Logitech International S.A.
- Open
- 100.16
- Day high
- 100.49
- Day low
- 98.10
- Prev close
- 97.96
- Volume
- 857K
- Mkt cap
- $14.1B
- P/E (TTM)
- 17.9
- EPS (TTM)
- $5.50
- P/B
- 6.0
- P/S
- 2.9
- Yield
- 1.61%
- Per share
- $1.59
Logitech International S.A. (LOGI) is a Technology company listed on NASDAQ. The stock is down 4% over the past year. Drillr has 2 published research articles covering LOGI.
Logitech International S.A. (LOGI) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
LOGI earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 28, 2026 | $1.26 | $1.85 | +46.2% | $1.2B | +2.0% |
| May 5, 2026 | $1.10 | $1.13 | +2.7% | $1.1B | +0.5% |
| Jan 27, 2026 | $1.79 | $1.93 | +7.8% | $1.4B | +31.3% |
| Oct 28, 2025 | $1.22 | $1.45 | +18.9% | $1.2B | -15.6% |
| Jul 29, 2025 | $1.09 | $1.26 | +15.6% | $1.1B | -2.5% |
| Apr 29, 2025 | $0.86 | $0.93 | +8.1% | $1.0B | -9.8% |
| Jan 28, 2025 | $1.38 | $1.59 | +15.2% | $1.3B | +30.7% |
| Oct 21, 2024 | $1.11 | $1.20 | +8.1% | $1.1B | -0.4% |
| Jul 22, 2024 | $0.86 | $1.13 | +31.4% | $1.1B | +5.2% |
| Jan 22, 2024 | $1.16 | $1.53 | +31.9% | $1.3B | +0.6% |
| Jul 24, 2023 | $0.47 | $0.65 | +38.3% | $974M | +6.4% |
| May 1, 2023 | $0.42 | $0.50 | +19.0% | $960M | +2.2% |
LOGI insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 17, 2026 | Harnett Samanthaofficer: CHIEF LEGAL OFFICER | Grant | 15,247 | — |
| Aug 17, 2026 | Harnett Samanthaofficer: CHIEF LEGAL OFFICER | Tax | 7,712 | $103.09 |
| Aug 3, 2026 | Faber Johanna W.officer: Chief Executive Officer | Grant | 90 | $74.52 |
| May 19, 2026 | Harnett Samanthaofficer: CHIEF LEGAL OFFICER | Grant | 47,153 | — |
| May 19, 2026 | Harnett Samanthaofficer: CHIEF LEGAL OFFICER | Tax | 23,348 | $102.99 |
| Apr 23, 2026 | Harnett Samanthaofficer: CHIEF LEGAL OFFICER | Grant | 5,757 | — |
| Apr 23, 2026 | Anversa Matteoofficer: Chief Financial Officer | Grant | 8,956 | — |
| Mar 17, 2026 | Anversa Matteoofficer: Chief Financial Officer | Tax | 3,231 | $92.75 |
| Feb 18, 2026 | Faber Johanna W.officer: Chief Executive Officer | Tax | 7,388 | $89.01 |
| Feb 3, 2026 | Faber Johanna W.officer: Chief Executive Officer | Grant | 100 | $72.96 |
| Nov 3, 2025 | Montgomery Neeladirector | Sell | 5,833 | $120.61 |
| Sep 17, 2025 | Arunkundrum Prakashofficer: SEE REMARKS | Sell | 5,000 | $111.03 |
| Sep 17, 2025 | Arunkundrum Prakashofficer: SEE REMARKS | Option | 5,000 | $38.65 |
| Sep 17, 2025 | Arunkundrum Prakashofficer: SEE REMARKS | Sell | 9,900 | $105.00 |
| Sep 12, 2025 | GECHT GUYdirector | Grant | 2,338 | — |
Source: LOGI SEC Form 4 filings, latest Aug 17, 2026. For informational purposes only — not investment advice.
See the full LOGI insider & 13F page →LOGI research & analysis
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Logitech International S.A. company profile
Overview
Logitech International S.A. (NASDAQ:LOGI) is a Swiss-headquartered technology company founded in 1981 that designs, manufactures, and markets computer peripherals and accessories worldwide. Originally incorporated in Switzerland and publicly traded since 1997, Logitech has evolved from a computer mouse manufacturer into a diversified provider of digital workspace solutions, gaming accessories, and video collaboration tools. The company operates globally through a network of consumer electronics distributors, retailers, and online merchants, selling products under multiple brands including Logitech, Logitech G, ASTRO Gaming, Blue Microphones, Ultimate Ears, and Jaybird.
Business
Logitech operates in the computer hardware industry, specifically focusing on human-computer interface devices and digital collaboration tools. The company's business is organized around three primary segments that serve both consumer and business markets. Personal Workspace Solutions represents the largest segment, encompassing traditional computer peripherals such as wireless and corded mice, keyboards, keyboard-mouse combinations, webcams, PC speakers, headsets, and mobile device accessories. These products enable users to interact with computers, tablets, and smartphones more effectively. Popular products in this category include the globally bestselling MX series for professionals and the Combo Touch keyboard case for iPads. Gaming Products constitute a high-growth segment focused on enthusiast gamers and esports professionals. This category includes specialized gaming mice, mechanical keyboards, gaming headsets, simulation products like steering wheels and flight sticks, and streaming accessories. Key products include the Pro X Superlight wireless gaming mouse and the A50 gaming headset family. The gaming segment has shown consistent double-digit growth, particularly in markets like China. Video Collaboration serves the business-to-business market with enterprise-grade video conferencing solutions. Products include ConferenceCams that combine high-definition video with enterprise-quality audio, webcams designed for professional use, specialized headsets for business communications, and room-based video conferencing controllers. This segment also includes growing services revenue from software and support offerings. The company also produces Audio Products including portable Bluetooth speakers under the Ultimate Ears brand, PC audio solutions, microphones through the Blue Microphones brand, and wireless audio wearables through Jaybird. Additionally, Logitech offers Smart Home products such as home entertainment controllers and security cameras, though these represent smaller portions of the overall business.
Revenue model
Logitech generates revenue primarily through product sales across multiple channels, with customers including individual consumers, businesses, educational institutions, and government organizations. The company operates on a traditional hardware manufacturing business model, designing products in-house and contracting manufacturing to facilities across six countries including China, Taiwan, and other Asian locations. The company's revenue streams include direct product sales to distributors and retailers, online sales through e-commerce platforms, and increasingly, services revenue from software subscriptions and support services, particularly in the video collaboration segment. Services bookings have shown strong growth, more than doubling in recent quarters as businesses seek ongoing support for their video conferencing infrastructure. Business-to-Business (B2B) sales have become increasingly important, with the education vertical showing over 20% growth and enterprise customers driving demand for higher-value professional products. The B2B channel typically generates higher margins due to the specialized nature of professional-grade products and the recurring services component. Several factors influence Logitech's profitability margins. Positive margin drivers include the company's focus on premium product categories with higher average selling prices, ongoing product cost reduction initiatives through value engineering, and the shift toward B2B sales which command higher margins. The company has achieved record product cost reductions and maintained gross margins in the 42-44% range through operational excellence. Margin pressures come from currency fluctuations affecting international operations, commodity price inflation impacting manufacturing costs, competitive pricing pressure in consumer markets, and potential tariff impacts on products manufactured in China. The company has been proactively diversifying its manufacturing footprint to reduce exposure to geopolitical risks, targeting only 10% of U.S. products to be sourced from China by the end of calendar 2025, down from 40% previously.
Competitive moat
Logitech's competitive moat is moderate but multifaceted, built primarily on brand recognition, design capabilities, and channel relationships rather than strong technological barriers. The company has established itself as a trusted brand in computer peripherals over four decades, with products like the MX series and gaming-focused Logitech G brand commanding premium pricing due to perceived quality and reliability. The company's design-led innovation approach provides some differentiation, with Logitech winning 160 design awards in fiscal 2023 alone and consistently launching 30-40 new products annually. Their focus on software-enabled hardware, including AI integration features like the AI Prompt Builder which has generated 5.5 million user interactions, helps differentiate products in increasingly commoditized categories. Channel relationships and global distribution represent another defensive element, with established partnerships across consumer electronics retailers, e-tailers, and business-to-business channels worldwide. The company's diversified geographic presence and ability to adapt products for local markets, particularly evident in their success in China's gaming market, provides some protection against regional disruptions. However, Logitech's moat faces significant challenges. The computer peripherals industry has low barriers to entry for basic products, with numerous competitors from Chinese manufacturers offering similar functionality at lower prices. The gaming segment, while growing, faces intense competition from specialized gaming companies and larger technology firms entering the market. In video collaboration, Logitech competes against much larger technology companies like Microsoft, Cisco, and Zoom that have greater resources and integrated software platforms. The company's manufacturing-dependent model also creates vulnerability to supply chain disruptions and cost pressures, though management has been proactively addressing this through geographic diversification. Overall, while Logitech maintains market leadership in several categories, the moat is primarily brand-based and could be eroded by sustained competitive pressure or technological disruption.
Risks & safety
Logitech demonstrates strong financial safety with minimal solvency risk and conservative capital structure. • Liquidity position: $1.5 billion in cash and short-term investments with minimal debt (debt-to-equity ratio of 0.0% as of Q4 2025) • Cash generation: Strong free cash flow of $787 million in fiscal 2025, with operating cash flow of $843 million • Current ratio: Healthy 2.35x indicating strong ability to meet short-term obligations • Debt burden: Essentially debt-free with only minor operating leases and working capital obligations • Valuation metrics: - P/E ratio of 20.2x based on fiscal 2025 earnings - EV/EBITDA of 15.1x - Price-to-book ratio of 6.0x - Graham number suggests intrinsic value around $36, well below current price • Other considerations: Cyclical business model dependent on consumer and enterprise spending, exposure to currency fluctuations, and potential tariff impacts creating near-term margin pressure of approximately 200 basis points in Q1 2026.
Recent development
Over the past few years, Logitech has undergone significant strategic evolution focused on three key areas. The company has aggressively expanded its B2B presence, recognizing the higher margins and recurring revenue potential in enterprise markets. This shift has been particularly successful in the education vertical, which has grown over 20%, and in video collaboration services where bookings have more than doubled. Supply chain diversification has been a major operational priority, with management proactively reducing dependence on Chinese manufacturing from 40% to a targeted 10% of U.S. products by end of 2025. The company has built manufacturing capabilities across six countries, enabling flexible production shifting in response to geopolitical tensions and tariff considerations. The company has also embraced AI integration across its product portfolio, launching features like the AI Prompt Builder and AI streaming assistant. This represents a strategic pivot toward software-enabled hardware that can command premium pricing and create stickier customer relationships. Logitech launched 39 new products in fiscal 2025, including innovative offerings like the Rally Board 65 for video collaboration and the Alto Keys mechanical keyboard specifically designed for the Chinese market. Gaming has emerged as a key growth driver, with the segment achieving consistent double-digit growth and approaching pandemic-era highs. The company has been particularly successful in China's gaming market through targeted marketing on local platforms and products designed for different price points. Recent gaming innovations include 16 new gaming products launched in Q3 2025 and continued success with flagship products like the Pro X Superlight mouse and A50 headset family.
LOGI company profile · for informational purposes only — not investment advice.
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