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

Logitech International (NASDAQ:LOGI) posted its quarterly earnings results on Tuesday. The technology company reported $1.13 earnings per share (EPS) for the quarter, topping 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 business had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. During the same period last year, the company earned $0.93 EPS. The firm’s revenue was up 7.4% on a year-over-year basis.

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 Trading Up 3.9%

Shares of Logitech International stock traded up $3.92 during trading on Tuesday, hitting $105.42. 1,791,371 shares of the stock were exchanged, compared to its average volume of 965,594. The company has a fifty day moving average price of $93.56 and a 200-day moving average price of $100.83. The stock has a market capitalization of $15.45 billion, a price-to-earnings ratio of 22.05, a price-to-earnings-growth 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.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Morgan Stanley reiterated an “underweight” rating and set a $89.00 target price (down from $107.00) on shares of Logitech International in a report on Tuesday, January 20th. Citigroup cut their price objective on Logitech International from $130.00 to $115.00 and set a “buy” rating on the stock in a report on Tuesday, January 20th. Barclays reissued an “equal weight” rating and set a $98.00 target price (down from $134.00) on shares of Logitech International in a research note on Friday, January 16th. BNP Paribas Exane lowered shares of 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. Finally, UBS Group cut shares of Logitech International from a “buy” rating to a “neutral” rating in a report on Tuesday, March 17th. Two investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Logitech International has a consensus rating of “Hold” and a consensus target price of $106.29.

Logitech International News Roundup

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

Hedge Funds Weigh In On Logitech International

Several large investors have recently modified their holdings of the stock. Pathstone Holdings LLC increased its position in Logitech International by 0.7% during the 3rd quarter. Pathstone Holdings LLC now owns 16,521 shares of the technology company’s stock worth $1,812,000 after buying an additional 120 shares during the period. Guggenheim Capital LLC grew its stake in shares of Logitech International by 1.3% in the second quarter. Guggenheim Capital LLC now owns 10,182 shares of the technology company’s stock valued at $918,000 after acquiring an additional 126 shares in the last quarter. Corient Private Wealth LLC grew its stake in shares of Logitech International by 1.2% in the second quarter. Corient Private Wealth LLC now owns 10,775 shares of the technology company’s stock valued at $971,000 after acquiring an additional 126 shares in the last quarter. Mariner LLC increased its position in Logitech International by 0.6% during the fourth quarter. Mariner LLC now owns 23,772 shares of the technology company’s stock worth $2,385,000 after acquiring an additional 148 shares during the period. Finally, Rhumbline Advisers raised its stake in Logitech International by 3.3% in the 2nd quarter. Rhumbline Advisers now owns 4,732 shares of the technology company’s stock worth $426,000 after purchasing an additional 152 shares in the last quarter. 45.76% of the stock is owned by institutional investors.

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.