LOGI · Logitech International S.A.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q1 FY27 earnings call · Jul 28, 2026TL;DR. Logitech delivered its 10th consecutive quarter of growth, with Q1 constant-currency sales up 5% and non-GAAP operating income up 44%, helped by $61 million of tariff refunds. Strong category momentum and product demand support Q2, but a closed semiconductor facility is expected to cause a Q2 sales headwind of approximately $20 million and a Q3 revenue impact of up to $200 million.
- + Q1 sales grew 5% in constant currency, marking the 10th consecutive quarter of growth.
- + Gaming sales grew 9% in constant currency, led by double-digit growth in North America.
- + Video-collaboration sales grew 9% in constant currency as Logitech doubled down on B2B.
- + The MX Master 4 and Pro X2 Superstrike quickly became top-selling products.
- − Q2 constant-currency sales are expected to grow only 0% to 3%, including an approximately $20 million supplier-incident headwind.
- − The supplier facility remains closed, with Q3 revenue impact estimated at up to $200 million and reopening timing not definitive.
- − Q2 non-GAAP operating income is expected to decline year over year to $185 million-$210 million.
- − Q1 gross-margin expansion was supported by approximately $61 million of tariff refunds, without which the margin was 44.8%.
- − EMEA sales declined 4% as the Middle East conflict reduced regional sales by approximately 400 basis points.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Computer Hardware — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LOGI
this stock
Logitech International S.A.
|
$14.95B | +7.1% | +6.3% | 19.2 | 8.1% |
|
DELL
Dell Technologies Inc.
|
$289.57B | +261.8% | +18.8% | 26.5 | 1.9% |
|
ANET
Arista Networks, Inc.
|
$232.07B | +39.6% | +28.6% | 58.2 | 0.9% |
|
SNDK
Sandisk Corp
|
$190.24B | +477.6% | +175.3% | 17.6 | 3.3% |
|
STX
Seagate Technology Holdings plc
|
$144.83B | +140.0% | -36.7% | 46.0 | 3.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LOGI | +9.2% | +2.1% | +11.1% | +6.3% | +7.1% |
| SPY | -1.5% | -0.9% | +7.7% | +0.5% | +12.4% |
| vs SPY | +10.7% | +3.0% | +3.4% | +5.8% | -5.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.