Logitech International S.A.

NasdaqGS:LOGI Stok Raporu

Piyasa değeri: US$15.0b

Logitech International Yönetim

Yönetim kriter kontrolleri 3/4

Logitech International CEO'su Hanneke Faber, Dec2023 tarihinde atandı, in görev süresi 2.42 yıldır. in toplam yıllık tazminatı $ 10.56M olup, şirket hissesi ve opsiyonları dahil olmak üzere 13% maaş ve 87% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.01% ine doğrudan sahiptir ve bu hisseler $ 1.52M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2 yıl ve 3.7 yıldır.

Anahtar bilgiler

Hanneke Faber

İcra Kurulu Başkanı

US$10.6m

Toplam tazminat

CEO maaş yüzdesi12.99%
CEO görev süresi2.4yrs
CEO sahipliği0.01%
Yönetim ortalama görev süresi2yrs
Yönetim Kurulu ortalama görev süresi3.7yrs

Son yönetim 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

CEO Tazminat Analizi

Hanneke Faber'un ücretlendirmesi Logitech International'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Hanneke 'ın toplam tazminatı ($USD 10.56M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.74M ).

Tazminat ve Kazançlar: Hanneke 'in maaşı son bir yılda %20'den fazla arttı.

CEO

Hanneke Faber (56 yo)

2.4yrs
Görev süresi
US$10,557,008
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 dataVeri yokVeri yok
Nate Melihercik
Head of Global Investor Relationsno dataVeri yokVeri yok
Bruno Rodriguez
Head of Corporate Communicationsno dataVeri yokVeri yok
Nicole Kenyon
Head of Global Corporate & Employee Communications - USAno dataVeri yokVeri yok
Malin Leschly
Chief Design Officerno dataVeri yokVeri yok
Jay Wilder
Chief Digital Officerno dataVeri yokVeri yok
Manoj Sahay
Head of Indialess than a yearVeri yokVeri yok
Yalcin Yilmaz
Chief Commercial Officerless than a yearVeri yokVeri yok
2.0yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş

Deneyimli Yönetim: LOGI 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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$25.72kVeri yok
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
Ortalama Görev Süresi
57.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: LOGI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.7 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 20:43
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
Timothy LongBarclays
Andrew GardinerBarclays