olivLaw · US equity research
Logitech International S.A. LOGI
Computer Peripheral Equipment, NEC · SIC 3577 · Vertical: Computer Peripheral Equipment, NEC (SIC 3577)
Logitech International S.A. (LOGI) is a Swiss company designing software-enabled hardware peripherals for work, creation and gaming. In the first quarter of fiscal 2027, sales were $1.23 billion, up 7% in US dollars, and GAAP operating income was $259 million, helped by $61 million in tariff refunds. For the second quarter, the company outlines sales between $1,185 and $1,220 million.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 03 Nov 2026, Logitech International S.A. (LOGI) stock was 92.85 USD (−1.80% on the day), with market capitalisation 13.2 bn USD, P/E 16.7 on diluted EPS of 5.55 USD over the last 12 months, dividend yield 1.81%, beta 1.26, 52-week range 85.84–126.69 USD. Latest reported quarter (Q2 2027): revenue of 1.2 bn USD (+2.8% YoY), net income of 180.0 m USD (+5.5% YoY), diluted EPS 1.25 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 34.9
- weak (30–45)
- Bollinger (20, 2)
- 91.43 – 115.05
- in the lower half of the band · %B 0.06 · band width 22.9%
- SMA 50 / 200
- 101.87 / 99.74
- mixed trend
- MACD (12, 26, 9)
- -1.41 / 0.38
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −11.0% | −2.0% | −9.0 pp | — |
| 3 months | −14.8% | −2.2% | −12.6 pp | — |
| 6 months | −11.9% | +4.3% | −16.2 pp | — |
| Year to date | −7.4% | +10.6% | −17.9 pp | — |
| 1 year | −24.5% | +10.5% | −35.0 pp | −15.0% |
| 3 years | +17.0% | +73.7% | −56.7 pp | −9.4% |
| 5 years | +14.9% | +61.7% | −46.9 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.3 bn | 1.0 bn | 1.1 bn | 1.2 bn | 1.4 bn | 1.1 bn | 1.2 bn | 1.2 bn |
| Gross profit | 574.4 m | 435.8 m | 479.0 m | 514.5 m | 614.6 m | 483.3 m | 607.9 m | 547.0 m |
| Research & development | 78.0 m | 79.5 m | 74.6 m | 76.1 m | 78.5 m | 87.1 m | 84.6 m | 82.7 m |
| Operating income | 234.6 m | 105.9 m | 162.1 m | 191.3 m | 286.0 m | 135.8 m | 258.6 m | 200.6 m |
| Pre-tax income | 245.2 m | 118.2 m | 174.5 m | 203.1 m | 299.1 m | 149.8 m | 275.6 m | 218.5 m |
| Income tax | 45.1 m | -25.9 m | 28.5 m | 32.4 m | 48.1 m | 6.4 m | 39.9 m | 38.5 m |
| Net income | 200.1 m | 144.1 m | 146.0 m | 170.7 m | 251.0 m | 143.5 m | 235.7 m | 180.0 m |
| Diluted EPS | 1.32 | 0.96 ≈ | 0.98 | 1.15 | 1.69 | 0.98 ≈ | 1.63 | 1.25 |
| Operating cash flow | 370.9 m ≈ | 129.7 m | 125.0 m | 228.8 m ≈ | 480.5 m ≈ | 202.8 m | 166.7 m | 163.6 m ≈ |
| Capex | 14.2 m ≈ | 12.8 m | 16.3 m | 16.6 m ≈ | 14.9 m ≈ | 13.8 m | 16.8 m | 14.7 m ≈ |
| Dividends paid | 0 ≈ | 0 | — | 233.1 m | 0 ≈ | 0 | — | 235.3 m |
| Share repurchases | 200.1 m ≈ | 125.5 m | 121.7 m | 106.6 m ≈ | 27.1 m ≈ | 279.6 m | 113.6 m | 170.8 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 11 percentile of its own 19-quarter history (min 15.4, median 21.0, max 31.1; quarters with earnings only).
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.8 bn | 3.0 bn | 5.3 bn | 5.5 bn | 4.5 bn | 4.3 bn | 4.6 bn | 4.8 bn |
| Revenue YoY | +8.6% | +6.7% | +76.5% | +4.4% | −17.2% | −5.3% | +6.0% | +6.3% |
| Net income | unavailable | unavailable | 947.3 m | 644.5 m | 364.6 m | 612.1 m | 631.5 m | 711.2 m |
| Net income YoY | unavailable | unavailable | unavailable | −32.0% | −43.4% | +67.9% | +3.2% | +12.6% |
| Diluted EPS | 1.52 | 2.66 | 5.51 | 3.78 | 2.23 | 3.87 | 4.13 | 4.80 |
| Diluted EPS YoY | +23.6% | +75.0% | +107.1% | −31.4% | −41.0% | +73.5% | +6.7% | +16.2% |
| net % | unavailable | unavailable | 18.0% | 11.8% | 8.0% | 14.2% | 13.9% | 14.7% |
| Free cash flow | 269.3 m | 385.5 m | 1.4 bn | 209.2 m | 441.7 m | 1.1 bn | 786.4 m | 975.6 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Mar 2026
- Cash
- 1.7 bn USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 2.2 bn USD
- Total assets
- 3.8 bn USD
- Debt / equity
- unavailable
- Current ratio
- 2.22x
- ROE
- 32.8%
- ROA
- 19.3%
- FCF margin
- 20.2%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 5.3 bn | 5.5 bn | 4.5 bn | 4.3 bn | 4.6 bn | 4.8 bn | SEC (XBRL)· 21 May 2026verified |
| Gross profit | 2.3 bn | 2.3 bn | 1.7 bn | 1.8 bn | 2.0 bn | 2.1 bn | SEC (XBRL)· 21 May 2026verified |
| Research & development | 226.0 m | 291.8 m | 280.8 m | 287.2 m | 309.0 m | 316.2 m | SEC (XBRL)· 21 May 2026verified |
| Operating income | 1.1 bn | 774.0 m | 458.5 m | 587.3 m | 654.9 m | 775.2 m | SEC (XBRL)· 21 May 2026verified |
| Pre-tax income | 1.1 bn | 775.8 m | 463.5 m | 621.6 m | 706.9 m | 826.5 m | SEC (XBRL)· 21 May 2026verified |
| Income tax | 200.9 m | 131.3 m | 98.9 m | 9.5 m | 75.3 m | 115.3 m | SEC (XBRL)· 21 May 2026verified |
| Net income | 947.3 m | 644.5 m | 364.6 m | 612.1 m | 631.5 m | 711.2 m | SEC (XBRL)· 21 May 2026verified |
| Diluted EPS | 5.51 | 3.78 | 2.23 | 3.87 | 4.13 | 4.80 | SEC (XBRL)· 21 May 2026verified |
| Weighted average diluted shares | 171.8 m | 170.4 m | 163.7 m | 158.2 m | 152.8 m | 148.2 m | SEC (XBRL)· 21 May 2026verified |
| Dividend per share | 0.87 | 0.95 | 1.00 | 1.19 | 1.37 | 1.58 | SEC (XBRL)· 21 May 2026verified |
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 1.8 bn | 1.3 bn | 1.1 bn | 1.5 bn | 1.5 bn | 1.7 bn | SEC (XBRL)· 21 May 2026verified |
| Receivables | 612.2 m | 675.6 m | 630.4 m | 541.7 m | 454.5 m | 505.9 m | SEC (XBRL)· 21 May 2026verified |
| Inventories | 661.1 m | 933.1 m | 682.9 m | 422.5 m | 503.7 m | 489.9 m | SEC (XBRL)· 21 May 2026verified |
| Current assets | 3.2 bn | 3.1 bn | 2.6 bn | 2.6 bn | 2.6 bn | 2.9 bn | SEC (XBRL)· 21 May 2026verified |
| Property, plant & equipment, net | 114.1 m | 109.8 m | 121.5 m | 116.6 m | 113.9 m | 116.5 m | SEC (XBRL)· 21 May 2026verified |
| Goodwill | 429.6 m | 448.2 m | 454.6 m | 462.0 m | 463.2 m | 465.4 m | SEC (XBRL)· 21 May 2026verified |
| Intangibles (excl. goodwill) | 115.1 m | 83.8 m | 63.2 m | 44.6 m | 24.6 m | 12.4 m | SEC (XBRL)· 21 May 2026verified |
| Total assets | 4.1 bn | 4.0 bn | 3.6 bn | 3.6 bn | 3.5 bn | 3.8 bn | SEC (XBRL)· 21 May 2026verified |
| Accounts payable | 823.2 m | 636.3 m | 407.0 m | 448.6 m | 414.6 m | 531.0 m | SEC (XBRL)· 21 May 2026verified |
| Current liabilities | 1.7 bn | 1.4 bn | 1.1 bn | 1.1 bn | 1.1 bn | 1.3 bn | SEC (XBRL)· 21 May 2026verified |
| Total liabilities | 1.9 bn | 1.6 bn | 1.3 bn | 1.4 bn | 1.4 bn | 1.6 bn | SEC (XBRL)· 21 May 2026verified |
| Equity | 2.3 bn † | 2.4 bn † | 2.3 bn † | 2.2 bn † | 2.1 bn † | 2.2 bn † | SEC (XBRL)· 21 May 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 1.5 bn | 298.3 m | 534.0 m | 1.1 bn | 842.6 m | 1.0 bn | SEC (XBRL)· 21 May 2026verified |
| Capex | 76.2 m | 89.2 m | 92.4 m | 55.9 m | 56.1 m | 61.6 m | SEC (XBRL)· 21 May 2026verified |
| Free cash flow | 1.4 bn ≈ | 209.2 m ≈ | 441.7 m ≈ | 1.1 bn ≈ | 786.4 m ≈ | 975.6 m ≈ | SEC (XBRL)· 21 May 2026derived |
| Investing cash flow | -120.0 m | -107.9 m | -105.7 m | -70.3 m | -57.3 m | -62.4 m | SEC (XBRL)· 21 May 2026verified |
| Financing cash flow | -299.9 m | -606.8 m | -583.4 m | -690.2 m | -797.4 m | -751.1 m | SEC (XBRL)· 21 May 2026verified |
| Dividends paid | 146.7 m | 159.4 m | 158.7 m | 182.3 m | 207.9 m | 233.1 m | SEC (XBRL)· 21 May 2026verified |
| Share repurchases | 165.0 m | 412.0 m | 418.3 m | 504.2 m | 588.8 m | 534.9 m | SEC (XBRL)· 21 May 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
03 Nov 2026Source: olivLaw, closing series
Market cap: 13.2 bn USD
Key indicators
Coverage and freshness
Score by group
77% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used
- Peers: EV/Salesunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 45.5% | 14 (on a fixed band) | 14% |
| EBIT margin · Quality | 17.8% | 81 (vs peers) | 11% |
| FCF margin · Quality | 19.2% | 77 (on a fixed band) | 11% |
| Revenue CAGR 3Y · Growth | 2.2% | 9 (on a fixed band) | 22% |
| Revenue growth (YoY) · Growth | 6.3% | 35 (vs peers) | 11% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 2.1x | 78 (on a fixed band) | 8% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 7.2% | 100 (on a fixed band) | 17% |
| Shareholder yield (distributions) · Returns | 6.3% | 100 (on a fixed band) | 6% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial78/100 · 1/2 factors with a value
- Growth18/100 · 2/2 factors with a value
- Quality54/100 · 3/3 factors with a value
- Returns100/100 · 1/1 factors with a value
- Valuation· partial100/100 · 1/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
LOGITECH INTERNATIONAL S.A. (LOGI). Latest full fiscal year: 2026; data up to 2026-09-30.
Figures computed from the financial statements: revenue 4.8 bn USD in 2026; YoY growth 6.3%; net margin 16.4%; ROE 38.2%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- EBIT margin: 17.8%
- FCF margin: 19.2%
- Current ratio: 2.1x
- FCF yield: 7.2%
- Shareholder yield (distributions): 6.3%
What contradicts it
- Gross margin: 45.5%
- Revenue CAGR 3Y: 2.2%
Not assessed (insufficient data or a ratio without meaning): Net debt / EBITDA, EV/Sales.
Versus the vertical median
Computer Peripheral Equipment, NEC (SIC 3577) · same industry (4-digit SIC) · compared with 17 companies
The size band was not applied: too few companies would have remained; the vertical includes much smaller or larger companies.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| PANWPalo Alto Networks, Inc. | 286.5 bn | 875.5 | 1.7% | 2.7% | +24.5% | +84% / +137% |
| FTNTFortinet, Inc. | 94.1 bn | 41.6 | 153.1% | 29.0% | +14.2% | +58% / +144% |
| LOGILogitech International S.A. | 13.2 bn | 16.7 | 38.2% | 16.4% | +6.3% | −25% / +17% |
| CRSRCorsair Gaming, Inc. | 1.4 bn | 41.4 | 5.8% | 2.5% | +11.9% | +104% / +3% |
| EVLVEvolv Technologies Holdings, Inc. | 871.2 m | — | -4.9% | -3.0% | +40.5% | −25% / +20% |
| MITKMitek Systems, Inc. | 861.4 m | 40.7 | 9.2% | 11.4% | +4.4% | +115% / +69% |
| SSYSStratasys Ltd. | 587.3 m | — | -12.7% | -18.9% | −3.7% | −22% / −38% |
| IMMRImmersion Corporation | 237.8 m | 21.6 | 3.5% | 0.6% | +11.2% | +1% / +10% |
| RDCMRadcom Ltd. | 168.7 m | 14.3 | 11.4% | 16.8% | +17.2% | −22% / +29% |
| XRXXerox Holdings Corp | 155.0 m | — | -128.0% | -11.9% | +12.9% | −58% / −92% |
| MYNDMynd.ai, Inc. | 126.0 m | — | -995.5% | -32.2% | −37.2% | −56% / −97% |
| INVEInve Technologies, Inc. | 64.0 m | — | -10.9% | -62.9% | −19.3% | −22% / −62% |
| TACTTransact Technologies Inc | 54.4 m | — | -1.3% | -0.8% | +18.7% | +19% / −22% |
| LINKInterlink Electronics, Inc | 52.3 m | — | -10.5% | -7.9% | +1.8% | −8% / −39% |
| WETHWetouch Technology Inc. | 11.6 m | 1.2 | 6.0% | 17.6% | +6.8% | −57% / unavailable |
| AIMDAinos, Inc. | 5.4 m | — | -196.3% | -106,283.3% | +499.0% | −65% / −95% |
| YIBOPlanet Image International Limited | — | — | -14.4% | -5.3% | +3.6% | +5% / unavailable |
| VTIXVirtuix Holdings Inc. | — | — | — | -543.2% | +18.4% | unavailable / unavailable |
1- and 3-year price returns: for LOGI from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 55.21 Total return -39% · Per year -39% | 97.71 Total return 7% · Per year 7% | 147.34 Total return 61% · Per year 61% |
| 3 years | 51.10 Total return -41% · Per year -16% | 102.00 Total return 16% · Per year 5% | 169.22 Total return 90% · Per year 24% |
| 5 years | 47.30 Total return -42% · Per year -10% | 106.48 Total return 25% · Per year 5% | 194.36 Total return 123% · Per year 17% |
- Exit P/E± 25.50
- Net margin± 17.85
- Annual revenue growth± 14.99
- Annual dilution± 1.50
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 29 Jul 2026; since then the company filed 10-Q (28 Oct 2026), 8-K (27 Oct 2026 · results).
In brief
Logitech International S.A. (LOGI) is a Swiss company designing software-enabled hardware peripherals for work, creation and gaming. In the first quarter of fiscal 2027, sales were $1.23 billion, up 7% in US dollars, and GAAP operating income was $259 million, helped by $61 million in tariff refunds 3. For the second quarter, the company outlines sales between $1,185 and $1,220 million 3.
SWOT
Strengths
- A diverse peripherals portfolio with software integration and a strong brand, with sales growth across several consecutive quarters 13.
- A mixed manufacturing model combining an owned factory and contract manufacturers gives flexibility when demand shifts 1.
- Rising gross margin and solid cash generation in the first quarter of fiscal 2027 3.
Weaknesses
- Reliance on a small number of large distributors and retailers can reduce bargaining power 1.
- Production is concentrated in China and Southeast Asia, exposing the company to geopolitical and trade risks 1.
- Quarterly results can fluctuate, and margins can vary significantly due to tariffs, promotions and component costs 1.
Opportunities
Risks
- Semiconductor supply disruptionhigh
The late June 2026 supplier incident could limit the ability to meet demand in the second and third quarters of fiscal 2027 23.
- Concentrated production in Asiamedium
Factories and suppliers in China and Southeast Asia expose the company to geopolitical risk, regulatory change and relocation pressure 1.
- Dependence on large customersmedium
A few distributors and retailers account for a significant share of gross sales, which raises commercial risk if those relationships change 1.
- Currency fluctuationslow
Results are affected by exchange rates, and currency moves can change reported figures 13.
Investment thesis
What would need to be true (bull case)
- If sales growth and margin improvement from the first quarter continue, the company could exceed expectations for the fiscal year, especially if demand stays solid 3.
- Integrating artificial intelligence and expanding into B2B could open new revenue categories on top of a broad existing customer base 1.
- A balance sheet with substantial cash and positive operating cash flow could support investment and share repurchase programs 3.
What would break the thesis
- The supplier incident could reduce sales in the coming quarters, especially if it is not resolved quickly 23.
- Tariff refunds helped reported results in the first quarter, and without them profit growth could be smaller 3.
- Competition, price pressure and short product cycles could erode margins if the company fails to innovate consistently 1.
What to watch
- Second-quarter results and whether sales fall within the guided rangeQ2 2027
- Effect of the supplier incident on deliveriesQ3 2027
- Evolution of US tariffs and customs refunds2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 29 Jul 2026; since then the company filed 10-Q (28 Oct 2026), 8-K (27 Oct 2026 · results).
The business
Logitech, founded in 1981 and headquartered in Lausanne, is listed on the SIX Swiss Exchange and the Nasdaq Global Select Market 1. Its portfolio spans gaming, keyboards and combos, pointing devices, video collaboration, webcams, tablet accessories, headsets and speakers, all reported in a single Peripherals segment 1. In fiscal 2026, sales rose 6% and net income was $711.2 million 1.
Manufacturing is diversified: an in-house facility in Suzhou, China handles approximately 35% of total production by value, with the rest made by contract manufacturers in Asia and Mexico 1. Key customers are concentrated; Amazon accounted for 18% of gross sales in fiscal 2026 and Ingram Micro for 14% 1. R&D expense was $316.2 million, or 6.5% of net sales, in fiscal 2026 1.
Strategy emphasizes software-enabled hardware, artificial intelligence, growth in B2B and new verticals such as education, healthcare and the public sector, and a dedicated China initiative 1. The company is building a single iconic brand and presents sustainability as part of its business model 1.
Segments
Market context
The computer peripherals market is influenced by flexible work, growth in gaming and the adoption of artificial intelligence 1. Logitech treats these as long-term structural opportunities, but demand depends on macroeconomic conditions and on consumer and enterprise spending 1.
Component availability, particularly memory and semiconductor chips, has been strained by demand for AI infrastructure, raising prices in some categories 1. A serious incident at a semiconductor supplier in late June 2026 could limit the company's ability to meet demand 2.
Trends
- Artificial intelligencetailwind
AI is reshaping expectations for productivity and product innovation, and Logitech presents its devices as the link between people and AI tools, which could support demand if adoption continues 1.
- Flexible worktailwind
Hybrid and distributed teams are driving demand for videoconferencing and for peripherals across multiple workspaces, which could support revenue over time if the trend holds 1.
- Component costs and availabilityheadwind
Rising demand for chips used in AI data centers has led to shortages and higher prices, which could pressure margins and delivery timing 12.
Competitive position
Logitech operates in an intensely competitive market with short product cycles, and competitors may launch more innovative or lower-priced products, according to the risk disclosures 1. Price pressure and erosion of premium segments can affect average selling prices 1.
The company says it could lose position if it fails to differentiate through design and software, which could reduce demand if rivals gain share 1. Large distribution partners can also shape pricing and commercial terms 1.
- Competitors named in the SEC sources
The supplied sources do not name competitors, so the competitive risk is described generically and no ticker is assigned 1.
- Large retailers and distributors
Amazon, Ingram Micro and TD Synnex are major sales channels for Logitech and also exert commercial pressure, not only as competitors 1.
- Asian consumer electronics manufacturers
Competitive pressure on price and new products is described in the sources, but competitor companies are not named, so no ticker is given 1.
- Gaming and streaming platforms
The company relies on access to third-party platforms for gaming and streaming; restricted access could affect its business 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Quarterly report28 Oct 2026
- Current report27 Oct 2026Results of operations · Financial statements and exhibits
- Current report13 Oct 2026Amendments to articles or bylaws · Financial statements and exhibits
- Current report10 Sept 2026Shareholder vote · Other events
- Quarterly report29 Jul 2026
- Current report28 Jul 2026Results of operations · Financial statements and exhibits
- Proxy statement23 Jul 2026
- Annual report21 May 2026
- Current report05 May 2026Results of operations · Financial statements and exhibits
- Quarterly report28 Jan 2026
Sources
- [1] Form 10-K, fiscal year ended 2026-03-31 · SEC / Logitech International S.A. · 21 May 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Logitech International S.A. · 29 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Logitech International S.A. · 28 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.