Somnigroup International Inc. · Brief

Next report

9 days

Nov 9 · before openconfirmedQ3 FY26

Expected move

±8.2%implied · report alone

58.3468.78

straddle ±11.2%

spot 63.56exp Nov 20ATM strike 62.5ATM straddle 8.35IV 69%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▼−6.77%—

quarterimplied−10%0+10%realized×

Q2 FY26—▼−6.77%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 9 report · confirmed

Bull2

538managers reporting a position in the latest quarterly filings13F · Jun 30 '26

40managers whose positions together make up four fifths of reported value13F · Jun 30 '26

Bear2

7 of 25of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

−3.68%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

SGI report session

No linked exposure.

Oct 26impliedImplied move: ±11.2% into Nov 9 earnings (Oct 26 close).Source

Oct 15report dateEarnings date confirmed: Nov 9, before open.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.