Logitech International (NASDAQ:LOGI) Issues Quarterly Earnings Results, Beats Estimates By $0.03 EPS

Logitech International (NASDAQ:LOGI) announced its earnings results on Tuesday. The technology company reported $1.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.03, FiscalAI reports. Logitech International had a return on equity of 33.57% and a net margin of 14.94%.The company had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. During the same period in the prior year, the company posted $0.93 EPS. The firm’s quarterly revenue was up 7.4% compared to the same quarter last year.

Here are the key takeaways from Logitech International’s conference call:

• Fiscal 2026 results were strong: net sales grew ~6% (USD), non-GAAP gross margin was ~43.6% and operating margin 18.8% (CHF 911m operating income), with operating cash flow >CHF 1 billion and ~CHF 765–768m returned to shareholders.
• Management plans to accelerate investments in AI-driven R&D, Logitech for Business (B2B expansion into education, government, healthcare) and brand/marketing while targeting mid–high single-digit organic growth and maintaining margins at the high end of the long-term range.
• Q4 momentum and near-term guidance — Q4 net sales $1.086bn (+7% USD, +3% CC) with gaming +7% and video collaboration +8%; channel inventory is healthy and Q1 FY27 guidance calls for +2–4% constant‑currency sales and non-GAAP operating income of CHF 195–215m.
• Geopolitical and policy risks — the Middle East conflict reduced Q4 sales by ~50bps (~$5m) and is expected to subtract ~150bps in Q1, distribution to the Middle East/Africa remains challenged, and potential tariff reimbursements were not included in results or guidance.
• Management says gross margin is now structurally around 43–44%, supported by premiumization, manufacturing diversification and pricing, but margins remain exposed to promotions, tariffs and regional FX swings.

Logitech International Price Performance

NASDAQ LOGI traded up $3.92 during trading hours on Tuesday, reaching $105.42. The company’s stock had a trading volume of 1,791,371 shares, compared to its average volume of 965,594. The firm has a market capitalization of $15.45 billion, a price-to-earnings ratio of 22.05, a P/E/G ratio of 3.60 and a beta of 1.07. Logitech International has a 1-year low of $76.52 and a 1-year high of $123.01. The company’s 50-day moving average is $93.56 and its two-hundred day moving average is $100.83.

Trending Headlines about Logitech International

Here are the key news stories impacting Logitech International this week:

• Positive Sentiment: Q4 results beat expectations: LOGI reported $1.13 EPS vs. $1.10 consensus and revenue of $1.09B (≈+7.4% YoY); gross profit and operating income expanded, showing margin improvement. Business Wire: Q4 Results
• Positive Sentiment: Management raised near-term revenue targets: the company updated FY27 Q1 revenue guidance around $1.2B, ahead of street estimates, which supports near-term top-line visibility. Business Wire: Guidance
• Positive Sentiment: Gaming segment strength and product execution: growth in gaming accessories and new premium Logitech G products (including a premium keyboard and leadership changes) are cited as drivers of higher fourth-quarter sales and a key growth vector going forward. MSN: Gaming Accessories Growth
• Neutral Sentiment: Earnings call transcript provides color on demand trends, inventory and channel dynamics — useful for gauging sustainability but not an immediate catalyst by itself. Seeking Alpha: Call Transcript
• Neutral Sentiment: Balance-sheet and cash flow look healthy: operating cash flow rose and cash balances increased, supporting investment and optionality (per third-party summaries). This reduces financial risk but is a longer-term positive. QuiverQuant: Financial Highlights
• Negative Sentiment: Analyst views remain mixed and some institutions have trimmed positions: Morgan Stanley has an underweight rating and price targets vary widely, creating potential volatility if forward execution disappoints. QuiverQuant: Analyst Ratings & Holdings
• Negative Sentiment: Some underlying metrics show limits to near-term upside — net income was roughly flat YoY even as revenue rose, so investors will watch margin sustainability and whether product momentum continues. QuiverQuant: Income & Margins

Analyst Upgrades and Downgrades

Several analysts have weighed in on LOGI shares. BNP Paribas Exane downgraded Logitech International from an “outperform” rating to a “neutral” rating and set a $106.00 price target on the stock. in a research note on Thursday, January 8th. Barclays reiterated an “equal weight” rating and set a $98.00 price target (down from $134.00) on shares of Logitech International in a research note on Friday, January 16th. Morgan Stanley reiterated an “underweight” rating and set a $89.00 price target (down from $107.00) on shares of Logitech International in a research note on Tuesday, January 20th. Wall Street Zen downgraded Logitech International from a “buy” rating to a “hold” rating in a research note on Sunday, April 26th. Finally, Weiss Ratings downgraded Logitech International from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 6th. Two analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $106.29.

Hedge Funds Weigh In On Logitech International

A number of large investors have recently bought and sold shares of LOGI. Arrowstreet Capital Limited Partnership raised its holdings in Logitech International by 305.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,084,820 shares of the technology company’s stock worth $227,859,000 after purchasing an additional 1,570,876 shares during the period. Morgan Stanley raised its holdings in shares of Logitech International by 152.5% during the fourth quarter. Morgan Stanley now owns 2,190,070 shares of the technology company’s stock valued at $219,489,000 after acquiring an additional 1,322,582 shares during the last quarter. Credit Agricole S A acquired a new position in shares of Logitech International during the third quarter valued at approximately $104,402,000. Marshall Wace LLP raised its holdings in shares of Logitech International by 131.2% during the fourth quarter. Marshall Wace LLP now owns 1,273,720 shares of the technology company’s stock valued at $129,125,000 after acquiring an additional 722,887 shares during the last quarter. Finally, AQR Capital Management LLC raised its holdings in shares of Logitech International by 3,203.4% during the fourth quarter. AQR Capital Management LLC now owns 681,597 shares of the technology company’s stock valued at $69,836,000 after acquiring an additional 660,964 shares during the last quarter. Institutional investors and hedge funds own 45.76% of the company’s stock.

About Logitech International

Logitech International SA is a Swiss-headquartered company that designs, manufactures and markets a wide range of computer peripherals and accessories for consumers, gamers and business customers. Founded in 1981, the company develops hardware and complementary software that enable people to interact with digital devices across work, home and entertainment settings. Logitech maintains corporate offices in Switzerland and significant operations in the United States and other regions worldwide.

The company’s product portfolio includes mice, keyboards, webcams, headsets, microphones, speakers, remote controls and other input/output devices, along with specialized lines for gaming, streaming and video collaboration.