SIX$LOGI

Logitech International SA · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Logitech's Q4 2023 financial results were announced, revealing a decrease in sales and operating income compared to the previous year, but aligned with the company's revised outlook.

Logitech's Q4 2023 sales were $960 million, a 22% decrease in US dollars compared to the previous year. GAAP operating income was $39 million, down 70%, and non-GAAP operating income was $82 million, down 47%. The company reaffirmed its outlook for the first half of Fiscal Year 2024.

  • Q4 sales decreased by 22% in US dollars and 20% in constant currency.
  • GAAP operating income decreased by 70% to $39 million.
  • Non-GAAP operating income decreased by 47% to $82 million.
  • The company reaffirmed its outlook for the first half of Fiscal Year 2024.

Headline financials

Total Revenue

CHF 960M

Previous: CHF 1.23B-21.9%
EPS (adj)

CHF 0.50

Previous: CHF 0.81-38.3%
Capital Expenditures

CHF 23.2M

Previous: CHF 25.4M-8.6%
Free Cash Flow

CHF 194M

Previous: CHF 74.2M+161.1%
Net Income

CHF 41.5M

Previous: CHF 108M-61.7%
Operating Income

CHF 38.8M

Previous: CHF 129M-69.8%
Gross Profit

CHF 344M

Previous: CHF 494M-30.4%
Cash & Equivalents

CHF 1.15B

Previous: CHF 1.33B-13.5%
Total Assets

CHF 3.56B

Previous: CHF 4.04B-11.8%
Stock-Based Comp

CHF 19M

Previous: CHF 21M-9.4%

Revenue & EPS history

Logitech · Revenue · Quarterly

CHF 960M

Q4 2023-21.9%vs Q4 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Logitech · CHF 948M total across 8 segments · Q4 2023

  • Gaming
    CHF 239M-24.5%
  • Keyboards & Combos
    CHF 188M-18.7%
  • Video Collaboration
    CHF 179M-26.6%
  • Pointing Devices
    CHF 161M-9.7%
  • Tablet Accessories
    CHF 68.4M+1.8%
  • Headsets
    CHF 62.4M-24.3%
  • Webcams
    CHF 49.7M-41.0%
  • Other
    CHF 1.44M

Forward guidance

Logitech confirmed its outlook for the first half of Fiscal Year 2024.

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 Q4 2023

Historical avgQ4 2023

+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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