Logitech International (CH:LOGN)
NASDAQ:LOGN
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Earnings Data
Report Date
Jul 27, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.97Last Year’s EPS
0.99Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line growth, record-level profitability outside the COVID years, robust cash generation and significant product and market-share momentum (notably in Gaming, Video Collaboration and Personal Workspace). Management also outlined targeted AI-driven R&D and go-to-market investments while maintaining disciplined cost control. Key near-term risks include the Middle East conflict (a tangible Q4 and Q1 headwind), tariff and promotion pressures, memory cost exposure in video products, and limited visibility beyond the first quarter. On balance, the operational achievements, margin strength and cash returns materially outweigh the cited headwinds.Company Guidance
Fiscal Year Revenue Growth
Net sales of $4.8 billion for fiscal year 2026, up 6% year-over-year (4% in constant currency); Q4 net sales $1.086 billion, up 7% in U.S. dollars and 3% in constant currency.
Exceptional Profitability Expansion
Full-year non-GAAP operating income grew 18% to $911 million with a non-GAAP operating margin of 18.8% (up 180 basis points); Q4 non-GAAP operating income was $167 million, up 25% year-over-year, and Q4 operating margin expanded 210 basis points to 15.3%.
Strong Gross Margin Performance
Q4 non-GAAP gross margin of 44.8% (up 130 basis points year-over-year); full-year non-GAAP gross margin of 43.6%. Management characterizes the company as structurally a 43%–44% gross margin business at current FX.
Outstanding Cash Generation and Returns
Operating cash flow exceeded $1 billion in fiscal 2026 (above 100% of operating income); cash balance approximately $1.7 billion at year-end; returned roughly $765–$768 million to shareholders via share repurchases and dividends.
Market Share and Product Momentum
140 basis point increase in personal workspace market share in Q4; Gaming net sales up 7% in Q4 with broad regional growth and strong adoption of the PRO X SUPERSTRIKE mouse; MX Master 4 generated nearly $100 million in net sales within its first six months.
Category and Regional Strength
Video collaboration net sales up 8% in Q4; Personal Workspace up 1% (double-digit growth in Tablet Accessories); Americas returned to growth (+3% Q4), Asia Pacific grew 8% (ninth consecutive quarter of growth).
Disciplined Cost Management
Total non-GAAP operating expenses were 24.8% of revenue for the year (down 170 basis points); Q4 OpEx $320 million (29.5% of net sales), with G&A down over 10% year-over-year while investing in R&D and S&M.
AI and Innovation Investment Roadmap
Company plans targeted investments in R&D, business (Logitech for Business), and brand to leverage AI: Rally AI camera shipping summer, software-enabled hardware upgrades, and improved AI-driven marketing capabilities (LogiQ platform).
CH:LOGN Earnings History
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 |
|---|---|---|---|
May 05, 2026 | CHF80.14 | CHF79.82 | -0.40% |
Jan 27, 2026 | CHF72.24 | CHF68.48 | -5.20% |
Oct 28, 2025 | CHF89.26 | CHF92.52 | +3.65% |
Jul 29, 2025 | CHF74.58 | CHF73.81 | -1.03% |
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.
FAQ
When does Logitech International (CH:LOGN) report earnings?
Logitech International (CH:LOGN) is schdueled to report earning on Jul 27, 2026, Before Open (Confirmed).
What is Logitech International (CH:LOGN) earnings time?
Logitech International (CH:LOGN) earnings time is at Jul 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Logitech International stock?
The P/E ratio of Logitech is N/A.
What is CH:LOGN EPS forecast?
CH:LOGN EPS forecast for the fiscal quarter 2027 (Q1) is 0.97.
