Logitech seen falling as supplier disruption hit outlook

Logitech international

29/07/2026 07:52

** Shares in Logitech LOGN.S fall 7% in pre-market indications after the company warned that a temporary shutdown at a supplier's factory would reduce sales by about $20 million in Q2 and by up to $200 million in the Q3
** "High uncertainty on the year and caused Q2 guide to be below consensus," Morningstar's analyst Rob Hales told Reuters on the impact of the shutdown
     ** The Swiss-U.S. maker of computer mice, keyboards and headsets forecast Q2 sales of $1.185 bln-$1.220 bln, including the impact of the supplier disruption
** An LSEG poll of analysts expects Q2 revenue to land at $1.23 bln
** The incident will negatively impact sales going into the important holiday season, Vontobel's analyst Michael Foeth told Reuters
** "That will put pressure on the shares even if demand trends and the underlying performance remain favourable," he added
     

(Reporting by Paolo Laudani in Gdansk)
((Paolo.laudani@thomsonreuters.com))