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Logitech Intl S A 10-Q Filings

LOGI NASDAQ

Every 10-Q that Logitech Intl S A (LOGI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow LOGI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LOGI filings page.

Rhea-AI Summary

Logitech International S.A. reported strong results for the quarter ended June 30, 2026, with net sales of $1,227,234,000, up from $1,147,703,000 a year earlier. Growth was led by Gaming, Pointing Devices, and Video Collaboration, and aided by favorable foreign currency movements.

Gross margin rose to 49.5% from 41.7%, driven by a $61 million refund of invalidated U.S. IEEPA tariffs recorded as a reduction of cost of goods sold, as well as product mix, cost reductions and FX benefits, partly offset by strategic promotions. Operating expenses increased to $349,389,000, mainly from higher marketing and R&D spending.

Net income increased to $235,697,000 from $146,015,000, with an effective tax rate of 14.5%. Operating cash flow improved to $166,708,000, and cash and cash equivalents were $1,749,679,000 with no borrowings under a $750,000,000 credit facility. Logitech completed its 2023 buyback and began a new $1.4 billion, three-year repurchase program, buying 926,000 shares for $100,775,000, leaving $1.3 billion available. Management notes ongoing tariff changes, macro uncertainty and a semiconductor supplier plant incident expected to constrain supply of certain products in the second and third quarters of fiscal 2027.

Rhea-AI Summary

Logitech International S.A. reported solid results for the quarter and nine months ended December 31, 2025, with sales of $1,421.5 million and $3,755.2 million, both up 6% year over year. Growth was driven mainly by Pointing Devices, Keyboards & Combos, Video Collaboration, Gaming, and Tablet Accessories, with particular strength in Asia Pacific and EMEA.

Quarterly gross margin improved to 43.2%, helped by product cost reductions, North American price increases and favorable currency, partly offset by higher tariffs and promotional spending. Net income rose to $251.0 million for the quarter and $567.7 million for nine months, reflecting higher sales and lower operating expense ratios.

Logitech generated $834.4 million of operating cash flow in the first nine months, funding $239.1 million of share repurchases and $233.1 million of dividends while increasing cash and cash equivalents to $1,817.8 million. The company also has an undrawn $750.0 million revolving credit facility and continues an active share repurchase and cancellation strategy.

Rhea-AI Summary

Logitech International (LOGI) reported Q2 FY26 results with net sales of $1,186.1 million, up 6% year over year. Gross margin was 43.4%, down 20 bps, as higher promotional spend and increased tariffs were partly offset by product cost reductions and North America pricing.

Operating income rose to $191.3 million from $160.9 million. Net income was $170.7 million versus $145.5 million, with diluted EPS of $1.15. Regionally, sales increased 20% in Asia Pacific and 9% in EMEA, and decreased 4% in the Americas. Product growth was led by Keyboards & Combos, Pointing Devices, and Gaming.

For the first half, operating cash flow was $353.9 million and cash and cash equivalents were $1,375.8 million. The company paid $233.1 million in dividends (CHF 1.26 per share) and repurchased shares for cancellation totaling $215.8 million, while canceling 8.2 million treasury shares. Logitech has an undrawn $750 million revolving credit facility and ended the quarter with total shareholders’ equity of $2.08 billion.