Logitech (LOGI) shares have soared 20.3% over the past year, outperforming the Zacks Computer - Peripheral Equipment industry's decline of 14.2%. This outperformance reflects investors' growing optimism about Logitech, which has been trying to recover from the post-pandemic downturn. The company is constantly trying to enrich its portfolio with new product launches to drive sales. Logitech recently expanded its Bluetooth speaker portfolio with MINIROLL under the Ultimate Ears brand. LOGI launched this produ ...

文章核心观点 - 瑞士科技设备公司Logitech International在年度股东大会上宣布了新的股息政策,但这一政策可能让一些美国股东感到失望[1][2] - 公司宣布将继续派发股息和回购股票以支持股价,但未提供具体细节[2] - 新的股息将于9月24日和9月25日分别进行记录和支付,按最近收盘价计算股息收益率约为1.4%[3] 公司相关 - 公司在年度股东大会上的所有提案都获得通过[2] - 公司宣布的每股1.16瑞士法郎(约1.19美元)的年度股息,比上一年增加0.10瑞士法郎,但由于瑞士法郎兑美元升值,实际美元金额与上年持平[2] - 公司表示将继续派发股息和回购股票以支持股价,但未提供具体计划[2] 行业相关 - 瑞士法郎和欧元相对美元的升值是导致美元股息持平的主要原因[2]

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It has been about a month since the last earnings report for Logitech (LOGI) . Shares have added about 2.5% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Logitech due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Logitech Q1 Earnings and Revenues Surpass Estimates ...

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. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Score ...

Shares of Logitech have returned -8.2% over the past month versus the Zacks S&P 500 composite's -1.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. For the quarter ended June 2024, Logitech ( ...

销售表现 - 总销售额增长12%，主要由于Gaming、Keyboards & Combos和Pointing Devices销售增加[136] - EMEA地区销售增长20%，美洲地区增长9%，亚太地区增长8%[137][153][154][155][156] - 游戏类产品销售增长16%[159] - 键盘和组合产品销售增长19%[160,161] - 指针设备产品销售增长9%[162,163] - 视频协作产品销售增长6%[164,165] - 网络摄像头产品销售下降3%[166,167] - 平板电脑配件产品销售增长12%[168,169] - 耳机产品销售增长20%[170,171] 盈利能力 - 毛利率为42.8%，同比增加430个基点，主要由于产品成本下降和促销费用降低[138] - 营业费用占销售额的28.7%，同比增加，主要由于营销和广告支出增加[139] - 净利润为1.418亿美元，同比增加126%[141] - 毛利率提升430个基点至42.8%[175,176] - 营销和销售费用增加1770万美元[179,180] - 研发费用增加470万美元[181,182] 财务状况 - 截至2024年6月30日,应收账款净额为59,125.1万美元,较2023年6月30日的56,260.2万美元增加[1] - 截至2024年6月30日,应付账款为55,430.1万美元,较2023年6月30日的38,659.9万美元增加[1] - 截至2024年6月30日,存货为45,958.2万美元,较2023年6月30日的57,234.4万美元减少[1] - 2024年6月30日三个月期间,应收账款周转天数(DSO)为49天,较2023年6月30日的52天减少3天,主要由于需求改善带动销售增长[5] - 2024年6月30日三个月期间,应付账款周转天数(DPO)为80天,较2023年6月30日的58天增加22天,主要由于在2025财年第一季度增加存货采购以补充某些产品[6] - 2024年6月30日三个月期间,存货周转率(ITO)为5.4,较2023年6月30日的4.2提高1.2,主要由于2024年6月30日存货余额较2023年6月30日有所下降,这归因于公司努力管理存货水平[7] - 2024年6月30日三个月期间,经营活动产生的现金流量净额为1.76亿美元,主要来自于净利润1.418亿美元和非现金费用5,580万美元的贡献,部分被营运资金变动2,160万美元的不利影响所抵消[10] - 2024年6月30日三个月期间,投资活动使用的现金流量净额为1,540万美元,主要用于1,460万美元的购置不动产、厂房及设备[11] - 2024年6月30日三个月期间,筹资活动使用的现金流量净额为1.451亿美元,主要用于1.309亿美元的股票回购[12] - 公司预计未来12个月内现金流量的产生将为公司的运营提供足够的流动性[20] 经营环境 - 公司面临宏观经济和地缘政治挑战,采取了一系列措施来缓解影响[126][127][133][134] - 公司将继续受益于混合办公、游戏、人工智能等长期趋势带来的机遇[128][129][130] - 公司重视可持续发展和用户信任[131][132]

Insights 1.7 World Container Index - 18 Jul Valuation My view for LOGI is a hold rating. While 1Q25 results were positive, I have concerns about weak consumer spending and rising freight costs which could weigh on near-term earnings performance. The widening gap between sell-in and sell-through suggests high channel inventory, potentially limiting future growth. Additionally, rising freight costs could squeeze margins. While a PC demand recovery could be a tailwind, the stock is likely to trade sideways unt ...

Before the market opened this morning, the gaming and computer accessories specialist reported results for the first quarter of its current fiscal year (for the period ended June 30). In addition to delivering sales and earnings results that topped the market's expectations, the company also raised its full-year performance targets. But performance also weakened significantly along one key metric. Logitech crushed earnings expectations in fiscal Q1 Logitech posted non-GAAP (adjusted) earnings per share of $ ...

Logitech's fiscal first-quarter non-GAAP earnings of $1.13 per share beat the Zacks Consensus Estimate of 89 cents and registered a year-over-year increase of 74%. The company's bottom-line results mainly benefited from increased revenues and lower product costs and promotional costs, leading to gross margin expansion. On the other hand, Webcams declined 3% to $73 million and the Other category's revenues fell 1% to $30.7 million. Our estimates for Logitech's Webcams and Other category's first-quarter reven ...