Logitech International S.A. (LOGI) Presents at UBS Global Technology and AI Conference 2025 Transcript
Logitech (LOGI) reported earnings 30 days ago. What's next for the stock?
Logitech International S.A. ( LOGI ) Morgan Stanley 25th European Technology, Media & Telecom Conference November 12, 2025 8:00 AM EST Company Participants Matteo Anversa - Chief Financial Officer Conference Call Participants Erik Woodring - Morgan Stanley, Research Division Presentation Erik Woodring Morgan Stanley, Research Division Why don't we get started here?
LOGI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on Nov. 4, 2025.
Logitech International S.A. has delivered strong profitability and consistent margin expansion, driven by innovation and operational discipline, but faces new valuation and macro headwinds. LOGI's FYQ2 2026 earnings beat expectations, with 6% YoY revenue growth and 19% YoY operating income growth, led by strength in Asia Pacific and core product segments. Despite resilient performance, LOGI stock's valuation has surged, reducing its value appeal, while North American consumer weakness and holiday season uncertainty pose risks.
LOGI tops Q2 earnings and revenue estimates with double-digit growth in key categories and upbeat Q3 guidance.
Logitech International S.A. (NASDAQ:LOGI ) Q2 2026 Earnings Call October 28, 2025 4:30 PM EDT Company Participants Nate Melihercik - Head of Global Investor Relations Johanna Faber - CEO & Director Matteo Anversa - Chief Financial Officer Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Erik Woodring - Morgan Stanley, Research Division Alek Valero - Loop Capital Markets LLC, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Didier Scemama - BofA Securities, Research Division Michael Foeth - Vontobel Holding AG Martin Jungfleisch - BNP Paribas Exane, Research Division Presentation Nate Melihercik Head of Global Investor Relations Good afternoon, and good evening.
The headline numbers for Logitech (LOGI) give insight into how the company performed in the quarter ended September 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 $1.45 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.2 per share a year ago.
Logitech on Tuesday reported better-than-expected sales and earnings for the second quarter as the computer peripherals maker sold more of its artificial intelligence-enabled products.
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Besides Wall Street's top-and-bottom-line estimates for Logitech (LOGI), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.