Logitech's earnings call highlighted strong growth in sales and successful cost management, with significant achievements in product innovation and B2B expansion. However, the company faces challenges from tariff impacts and a decline in North American sales. Overall, the positives from growth and innovation are tempered by external pressures and regional sales declines.

Company Guidance

During the first quarter of fiscal year 2026, Logitech demonstrated resilience and strategic focus, achieving a 5% year-over-year net sales growth in constant currency. The company reported a strong gross margin of 42.1%, despite the negative impact of U.S. tariffs, which caused approximately a 100 basis points reduction. This was mitigated by a 50 basis points positive effect from price increases in North America and cost reduction measures. Operating expenses fell by 2% from the previous year, with a notable 8% decrease in general and administrative costs, leading to a 200 basis points reduction in operating expenses as a percentage of sales. Logitech's B2B demand outpaced consumer demand, with video conferencing sales experiencing a 13% growth, particularly driven by North American demand. The Asia Pacific region saw a 15% year-over-year sales increase, while EMEA grew by 9%. As the team continues to navigate uncertainties in tariff policy and inflation, Logitech remains committed to its long-term strategies, focusing on innovation, cost discipline, and agility. The company projects a 1% to 5% year-over-year net sales growth for the second quarter, with anticipated gross margins between 41% and 42%, and non-GAAP operating income ranging from $180 million to $200 million.

Top Line Growth and Improved Profitability

Logitech achieved a 5% increase in net sales year-over-year, with growth in all key categories and markets, demonstrating resilience despite external challenges.

Successful Cost Management

Operating expenses were reduced by 2% year-over-year, including an 8% reduction in general and administrative expenses, resulting in a 200 basis-point decrease in OpEx as a percent of sales.

New Product Launches and Innovation

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

Strong B2B Growth

The B2B segment outpaced consumer demand, with double-digit net sales growth in video conferencing, reflecting the strength of Logitech's enterprise solutions.

Significant Growth in Asia Pacific

Asia Pacific region grew by 15% year-over-year, with notable strength in China, where Logitech achieved share gains in the fast-growing gaming market.

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)	0.90 / -	0.964	―	―	―
Jul 29, 2025	2026 (Q1)	0.82 / 1.01	0.788	28.75% (+0.23)	―
Apr 29, 2025	2025 (Q4)	0.70 / 0.75	0.795	-6.06% (-0.05)	―
Jan 28, 2025	2025 (Q3)	1.12 / 1.28	1.229	3.92% (+0.05)	―
Oct 22, 2024	2025 (Q2)	0.82 / 0.96	0.876	10.09% (+0.09)
Jul 22, 2024	2025 (Q1)	0.67 / 0.79	0.522	50.92% (+0.27)	―
Apr 30, 2024	2024 (Q4)	0.53 / 0.80	0.402	98.00% (+0.39)	―
Jan 23, 2024	2024 (Q3)	0.93 / 1.23	0.916	34.21% (+0.31)	―
Oct 23, 2023	2024 (Q2)	0.48 / 0.88	0.675	29.76% (+0.20)
Jul 25, 2023	2024 (Q1)	0.37 / 0.52	0.595	-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.