Hanneke Faber on “begging and borrowing” her way through the AI-drive squeeze and applying the lessons learned at Unilever and P&G to tech.
Logitech (LOGI) reported earnings 30 days ago. What's next for the stock?
Logitech International S.A. is downgraded to Hold due to a critical supplier shutdown despite strong demand and margin expansion. Q1 2027 net sales grew 7% y/y, with the Americas leading at 11% CC and robust category growth in Gaming and Pointing Devices. Supply chain disruption could impact Q3 2027 revenue by up to $200 million (~14%), risking sharp margin compression and earnings estimate downgrades.
LOGI's Q1'27 profit surges on tariff refunds, premium-device demand and stronger mix, while a supplier shutdown clouds the near-term outlook.
Although the revenue and EPS for Logitech (LOGI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Logitech International NASDAQ: LOGI reported a 5% increase in first-quarter net sales on a constant-currency basis, extending its growth streak to 10 consecutive quarters, while executives said a shutdown at a semiconductor supplier's facility could constrain sales in the next two quarters.
Logitech (LOGI) came out with quarterly earnings of $1.85 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.26 per share a year ago.
Logitech International SA (USA) (NASDAQ:LOGI) is expected to deliver fiscal first-quarter results near the upper end of its guidance range when it reports on July 28, according to Wedbush analysts. The analysts maintained their ‘Outperform' rating and $135 price target ahead of the release, implying upside from current levels of about $104.
Logitech (LOGI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Logitech (LOGI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Logitech (LOGI) reported earnings 30 days ago. What's next for the stock?
Logitech International NASDAQ: LOGI Chief Executive Hanneke Faber said the company is entering its next phase from a position of financial strength, with plans to increase investment in innovation, business-to-business sales and marketing while keeping margins near the high end of its long-term model.