Logitech International (NASDAQ:LOGI) Announces Earnings Results, Beats Estimates By $0.15 EPS

27 Jan 2026, 20:22 by Jessica Moore · The Cerbat Gem

Logitech International (NASDAQ:LOGI – Get Free Report) announced its earnings results on Tuesday. The technology company reported $1.93 EPS for the quarter, topping the consensus estimate of $1.78 by $0.15, FiscalAI reports. The company had revenue of $1.42 billion during the quarter, compared to analysts’ expectations of $1.40 billion. Logitech International had a net margin of 14.11% and a return on equity of 32.22%. The business’s revenue for the quarter was up 6.1% on a year-over-year basis. During the same period last year, the company posted $1.59 earnings per share.

Here are the key takeaways from Logitech International’s conference call:

Logitech delivered record non-GAAP operating income ($312M, +17% YoY) and EPS, with net sales of $1.4B (+4% constant currency) and exceptional operating cash flow of ~ $500M, leaving cash of $1.8B.
The company sustained a strong non-GAAP gross margin of 43.5% (up 30 bps) by combining product cost reductions, targeted pricing and FX, while reducing U.S.-bound manufacturing sourced from China from 40% to
Product momentum is robust: the MX Master 4 set a company record for first-month unit sales, and Logitech is shipping AI-enabled products at scale (Rally Board 65, Sight camera, Zone Wireless 2) and announced Rally AI Camera/Pro for large rooms.
B2B demand outpaced B2C, with video collaboration net sales up 8% and strong traction in the education vertical, signaling continued enterprise momentum despite the business’s quarter-to-quarter lumpiness.
Gaming was mixed: global gaming sales rose 2% driven by double-digit growth in China, but Americas and EMEA declined single digits, leaving near-term gaming growth uneven despite new product wins (PRO X SUPERLIGHT 2, G316).

Logitech International Trading Down 0.4%

NASDAQ:LOGI traded down $0.42 during trading hours on Tuesday, reaching $93.74. 2,330,593 shares of the company were exchanged, compared to its average volume of 1,331,796. Logitech International has a 1-year low of $64.73 and a 1-year high of $123.01. The business has a 50 day moving average of $105.37 and a 200 day moving average of $105.81.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Logitech International in a research report on Thursday, January 22nd. JPMorgan Chase & Co. upped their target price on shares of Logitech International from $104.00 to $123.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Barclays reaffirmed an “equal weight” rating and set a $98.00 price target (down from $134.00) on shares of Logitech International in a report on Friday, January 16th. BNP Paribas Exane downgraded shares of Logitech International from an “outperform” rating to a “neutral” rating and set a $106.00 price target for the company. in a research note on Thursday, January 8th. Finally, Morgan Stanley reiterated an “underweight” rating and set a $89.00 price objective (down previously from $107.00) on shares of Logitech International in a report on Tuesday, January 20th. Five research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Logitech International presently has a consensus rating of “Hold” and a consensus target price of $102.13.

View Our Latest Research Report on LOGI

Insiders Place Their Bets

In other news, Director Neela Montgomery sold 5,833 shares of the company’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $120.61, for a total transaction of $703,518.13. Following the completion of the transaction, the director directly owned 12,781 shares in the company, valued at approximately $1,541,516.41. This represents a 31.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.19% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of LOGI. Zurcher Kantonalbank Zurich Cantonalbank grew its holdings in Logitech International by 7.6% during the third quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 2,727,701 shares of the technology company’s stock valued at $297,504,000 after purchasing an additional 191,828 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in shares of Logitech International by 305.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,084,820 shares of the technology company’s stock valued at $227,859,000 after acquiring an additional 1,570,876 shares during the last quarter. Legal & General Group Plc grew its stake in shares of Logitech International by 8.0% in the third quarter. Legal & General Group Plc now owns 1,327,129 shares of the technology company’s stock worth $144,749,000 after purchasing an additional 98,589 shares during the last quarter. Caisse de depot et placement du Quebec increased its holdings in Logitech International by 26.3% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 1,173,769 shares of the technology company’s stock valued at $128,014,000 after purchasing an additional 244,752 shares during the period. Finally, Amundi lifted its holdings in Logitech International by 0.3% in the 3rd quarter. Amundi now owns 965,818 shares of the technology company’s stock worth $110,306,000 after buying an additional 3,039 shares during the period. Institutional investors and hedge funds own 45.76% of the company’s stock.

About Logitech International

(Get Free Report)

Logitech International SA is a Swiss-headquartered company that designs, manufactures and markets a wide range of computer peripherals and accessories for consumers, gamers and business customers. Founded in 1981, the company develops hardware and complementary software that enable people to interact with digital devices across work, home and entertainment settings. Logitech maintains corporate offices in Switzerland and significant operations in the United States and other regions worldwide.