LOGI Earnings Prediction
The chart below shows how LOGI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LOGI sees a -0.20% change in stock price 10 days leading up to the earnings, and a +3.43% change 10 days following the report. On the earnings day itself, the stock moves by +1.55%. This data can give you a slight idea of what to expect for the next quarter's release.
LOGI Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.12B
5.58%
2.56%
Gross Margin
43.31%
5.17%
1.67%
Operating Margin
14.44%
-1.43%
2.12%
Net Margin
13.04%
0.54%
0.08%
EPS
0.95
10.47%
3.26%
No Data Available
LOGI Earnings Analysis
Logitech International SA Corporation (LOGI.O) Earnings Conference Call
Positive
Sales Growth Drivers: Net sales were up 6% year-over-year, driven by strong demand accounting for roughly four points of that growth.
Gross Margin Improvement: The gross margin rate was 44.1%, up 210 basis points year-over-year, reflecting strong execution by the operating team.
Regional Growth Highlights: We achieved strong growth across all regions and diverse product lines, with particularly notable performance in the EMEA region.
Shareholder Return Initiatives: We returned $340 million back to shareholders, including $132 million in share repurchases as part of our ongoing $1 billion buyback program.
Strong Cash Generation: Our cash generation remains robust, contributing to a healthy cash position of nearly $1.4 billion.
Negative
Sales Growth Analysis: Net sales were up 6% year-over-year, but demand accounted for roughly four points of that growth, indicating a potential slowdown in organic growth.
Increased Cost Pressures: Operating expenses were on the higher end of our annualized range of 24% to 26%, suggesting increased cost pressures.
Gross Margin Fluctuations: The gross margin rate was 44.1%, up 210 basis points year-over-year, but expectations for the second half indicate a potential decline to between 41% and 42%.
Gross Margin Outlook: We expect a slight sequential decrease in gross margin rate due to increased promotional activity and freight costs in the upcoming quarters.
Negative Operating Leverage Outlook: Operating leverage is expected to be negative in the second half of the year, with anticipated declines in operating income.
LOGI FAQs
How does LOGI typically perform around its earnings report dates?
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LOGI Earning Call Sentiment
Logitech International S.A. (LOGI) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
LOGI.O
-1.37%Positive
The earnings call indicates strong financial performance with a 6% YoY net sales increase and improved gross margins. The company has also increased dividends and share repurchases, signaling confidence in financial health. Despite some concerns about future gross margins and economic volatility, the management's optimistic outlook on B2B efforts and market share gains in video collaboration and China are positive indicators. The dividend increase and share repurchase program further support a positive sentiment. Therefore, a positive stock price movement (2% to 8%) is expected over the next two weeks.
