Logitech International S.A.

Informe acción NasdaqGS:LOGI

Capitalización de mercado: US$15.0b

Logitech International Dirección

Dirección controles de criterios 3/4

El CEO de Logitech International es Hanneke Faber , nombrado en Dec 2023, tiene una permanencia de 2.42 años. compensación anual total es $10.56M, compuesta por 13% salario y 87% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.01% de las acciones de la empresa, por valor de $1.52M. La antigüedad media del equipo directivo y de la junta directiva es de 2 años y 3.7 años, respectivamente.

Información clave

Hanneke Faber

Chief Executive Officer (CEO)

US$10.6m

Compensación total

Porcentaje del salario del CEO12.99%
Permanencia del CEO2.4yrs
Participación del CEO0.01%
Permanencia media de la dirección2yrs
Promedio de permanencia en la Junta Directiva3.7yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Apr 16

Logitech: Not Enough Growth To Pull Me In

Summary Logitech appears fairly valued after a recent correction, but its growth trajectory remains unexciting for new investment. LOGI's 2025 top line grew 5.9%, with standout segments in Tablet Accessories (+20.8%) and Pointing Devices (+11.1%), while Gaming and Americas lagged. The company boasts strong profitability, high ROA/ROE/ROTC, robust cash flow, and zero long-term debt, reflecting mature operations and efficient capital use. With projected 4% revenue growth and modest margin improvement, LOGI trades near intrinsic value (~$103.5/share); limited growth prospects dampen investment appeal. Read the full article on Seeking Alpha
Seeking Alpha • Apr 25

Logitech: Economic Uncertainty Makes This PC Peripheral Leader More Appealing

Summary Logitech's stable and high return on capital employed suggest that the company is disciplined in its M&A and is protected by a Moat. Logitech's predominantly equity capital structure is ideal due to the cyclicality of its industry. Logitech's market leadership enables it to capture a significant portion of the industry's profitability, which allows it to widen its Moat. When compared to the S&P 500, Logitech, despite its leadership position, is significantly undervalued. Read the full article on Seeking Alpha
Seeking Alpha • Apr 14

Avoid Logitech Due To Pertaining Uncertainty

Summary Logitech's stock has dropped nearly 40% due to tariff uncertainties, despite a strong financial performance and growth trajectory post COVID-19. With an adjusted P/E ratio of 14.4 and a 2% dividend yield, Logitech's shares appear fundamentally attractive but risky due to tariff exposure. Logitech's heavy reliance on Chinese manufacturing and significant US sales make it vulnerable in the ongoing tariff dispute, leading to a cautious "hold" rating. Awaiting Q4 and FY 2025 results for clarity on tariff impacts; current uncertainty advises against buying despite the low P/E ratio. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Logitech: Strong Q3, But Notable Currency Headwinds Ahead (Rating Downgrade)

Summary Logitech reported strong Q3 results, beating Wall Street's expectations through accelerating momentum in the Gaming segment with several product launches. Despite another FY2025 guidance raise, Logitech's implied Q4 performance is expected to see notable headwinds from a strong USD both in sales growth and in margins. With an updated valuation, I estimate LOGI's fair value at $98.8, implying a balanced valuation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

Logitech: Margin Expansion Offers Valuation Opportunity

Summary Logitech International S.A.'s FYQ2 2025 earnings showed mixed results, with EPS beating expectations but revenue slightly missing; gross margins improved significantly, driving profitability. Key growth areas include Gaming and Keyboards & Combos, while Webcams declined due to reduced work-from-home demand; Tablet Accessories saw an impressive 34% YoY growth. UBS upgraded Logitech to “Neutral” from “Sell” due to effective cost reductions and pricing premiums, with positive guidance for FY2025. LOGI's strong market positioning, holiday season outlook, and education sector growth support a Buy rating, despite potential risks in the Chinese market. Read the full article on Seeking Alpha
Seeking Alpha • Oct 14

Logitech: With The Valuation No Longer An Issue, This Stock Is Not Just For Your Radar

Summary Tech manufacturing stocks, like NVIDIA and Logitech, are poised for growth due to rising tech spending, AI advancements, and hybrid work trends. Moat-worthy products and upwardly revised financials seal it for us. Price undercutting and lower spend on promotional activities by LOGI have been identified by us as major risks. Positive earnings forecasts and undervalued stock metrics suggest Logitech is a good medium-to-long-term buy, especially with the new CEO’s strategic focus. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07

Logitech: Growth Tailwinds With Upside In Valuation

Summary Logitech is well-positioned to capture global growth in the PC accessories market, driven by the global gaming trend and especially strong APAC growth. Greater R&D spend and great profitability further cement Logitech's good market share. While the valuation has in part caught up with the industry's tailwinds, LOGI stock still has remaining upside. Read the full article on Seeking Alpha
Seeking Alpha • Jul 23

Logitech: The Results Are Impressive, But The Valuation Is A Concern

Summary LOGI's share price has increased by over 60% since January 2023, outperforming the market. LOGI reported strong financial results for Q1 2025, with sales growth in multiple product categories and geographies. Despite impressive results, LOGI's valuation is not attractive compared to industry peers, leading to a reiteration of a "hold" rating. Read the full article on Seeking Alpha
Seeking Alpha • May 18

Logitech: Initiate Buy Rating On Growth And Margin Expansion Tailwinds

Summary Logitech is recommended as a buy due to strong growth potential and a large addressable market. The company's 4Q24 results beat expectations, with growth in the Creativity & Productivity and Gaming segments. Logitech is well-positioned to benefit from the increasing demand for AI and has the potential to expand gross margins. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Hanneke Faber en comparación con los beneficios de Logitech International?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$711m

Dec 31 2025n/an/a

US$712m

Sep 30 2025n/an/a

US$661m

Jun 30 2025n/an/a

US$636m

Mar 31 2025US$11mUS$1m

US$632m

Dec 31 2024n/an/a

US$655m

Sep 30 2024n/an/a

US$700m

Jun 30 2024n/an/a

US$691m

Mar 31 2024US$7mUS$422k

US$612m

Compensación vs. Mercado: La compensación total ($USD10.56M) de Hanneke está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.74M).

Compensación vs. Ingresos: La compensación de Hanneke ha aumentado más de un 20% en el último año.

CEO

Hanneke Faber (56 yo)

2.4yrs
Permanencia
US$10,557,008
Compensación

Ms. Johanna W. Faber, also known as Hanneke, is Chief Executive Officer of Logitech, Inc. Ms. Faber serves as Chief Executive Officer at Logitech International S.A. since December 1, 2023 and serves as its...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Johanna Faber
CEO & Director2.4yrsUS$10.56m0.010%
$ 1.5m
Matteo Anversa
Chief Financial Officer1.7yrsUS$6.44m0.0052%
$ 781.0k
Meeta Sunderwala
VP & Chief Accounting Officer5.8yrsUS$2.13m0.0054%
$ 806.6k
Samantha Harnett
Chief Legal Officer & Secretary5.9yrsUS$3.31m0.015%
$ 2.3m
Sree Chenincherry
Head of Operationsno datasin datossin datos
Nate Melihercik
Head of Global Investor Relationsno datasin datossin datos
Bruno Rodriguez
Head of Corporate Communicationsno datasin datossin datos
Nicole Kenyon
Head of Global Corporate & Employee Communications - USAno datasin datossin datos
Malin Leschly
Chief Design Officerno datasin datossin datos
Jay Wilder
Chief Digital Officerno datasin datossin datos
Manoj Sahay
Head of Indialess than a yearsin datossin datos
Yalcin Yilmaz
Chief Commercial Officerless than a yearsin datossin datos
2.0yrs
Permanencia media
54yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de LOGI se considera experimentado (2 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Johanna Faber
CEO & Director1.7yrsUS$10.56m0.010%
$ 1.5m
Guy Gecht
Independent Chairperson6.7yrsUS$312.20k0.012%
$ 1.8m
Daniel Borel
Chairman Emeritusno dataUS$25.72ksin datos
Donald Allan
Independent Director1.7yrsUS$282.59k0.0013%
$ 194.1k
Kwok Wang Ng
Independent Director3.7yrsUS$360.05k0.0073%
$ 1.1m
Edouard Bugnion
Independent Non-Executive Director10.7yrsUS$315.15k0.032%
$ 4.8m
Christopher Jones
Independent Director3.7yrsUS$318.12k0.0048%
$ 717.8k
Marjorie Lao
Independent Director7.7yrsUS$334.03k0.011%
$ 1.7m
Owen Mahoney
Independent Director1.7yrsUS$290.34k0.0015%
$ 233.3k
Deborah Thomas
Independent Director5.7yrsUS$372.00k0.0073%
$ 1.1m
Neela Montgomery
Independent Non-Executive Director8.7yrsUS$320.48k0.0071%
$ 1.1m
Sascha Zahnd
Independent Director3.7yrsUS$320.48k0.0065%
$ 976.7k
3.7yrs
Permanencia media
57.5yo
Promedio de edad

Junta con experiencia: La junta directiva de LOGI se considera experimentada (3.7 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 16:58
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Logitech International S.A. está cubierta por 29 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Guenther HollfelderBaader Helvea Equity Research
Timothy LongBarclays
Andrew GardinerBarclays