Wedbush Projects 6% Revenue Growth to $1.415B in Logitech Q3

LOGILOGI

Wedbush forecasts Logitech’s fiscal Q3 revenue at $1.415 billion, a 6% year-over-year increase that exceeds the $1.402 billion consensus and sits at the top of the company’s $1.375 billion–$1.415 billion guidance. Analysts note the company has navigated global tariffs while regaining market momentum in China.

1. Wall Street Revenue and Growth Projections

For Logitech’s fiscal third quarter ended December 2025, Wedbush analysts forecast revenue of $1.415 billion, representing a 6 percent year-over-year increase compared with the same period a year ago. This estimate sits above consensus at $1.402 billion and toward the top of company guidance between $1.375 billion and $1.415 billion. The beat-or-meet outcome on sales would mark Logitech’s fourth consecutive quarter of year-over-year growth, driven primarily by continued strength in its video collaboration and gaming peripheral divisions.

2. Tariff Headwinds and Chinese Market Recovery

Logitech has faced an estimated 3 percent revenue headwind in Q3 from elevated tariffs on imports into the United States, but recent renegotiations of trade terms have begun to alleviate this pressure. In China, sales rebounded by 8 percent sequentially after local lockdowns eased, with the region now contributing approximately 20 percent of total group revenue. Management has indicated that channel inventory levels in Greater China have normalized, setting the stage for sustained double-digit growth in the coming quarters.

Sources

PZ