Logitech International SA

LOGI: XNAS (USA)

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Logitech Earnings: Big Beat Marred by Supplier Issue; Shares Overvalued

Rob Hales

Jul 29, 2026

Logitech's first-quarter EBIT blew away FactSet consensus due to tariff refunds. However, an incident at a semiconductor supplier manufacturing facility will shave around $20 million off second-quarter sales and possibly $200 million in the third quarter. Shares were down 11% after hours.

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Logitech International SA

Logitech Earnings: Big Beat Marred by Supplier Issue; Shares Overvalued

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