Logitech International's CEO reaffirmed the company's target for high single-digit revenue growth in fiscal year 2026, despite a continued decline in global PC shipments. The outlook underscores resilience in peripheral demand amid broader tech sector headwinds.
- Logitech reaffirms high single-digit revenue growth target (7%–9%) for fiscal year 2026
- Global PC shipments declined 11% YoY in Q4 2025
- Logitech reported $1.32 billion in revenue for the latest quarter, up 5% YoY
- Operating margin expanded to 18.4% due to cost optimization and supply chain improvements
- Stock (LOGI) rose 4.2% in after-hours trading post-announcement
- Focus on hybrid work and content creation tools is driving demand for peripherals
Logitech International's leadership has reaffirmed its full-year revenue growth target in the high single-digit range for fiscal year 2026, maintaining confidence despite ongoing challenges in the PC hardware market. The company operates in the consumer electronics and peripherals segment, with key product lines including keyboards, mice, webcams, and audio devices. While global PC shipments declined by 11% year-over-year in Q4 2025, according to industry tracking data, Logitech reported stable performance in its peripheral category, signaling demand durability beyond core computing hardware. The CEO emphasized that the company's diversified product portfolio and focus on innovation in remote work and content creation tools are driving sustained customer engagement. Logitech’s revenue in the most recent quarter reached $1.32 billion, up 5% year-over-year, with operating margins expanding to 18.4% due to improved cost discipline and supply chain optimization. These figures reflect a strategic shift toward higher-margin products and international expansion, particularly in APAC and Latin America. The stock, traded under the ticker LOGI, rose 4.2% in after-hours trading following the announcement, reflecting investor reassurance. Analysts noted that Logitech’s ability to outperform in a weakening PC environment suggests strong brand loyalty and product differentiation. The company’s guidance remains unchanged, with expectations for revenue to grow between 7% and 9% in fiscal 2026, assuming stable macroeconomic conditions and continued demand for hybrid work solutions. Investors and market participants are closely monitoring Logitech’s performance as a barometer for consumer tech resilience. The company’s success in maintaining growth amid PC shipment declines may signal broader opportunities in the peripheral and productivity device ecosystem. Competitors in the consumer hardware space, including companies like Dell and HP, are also under pressure to adapt their strategies to shifting demand patterns.