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Logitech International (LOGN) investor relations material
Logitech International Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary28 Oct, 2025
Executive summary
Achieved Q2 FY26 sales of $1.19 billion, up 6% in USD and 4% in constant currency year-over-year, driven by growth in Keyboards & Combos, Pointing Devices, and Gaming, with strong demand in Asia Pacific and EMEA.
GAAP operating income rose 19% to $191 million; non-GAAP operating income also up 19% to $230 million year-over-year.
Net income for the quarter was $170.7 million, a 17% increase from $145.5 million in the prior year period.
Launched 16 new products, including the MX Master 4 mouse and McLaren Racing Collection, with significant brand reach through global events and marketing activations.
Maintained operational excellence with cost discipline, manufacturing diversification, and strong execution across all regions, offsetting tariff impacts.
Financial highlights
Net sales up 6% year-over-year to $1.19 billion for the quarter, with B2B demand outpacing consumer.
Non-GAAP operating income reached $230 million, up 19% year-over-year, with margin expansion of over 200 basis points.
GAAP gross margin was 43.4%, down 20 basis points year-over-year; non-GAAP gross margin was 43.8%, down 30 basis points.
Operating expenses remained flat at $323.2 million, now 24.4% of net sales, down 240 basis points year-over-year.
Generated $230 million in operating cash flow and ended the quarter with $1.4 billion in cash.
Returned $340 million to shareholders via dividends and share repurchases.
Outlook and guidance
Q3 FY26 sales expected between $1.375 billion and $1.415 billion, representing 3%-6% year-over-year growth in USD and 1%-4% in constant currency.
Gross margin rate projected between 42%-43%; non-GAAP operating income expected between $270 million and $290 million.
Outlook assumes current tariff structure remains unchanged and continued offset by pricing and diversification.
Asia-Pacific and EMEA expected to continue strong performance; North America outlook ranges from slightly negative to flat or slightly positive depending on holiday season strength.
Management remains focused on product innovation and operational discipline amid macroeconomic uncertainty.
What drove the decline in Headsets sales?
Why is Q3 sales growth outlook lower than Q2?
Explain the increase in restructuring charges.
When will China manufacturing for US be 10%?
What M&A targets 'make the boat go faster'?
What drives regional gaming performance disparity?
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Next Logitech International earnings date
Q3 202627 Jan, 2026
Next Logitech International earnings date
Q3 202627 Jan, 2026
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Frequently asked questions
Computer Peripherals
Logitech is a Swiss company that manufactures and sells computer accessories and related software. Its products include but are not limited to, keyboards, mice, headsets, and webcams. It is one of the leaders in its field and Logitech products are sold across the world. The company’s global headquarters are located in Lausanne, Switzerland, but it also operates regional offices across the globe. Logitech’s shares are traded on the SIX as well as the Nasdaq.
Swiss Made
Founded in 1981 in Apples, Switzerland by Daniel Borel and Pierluigi Zappacosta, Logitech began its journey with the production of computer mice, capitalizing on the new GUI-driven interactions of computers. As the tech landscape transformed, Logitech evolved, expanding into a diverse range of computer peripherals including keyboards, webcams, and speakers. Over the years, the company has become known for innovation and has grown organically while making strategic acquisitions.
The Products
Through its product range, Logitech meets the needs of diverse consumer groups, from everyday users to specialized professionals. For general computer users, the company offers essential peripherals like mice and keyboards in a broad price range. For professionals with specific needs on ergonomics or functions, such as graphic designers or software developers, Logitech provides devices specially designed to fit these requirements.
The gaming segment, a significant portion of their operations, is catered to with high-performance gear, including dedicated mice, keyboards, headsets, and controllers for simulations.
Companies operating in the same industry and competing for the same customer base include names like Corsair, Razer, and even Microsoft.
Associated Software
Logitech offers an array of software solutions to complement and enhance the functionality of its hardware products. One example of this is the Logitech G HUB, a software platform designed specifically for managing Logitech's gaming peripherals. It allows users to customize device settings, including key bindings, RGB lighting effects, and more, to suit the user's style of play gameplay. Another software the company offers, Logitech Capture, is aimed at content creators and professionals by providing advanced controls for Logitech webcams. Users can adjust camera settings, overlay text, and transition between multiple video sources, making it a valuable tool for streaming, recording, and video conferencing.
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