LOGI delivered strong 1Q26 results, with broad-based revenue growth, robust margins, and disciplined cost management, reinforcing my bullish outlook. B2B momentum is accelerating, with Video Collaboration growth and pricing power, de-risking the business and improving earnings quality long-term. China's rebound and AI integration are driving new growth engines, while operational excellence is mitigating tariff and supply chain risks.
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LOGI's Q1 earnings and revenues beat estimates as strong demand across all key product categories lifts results.
Logitech International S.A. (NASDAQ:LOGI ) Q1 2026 Earnings Conference Call July 29, 2025 4:30 PM ET Company Participants Johanna W.
The headline numbers for Logitech (LOGI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Logitech (LOGI) came out with quarterly earnings of $1.26 per share, beating the Zacks Consensus Estimate of $1.09 per share. This compares to earnings of $1.13 per share a year ago.
Logitech is well-positioned for long-term growth, driven by innovation, strong brand, and balanced B2C/B2B exposure despite near-term macro and tariff headwinds. Margin resilience is supported by price increases, supply chain diversification, and operational efficiency, with tariffs expected to have only a temporary impact. Valuation is attractive: LOGI trades below its 5-year average P/E, offering a margin of safety and potential upside, especially after formal guidance returns.
I maintain my 'Buy' rating on Logitech, supported by strong demand trends, product innovation, and resilient market leadership across key categories. Gaming growth is sustained by successful China-specific strategies and premium partnerships, while AI integration is driving both user experience and internal productivity. LOGI's pricing power and agile supply chain mitigate tariff risks, supporting margin recovery and long-term profitability despite near-term headwinds.
Logitech (LOGI) reported earnings 30 days ago. What's next for the stock?
Higher promotional spending and increased operating expenses weigh on LOGI's Q4 earnings.
The headline numbers for Logitech (LOGI) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Logitech International S.A. (NASDAQ:LOGI ) Q4 2025 Results Conference Call April 29, 2025 4:30 PM ET Company Participants Nate Melihercik - Head of Global Investor Relations Hanneke Faber - CEO Matteo Anversa - CFO Conference Call Participants Asiya Merchant - Citi Erik Woodring - Morgan Stanley Samik Chatterjee - JPMorgan Michael Foeth - Vontobel Didier Scemama - Bank of America George Wang - Barclays Nate Melihercik [Call Starts Abruptly] We're making these statements based on our views only as of today.