Logitech International S.A.

SWX:LOGN 주식 리포트

시가총액: CHF 11.7b

Logitech International 경영진

경영진 기준 점검 2/4

Logitech International CEO는 Hanneke Faber, Dec2023 에 임명되었습니다 의 임기는 2.42 년입니다. 총 연간 보상은 $10.56M, 13% 급여 및 87% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CHF1.21M 가치에 해당하는 회사 주식의 0.01% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2 년과 3.7 년입니다.

핵심 정보

Hanneke Faber

최고경영자

US$10.6m

총 보수

CEO 급여 비율12.99%
CEO 재임 기간2.4yrs
CEO 지분 보유율0.01%
경영진 평균 재임 기간2yrs
이사회 평균 재임 기간3.7yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 17

LOGN: Future Returns Will Rely On Gaming Gear And Measured Share Buybacks

Analysts have modestly adjusted their price target for Logitech International to CHF 89.92 from CHF 89.75. This reflects updated views on revenue growth, profit margins, the discount rate and a slightly lower future P/E assumption.
분석 기사 May 08

Analysts Are Updating Their Logitech International S.A. (VTX:LOGN) Estimates After Its Yearly Results

Investors in Logitech International S.A. ( VTX:LOGN ) had a good week, as its shares rose 6.6% to close at CHF81.82...
내러티브 업데이트 May 03

LOGN: Future Returns Will Be Driven By Gaming Peripherals And Large Buyback Program

Analysts have trimmed their fair value estimate for Logitech International slightly to about CHF 89.75 from roughly CHF 90.38, reflecting small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Logitech G launched the G512 X TMR Analog/Mechanical Gaming Keyboard, positioned as a modular, highly customizable option with TMR sensor technology and True 8K performance.
내러티브 업데이트 Apr 19

LOGN: Future Returns Will Be Driven By Buybacks And AI Meeting Solutions

Analysts have inched their fair value price target for Logitech International slightly higher to CHF 90.38 from CHF 89.84, reflecting small adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The Board of Directors authorized a new share buyback plan on March 18, 2026, indicating an intention to return additional capital to shareholders over time (Key Developments).
내러티브 업데이트 Apr 05

LOGN: Share Buybacks And Stable Margins Will Likely Sustain A Fair Pricing Range

Analysts have trimmed their price target for Logitech International to CHF 68 from CHF 73, citing updates to fair value, discount rate, revenue growth assumptions and expected future P/E, while keeping profit margin expectations broadly steady. What's in the News Board of Directors authorized a new share repurchase plan on March 18, 2026, permitting Logitech International to buy back up to US$1,400m of its shares over three years, subject to Swiss Takeover Board approval (Buyback Transaction Announcements).
내러티브 업데이트 Mar 21

LOGN: New Buybacks And AI Cameras Will Support Future Upside

Analysts have nudged their price target for Logitech International slightly higher to CHF 113.17 from CHF 111.08, citing small adjustments to fair value estimates, discount rate, revenue growth expectations, profit margin assumptions and future P/E inputs. What's in the News The Board of Directors authorized a new share repurchase plan for up to US$1,400m of shares to be bought back over three years, subject to Swiss Takeover Board approval (Buyback Transaction Announcements).
내러티브 업데이트 Mar 07

LOGN: Future Returns Will Be Led By AI Meeting Solutions

Analysts have trimmed their price target on Logitech International to CHF 89.84 from CHF 93.34, reflecting slightly lower revenue growth expectations and a modestly higher discount rate that are only partly offset by a small uplift in projected profit margins. What's in the News Logitech G introduced the G325 LIGHTSPEED Wireless Gaming Headset, a US$79.99 wireless model positioned to offer LIGHTSPEED performance, 24 bit audio, and all day comfort in a minimalist design for PC, console, and mobile users (Product related announcement).
내러티브 업데이트 Feb 21

LOGN: Future AI Cameras And Buybacks Will Support Upside Potential

Analysts have nudged their price target for Logitech International slightly higher to CHF111.08, reflecting updated assumptions around revenue growth, profit margins and a modestly higher future P/E multiple. What's in the News Logitech G introduced the G325 LIGHTSPEED Wireless Gaming Headset at an MSRP of US$79.99, targeting players looking for wireless performance, immersive 24 bit audio, and all day comfort at a lower price point (Product related announcement).
내러티브 업데이트 Feb 07

LOGN: Future Margin Strength And Buybacks Will Support Upside Potential

Analysts now see Logitech International's fair value edging from US$111.66 to US$111.08, reflecting updated views on slightly higher revenue growth, improved profit margins, a modestly higher discount rate, and a richer future P/E assumption. What's in the News Logitech G launched the G325 LIGHTSPEED Wireless Gaming Headset, targeting value-focused gamers at a US$79.99 MSRP with LIGHTSPEED wireless, 24-bit audio, Bluetooth connectivity, and G HUB integration for EQ and AI-powered noise reduction (Product-Related Announcements).
분석 기사 Feb 05

We Think Logitech International's (VTX:LOGN) Healthy Earnings Might Be Conservative

The market seemed underwhelmed by the solid earnings posted by Logitech International S.A. ( VTX:LOGN ) recently. Along...
분석 기사 Jan 30

Analyst Estimates: Here's What Brokers Think Of Logitech International S.A. (VTX:LOGN) After Its Third-Quarter Report

Shareholders might have noticed that Logitech International S.A. ( VTX:LOGN ) filed its third-quarter result this time...
내러티브 업데이트 Jan 23

LOGN: Future Returns Will Be Driven By AI Meeting Solutions And Capital Discipline

Analysts have trimmed their fair value estimate for Logitech International to reflect a revised price target of US$93.34, down from US$97.73. They cited slightly softer revenue growth assumptions, a modestly lower future P/E multiple, and a small uplift in expected profit margins.
내러티브 업데이트 Jan 09

LOGN: Future Returns Will Be Driven By Disciplined Capital Allocation

Analysts have trimmed their fair value estimate for Logitech International from $99.98 to $97.73, pointing to slightly more tempered assumptions on revenue growth, profit margins, and the future P/E multiple while keeping the discount rate broadly similar. What's in the News Management laid out capital allocation priorities, highlighting organic growth as the first use of cash, followed by the dividend, then targeted M&A focused on smaller tuck-in deals that fit within work and play categories, with share buybacks as a fourth priority backed by a 3 year, US$2b repurchase program (Key Developments).
분석 기사 Jan 04

An Intrinsic Calculation For Logitech International S.A. (VTX:LOGN) Suggests It's 32% Undervalued

Key Insights The projected fair value for Logitech International is CHF121 based on 2 Stage Free Cash Flow to Equity...
내러티브 업데이트 Dec 23

LOGN: Higher Margins And Buybacks Will Eventually Prove Unsustainably Priced

Analysts have raised their price target for Logitech International to approximately $73 per share from about $61, citing expectations for faster revenue growth, higher profit margins, a slightly lower discount rate, and a modestly richer future P/E multiple. What's in the News CEO Johanna Faber reiterated that Logitech will prioritize organic growth and dividends while pursuing only disciplined, tuck in M&A deals that accelerate existing work and play segments and complement its $2 billion, three year share buyback program (Key Developments).
분석 기사 Dec 22

Why You Should Care About Logitech International's (VTX:LOGN) Strong Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
내러티브 업데이트 Dec 09

LOGN: Future Outlook Will Balance Share Buybacks With New Product Expansion

Analysts have modestly raised their price target on Logitech International, citing slightly faster expected revenue growth, a small improvement in profit margins, and only a marginal change in the assumed future price to earnings multiple. This has resulted in an updated fair value estimate that now stands just under 100 dollars per share.
내러티브 업데이트 Nov 25

LOGN: Future Outlook Will Balance Expanding Margins With New Product Developments

Logitech International's analyst price target has seen a slight decrease from $100.38 to $99.98, as analysts cite modest adjustments in growth outlook and margin expectations. What's in the News Logitech opened its first Experience Store in San Francisco’s Union Square.
내러티브 업데이트 Nov 10

LOGN: Future Performance Will Reflect Strengthened Profit Margins And Product Launch Momentum

Analysts have raised their price target for Logitech International from $90.81 to $100.38 per share. They cite improved expectations for revenue growth and profit margins.
내러티브 업데이트 Oct 27

Future Performance Will Rely On Expanding Demand And Product Launch Momentum

Narrative Update on Logitech International Analysts have slightly reduced their price target for Logitech International, lowering it from $90.99 to $90.81. This adjustment reflects more cautious profit margin forecasts, even though the outlook for revenue growth has improved.
내러티브 업데이트 Oct 13

Growing Video And Gaming Demand Will Sustain Future Upside

Analysts have raised their price target for Logitech International from $88.83 to $91.00, citing improved growth and profit margin forecasts as key drivers for the upward revision. What's in the News Launched the MX Master 4 mouse, which features haptic feedback, advanced software customization, improved connectivity, and design upgrades to support sustainability and business use (Key Developments).
내러티브 업데이트 Sep 26

Growing Video And Gaming Demand Will Sustain Future Upside

Logitech International's consensus price target increased as a result of a notably lower future P/E ratio and a slightly reduced discount rate, indicating improved earnings outlook and lower perceived risk, lifting the fair value to CHF88.83. What's in the News Logitech launched Signature Slim Solar+ K980 wireless keyboards powered by solar and artificial light, with a 10-year battery life, multi-device compatibility, and high sustainability credentials targeting both consumers and enterprise IT.
분석 기사 Sep 09

Logitech International (VTX:LOGN) Is Paying Out A Larger Dividend Than Last Year

The board of Logitech International S.A. ( VTX:LOGN ) has announced that it will be paying its dividend of $1.26 on the...
내러티브 업데이트 Aug 27

Growing Video And Gaming Demand Will Sustain Future Upside

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.
분석 기사 Aug 25

Shareholders Would Enjoy A Repeat Of Logitech International's (VTX:LOGN) Recent Growth In Returns

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
분석 기사 Aug 01

Logitech International S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

The quarterly results for Logitech International S.A. ( VTX:LOGN ) were released last week, making it a good time to...
분석 기사 Jul 30

Logitech International (VTX:LOGN) Has Announced That It Will Be Increasing Its Dividend To $1.26

The board of Logitech International S.A. ( VTX:LOGN ) has announced that it will be paying its dividend of $1.26 on the...
분석 기사 Jul 11

Logitech International (VTX:LOGN) Has Announced That It Will Be Increasing Its Dividend To $1.26

The board of Logitech International S.A. ( VTX:LOGN ) has announced that it will be paying its dividend of $1.26 on the...
User avatar
새로운 내러티브 Mar 11

AI Focus And B2B Expansion Will Strengthen Future Market Position

Design-led innovation and AI applications are expected to enhance product appeal and drive growth in high-end product lines.

CEO 보수 분석

Hanneke Faber의 보수는 Logitech International의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Hanneke의 총 보수(USD10.56M)는 Swiss 시장에서 비슷한 규모 기업의 평균(USD6.09M)보다 높습니다.

보상과 수익: Hanneke의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Hanneke Faber (56 yo)

2.4yrs
재임 기간
US$10,557,008
보수

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...


리더십 팀

이름직위재임 기간보수지분
Johanna Faber
CEO & Director2.4yrsUS$10.56m0.010%
CHF 1.2m
Matteo Anversa
Chief Financial Officer1.7yrsUS$6.44m0.0053%
CHF 622.3k
Meeta Sunderwala
VP & Chief Accounting Officer5.8yrsUS$2.13m0.0055%
CHF 643.4k
Samantha Harnett
Chief Legal Officer & Secretary5.9yrsUS$3.31m0.015%
CHF 1.8m
Sree Chenincherry
Head of Operationsno data데이터 없음데이터 없음
Nate Melihercik
Head of Global Investor Relationsno data데이터 없음데이터 없음
Bruno Rodriguez
Head of Corporate Communicationsno data데이터 없음데이터 없음
Nicole Kenyon
Head of Global Corporate & Employee Communications - USAno data데이터 없음데이터 없음
Malin Leschly
Chief Design Officerno data데이터 없음데이터 없음
Jay Wilder
Chief Digital Officerno data데이터 없음데이터 없음
Manoj Sahay
Head of Indialess than a year데이터 없음데이터 없음
Yalcin Yilmaz
Chief Commercial Officerless than a year데이터 없음데이터 없음
2.0yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: LOGN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2 년).


이사회 구성원

이름직위재임 기간보수지분
Johanna Faber
CEO & Director1.7yrsUS$10.56m0.010%
CHF 1.2m
Guy Gecht
Independent Chairperson6.7yrsUS$312.20k0.012%
CHF 1.4m
Daniel Borel
Chairman Emeritusno dataUS$25.72k데이터 없음
Donald Allan
Independent Director1.7yrsUS$282.59k0.0013%
CHF 155.0k
Kwok Wang Ng
Independent Director3.7yrsUS$360.05k0.0075%
CHF 875.9k
Edouard Bugnion
Independent Non-Executive Director10.7yrsUS$315.15k0.033%
CHF 3.9m
Christopher Jones
Independent Director3.7yrsUS$318.12k0.0049%
CHF 571.8k
Marjorie Lao
Independent Director7.7yrsUS$334.03k0.012%
CHF 1.4m
Owen Mahoney
Independent Director1.7yrsUS$290.34k0.0016%
CHF 185.5k
Deborah Thomas
Independent Director5.7yrsUS$372.00k0.0074%
CHF 872.4k
Neela Montgomery
Independent Non-Executive Director8.7yrsUS$320.48k0.0073%
CHF 854.8k
Sascha Zahnd
Independent Director3.7yrsUS$320.48k0.0066%
CHF 778.5k
3.7yrs
평균 재임 기간
57.5yo
평균 나이

경험이 풍부한 이사회: LOGN의 이사회경험이 있음으로 간주됩니다(평균 재임 3.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 03:00
종가2026/05/20 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

Logitech International S.A.는 29명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Guenther HollfelderBaader Helvea Equity Research
Dong WangBarclays
Andrew GardinerBarclays