
| Net Margin | 7.5% | 10.4% |
| Revenue YoY | 54.7% | 12.6% |
| Net Profit YoY | 95.8% | 30.6% |
| EPS (diluted) | $0.71 | $0.94 |
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.
| Q4 25 | $1.9B | $2.4B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.6B | $2.2B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.2B | $1.9B |
| Q4 25 | $140.8M | $252.0M | ||
| Q3 25 | $177.4M | $228.0M | ||
| Q2 25 | $99.0M | $68.0M | ||
| Q1 25 | $-33.1M | $94.0M | ||
| Q4 24 | $71.9M | $193.0M | ||
| Q3 24 | $130.0M | $132.0M | ||
| Q2 24 | $106.1M | $107.0M | ||
| Q1 24 | $76.3M | $1.2B |
| Q4 25 | 44.0% | — | ||
| Q3 25 | 44.9% | — | ||
| Q2 25 | 44.0% | — | ||
| Q1 25 | 36.2% | — | ||
| Q4 24 | 43.3% | — | ||
| Q3 24 | 45.4% | — | ||
| Q2 24 | 44.9% | — | ||
| Q1 24 | 43.1% | — |
| Q4 25 | 13.2% | 10.6% | ||
| Q3 25 | 14.8% | 10.6% | ||
| Q2 25 | 9.6% | 1.7% | ||
| Q1 25 | 0.8% | 3.4% | ||
| Q4 24 | 10.6% | 7.6% | ||
| Q3 24 | 15.5% | 5.3% | ||
| Q2 24 | 14.0% | 3.2% | ||
| Q1 24 | 11.1% | 4.1% |
| Q4 25 | 7.5% | 10.4% | ||
| Q3 25 | 8.4% | 9.7% | ||
| Q2 25 | 5.3% | 3.0% | ||
| Q1 25 | -2.1% | 4.3% | ||
| Q4 24 | 6.0% | 8.9% | ||
| Q3 24 | 10.0% | 6.3% | ||
| Q2 24 | 8.6% | 5.4% | ||
| Q1 24 | 6.4% | 61.8% |
| Q4 25 | $0.71 | $0.94 | ||
| Q3 25 | $0.83 | $0.84 | ||
| Q2 25 | $0.47 | $0.25 | ||
| Q1 25 | $-0.17 | $0.34 | ||
| Q4 24 | $0.40 | $0.72 | ||
| Q3 24 | $0.73 | $0.49 | ||
| Q2 24 | $0.60 | $0.40 | ||
| Q1 24 | $0.43 | $4.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $6.8B |
| Total DebtLower is stronger | $4.6B | — |
| Stockholders' EquityBook value | $3.1B | $8.9B |
| Total Assets | $11.6B | $17.8B |
| Debt / EquityLower = less leverage | 1.47× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.2B | ||
| Q1 24 | — | $7.8B |
| 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 | $3.0B | ||
| Q1 24 | $2.5B | $3.0B |
| Q4 25 | $3.1B | $8.9B | ||
| Q3 25 | $3.0B | $9.2B | ||
| Q2 25 | $2.8B | $8.9B | ||
| Q1 25 | $2.7B | $9.0B | ||
| Q4 24 | $559.0M | $8.6B | ||
| Q3 24 | $564.5M | $8.3B | ||
| Q2 24 | $411.8M | $8.2B | ||
| Q1 24 | $326.6M | $8.1B |
| Q4 25 | $11.6B | $17.8B | ||
| Q3 25 | $11.4B | $18.0B | ||
| Q2 25 | $11.4B | $17.2B | ||
| Q1 25 | $11.3B | $18.0B | ||
| Q4 24 | $6.0B | $16.4B | ||
| Q3 24 | $4.6B | $16.2B | ||
| Q2 24 | $4.6B | $15.9B | ||
| Q1 24 | $4.6B | $16.5B |
| 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× | 0.37× | ||
| Q1 24 | 7.74× | 0.37× |
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 | $99.4M | $588.0M |
| Free Cash FlowOCF − Capex | $41.1M | $550.0M |
| FCF MarginFCF / Revenue | 2.2% | 22.6% |
| Capex IntensityCapex / Revenue | 3.1% | 1.6% |
| Cash ConversionOCF / Net Profit | 0.71× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $633.2M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $99.4M | $588.0M | ||
| Q3 25 | $408.2M | $616.0M | ||
| Q2 25 | $186.1M | $457.0M | ||
| Q1 25 | $106.4M | $1.1B | ||
| Q4 24 | $129.1M | $406.0M | ||
| Q3 24 | $256.6M | $571.0M | ||
| Q2 24 | $150.6M | $372.0M | ||
| Q1 24 | $130.2M | $995.6M |
| Q4 25 | $41.1M | $550.0M | ||
| Q3 25 | $360.3M | $588.0M | ||
| Q2 25 | $149.4M | $421.0M | ||
| Q1 25 | $82.4M | $1.0B | ||
| Q4 24 | $108.2M | $359.0M | ||
| Q3 24 | $240.2M | $516.0M | ||
| Q2 24 | $122.1M | $291.0M | ||
| Q1 24 | $98.7M | $947.6M |
| Q4 25 | 2.2% | 22.6% | ||
| Q3 25 | 17.0% | 25.0% | ||
| Q2 25 | 7.9% | 18.8% | ||
| Q1 25 | 5.1% | 46.4% | ||
| Q4 24 | 9.0% | 16.6% | ||
| Q3 24 | 18.5% | 24.7% | ||
| Q2 24 | 9.9% | 14.6% | ||
| Q1 24 | 8.3% | 49.3% |
| Q4 25 | 3.1% | 1.6% | ||
| Q3 25 | 2.3% | 1.2% | ||
| Q2 25 | 2.0% | 1.6% | ||
| Q1 25 | 1.5% | 3.9% | ||
| Q4 24 | 1.7% | 2.2% | ||
| Q3 24 | 1.3% | 2.6% | ||
| Q2 24 | 2.3% | 4.1% | ||
| Q1 24 | 2.6% | 2.5% |
| Q4 25 | 0.71× | 2.33× | ||
| Q3 25 | 2.30× | 2.70× | ||
| Q2 25 | 1.88× | 6.72× | ||
| Q1 25 | — | 11.83× | ||
| Q4 24 | 1.80× | 2.10× | ||
| Q3 24 | 1.97× | 4.33× | ||
| Q2 24 | 1.42× | 3.48× | ||
| Q1 24 | 1.71× | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
