LOGI LOGITECH INTERNATIONAL S.A.

BULLISH Impact: 6/10 8-K
Horizon weeks Filed May 5, 2026 Processed 1mo ago SEC 0001032975-26-000014
8-K Item 2.02: Earnings release
Latest settled — T+20d
LOGI ▲ +15.13% at T+20d
LONG call ✓ call won +15.13% · α vs SPY +12.35% · entry $103.42 → $119.07
Next anchor: T+60d in 7w
Last close $113.38 (close Jun 8) · +9.63% from $103.42 entry
Entry anchored
May 5, 03:59 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α +0.33%
$103.42
settled 5w ago
T+5d
+0.14%
call +0.14% · α -1.00%
$103.56
settled 29d ago
T+20d
+15.13%
call +15.13% · α +12.35%
$119.07
settled 7d ago
T+60d
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call — · α —
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in 7w

Price Chart

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Executive Summary

Logitech reported Q4 FY2026 results with sales of $1.0855 billion (+7% YoY), GAAP EPS of $0.98 (+2% YoY), and Non-GAAP EPS of $1.13 (+22% YoY). The company guided Q1 FY2027 sales of $1.190-$1.215 billion (4-6% YoY growth) and Non-GAAP operating income of $195-$215 million, signaling continued momentum.

Key Financial Metrics

Guidance
$1,190M-$1,215M
initiated
Free Cash Flow
$189.0M
Gross Margin
44.5%

Actionable Insight

Logitech delivered a solid Q4 with broad-based growth across categories and regions, and provided an upbeat Q1 FY27 outlook. The stock may react positively to the strong operating income growth and guidance. Watch for tariff and FX headwinds in upcoming quarters.

Key Facts

  • Q4 FY2026 sales $1.0855B, up 7% YoY in USD; GAAP operating income $135.8M, up 28% YoY
  • GAAP diluted EPS $0.98 vs $0.96 YoY (+2%); Non-GAAP EPS $1.13 vs $0.93 YoY (+22%)
  • Full year FY2026 sales $4.84B (+6%), GAAP EPS $4.80 (+16%), Non-GAAP EPS $5.78 (+19%)
  • Q1 FY2027 guidance: sales $1,190-$1,215M (4-6% YoY growth), Non-GAAP OI $195-$215M
  • Cash flow from operations $203M in Q4; full-year CFO $1.04B; returned $768M to shareholders via dividends and buybacks

Financial Impact

Revenue growth of 7% YoY and operating income expansion; GAAP EPS growth modest but Non-GAAP EPS grew 22%.

revenueepsoperating incomecash flow

Risk Factors

  • Tariff and trade policy uncertainty affecting supply chain
  • Foreign exchange fluctuations impacting reported sales and margins
  • Consumer demand variability in gaming and peripherals

Market Snapshot

Exchange
Nasdaq
Sector
Computer Peripheral Equipment, NEC
Analyst Consensus
63% bullish (19 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001032975-26-000014
Document: logi-20260505.htm0001032975-26-000014
Document: 0001032975-26-000014-index-headers.html0001032975-26-000014
Document: 0001032975-26-000014-index.html0001032975-26-000014
Document: 0001032975-26-000014.txt0001032975-26-000014
8-K Data (Synthetic)0001032975-26-000014

US Market Status

Market Closed — Opens in 8h 33m

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