Track market-moving stories before they get noisy

Logitech (LOGI - Free Report) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis maker of keyboards, webcams and other computer accessories is expected to post quarterly earnings of $1.34 per share in its upcoming report, which represents a year-over-year change of -7.6%.

Revenues are expected to be $1.21 billion, up 2.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.37% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Logitech?For Logitech, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -4.76%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Logitech will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Logitech would post earnings of $1.33 per share when it actually produced earnings of $1.85, delivering a surprise of +39.10%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Logitech doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

There has never been a more exciting time to be a gamer. Today at Logitech G PLAY 2026, Logitech G unveiled fifteen new products, along with new software experiences and breakthrough designs created to elevate how competitive players, creators, and everyday gamers play. As blockbuster releases, new technology, esports, creators, and gaming culture collide this fall, Logitech G is introducing its most ambitious lineup yet, built for how people play today and where gaming is going next.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260923547347/en/

Logitech G unveils fifteen new products at Logitech G PLAY 2026

"The landscape of play is evolving faster than ever. Breakthrough technology and entirely new ways to compete are pushing the boundaries of what’s possible in gaming," stated Robin Piispanen, general manager of Logitech G. “At Logitech G 2026, we are excited to share the latest gear and innovations from our team and our partners that empower gamers, enhance competitive performance, and drive pioneering new advancements in play.”

The Road to the Breakthrough represents Logitech G's commitment to listening to players, pushing engineering boundaries, and connecting hardware and software into one seamless ecosystem. From breakthrough esports hardware and creator-first streaming technology to expanded sim racing experiences and new customization options, every announcement unveiled today reflects that vision. Watch the event keynote on Logitech G’s YouTube Channel.

The Next Generation of Competitive Play

Logitech G continues to unlock new possibilities and performance in play with a full suite of newLogitech G PRO Series products, developed alongside professional esports athletes and designed for the highest levels of competitive gaming.

The groundbreaking PRO X3 SUPERSTRIKE Gaming Mouse advances the championship-winning legacy of the PRO X2 series with a significant leap in precision and elite control. By collaborating directly with professional athletes, the design team prioritized key demands for improved balance and longer battery life. In a remarkable nine-month development cycle, Logitech G achieved a 50% increase in power efficiency within a lightweight, perfectly balanced chassis, dramatically reducing the gap between recognition and action, all powered by proprietary HITS technology.

Engineered for elite esports with input from professional athletes, the PRO X Control Mousepad delivers consistent performance. This 400 x 460mm pad features a specialized knitted cloth for balanced, omnidirectional glide and precise control. It includes 6mm Slimflex Foam for cushioning, sub-surface tight-stitched edges, and a high-friction base for non-slip stability.

The groundbreaking PRO X2 RAPID Gaming Keyboard delivers rapid, high-fidelity inputs, allowing for granular tailoring of key sensitivity. Co-designed with global esports icons, the PRO X2 RAPID features custom magnetic switches, Rapid Trigger technology, and Key Priority. Gamers can fine-tune their experience via G HUB or utilize the onboard OLED interface for immediate, real-time recalibration, ensuring a fluid transition between play styles without disruption.

The PRO X3 LIGHTSPEED Gaming Headset is a masterclass in engineering excellence, delivering the immersive situational awareness and pristine vocal clarity essential for competitive dominance. Crafted with premium materials and rigorous quality standards, its studio-grade 48 kHz microphone ensures flawless communication, while sophisticated EQ customization lets you prioritize critical audio cues. Built for endurance, its extended battery life supports long focus, helping players keep their strategic edge when every second counts.

Creating Smarter Tools for Creators

For creators, podcasters and streamers, Logitech G unveiled the all-new Yeti 2, a complete reinvention of the original iconic microphone.

To help creators maintain consistent, broadcast-quality sound without manual adjustment, Yeti 2 introduces an intelligent voice proximity sensor that tracks the speaker's position in 3 dimensions and dynamically adjusts gain, EQ, and pickup patterns in real time.

The microphone also features an AI-powered de-noiser to isolate voices from background distractions, a color LED screen with Yeti character guide, and direct integration with G HUB for deep settings control, community-powered Blue VO!CE profiles, and custom avatar upload.

In addition, Logitech G Streamlabs is revolutionizing the mobile broadcasting experience with a major rebuild of its mobile app, engineered for greater reliability and intelligence. Central to this transformation is Network Boost, a flagship Streamlabs Ultra capability that fuses cellular and Wi-Fi data to eliminate dropped frames. This software-driven innovation replaces traditional hardware rigs with professional-grade SRT support for minimal latency, delivering the capabilities of $10,000 mobile studio equipment set-ups and making them available to everyone for mobile streaming.

Making automatic highlight capture accessible to every gamer, the new, free-to-use G HUB Replay software automatically records gameplay, identifies hero moments, and curates polished highlight reels with no video-editing experience required. Built with intuitive simplicity so players can stay focused on the match, G HUB Replay seamlessly detects, saves, and exports game-winning 1v3 clutches, buzzer-beaters, and unbelievable plays, making it effortless to instantly share every iconic victory with friends and fans.

Expanding Performance for Every Gamer

Logitech G also expanded its G3 family, making premium gaming experiences more accessible while offeringgreater personalization options.

The company introduced the G316 X 75, a compact mechanical keyboard designed for gamers who prefer a smaller desktop footprint, alongside G-KEYCAPS, a new collection of premium dual-shot PBT keycaps and interchangeable translucent dials inspired by four unique themes: Forest, City, Battlefield, and Castle.

The popular G305 X SUPERLIGHT mouse and G316 X 75 and 98 form factor keyboards are now available in a new Lilac colorway, perfect for that cozy gaming desktop.

Completing the G5 Series desktop, 2 new high energy colorways for the iconic G502 X PLUS bring style and power to players' setups. And, Logitech G announced a major firmware enhancement to its HERO sensor technology for all G502 X PLUS and G502 X LIGHTSPEED gaming mice, increasing maximum resolution to 44,000 DPI with submicron precision and independent X/Y sensitivity adjustments. And, existing owners get this massive upgrade for free through G HUB.

Lastly, honoring ASTRO's console gaming heritage, Logitech G also unveiled the ASTRO A50 X Mars Red Edition, inspired by exploration and the pioneering spirit that has defined the ASTRO series for more than a decade.

Driving the Next Generation of Sim Racing

The company also expanded itsracing ecosystem with new modular PC-exclusive hardware, including standalone versions of the G923 wheel, the RS50 direct-drive system, and the new RS Pedals SE, which features hall-effect brake and gas pedals for enhanced precision.

To celebrate the deep connection between automotive legacy and elite precision hardware, Logitech G is thrilled to debut the RS50 McLaren Racing Edition, featuring McLaren Racing's signature Papaya aesthetic. This vibrant hue pays tribute to the courageous innovation and heritage McLaren Racing has championed for over sixty years.

Engineered for simulation enthusiasts who want to bring professional racing pedigree into their home environment, this special edition combines the 8 Nm RS50 direct-drive wheelbase with TRUEFORCE technology, high-end RS racing components, and, when paired with the Playseat Instinct McLaren Racing Edition cockpit, creates a deeply engaging experience born from a storied partnership.

One Connected Gaming Ecosystem

Every announcement at Logitech G PLAY 2026 reinforces Logitech G's vision of a connected ecosystem where hardware, software, creators, and community work together to unlock new levels of performance.

Whether competing at the highest levels of esports, creating content for global audiences, or simply enjoying games with friends, Logitech G continues to design products that empower gamers to play with greater confidence, creativity, and control.

Logitech G will announce availability, regional pricing, and launch timing for individual products through its regional channels.

About Logitech

Logitech designs software-enabled hardware solutions that help businesses thrive and bring people together when working, creating, and gaming. As the point of connection between people and the digital world, our mission is to extend human potential in work and play, in a way that is good for people and the planet. Founded in 1981, Logitech International is a Swiss public company listed on the SIX Swiss Exchange (LOGN) and on the Nasdaq Global Select Market (LOGI). Find Logitech and its other brands, including Logitech G, at www.logitech.com or the company blog.

Logitech, Logitech G, and their logos are trademarks or registered trademarks of Logitech Europe S.A. and/or its affiliates in the U.S. and other countries. Gateron is a trademark of Huizhou Gateron Electronics Technology Co., Ltd. All other trademarks are the property of their respective owners. For more information about Logitech and its products, visit the company’s website at www.logitech.com.

(LOGIIR)

View source version on businesswire.com: https://www.businesswire.com/news/home/20260923547347/en/

Logitech (LOGI - Free Report) came out with quarterly earnings of $1.85 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.26 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +39.10%. A quarter ago, it was expected that this maker of keyboards, webcams and other computer accessories would post earnings of $1.1 per share when it actually produced earnings of $1.13, delivering a surprise of +2.73%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Logitech, which belongs to the Zacks Computer - Peripheral Equipment industry, posted revenues of $1.23 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.11%. This compares to year-ago revenues of $1.15 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Logitech shares have added about 7.6% since the beginning of the year versus the S&P 500's gain of 8.3%.

What's Next for Logitech?While Logitech has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Logitech was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.42 on $1.21 billion in revenues for the coming quarter and $5.76 on $4.96 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Peripheral Equipment is currently in the bottom 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Turtle Beach (TBCH - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This audio technology company is expected to post quarterly loss of $0.30 per share in its upcoming report, which represents a year-over-year change of -114.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Turtle Beach's revenues are expected to be $60.5 million, up 6.6% from the year-ago quarter.

Logitech International SA (USA) (NASDAQ:LOGI) is expected to deliver fiscal first-quarter results near the upper end of its guidance range when it reports on July 28, according to Wedbush analysts.

The analysts maintained their ‘Outperform’ rating and $135 price target ahead of the release, implying upside from current levels of about $104.

They expect Logitech to post revenue of $1.21 billion for the quarter, up 5% from a year earlier and slightly above the consensus estimate of $1.20 billion.

They also expect non-GAAP operating income of $215 million, at the top end of the company's guidance range of $195 million to $215 million and above the consensus estimate of $209 million.

Wedbush projects earnings per share of $1.39, compared with the consensus forecast of $1.32. The firm expects gross margin to improve by about 160 basis points year over year to 43.7%, driven by pricing improvements, although partially offset by promotional activity.

The analysts expect Logitech to report growth despite ongoing pressure on the broader PC market, supported by strength across multiple product categories and geographic markets.

"We expect Logitech to report in line growth despite category headwinds as it diversifies its strengths across categories and geographies," Wedbush wrote.

By segment, the firm forecasts 3% year-over-year growth in Personal Workspace Solutions, including 5% growth in Keyboards & Combos and 4% growth in Pointing Devices, while Webcams and Tablets & Other Accessories are expected to remain broadly flat. Video Collaboration revenue is projected to rise 5% despite a difficult comparison from the prior year, while Gaming revenue is expected to increase 10%, supported by the launch of Logitech's G Pro X2 Superstrike gaming mouse and continued momentum from its China-focused strategy.

Wedbush also highlighted Logitech's ability to expand margins despite higher component and shipping costs, citing product innovation, cost reductions, targeted promotions, and supply chain improvements. The firm noted that the company's focus on expanding its business-to-business operations, gaining market share in China, reaccelerating its video conferencing business, and strengthening its position in personal workspace solutions has helped offset broader industry challenges.

The analysts also pointed to Logitech's balance sheet as a source of flexibility, noting the company holds approximately $12 per share in cash and carries no debt, providing capacity for acquisitions, share repurchases, and dividend growth.

Logitech will report its fiscal Q1 results after the market closes on July 28.