Logitech International S.A., through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide. The company offers products for gamers and streamers, including mice, steering wheels, headsets, keyboards, console gaming headsets, microphones, and streaming services; corded and cordless keyboards and keyboard-and-mouse combinations; pointing devices, such as wireless mouse; conference room cameras, such as ConferenceCams; controllers for video conferencing room solutions; webcams, including streaming cameras; tablet accessories that includes tablet keyboards; headsets, including in-ear headphones and premium wireless earbuds; and mobile speakers and PC speakers, as well as portable wireless Bluetooth speakers. It sells its products to retailers, large and small businesses, end consumers, and e-tailers who resell to retailers, value-added resellers, systems integrators, and other distributors. The company sells its products under the Logitech and Logitech G brand names. Logitech International S.A. was incorporated in 1981 and is headquartered in Lausanne, Switzerland.
Country
Sector
Themes
Also in
Price· split & dividend adjusted
No price history for this asset yet.
News & notes movingLOGN.SW
LOGN.SW▼
Swiss Market Index Falls as Logitech Drops on Supply Chain Disruption
The Swiss Market Index fell 93.61 points, or 0.65%, to close at 14,392.49 on Thursday, underperforming most European peers amid earnings reactions and geopolitical concerns. Logitech International tumbled 6.5%, extending its decline after reporting a serious supply chain disruption in its fiscal first-quarter earnings, with a Barclays price-target cut adding pressure. Roche and Novartis each lost about 2.3%, while VAT Group climbed 4% and ABB gained 3.1%. The KOF Economic Barometer rose to 103.5 in July from an upwardly revised 102.1 in June, beating expectations and reaching its highest level since February.
Logitech International Trades Below Analyst Targets After Earnings Beat and Supplier Warning
Logitech International reported higher sales and earnings in its latest quarterly report but warned that a semiconductor supplier shutdown may constrain upcoming revenue. The stock recently traded at CHF87.82, with a 10.35% one-month return and an 18.98% one-year total shareholder return. A widely followed narrative pegs fair value at CHF91.83, suggesting the shares are about 4.4% undervalued, though the valuation gap depends on the performance of its peripherals and gaming segments. The company is investing in recurring-revenue software platforms like Streamlabs and G HUB, expanding into services, and targeting new verticals such as education and healthcare to build higher-margin revenue streams.
Logitech warns supplier shutdown will cut up to $200 million in third-quarter sales
Logitech warned that a temporary shutdown at a key semiconductor supplier will reduce second-quarter sales by $20 million and third-quarter sales by as much as $200 million, sending shares down 5%. The third quarter encompasses the peak holiday shopping season and is traditionally the company's most important period. CEO Hanneke Faber called the issue temporary and said the operations team remains a powerhouse, while Citi analyst Asiya Merchant maintained a Buy rating citing strong execution. Logitech's fiscal first-quarter revenue rose 7% to $1.23 billion and adjusted earnings per share jumped 47% to $1.85, both beating estimates, but the company declined to issue full-year guidance due to the supplier incident.
Logitech Q1 Earnings Beat Estimates on Tariff Refunds and Premium Demand
Logitech International reported first-quarter fiscal 2027 non-GAAP earnings of $1.85 per share, up 47% year over year and beating the Zacks Consensus Estimate by 39.1%. Revenues rose 7% to $1.23 billion, topping estimates by 2.1%, driven by strong demand for premium pointing devices, gaming products, and video collaboration solutions. Non-GAAP gross margin expanded 770 basis points to 49.8%, aided by $61 million in tariff refunds, favorable currency movements, product mix, and cost reductions. Gaming revenues increased 12% to $354.2 million, pointing devices climbed 16% to $227.3 million, and video collaboration sales advanced 11% to $185.3 million, while keyboards and combos rose 2% to $227.8 million. For the second quarter, Logitech expects revenues between $1.19 billion and $1.22 billion, implying 0-3% growth, and non-GAAP operating income between $185 million and $210 million, with an estimated $20 million revenue headwind from a semiconductor supplier shutdown.
Bank of America downgrades Logitech to Underperform on price hike concerns
Bank of America downgraded Logitech to Underperform from Neutral, citing expectations that recent price hikes on PCs, tablets, and smartphones will materially worsen demand for the computer peripherals company over the next 12 to 18 months. Analyst Didier Scemama lowered fiscal 2027 to 2029 earnings per share estimates by 6 to 11 percent and cut the price objective from 85 Swiss francs to 70 Swiss francs. Scemama noted that price increases of up to 25 percent on devices could push consumers toward lower-priced alternatives, potentially pressuring gross margins into the high-30 to low-40 percent range despite management's ability to hold margins above 43 percent. The analyst also expects operating expenses to decline by 2.8 to 10.5 percent over the period, though marketing and promotional costs may remain elevated amid weaker demand.
Piper Sandler double upgraded Block to Overweight from Underweight and raised its price target to $100 from $58. Arete downgraded Trade Desk to Sell from Neutral with an $11.60 target. Other notable calls include Deutsche Bank upgrading Comcast to Buy, HSBC cutting Fortinet to Reduce, and Bank of America downgrading both Logitech and Scorpio Tankers to Underperform. New coverage was initiated on Klarna with a Market Perform at Citizens and on Visa with an Overweight at Piper Sandler.
Logitech G Named Official PC Peripheral Partner for Call of Duty: Modern Warfare 4
Logitech G has been named the Official PC Peripheral Partner for Call of Duty: Modern Warfare 4, with its ASTRO Series becoming the Official Headset Partner. The partnership includes Logitech G-themed in-game items such as a weapon blueprint, charm, and calling card, along with community events, streamer experiences powered by Streamlabs, and custom LIGHTSYNC RGB integration through GHUB software. Call of Duty: Modern Warfare 4 launches October 23, 2026, with preorders available now on Xbox Series X|S, PlayStation 5, Battle.net, and Steam, and a Nintendo Switch 2 version coming later this year.
Swiss Market Ends Weak on Inflation and Virus Worries
The Swiss stock market ended lower on Thursday, with the benchmark SMI losing 46.96 points or 0.37% to close at 12,553.19. Rising inflation and a surge in coronavirus cases across several countries weighed on sentiment, while data showing a 1.5% monthly drop in Swiss exports during October added to the negative mood. Among major decliners, Logitech fell 2.46% and Holcim dropped 2.33%, while Credit Suisse and UBS Group both shed about 1.75%. On the upside, Sika climbed 2.2% and Givaudan gained 1.26%. The trade surplus widened to CHF 4.409 billion in October from CHF 4.328 billion in September, and watch exports rose 4.8% year-on-year.