Added to YB: 2026-02-02
Pitch date: 2026-01-29
LOGN.SW [bullish]
Logitech International S.A.
+2.63%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
Logitech International S.A., through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
Market Cap
CHF 13.0B
Pitch Price
CHF 67.74
Price Target
N/A
Dividend
1.85%
EV/EBITDA
13.02
P/E
18.57
EV/Sales
2.36
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Logitech (LOGN Switzerland): peripherals decouple from the PC cycle
LOGN.SW (earnings): Q3 beat expectations w/ gross margins upside from pricing actions & higher-value product mix. Growth across keyboards, pointing, video collab despite weak PC market. Peripherals driven by installed base penetration, not new PC shipments, historically outgrowing PC market. Strong Asia trends, China share gains, US growth despite price hikes show brand pricing power. Mgmt guides healthy margins/growth amid memory inflation. Structural supply chain changes boost profitability stability.
Read full article (2 min)