Logitech International S.A., a Swiss-based corporation founded in 1981 and headquartered in Lausanne, specializes in designing, manufacturing, and globally distributing an extensive ...
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$1.70 per share
Est. EPS $1.37
Est. EPS $1.53 · Revenue $1.31B · 5 analysts
Est. EPS $1.10 · Revenue $1.13B · 3 analysts
$1.70 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $4.9B | +6.7% | +13.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $714.3M | +13.1% | +67.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +43.1% | -0.5% | +11.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +16.2% | +12.8% | +68.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +14.7% | +6.0% | +48.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $975.6M | +24.1% | -20.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +20.1% | +16.2% | -29.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 4.0% | -8.2% | -10.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.22x | -5.7% | +4.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $3.9B | +9.4% | +4.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.80 vs 5.51 | -12.9% | 1.63 vs 1.53 | +6.4% |
| Revenue Surprise | $4.9B vs $4.8B | +0.5% | $1.2B vs $1.3B | -6.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Harnett Samantha | officer: CHIEF LEGAL OFFICER | Registered Shares | A | 15,247 | — |
| Aug 15, 2026 | Harnett Samantha | officer: CHIEF LEGAL OFFICER | Registered Shares | D | 7,712 | $103.09 |
| Jul 31, 2026 | Faber Johanna W. | officer: Chief Executive Officer | Registered Shares | A | 90 | $74.52 |
| May 15, 2026 | Harnett Samantha | officer: CHIEF LEGAL OFFICER | Registered Shares | A | 47,153 | — |
| May 15, 2026 | Harnett Samantha | officer: CHIEF LEGAL OFFICER | Registered Shares | D | 23,348 | $102.99 |
Nate Melihercik: Good afternoon and good evening. Welcome to Logitech's video call to discuss our financial results for this quarter. Joining us today are Hanneke Faber, our CEO; and Matteo Anversa, our CFO. During this call, we will make forward-looking statements, including with respect to future operating results under the safe harbor of the Private Securities Litigation Reform Act of 1995. We're making these statements based on our views only as of today. Our actual results could differ materially. We undertake no obligation to update or revise any of these statements. We will also discuss non-GAAP financial results. You can find a reconciliation between GAAP and non-GAAP results and information about our use of non-GAAP measures and factors that could impact our financial results and forward-looking statements in our press release and in our filings with the SEC. These materials as well as the shareholder letter and a webcast of this call are all available at the Investor Relations page of our website. We encourage you to review these materials carefully. Unless noted otherwise, references to net sales growth are in constant currency and comparisons between periods are year-over-year. This call is being recorded and will be available for a replay on our website. I'll now turn the call over to Hanneke. Johanna Faber: Thank you, Nate, and welcome, everyone. Q1 was a strong start to the fiscal year with net sales growing 5% in constant currency, marking our 10th consecutive quarter of growth. The business performed well despite tight component sourcing, elevated component and shipping costs and the ongoing conflict in the Middle East. We were particularly pleased to see an acceleration of growth in gaming and in North America and continued strong growth in video collaboration and pointing devices. Our strong operational performance was driven by our strategic priorities. First, superior products and innovation. The MX Master 4 mouse and the Pro X2 Superstrike gaming mouse have scaled at an exceptional clip. The super-premium products with unique technologies are both big hits. Just a few quarters from launch, they now both rank amongst the company's absolute top-selling products, helping professionals work more productively and enabling gamers to win. This quarter, we also added four new releases to our product portfolio. The Mobi Fold ultra-portable mouse, the G512x gaming keyboard, the Spotlight 2 Advanced Presenter and have really fun limited edition soccer Alto keys bundle. Our elevated marketing efforts are supporting the success of our products. In gaming, our partnerships with iconic brands like NASCAR, McLaren, Call of Duty and a range of top Pro gaming teams helped accelerate growth this quarter. And on the work side, we are investing more in creators and social commerce, anchored by a fast-growing roster of influencers. We will continue to deliver superior innovation at pace. And the incremental growth investments we outlined …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Johanna W. Faber | Chief Executive Officer & Director | USD 4,659,965 | Female | 1969 | Active |
Matteo Anversa | Chief Financial Officer | USD 1,737,505 | Male | 1971 | Active |
Samantha E. Harnett | Chief Legal Officer & Secretary | USD 1,232,336 | Female | 1976 | Active |
Meeta Sunderwala | Vice President & Chief Accounting Officer | USD 990,338 | Female | 1971 | Active |
Manoj Sahay | Head of India | — | Male | — | Active |
Robin Piispanen | Global Head of Logitech G | — | Male | — | Active |
Yalcin Yilmaz | Chief Commercial Officer | — | Male | — | Active |
Ujesh Desai | Vice President & GM of Logitech Gaming | — | — | — | Active |
Malin Leschly | Chief Design Officer | — | Female | — | Active |
Bruno Rodriguez | Head of Corporate Communications | — | — | — | Active |
Jay Wilder | Chief Digital Officer | — | Male | — | Active |
Sree Chenincherry | Head of Operations | — | Male | — | Active |
Nicole Kenyon | Head of Global Corporate & Employee Communications - USA | — | Female | — | Active |
Nate Melihercik | Head of Global Investor Relations | — | — | — | Active |
Amundi increased its stake in shares of Logitech International S.A. (NASDAQ: LOGI) by 51.2% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,665,096 shares of the technology company's stock after purchasing an additional 563,564 shares during the quarter. Amundi
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Logitech International S.A. is downgraded to Hold due to a critical supplier shutdown despite strong demand and margin expansion. Q1 2027 net sales grew 7% y/y, with the Americas leading at 11% CC and robust category growth in Gaming and Pointing Devices. Supply chain disruption could impact Q3 2027 revenue by up to $200 million (~14%), risking sharp margin compression and earnings estimate downgrades.
