# Logitech International S.A. (LOGI)

> Source: Nexqual · https://nexqual.com/LOGI · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Logitech International S.A. (LOGI), nexqual.com/LOGI" · informational, not investment advice.

**Price:** USD 105.16 (+3.95% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 101.16 · day 101–105.48 · 52w 83.32–129.66 · market cap $15.1B · NMS

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $4.92B, net income $801M (16.3% margin), free cash flow $1.02B (SEC filings).
- Valuation: P/E 18.8x (avg 20.8x at the last 3 fiscal year-ends).
- 1 of 80 tracked superinvestors hold LOGI (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $1.6M; 0 not under a Rule 10b5-1 plan ($0K).
- Total return with dividends: 1Y -1.6% vs S&P 500 +18.1%; 5Y +30.2% vs S&P 500 +85.1%.
- Next earnings: 2026-10-27, EPS estimate USD 1.32, revenue estimate $1.21B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.48B | $4.54B | $4.30B | $4.55B | $4.84B | $4.92B |
| Gross profit | $2.26B | $1.72B | $1.78B | $1.96B | $2.09B | — |
| Operating income | $774M | $458M | $587M | $655M | $775M | $872M |
| Net income | $645M | $365M | $612M | $632M | $711M | $801M |
| EPS (diluted) | $3.78 | $2.23 | $3.87 | $4.13 | $4.80 | — |
| Free cash flow | $209M | $442M | $1.09B | $786M | $976M | $1.02B |
| Gross margin | 41.3% | 37.9% | 41.4% | 43.1% | 43.2% | — |
| Operating margin | 14.1% | 10.1% | 13.7% | 14.4% | 16.0% | 17.7% |
| Net margin | 11.8% | 8.0% | 14.2% | 13.9% | 14.7% | 16.3% |
| Revenue growth | +4.4% | -17.2% | -5.3% | +6.0% | +6.3% | — |
| Cash + short-term investments | $1.33B | $1.15B | $1.52B | $1.50B | $1.74B | — |
Fiscal years end Mar. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 18.8x · P/S 3.1x · P/FCF 14.8x · P/B 6.4x · FCF yield 6.75% · Earnings yield 5.32% · Buyback yield (TTM) 3.50%
P/E at fiscal year-ends: Mar 2026 19.0x, Mar 2025 20.4x, Mar 2024 23.1x.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold LOGI. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Lee Ainslie | Maverick Capital | 0.01% | $911K | Added +48.5% |

## Insider sales (SEC Form 4, open-market, last ~7 months)
1 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan |
|---|---|---|---|---|---|---|
| 2026-09-11 | Harnett Samantha | CHIEF LEGAL OFFICER | 16,265 | $1.6M | 30.5% | Yes (adopted June 12, 2026) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | JP Morgan | Target lowered | Neutral | $102 → $94 |
| 2026-08-20 | JP Morgan | Target lowered | Neutral | $120 → $102 |
| 2026-07-31 | JP Morgan | Target lowered | Neutral | $123 → $120 |
| 2026-07-29 | Wedbush | Target lowered | Outperform | $135 → $130 |
| 2026-07-29 | Barclays | Target lowered | Equal-Weight | $105 → $101 |
| 2026-07-22 | Wedbush | Reiterated | Outperform | $135 |
| 2026-07-08 | Morgan Stanley | Target lowered | Underweight | $89 → $88 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | -1.6% | +30.2% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -1.6% | +5.4% |
| Volatility (annualized) | 37.8% | 36.6% |
| Max drawdown | -30.2% (Nov 2025→Jan 2026) | -49.9% (Oct 2021→Oct 2022) |

## Peers (Computer Hardware)
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## More
Full page: https://nexqual.com/LOGI · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt