Logitech International S.A.

NasdaqGS:LOGI 주식 리포트

시가총액: US$15.0b

Logitech International 경영진

경영진 기준 점검 3/4

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 $1.52M 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

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

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 US 시장에서 비슷한 규모 기업의 평균(USD14.74M) 수준입니다.

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%
$ 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 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: LOGI의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2 년).

이사회 구성원

이름직위재임 기간보수지분
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$25.72k데이터 없음
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
평균 재임 기간
57.5yo
평균 나이

경험이 풍부한 이사회: LOGI의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.7 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 01:03
종가2026/05/07 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

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

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