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Logitech International S.A. - R

LOGI

Technology · 102.51 +1.0% today

Jodie read · what matters now

Revenue increased 6.3% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to LOGI, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections18 verified links15 additional receipts in Pro
Organic co-movement groupIsraeli Tech Hardware · Early FollowerDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-K filed 2026-05-21 against the comparable filing from 2025-05-23.

constructive
OperationsconstructiveEvidence score +2
liquidityconstructiveEvidence score +1
valuationdiscount

What improved

  • Revenue increased 6.3% versus the comparable filing period.
  • Operating margin improved 1.6 percentage points.
  • Operating cash flow covered net income at 1.46x, improving versus the comparable period.

What weakened

No thresholded deterioration was identified.

Filing receipts

Logitech International S.A. | Fiscal 2026 Form 10-K | 44 Ta b le of Contents Operating Expenses Operating expenses for fiscal years 2026 and 2025 were as follows (Dollars in thousands): Years Ended March 31, 2026 2025 Marketing and selling $ 816,604 $ 814,414 % of sales 16.9 % 17.9 % Research and development 316,221 309,008 % of sales 6.5 % 6.8 % General and administrative 167,160 164,014 % of sales 3.5 % 3.6 % Amortization of intangible assets and acquisition-related costs 6,298 10,695 % of sales 0.1 % 0.2 % Restructuring charges, net 9,860 9,615 % of sales 0.2 % 0.2 % Total operating expenses $ 1,316,143 $ 1,307,746 % of sales 27.2 % 28.7 % The increase in total operating expenses during...

Logitech International S.A. | Fiscal 2026 Form 10-K | 39 Ta b le of Contents Gross margin for fiscal year 2026 increased by 10 basis points to 43.2% , compared to 43.1% for fiscal year 2025, primarily driven by price increases in North America, product cost reductions, and favorable foreign currency exchange rate changes, substantially offset by investment in strategic promotions and increased tariffs.

The increase in gross margin was primarily driven by price increases in North America, product cost reductions, and favorable foreign currency exchange rate changes, substantially offset by investment in strategic promotions and increased tariffs.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind LOGI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZNAmazon.com, Inc.customerFull receipt with Pro →
LSPDLightspeed Commerce Inc. SubordpartnerFull receipt with Pro →

Depended on by

ARLOArlo Technologies, Inc.competitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 15 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

LOGI is currently a Early Follower in the organic co-movement group Israeli Tech Hardware. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.