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.
Price Chart
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
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%.
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
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001032975-26-000014 |
| Document: logi-20260505.htm | 0001032975-26-000014 |
| Document: 0001032975-26-000014-index-headers.html | 0001032975-26-000014 |
| Document: 0001032975-26-000014-index.html | 0001032975-26-000014 |
| Document: 0001032975-26-000014.txt | 0001032975-26-000014 |
| 8-K Data (Synthetic) | 0001032975-26-000014 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $109.71 | awaiting T+60 | — | $111.82 (+1.92%) |
May 5, 2026 25w ago | 8-K | $103.42 $102.48 | ▼ −0.91% | ▼ −2.97% | $111.82 (+8.12%) |
US Market Status
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