LOGI
Logitech International S.A.112.28
+0.35+0.31%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q3 '26
Q&A reinforces PC resilience, installed base focus
Q&A largely reaffirmed prepared remarks on Logitech's Q3 strength and Q4 guidance of 3-5% sales growth, with management directly tackling PC/memory headwinds. They stressed minimal memory impact—mostly mitigated in video conferencing—and historical 300-500 bps unit outperformance versus PCs via the 1.5 billion installed base, where mouse attach sits below 50%. Gaming held share in soft U.S./Europe markets through premium/entry wins and China gains, prepped for K-shaped spending and titles like SUPERSTRIKE. No demand pull-forward; inventories healthy. Gross margins rest on solid foundations despite commodity pressures. Confident tone persists. Watch U.S. holiday momentum.
Key Stats
Market Cap
16.49BP/E (TTM)
25.52Basic EPS (TTM)
4.40Dividend Yield
0.01%Recent Filings
10-Q
Q3 FY2026 results
Logitech's 10-Q for Q3 FY2026 ended December 31, 2025, lacks financial statements, revealing no revenue, EPS, margins, or cash flow figures. Non-GAAP metrics not disclosed in the 10-Q. Filing instead details CEO Hanneke Faber's updated US employment terms from October 24, 2025, including $1.35M base salary, 125% target bonus, and $5.3M PSU grant vesting over three years. Cash share buyout of CHF 2.4M paid February 2024; RSUs of 31,375 shares vesting through 2026. One-year notice periods apply mutually. Leadership stays steady. Competition pressures margins.
8-K
Q3 sales up 6%, income surges
Logitech posted Q3 FY26 sales of $1.42B, up 6% in USD and 4% constant currency, with GAAP operating income jumping 22% to $286M despite tariff headwinds. Gross margins held firm at 43.2%; cash flow from operations hit $481M, bolstering the $1.8B cash pile. Record operating income shines. Q4 sales outlook: $1.07-1.09B.
8-K
Cyber incident; no material impact
Logitech disclosed a cybersecurity incident on November 14, 2025, where hackers exploited a zero-day vulnerability in third-party software to exfiltrate limited employee, consumer, customer, and supplier data—no sensitive personal info like IDs or cards. Operations, products, and manufacturing remain unaffected. No material financial impact expected; insurance covers response costs. Investigation ongoing.
10-Q
Q1 FY2026 results
Logitech's Q1 FY2026 10-Q filing for the quarter ended September 30, 2025, provides no financial statements or metrics in the accessible text. Detailed revenue, profitability, EPS, cash flow, or debt figures are not disclosed here. Non-GAAP metrics not disclosed in the 10-Q. Balance sheet and operations data omitted from this excerpt. Investors await full statements. Competition remains a key risk from Risk Factors.
8-K
Logitech Q2 sales up 6%
Logitech reported Q2 FY2026 sales of $1.19 billion, up 6% in USD and 4% in constant currency from last year, fueled by double-digit growth in keyboards, pointing devices, and gaming. GAAP operating income climbed 19% to $191 million, while non-GAAP hit $230 million, thanks to tight cost controls amid economic headwinds. Cash from operations reached $229 million; the company returned $340 million to shareholders. It projects Q3 sales of $1.375-$1.415 billion and non-GAAP operating income of $270-$290 million. Strong execution persists.
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