Logitech International S.A.

NasdaqGS:LOGI Aktierapport

Börsvärde: US$15.0b

Logitech International Förvaltning

Förvaltning kriterier kontrolleras 3/4

Logitech International VD är Hanneke Faber, utsedd i Dec 2023, har en mandatperiod på 2.42 år. totala årliga ersättningen är $ 10.56M, bestående av 13% lön 87% bonusar, inklusive företagsaktier och optioner. äger direkt 0.01% av företagets aktier, värda $ 1.52M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2 år respektive 3.7 år.

Viktig information

Hanneke Faber

Verkställande direktör

US$10.6m

Total ersättning

VD-lön i procent12.99%
Anställning som VD2.4yrs
Ägande av VD0.01%
Ledningens genomsnittliga anställningstid2yrs
Styrelsens genomsnittliga mandatperiod3.7yrs

Senaste uppdateringar av ledningen

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

Analys av ersättningar till VD

Hur har Hanneke Faber:s ersättning förändrats jämfört med Logitech International:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Hanneke s total kompensation ($USD 10.56M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.74M ).

Ersättning vs inkomst: Ersättningen för Hanneke har ökat med mer än 20 % det senaste året.

VD OCH KONCERNCHEF

Hanneke Faber (56 yo)

2.4yrs
Anställning
US$10,557,008
Kompensation

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...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
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 datainga uppgifteringa uppgifter
Nate Melihercik
Head of Global Investor Relationsno datainga uppgifteringa uppgifter
Bruno Rodriguez
Head of Corporate Communicationsno datainga uppgifteringa uppgifter
Nicole Kenyon
Head of Global Corporate & Employee Communications - USAno datainga uppgifteringa uppgifter
Malin Leschly
Chief Design Officerno datainga uppgifteringa uppgifter
Jay Wilder
Chief Digital Officerno datainga uppgifteringa uppgifter
Manoj Sahay
Head of Indialess than a yearinga uppgifteringa uppgifter
Yalcin Yilmaz
Chief Commercial Officerless than a yearinga uppgifteringa uppgifter
2.0yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder

Erfaren ledning: LOGI s ledningsgrupp anses vara erfaren ( 2 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
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$25.72kinga uppgifter
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
Genomsnittlig anställningstid
57.5yo
Genomsnittlig ålder

Erfaren styrelse: LOGI s styrelse anses vara erfaren ( 3.7 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 21:50
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Logitech International S.A. bevakas av 29 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Guenther HollfelderBaader Helvea Equity Research
Timothy LongBarclays
Andrew GardinerBarclays