Earnings summaries and quarterly performance for LOGITECH INTERNATIONAL.
Executive leadership at LOGITECH INTERNATIONAL.
Board of directors at LOGITECH INTERNATIONAL.
CJ
Christopher Jones
Detailed
Director
DT
Deborah Thomas
Detailed
Director
DA
Donald Allan
Detailed
Director
EB
Edouard Bugnion
Detailed
Director
GG
Guy Gecht
Detailed
Chairperson of the Board
KW
Kwok Wang Ng
Detailed
Director
ML
Marjorie Lao
Detailed
Director
NM
Neela Montgomery
Detailed
Director
OM
Owen Mahoney
Detailed
Director
SZ
Sascha Zahnd
Detailed
Director
Research analysts who have asked questions during LOGITECH INTERNATIONAL earnings calls.
AM
Asiya Merchant
Citigroup Global Markets Inc.
7 questions for LOGI
Also covers: APH, CDW, CRCT +12 more
Erik Woodring
Morgan Stanley
6 questions for LOGI
Also covers: AAPL, CDW, CRCT +19 more
SC
Samik Chatterjee
JPMorgan Chase & Co.
5 questions for LOGI
Also covers: AAPL, ANET, APH +32 more
AB
Ananda Baruah
Loop Capital Markets LLC
4 questions for LOGI
Also covers: BURU, CRUS, DDD +15 more
DS
Didier Scemama
Bank of America
4 questions for LOGI
Also covers: ASML, ERIC, IFNNY +1 more
Martin Jungfleisch
Exane BNP Paribas
4 questions for LOGI
JI
Joern Iffert
UBS
3 questions for LOGI
Also covers: BARN.SW
MF
Michael Foeth
Vontobel Holding AG
3 questions for LOGI
Alek Valero
Loop Capital Markets
2 questions for LOGI
Also covers: CRUS, DDD, HPQ +4 more
DW
Dong Wang
Nomura Instinet
2 questions for LOGI
Also covers: CDW, CLS, CRSR +6 more
JC
Joe Cardoso
JPMorgan Chase & Co.
2 questions for LOGI
Also covers: CALX, GLW, HPQ +1 more
A
Ananda
Loop Capital Markets
1 question for LOGI
AB
Austin Baker
Loop Capital Markets
1 question for LOGI
D
Didier
Bank of America
1 question for LOGI
DA
Didier Andrade
Bank of America
1 question for LOGI
George Brown
Deutsche Bank AG
1 question for LOGI
J
Joern
UBS
1 question for LOGI
JI
Jörn Iffert
UBS
1 question for LOGI
Also covers: DUFRY
JV
Jorn Van derloop
UBS
1 question for LOGI
M
Martin
BNP Paribas
1 question for LOGI
Maya Neuman
Morgan Stanley
1 question for LOGI
Also covers: CDW, CRCT, HPQ +4 more
Michael
TD Cowen
1 question for LOGI
Also covers: APH, GLBE, OBK +2 more
Tim Long
Barclays
1 question for LOGI
Also covers: ANET, CIEN, CLS +11 more
Recent press releases and 8-K filings for LOGI.
Logitech Reports Strong Q3 FY2026 Financial Performance and Provides Q4 Outlook
LOGI
Earnings
Guidance Update
Product Launch
- Logitech reported strong financial results for Q3 FY2026, with net sales of $1.4 billion, an increase of 4% year-over-year in constant currency, and non-GAAP operating income of $312 million, up 17% year-over-year.
- The company achieved a non-GAAP gross margin rate of 43.5% and generated approximately $500 million in operating cash flow, a 30% year-over-year increase.
- Growth was driven by superior product innovation, including the MX Master 4 and AI-powered devices, and a strong focus on B2B demand, which outpaced B2C in the quarter.
- For Q4 FY2026, Logitech expects net sales growth of 3%-5% year-over-year in constant currency and non-GAAP operating income between $155 million and $165 million, representing a 20% year-over-year increase at the midpoint.
- Logitech highlighted a significant opportunity in the existing PC installed base, noting that less than half of the 1.5 billion+ PCs globally have a mouse attached and less than 30% have an external keyboard.
Jan 27, 2026, 9:30 PM
Logitech Reports Strong Q3 2026 Financial Results and Positive Q4 Outlook
LOGI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Logitech reported Q3 2026 net sales of $1.4 billion, a 4% year-over-year increase in constant currency, alongside record non-GAAP operating income of $312 million, up 17% year-over-year, and a non-GAAP gross margin rate of 43.5%.
- The company's performance was driven by strategic priorities including superior product innovation, such as the MX Master 4 mouse, and a strong focus on B2B, where Logitech for Business demand significantly outpaced B2C.
- Logitech generated approximately $500 million in operating cash flow, a 30% year-over-year increase, and maintained a strong cash balance of $1.8 billion.
- For Q4 2026, Logitech provided guidance for net sales growth of 3%-5% year-over-year in constant currency and non-GAAP operating income between $155 million and $165 million, expecting to exceed long-term model targets for non-GAAP gross and operating margins for fiscal year 2026.
Jan 27, 2026, 9:30 PM
Logitech Reports Strong Q3 2026 Results and Positive Q4 Outlook
LOGI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Logitech reported strong financial results for Q3 2026, with net sales of $1.4 billion, up 4% year-over-year in constant currency, and non-GAAP operating income of $312 million, a 17% increase.
- The company provided a positive outlook for Q4 2026, expecting net sales growth of 3%-5% year-over-year in constant currency and non-GAAP operating income between $155 million and $165 million, anticipating closing fiscal year 2026 above long-term model targets for non-GAAP gross and operating margins.
- Growth was fueled by strategic priorities such as superior product innovation, including the MX Master 4 and new AI-powered devices, and a focus on B2B demand, which significantly outpaced B2C.
- Operational excellence resulted in a non-GAAP gross margin of 43.5%, with product cost reduction and manufacturing diversification, including reducing U.S. products manufactured in China to less than 10%, offsetting tariff impacts.
- Logitech expressed confidence in the peripherals market's growth opportunities, noting its sales historically outpace PC sales by 300-500 basis points and highlighting the significant potential in the existing PC installed base.
Jan 27, 2026, 9:30 PM
Logitech Announces Q3 Fiscal Year 2026 Results
LOGI
Earnings
Guidance Update
- Logitech International reported Q3 Fiscal Year 2026 sales of $1.42 billion, an increase of 6 percent in US dollars and 4 percent in constant currency compared to the prior year.
- GAAP operating income was $286 million (up 22 percent) and Non-GAAP operating income was $312 million (up 17 percent) for Q3 FY26. GAAP EPS was $1.69 (up 28 percent) and Non-GAAP EPS was $1.93 (up 21 percent).
- The company generated $481 million in cash flow from operations and ended the quarter with a cash balance of $1.8 billion.
- For Q4 FY26, Logitech forecasts sales between $1,070 million and $1,090 million and Non-GAAP operating income between $155 million and $165 million. The full Fiscal Year 2026 outlook projects sales of $4,825 million to $4,845 million and Non-GAAP operating income of $900 million to $910 million.
Jan 27, 2026, 9:10 PM
Logitech Announces Q3 Fiscal Year 2026 Results
LOGI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Logitech International reported Q3 Fiscal Year 2026 sales of $1.42 billion, an increase of 6% in US dollars and 4% in constant currency compared to the prior year.
- GAAP earnings per share (EPS) was $1.69, up 28%, and Non-GAAP EPS was $1.93, up 21% for the quarter.
- The company achieved GAAP operating income of $286 million, a 22% increase, and Non-GAAP operating income of $312 million, up 17%.
- Cash flow from operations was $481 million, with a quarter-ending cash balance of $1.8 billion.
- For Q4 Fiscal Year 2026, Logitech forecasts sales between $1,070 million and $1,090 million and Non-GAAP operating income between $155 million and $165 million.
Jan 27, 2026, 9:05 PM
Logitech Discusses Strategic Initiatives, Financial Strength, and Operational Efficiency at UBS Conference
LOGI
New Projects/Investments
Guidance Update
Share Buyback
- Logitech is executing a multi-pronged strategy focused on superior product innovation, expanding its B2B segment into a $14 billion addressable market, implementing a "China for China" strategy to regain share, and strengthening its brand.
- The company boasts a strong financial position with $1.5 billion in cash and no debt. Its capital allocation priorities include organic growth, increasing dividends, disciplined tuck-in M&A, and a three-year $2 billion share buyback program.
- Logitech reported a 43% gross margin in the last quarter and anticipates 42% to 43% for the quarter ahead, with a long-term target of 40% plus, driven by cost savings, premiumization, and a favorable mix shift towards higher-margin video conferencing.
- To mitigate tariff impacts, Logitech proactively adjusted pricing and relocated 40% of its U.S. product manufacturing from China, aiming to reduce China's share to 10% by year-end.
- Operational efficiency gains, particularly a 200 basis point reduction in OPEX in Q2, have been significantly aided by the internal deployment of over 1,000 AI agents.
Dec 2, 2025, 9:55 PM
Logitech CEO Details Strategic Initiatives, Financial Strength, and AI Integration at UBS Conference
LOGI
New Projects/Investments
Dividends
Share Buyback
- Logitech's CEO, Hanneke Faber, outlined key strategic initiatives including a focus on superior products and innovation (launching approximately 35 new products annually), doubling down on the B2B market (which represents a $14 billion addressable opportunity), and a successful "China for China" strategy that has stabilized and grown the business.
- The company maintains a strong financial position with $1.5 billion in cash and no debt, supporting its capital allocation priorities of organic growth, increasing dividends (up $0.10 this year), and a new three-year $2 billion share buyback program.
- Logitech has proactively managed tariffs by implementing a 10% price increase in the U.S. and significantly diversifying its supply chain, reducing U.S. products sourced from China from 40% to 10% by year-end, contributing to sustainable gross margins of 40%+.
- Internally, Logitech has leveraged AI, creating over 1,000 AI agents since January, which contributed to a 200 basis point reduction in OPEX in Q2.
Dec 2, 2025, 9:55 PM
Logitech Outlines Strategic Growth Drivers, Strong Financial Position, and AI Integration at UBS Conference
LOGI
New Projects/Investments
Share Buyback
Dividends
- Logitech's CEO, Hanneke Faber, detailed key strategic initiatives including doubling down on B2B (targeting a $14 billion addressable market, with $5 billion in verticals like education and healthcare), implementing a successful "China for China" strategy that has stabilized and grown market share, and maintaining a high pace of innovation by launching approximately 35 new products a year.
- The company boasts a strong financial position with $1.5 billion in cash and no debt, prioritizing organic growth, increasing dividends (up by $0.10 this year), and executing a three-year $2 billion share buyback program.
- Logitech has significantly diversified its supply chain, reducing the percentage of U.S. products manufactured in China from 40% to 10% by year-end, which contributes to the sustainability of gross margins (projected at 42%-43% for the quarter ahead and 40% plus long-term).
- Internally, Logitech is leveraging AI, having created over 1,000 AI agents since January, which played a significant role in a 200 basis point reduction in OpEx in Q2.
- The company is actively developing products for emerging technologies like VR/AR, including the Muse stylus for Apple Vision Pro and MX Ink for Meta Quest, and plans to ship the new Pro Mouse Superstrike gaming mouse in January.
Dec 2, 2025, 9:55 PM
Logitech CEO Outlines Strategic Growth Initiatives and Capital Allocation
LOGI
New Projects/Investments
Share Buyback
Revenue Acceleration/Inflection
- Logitech's CEO, Hanneke Faber, highlighted key strategic initiatives including doubling down on B2B, which represents an addressable market of approximately $14 billion, implementing a "China for China" strategy, and maintaining a high pace of innovation with about 35 new product launches annually.
- The company maintains a strong financial position with $1.5 billion in cash and no debt, supporting a capital allocation strategy focused on organic growth, increasing dividends, disciplined tuck-in M&A, and a three-year $2 billion share buyback program.
- Logitech successfully adjusted its supply chain, reducing the percentage of U.S. products sourced from China from 40% in April to 10% by the end of the year, which contributes to sustainable gross margins guided at 42% to 43% for the upcoming quarter.
- The company reported 8% year-on-year sales growth in the recent quarter, with strong trends expected to continue in Asia-Pacific and EMEA, and leveraged over 1,000 internally created AI agents to achieve a 200 basis point reduction in OPEX in Q2.
Dec 2, 2025, 9:55 PM
Logitech CEO Discusses Strategic Growth, Financial Strength, and Operational Efficiency
LOGI
New Projects/Investments
Share Buyback
Dividends
- Logitech's CEO outlined a clear strategy focused on superior products and innovation, doubling down on B2B, a "China for China" approach, and building an iconic brand, targeting an addressable market of $25 billion.
- The company maintains a strong financial position with $1.5 billion in cash and no debt, prioritizing organic growth, increasing dividends by $0.10 this year, and initiating a three-year $2 billion share buyback program.
- Logitech successfully mitigated tariff impacts by reducing U.S. product manufacturing from China from 40% to 10%, contributing to sustainable gross margins targeted at 40%+ long-term and 42%-43% for the quarter ahead.
- AI initiatives, including the creation of over 1,000 AI agents, led to a 200 basis point reduction in Q2 OpEx, enhancing operational efficiency.
Dec 2, 2025, 9:55 PM
Quarterly earnings call transcripts for LOGITECH INTERNATIONAL.
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