The earnings call reflects a balanced view of Logitech's performance, with notable achievements in product innovation and regional growth countered by challenges in gross margins and North America sales due to tariff impacts and price negotiations.

Company Guidance -

Q2 2026

During Logitech's first-quarter fiscal year 2026 call, the company reported a 5% year-over-year net sales growth in constant currency, with strong performance across all key product categories. Logitech's focus on long-term strategies and principles of playing offense, cost discipline, and agility contributed to this growth. The company reported a gross margin of 42.1%, despite a 100 basis points negative impact from U.S. tariffs, mitigated by pricing adjustments and cost reductions. Operating expenses decreased by 2% year-over-year, with general and administrative expenses reduced by 8%. Logitech also highlighted its increased investments in research and development, accounting for 6% of sales. The Asia Pacific region showed significant growth, with a 15% year-over-year increase, driven by strong performance in China. Looking forward, Logitech expects net sales to grow between 1% to 5% year-over-year in the second quarter, with a gross margin rate projected between 41% and 42%, and non-GAAP operating income between $180 million and $200 million.

Top Line Growth and Improved Profitability

Logitech achieved a 5% net sales growth year-over-year in constant currency and improved profitability despite external challenges.

Successful Product Launches and Innovation

Logitech launched nine new products, including the G522 Wireless Gaming Headset and Logitech Muse for Apple Vision Pro. The company was named one of Fortune's most innovative European companies for 2025.

Strong Performance in Asia Pacific and Video Collaboration

Asia Pacific grew 15% year-over-year, with significant growth in China. Video Collaboration segment grew 13% year-over-year, driven by strong demand in North America.

Effective Cost Controls

Logitech reduced operating expenses by 2% year-over-year, including a notable 8% reduction in general and administrative expenses. Operating expenses as a percentage of net sales decreased by 200 basis points.

Logitech (CH:LOGN) Earnings, Revenues Date & History

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CH:LOGN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2026 (Q2)	0.96 / -	0.969	―	―	―
Jul 29, 2025	2026 (Q1)	0.82 / 1.02	0.792	28.75% (+0.23)	―
Apr 29, 2025	2025 (Q4)	0.71 / 0.75	0.799	-6.06% (-0.05)	―
Jan 28, 2025	2025 (Q3)	1.13 / 1.28	1.235	3.92% (+0.05)	―
Oct 22, 2024	2025 (Q2)	0.83 / 0.97	0.88	10.09% (+0.09)
Jul 22, 2024	2025 (Q1)	0.67 / 0.79	0.525	50.92% (+0.27)	―
Apr 30, 2024	2024 (Q4)	0.54 / 0.80	0.404	98.00% (+0.40)	―
Jan 23, 2024	2024 (Q3)	0.93 / 1.24	0.92	34.21% (+0.31)	―
Oct 23, 2023	2024 (Q2)	0.48 / 0.88	0.678	29.76% (+0.20)
Jul 25, 2023	2024 (Q1)	0.37 / 0.52	0.597	-12.16% (-0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CH:LOGN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	CHF75.66	CHF74.88	-1.03%
Apr 29, 2025	CHF64.44	CHF62.04	-3.72%
Jan 28, 2025	CHF82.68	CHF88.94	+7.57%
Oct 22, 2024	CHF76.78	CHF71.80	-6.49%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.