Logitech International S.A.

NasdaqGS:LOGI Stok Raporu

Piyasa değeri: US$15.0b

Logitech International Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Logitech International kazanç ve gelirin sırasıyla yıllık 5.1% ve 5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 6.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 64.3% olacağı tahmin edilmektedir.

Anahtar bilgiler

5.1%

Kazanç büyüme oranı

6.90%

EPS büyüme oranı

Tech kazanç büyümesi10.9%
Gelir büyüme oranı5.0%
Gelecekteki özkaynak getirisi64.31%
Analist kapsamı

Good

Son güncelleme07 May 2026

Gelecekteki son büyüme güncellemeleri

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

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:LOGI - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
3/31/20295,5658259501,0488
3/31/20285,22077089597815
3/31/20275,0497178278998
3/31/20264,8417119761,037N/A
12/31/20254,766712904964N/A
9/30/20254,684661795854N/A
6/30/20254,614636734792N/A
3/31/20254,555632786843N/A
12/31/20244,556655898952N/A
9/30/20244,4717009741,024N/A
6/30/20244,4126911,0271,081N/A
3/31/20244,2986121,0891,145N/A
12/31/20234,2474861,0541,123N/A
9/30/20234,262381878960N/A
6/30/20234,353326720809N/A
3/31/20234,539365442534N/A
12/31/20224,809431322417N/A
9/30/20225,172501426513N/A
6/30/20225,329559293378N/A
3/31/20225,481645209298N/A
12/31/20215,787762635729N/A
9/30/20215,822935787882N/A
6/30/20215,7721,0621,1361,225N/A
3/31/20215,2529471,3821,459N/A
12/31/20204,4269359721,029N/A
9/30/20203,661670631681N/A
6/30/20203,124476465507N/A
3/31/20202,976450386425N/A
12/31/20192,891278N/A356N/A
9/30/20192,853273N/A351N/A
6/30/20192,824264N/A329N/A
3/31/20192,788258N/A305N/A
12/31/20182,756250N/A364N/A
9/30/20182,704218N/A376N/A
6/30/20182,645210N/A359N/A
3/31/20182,567209N/A346N/A
12/31/20172,485214N/A304N/A
9/30/20172,340230N/A264N/A
6/30/20172,272221N/A270N/A
3/31/20172,221206N/A288N/A
12/31/20162,142183N/A273N/A
9/30/20162,096154N/A290N/A
6/30/20162,050137N/A226N/A
3/31/20162,018128N/A185N/A
12/31/20152,030130N/A192N/A
9/30/20152,013129N/A103N/A
6/30/20151,970142N/A125N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: LOGI 'nin tahmini kazanç büyümesi (yıllık 5.1% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: LOGI şirketinin kazançlarının (yıllık 5.1% ) US pazarından (yıllık 16.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: LOGI şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: LOGI şirketinin gelirinin (yıllık 5% ) US pazarından (yıllık 11.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: LOGI şirketinin gelirinin (yıllık 5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: LOGI 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 64.3 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 21:49
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Logitech International S.A. 29 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Guenther HollfelderBaader Helvea Equity Research
Dong WangBarclays
Andrew GardinerBarclays