Logitech stock faces holiday test as chip disruption persists

Logitech stock traded at 92.31 euros on Lang & Schwarz at 18:02 CET on Thursday, November 12, 2026, 2.19 percent above the 90.33-euro quote recorded in the previous report at 17:52 CET on Wednesday, November 11. The latest report keeps the focus on holiday-quarter supply execution after another period of year-over-year sales growth.

In its October 27 quarterly update for the period ended September 30, Logitech reported sales of 1.219 billion US dollars, up 3 percent in US dollars and 2 percent in constant currency. The company said the quarter marked its eleventh consecutive quarter of year-over-year growth.

Demand Remains Broad Based

Gaming sales rose 8 percent to 349.3 million US dollars, while Video Collaboration revenue increased 12 percent to 188.4 million US dollars. Keyboards and Combos and Pointing Devices each grew 4 percent, although Webcams and Tablet Accessories declined.

The company-specific update was reported by AD HOC NEWS on November 11. Its operating picture combines resilient demand with a temporary component constraint during the seasonally important holiday period.

Holiday Supply Sets The Next Test

A serious incident at a semiconductor supplier's facility remains the main near-term constraint. The site reopened in September and is ramping production. Management expects full production by the end of calendar 2026 and says the disruption should be largely resolved by fiscal Q4.

For fiscal Q3, Logitech guides to sales of 1.36 billion to 1.43 billion US dollars, including an estimated 70 million to 80 million US dollar impact from the supplier incident. Non-GAAP operating income is expected to range from 220 million to 255 million US dollars. Investors will watch product availability, holiday shipments and logistics costs as the quarter progresses.

Swiss equities remain in focus in the SMI market overview.

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