SIX$LOGI

Logitech International SA · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Logitech reported fiscal Q4 2025 sales of $1.01B with GAAP net income of $144M and diluted EPS of $0.96.

Sales were $1.01 billion for the quarter ended March 31, 2025, flat in U.S. dollars and up 2% in constant currency. GAAP net income was $144 million ($0.96 diluted EPS); non-GAAP EPS was $0.93. Management withdrew full-year FY26 guidance citing tariff uncertainty while issuing Q1 FY26 sales and operating income targets.

  • Fiscal Q4 sales $1.01B; GAAP EPS $0.96.
  • Non-GAAP operating income $133M; gross margin discipline.
  • FY25 sales $4.55B (+6% USD); $797M returned to shareholders.
  • Tariff uncertainty led to withdrawal of FY26 annual outlook.

Headline financials

Total Revenue

$1.01B

Previous: $1.01B-0.1%
EPS (adj)

$0.93

Previous: $0.99-6.1%
Sales Growth

0.0%

No prior period
Operating Income Growth

-19.0%

No prior period
Net Income

$144M

Previous: $168M-14.0%
Operating Income

$106M

Previous: $130M-18.7%
Gross Profit

$436M

Previous: $437M-0.3%

Revenue & EPS history

Logitech · Revenue · Quarterly

$1.01B

Q4 2025-0.1%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Logitech · $4.84B total across 8 segments · Q4 2026

  • Gaming
    $1.41B
  • Keyboards & Combos
    $938M
  • Pointing Devices
    $859M
  • Video Collaboration
    $689M
  • Tablet Accessories
    $336M
  • Webcams
    $326M
  • Headsets
    $180M
  • Other
    $98.9M

Forward guidance

Technology and payments companies cite demand, mix, and cost actions in outlook commentary.

Tailwinds

  • Product cycles and share gains support revenue.
  • Margin programs offset input costs when executed.

Headwinds

  • Tariffs, inventory corrections, and macro demand remain risks.
  • Competition can pressure pricing.

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 2025

Historical avgQ4 2025

+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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