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$LOGN (+0,63 %) | Logitech Q2'25 Earnings Highlights:


🔹 Non-GAAP EPS: $1.20 (Est. $1.01) 🟢; UP +10% YoY 

🔹 Revenue: $1.12B (Est. $1.11B) 🟢; UP +6% YoY


FY'25 Guidance (Non-GAAP):

🔹 Revenue: $4.39B–$4.47B (Saw: $4.34B–$4.43B; Est. $4.43B) 🟢 

🔹 Sales Growth: 2%–4% YoY (Saw: 1%–3%) 

🔹 Operating Income: $720M–$750M (Saw: $700M–$730M) 🟢 

🔹 Operating Income Growth: 3%–7% YoY (Previous: 0%–4%)


Financial Metrics (Non-GAAP):

🔹 Gross Margin: 44.1%, UP 210 basis points YoY 

🔹 Operating Income: $193M, UP +5% YoY 

🔹 Cash Flow from Operations: $166M 

🔹 Ending Cash Balance: Approximately $1.4B


Capital Returns:

🔹 Returned $340M to shareholders through annual dividend payment and share repurchases


CEO Hanneke Faber's Commentary:

🔸 "This quarter we delivered continued robust, profitable growth driven by improving demand. Growth was broad-based, across regions, categories, and both our consumer and business customers. We launched a terrific set of innovations in the quarter and we are ready for the holidays."


CFO Matteo Anversa's Commentary:

🔸 "Once again, our teams executed with discipline this quarter. We delivered year-over-year expansion of non-GAAP gross margin thanks to the continued strength of our operations. Our strong results and overall business momentum give us the confidence to raise our annual outlook. I’m impressed by the team, our excellent operational rigor, and the many opportunities for future growth."

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