| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 56 | 18.8x | 17.8x | Around median | |
Growth | 52 | 6.6% | 7.1% | Around median | |
Quality | 90 | 31.6% | 4.5% | Top tier | |
Safety | 88 | — | 2.6x | Top tier | |
Capital Return | 66 | 1.54% | 2.12% | Top tier | |
Momentum | 54 | 0.5% | 2.9% | Around median | |
Sentiment | 79 | 8 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Logitech International S.A. designs and sells computing, gaming, and hybrid-work accessories, with a portfolio that includes pointing devices, keyboards, headsets, webcams, gaming equipment, and video collaboration solutions. Its growth depends on innovation in premium-priced products, expanding enterprise sales, and increasing product adoption among the existing base of computer users; management reported on July 28, 2026, that fewer than 50% of computer users use a mouse and fewer than 30% use a keyboard, while Logitech video collaboration solutions are used by more than 70% of Fortune 500 companies.
In Q1 fiscal 2027, revenue was $1.2 billion, gross profit was $607.9 million, net income was $235.7 million, and earnings per share were $1.63. Net sales grew 7% in U.S. dollars and 5% in constant currency, marking the tenth consecutive quarter of growth, while adjusted gross margin was 49.8%, including $61 million in tariff refunds, and 44.8% excluding them, up approximately 270 basis points year over year.
Product mix led growth in Q1 fiscal 2027: pointing devices rose 14%, video collaboration increased 9%, and gaming grew 9%, while webcams and headsets declined due to weak end markets in Europe, the Middle East, and Africa. Geographically, the Americas grew 11% and Asia Pacific increased 5%, while Europe, the Middle East, and Africa declined 4%, with an approximately 400-basis-point negative impact from the Middle East conflict.
The average analyst price target is $107, within a wide range of $90 to $130, while the consensus rates the stock Neutral. The average target is below the 52-week range high of $129.66, while the highest target of $130 nearly matches it, reflecting a divide between the strength of growth and margins on one hand, and the risk of supplier disruption and the Q2 fiscal 2027 slowdown on the other. The provided data does not include a published price-to-earnings ratio, so the stock's valuation cannot be established using a comparable earnings multiple.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Revenue was $1.2 billion, gross profit was $607.9 million, and net income was $235.7 million in Q1 fiscal 2027. Sales grew 5% in constant currency, led by 14% growth in pointing devices, 9% growth in video collaboration, and 9% growth in gaming. The success of MX Master 4 and Pro X2 Superstrike, alongside the premium-product mix and product cost reductions, helped raise adjusted gross margin excluding tariff refunds to 44.8%.
Management reported on July 28, 2026, that a serious incident had shut down a manufacturing facility operated by one of its semiconductor suppliers, and the supplier had not set a definitive reopening date. Logitech expects an approximately $20 million negative impact on Q2 fiscal 2027 revenue, and the impact could reach $200 million in Q3 fiscal 2027. The disruption affects portions of the gaming and personal workspace portfolios, while mitigation plans depend on existing inventory, secondary suppliers, and alternative supply routes.
Management said on July 28, 2026, that personal computer units declined by approximately 5% during Q1 fiscal 2027, but the pointing-device market grew 5% and Logitech devices grew 14%. The company views the installed base of computers as its primary driver because fewer than 50% of users use a mouse and fewer than 30% use a keyboard. This strategy is supported by market-share gains and higher average selling prices through products such as MX Master 4 at $130 and Superstrike at $180.
Automated analysis for informational purposes only — not investment advice.
Video collaboration sales grew 9% in Q1 fiscal 2027, marking the category's fifth consecutive quarter of growth. Logitech solutions were used by more than 70% of Fortune 500 companies as of July 28, 2026, while fewer than 25% of meeting rooms worldwide remained equipped for video collaboration. Management also stated that the equipment replacement cycle ranges from five to seven years and that it raised prices in the category by 13% in May 2026 to address higher memory costs, with no material pricing contribution to Q1 growth.
Logitech received $61 million in tariff refunds during Q1 fiscal 2027, lifting reported adjusted operating profit to $290 million, up 44% year over year. After excluding these refunds, adjusted operating profit was $229 million, up 14%, and its margin reached 18.7%. Adjusted gross margin was also 44.8% excluding the refunds, supported by foreign exchange, the premium-product mix, and product cost reductions, partially offset by increased promotional spending.
Analyst consensus rates LOGI stock Neutral, with an average price target of $107. Targets range from $90 to $130, a difference of $40, and the upper end is very close to the 52-week range high of $129.66. This divergence reflects a balance between growth in core categories and improved profitability, and the impact of the supplier disruption, which could reach $200 million in Q3 fiscal 2027 revenue.
