Logitech International S.A.

NasdaqGS:LOGI Stock Report

Market Cap: US$15.0b

Logitech International Management

Management criteria checks 3/4

Logitech International's CEO is Hanneke Faber, appointed in Dec 2023, has a tenure of 2.67 years. total yearly compensation is $10.66M, comprised of 12.7% salary and 87.3% bonuses, including company stock and options. directly owns 0.01% of the company’s shares, worth $1.56M. The average tenure of the management team and the board of directors is 1.9 years and 3.9 years respectively.

Key information

Hanneke Faber

Chief executive officer

US$10.7m

Total compensation

CEO salary percentage12.66%
CEO tenure2.7yrs
CEO ownership0.01%
Management average tenure1.9yrs
Board average tenure3.9yrs

Recent management updates

Recent updates

Seeking Alpha • Jul 30

Logitech: Q3 2027 Supply Risk Creates Too Much Uncertainty (Rating Downgrade)

Summary Logitech International S.A. is downgraded to Hold due to a critical supplier shutdown despite strong demand and margin expansion. Q1 2027 net sales grew 7% y/y, with the Americas leading at 11% CC and robust category growth in Gaming and Pointing Devices. Supply chain disruption could impact Q3 2027 revenue by up to $200 million (~14%), risking sharp margin compression and earnings estimate downgrades. Current risk/reward is unattractive at 18.5x NTM P/E; upside is capped at 14% while downside risk is 25% if issues persist. 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

CEO Compensation Analysis

How has Hanneke Faber's remuneration changed compared to Logitech International's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

US$801m

Mar 31 2026US$11mUS$1m

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

Compensation vs Market: Hanneke's total compensation ($USD10.66M) is about average for companies of similar size in the US market ($USD14.56M).

Compensation vs Earnings: Hanneke's compensation has been consistent with company performance over the past year.

CEO

Hanneke Faber (57 yo)

2.7yrs
Tenure
US$10,660,029
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
Johanna Faber
CEO & Director2.7yrsUS$10.66m0.010%
$ 1.6m
Matteo Anversa
Chief Financial Officer1.9yrsUS$4.74m0.0053%
$ 797.1k
Samantha Harnett
Chief Legal Officer & Secretary6.2yrsUS$3.23m0.028%
$ 4.2m
Sree Chenincherry
Head of Operationsno datano datano data
Meeta Sunderwala
VP & Chief Accounting Officer6yrsUS$2.13m0%
$ 0
Nate Melihercik
Head of Global Investor Relationsno datano datano data
Bruno Rodriguez
Head of Corporate Communicationsno datano datano data
Malin Leschly
Chief Design Officerno datano datano data
Jay Wilder
Chief Digital Officerno datano datano data
Manoj Sahay
Head of India1yrno datano data
Yalcin Yilmaz
Chief Commercial Officerless than a yearno datano data
Robin Piispanen
Global Head of Logitech Gless than a yearno datano data
1.9yrs
Average Tenure
55yo
Average Age

Experienced Management: LOGI's management team is not considered experienced ( 1.9 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
Johanna Faber
CEO & Director1.9yrsUS$10.66m0.010%
$ 1.6m
Guy Gecht
Independent Chairperson6.9yrsUS$294.13k0.012%
$ 1.9m
Daniel Borel
Chairman Emeritusno dataUS$25.72kno data
Donald Allan
Independent Director1.9yrsUS$239.77k0.0013%
$ 198.1k
Kwok Wang Ng
Independent Director3.9yrsUS$340.29k0.0075%
$ 1.1m
Edouard Bugnion
Independent Non-Executive Director10.9yrsUS$297.98k0.033%
$ 4.9m
Christopher Jones
Independent Director3.9yrsUS$300.77k0.0049%
$ 732.5k
Marjorie Lao
Independent Director7.9yrsUS$316.24k0.012%
$ 1.7m
Owen Mahoney
Independent Director1.9yrsUS$246.34k0.0016%
$ 238.7k
Deborah Thomas
Independent Director5.9yrsUS$352.63k0.0075%
$ 1.1m
Neela Montgomery
Independent Non-Executive Director8.9yrsUS$302.26k0.0073%
$ 1.1m
Sascha Zahnd
Independent Director3.9yrsUS$303.80k0.0066%
$ 996.7k
3.9yrs
Average Tenure
58.5yo
Average Age

Experienced Board: LOGI's board of directors are considered experienced (3.9 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/09 01:16
End of Day Share Price 2026/08/07 00:00
Earnings2026/06/30
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Logitech International S.A. is covered by 29 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Guenther HollfelderBaader Helvea Equity Research
Youssef EssaeghBarclays
Dong WangBarclays