行业现状与挑战 - 计算机外设行业因宏观经济环境不确定性导致IT支出疲软 通胀持续 利率高企 地缘政治风险等因素抑制了IT支出 影响了计算机外设的需求 [1] - 后疫情时代 远程办公和在线学习相关的外设需求下降 疫情期间的PC更新周期尚未到来 进一步抑制了PC及外设的需求 [1] - 行业面临高运营成本 企业为增强产品组合和扩大市场份额 积极投资研发和销售 导致利润率承压 [8] 行业趋势与机会 - 消费者偏好从移动游戏转向专业游戏体验 推动了高级游戏设备和电子竞技联赛的普及 电子竞技有望继续扩大游戏外设市场的总可寻址市场 [4] - 3D打印市场呈现长期投资机会 工程师 设计师 建筑师和企业家越来越多地采用3D解决方案进行设计和产品建模 医疗 航空航天和汽车等行业对先进3D技术的需求增长 [4] - 行业参与者通过低成本高质量产品扩大在亚太和中东非洲等价格敏感地区的渗透 推动了全球市场的扩展 [5] 行业表现与估值 - 计算机外设行业在过去12个月中表现不佳 下跌30.4% 而同期标普500指数和计算机与技术行业分别上涨24.7%和27.7% [12] - 行业当前估值较低 基于未来12个月市销率 行业交易倍数为0.68X 低于标普500的5.46X和计算机与技术行业的7.02X [13] 值得关注的公司 - **Stratasys (SSYS)**: 受益于多个行业对3D打印设备需求的增长 其快速原型制造系统缩短了开发时间 降低了前期成本 公司通过战略合作开发先进3D打印技术 扩展了地理覆盖范围 [17][18][19] - **Mercury Systems (MRCY)**: 受益于雷达 电子战和C4I现代化 公司在武器系统 空间 航空电子处理和任务计算领域获得新机会 与国防主要承包商建立了长期合作关系 [22][23] - **Logitech (LOGI)**: 受益于混合办公趋势 视频协作 键盘和鼠标设备需求增长 公司与Zoom和微软等云服务提供商的合作是其重要优势 [26][27][28] - **TransAct Technologies (TACT)**: 受益于数字化转型和业务自动化加速 其交易打印机和相关产品需求增长 公司的打印机在全球范围内被广泛信任 用于生成清晰的交易记录 [31][32]

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style S ...

Logitech International S.A. (NASDAQ: LOGI ) is a designer and manufacturer of consumer computer hardware including keyboards, mice, microphones, cameras, and other computer peripherals. The Swiss company was founded in 1981 and has around 7,300 employees with a market capitalization of around $11.4 billion. ThisEarnings analysis of individual stocks and macro analysis of broad asset class, sector and country-specific funds to discover trends using a top-down approach. For more content visit my website or fo ...

Logitech (LOGI) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often find it ha ...

Logitech (LOGI) shares have plunged 13.3% in the past six months, underperforming the Zacks Computer Technology sector and the S&P 500’s return of 14.7% and 14.1%, respectively. LOGI also underperformed the Zacks Computer - Peripheral Equipment industry’s decline of 13.2% in the past six months.Given Logitech’s position as one of the established players in the computer peripheral market, this underperformance is disappointing. This raises a crucial question for investors: Is it the right time to buy or sell ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style Sc ...

文章核心观点 - 计算机外围设备制造商Logitech正在经历业绩转机,得益于个人电脑(PC)市场的复苏[1][2][3] - Logitech第二财季业绩超预期,营收和利润均有所增长,公司还上调了全年业绩指引[4][5] - Logitech正积极抓住AI驱动的PC市场增长机会,推出多项AI辅助功能的外围设备[7] - 未来PC外围设备市场有望保持长期稳定增长,Logitech有望从中受益[8] - Logitech当前估值较低,是一个有吸引力的长期投资标的[9] 行业概况 - 近年来PC出货量呈现下滑态势,2022年和2023年分别下降14%和16.5%[1] - 但2024年上半年PC出货量有所回升,增长1.5%和3%[1][2] - 未来PC市场有望重拾增长,主要得益于支持生成式AI的PC销量有望从2023年的5000万台增至2027年的1.67亿台,占整体PC市场的60%[2] 公司表现 - Logitech第二财季营收同比增长6%,非GAAP毛利率和利润均有所提升[4] - 公司上调了全年业绩指引,预计全年收入和利润将分别增长2%-4%和3%-7%[5] - 游戏和键盘组合等关键业务线实现高单位数增长,视频协作业务也有5%的增长[5] - Logitech正积极推出支持生成式AI的外围设备,以抓住这一增长机遇[7]

For the quarter ended September 2024, Logitech (LOGI) reported revenue of $1.12 billion, up 5.6% over the same period last year. EPS came in at $1.20, compared to $1.09 in the year-ago quarter.The reported revenue represents a surprise of +2.31% over the Zacks Consensus Estimate of $1.09 billion. With the consensus EPS estimate being $1.10, the EPS surprise was +9.09%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission File Number: 0-29174 LOGITECH INTERNATIONAL S.A. (Exact name of registrant as specified in its charter) Canton of Vaud, Sw ...

Logitech International S.A. LOGI reported better-than-expected second-quarter FY25 results on Tuesday.Revenue rose 6% (both reported and constant currencies) to $1.116 billion, marginally exceeding the consensus of $1.11 billion. Adjusted EPS of $1.20 beat the consensus of $0.99.The company raised its FY25 sales outlook to $4.39 billion -$4.47 billion, up 2% – 4% (from the previously expected $4.34 billion – $4.43 billion) versus the consensus of $4.512 billion. Logitech now sees an adjusted operating incom ...