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Logitech (LOGI)
NASDAQ:LOGI
Earnings Data
Report Date
May 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.08Last Year’s EPS
0.93Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based operational and financial performance: solid top-line growth, record-like profitability, excellent cash generation, successful new product and AI rollouts, and meaningful manufacturing diversification. Notable near-term risks include regional softness in gaming (U.S./EMEA), tariff and component cost pressures (memory impacts on some video products), and macro/consumer uncertainty. Management emphasized mitigation actions and provided a constructive outlook, so positives materially outweigh the identified headwinds.Company Guidance
Record Profitability and Margin Expansion
Non-GAAP operating income of $312M, up 17% year-over-year, driven by a 220 basis point expansion in operating profitability; non-GAAP gross margin of 43.5%, up 30 basis points year-over-year; record non-GAAP operating income and EPS (outside pandemic peaks).
Exceptional Cash Generation and Strong Balance Sheet
Operating cash flow of approximately $500M, a 30% year-over-year increase (~1.5x operating income); cash balance of $1.8B; cash conversion cycle improved 18% to 27 days.
Broad-Based Top-Line Growth
Net sales of $1.4B, up 4% year-over-year in constant currency (6% in USD), marking the eighth consecutive quarter of top-line growth; Personal Workspace +7%, pointing devices +9%, video collaboration +8%, gaming +2%; Asia Pacific +15%, EMEA +2%, Americas returned to modest growth.
Successful Product Launches and AI Innovation at Scale
MX Master 4 sold more units in its first month than any other personal workspace mouse in Logitech history; strong demand for Pro X Superlight 2 and China-for-China G3116 keyboard; shipping AI-enabled products globally (Rally Board 65, Rally AI camera/Rally AI Pro, AI-enabled headsets, Spot sensor).
Operational Execution and Manufacturing Diversification
Reduced U.S.-destined manufacturing share from 40% to <10% in China by Dec 2025; product cost reductions, targeted pricing and FX offset tariff headwinds; non-GAAP G&A down 7% year-over-year and non-GAAP operating expense $306M, down 2% year-over-year.
Confident Forward Outlook
Q4 guidance: net sales growth 3–5% year-over-year in constant currency, gross margin ~43–44%, and non-GAAP operating income $155–165M (midpoint implies ~20% YoY increase); expectation to close FY26 above long-term model targets for non-GAAP gross and operating margin.
LOGI 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
LOGI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 27, 2026 | $93.74 | $86.64 | -7.57% |
Oct 28, 2025 | $113.73 | $115.84 | +1.86% |
Jul 29, 2025 | $92.44 | $89.69 | -2.97% |
Apr 29, 2025 | $77.11 | $74.33 | -3.61% |
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 (LOGI) report earnings?
Logitech (LOGI) is schdueled to report earning on May 04, 2026, Before Open (Confirmed).
What is Logitech (LOGI) earnings time?
Logitech (LOGI) earnings time is at May 04, 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 LOGI EPS forecast?
LOGI EPS forecast for the fiscal quarter 2026 (Q4) is 1.08.
