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  • Semiconductor Supplier Facility Incident With Up To $200m Q3 Revenue Impact (new) — A serious incident at a key semiconductor supplier's manufacturing facilities in late June 2026 resulted in temporary closure and is expected to materially constrain Logitech's ability to meet demand in Q3, with revenue impact estimated at up to $200M.
NASDAQ: LOGI LOGITECH INTERNATIONAL S.A. 8-K

Logitech reports strong Q1 with 7% sales growth but warns of up to $200M Q3 revenue hit from supplier incident

Filed July 28, 2026 · Period ending July 28, 2026 · ~1 min read

Key Changes

  • high

    Semiconductor supplier facility incident in late June expected to reduce Q3 revenue by up to $200M; Q2 impact estimated at $20M, with issue largely resolved by Q4

    Exhibit 99.1 view on EDGAR →
  • high

    Q1 sales rose 7% to $1.23B; GAAP operating income up 60% to $259M and non-GAAP EPS up 47% to $1.85, both boosted by $61M in tariff refunds

    Exhibit 99.1 view on EDGAR →
  • high

    GAAP gross margin expanded 780 bps to 49.5% (non-GAAP 49.8%, up 770 bps), including $61M tariff refund benefit

    Exhibit 99.1 view on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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View original filing on SEC.gov Press release (Ex 99.1) on EDGAR ↗

Source-verified from EDGAR · Narrative written by AI · Jul 29, 2026 · How we verify