Update shared on27 Aug 2025
Fair value Increased 1.07%Logitech International's fair value estimate was marginally raised to CHF84.80 as its forward P/E multiple declined significantly, while revenue growth forecasts held steady.
What's in the News
- Logitech provided FY26 Q2 sales guidance of $1,145 million to $1,190 million, projecting 1%-5% constant currency sales growth and 3%-7% US dollar sales growth year-over-year.
- Between April and June 2025, Logitech repurchased 1,509,066 shares for $122 million, completing a total repurchase of 12,660,066 shares (8.25% of shares) under the ongoing buyback.
- Announced an annual dividend of CHF 1.26 per share payable September 2025.
- Launched Flip Folio, a protective iPad case with a magnetically storable Bluetooth keyboard, featuring multi-device pairing and made partly from recycled materials, priced from $159.99 available in multiple colors globally from June 2025.
- Introduced Signature Slim Wired MK620 & MK625 Combo for Business, a wired keyboard and mouse aimed at enterprise clients, featuring AI shortcut keys, multi-platform compatibility, sustainable materials, and improved energy efficiency, available from $69.99.
Valuation Changes
Summary of Valuation Changes for Logitech International
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF83.89 to CHF84.80.
- The Future P/E for Logitech International has significantly fallen from 22.09x to 18.50x.
- The Consensus Revenue Growth forecasts for Logitech International remained effectively unchanged, at 4.4% per annum.
Disclaimer
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