SIX$LOGI

Logitech International SA · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Logitech achieved record sales and profitability.

Logitech's Q3 sales reached $903 million, marking the company's biggest quarter in sales and profit in history. The growth was driven by robust performance in Gaming, PC Peripherals, and Video Collaboration, with Gaming and Video Collaboration experiencing double-digit growth. Strong gross margins were maintained despite the impact of tariffs.

  • Q3 sales were $903 million, up 4% in US dollars and 5% in constant currency.
  • Q3 GAAP operating income grew 4% to $129 million.
  • Q3 GAAP earnings per share (EPS) grew 3% to $0.69.
  • Logitech confirmed its Fiscal Year 2020 outlook of mid to high single-digit sales growth in constant currency and $375 million to $385 million in non-GAAP operating income.

Headline financials

Total Revenue

CHF 903M

Previous: CHF 864M+4.4%
EPS (adj)

CHF 0.84

Previous: CHF 0.79+6.3%
Capital Expenditures

CHF 10.6M

Previous: CHF 9.94M+6.4%
Free Cash Flow

CHF 171M

Previous: CHF 166M+2.6%
Net Income

CHF 118M

Previous: CHF 113M+4.2%
Operating Income

CHF 129M

Previous: CHF 123M+4.4%
Gross Profit

CHF 334M

Previous: CHF 324M+3.2%
Cash & Equivalents

CHF 656M

Previous: CHF 584M+12.2%
Total Assets

CHF 2.35B

Previous: CHF 2.17B+8.3%
Stock-Based Comp

CHF 13.8M

Previous: CHF 11.9M+16.7%

Revenue & EPS history

Logitech · Revenue · Quarterly

CHF 903M

Q3 2020+4.4%vs Q3 2019
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Logitech · CHF 794M total across 7 segments · Q3 2020

  • Gaming
    CHF 246M+15.0%
  • Keyboards & Combos
    CHF 156M+8.4%
  • Pointing Devices
    CHF 155M+3.6%
  • Video Collaboration
    CHF 92M+24.0%
  • Headsets
    CHF 81.9M-16.9%
  • Webcams
    CHF 32.2M-2.6%
  • Tablet Accessories
    CHF 31.3M-12.6%

Forward guidance

Logitech confirmed its Fiscal Year 2020 outlook of mid to high single-digit sales growth in constant currency and $375 million to $385 million in non-GAAP operating income.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2020

Historical avgQ3 2020

+2.4%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+5.1%

Avg return

30 days after

59%

40 / 68 earnings

Positive

+22.1%

Q3 2014

Best reaction

-15.5%

Q2 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+1.2%-0.7%+11.5%
Q3 2026-5.1%+1.0%+6.1%
Q2 2026+3.3%+8.1%-0.9%
Q1 2026-1.0%-1.6%+10.4%
Q4 2025-3.6%-0.2%+5.8%
Q3 2025+5.2%+5.9%+10.0%
Q2 2025-5.2%-8.9%-11.9%
Q4 2024-1.1%+3.6%+20.1%
Q3 2024-10.4%-9.6%-8.4%
Q2 2024+11.6%+11.3%+24.2%
Q1 2024+15.0%+13.5%+5.5%
Q4 2023+6.5%+8.2%+7.4%
Q3 2023+3.7%+6.2%-2.8%
Q2 2023+13.5%+14.6%+32.1%
Q1 2023+2.1%+6.2%+0.9%
Q4 2022-0.7%-8.1%-6.6%
Q3 2022+4.2%+9.6%-2.9%
Q2 2022-6.0%-7.4%-10.3%
Q1 2022-9.8%-9.3%-12.8%
Q4 2021-4.7%-3.7%+7.5%
Q3 2021-3.2%+3.3%+14.1%
Q2 2021+16.0%+10.3%+1.5%
Q1 2021+0.6%-1.6%+6.4%
Q4 2020+0.9%+3.2%+17.7%
Q3 2020+2.6%+3.3%-7.6%
Q2 2020-0.1%+4.7%+6.7%
Q1 2020+5.2%+5.9%+3.2%
Q4 2019-6.6%-2.7%-12.2%
Q3 2019+0.8%+8.1%+10.5%
Q2 2019-7.4%-9.9%-16.5%
Q1 2019-4.8%-0.8%+8.3%
Q4 2018+7.2%+7.2%+11.4%
Q3 2018+11.6%+16.2%+7.2%
Q2 2018-5.8%-5.6%-2.1%
Q1 2018-5.9%-6.2%-9.7%
Q4 2017+6.5%+7.7%+20.0%
Q3 2017+14.3%+15.4%+14.4%
Q2 2017+17.4%+12.5%+13.6%
Q1 2017+18.3%+17.0%+28.0%
Q4 2016-5.4%
Q3 2016+6.8%
Q2 2016+7.9%
Q1 2016+4.2%
Q4 2015+6.7%
Q3 2015+8.7%
Q2 2015+8.2%
Q1 2015+14.6%
Q4 2014-7.9%
Q3 2014+22.1%
Q2 2014+10.2%
Q1 2014+8.5%
Q4 2013-11.7%
Q3 2013-3.7%
Q2 2013-15.5%
Q1 2013-2.6%
Q4 2012-5.0%
Q3 2012+4.8%
Q2 2012+0.3%
Q1 2012+4.2%
Q4 2011+4.2%
Q4 2009+4.2%
Q3 2010+0.6%
Q3 2011+0.6%
Q2 2011+14.8%
Q1 2010-0.9%
Q1 2011-0.9%
Q4 2010-0.9%
Q2 2010-0.9%

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