Logitech International Says "We Expect Q3 Net Sales Between –5% To 0% YoY In Constant Currency. This Range Includes An Estimated Negative Impact To Net Sales From The Supplier Incident Of ~ $70M To $80M. We Expect The Impact Of The Supplier Incident To Be Largely Resolved By Q4."

Outlook

As previously communicated, one of our semiconductor suppliers had a serious incident in its manufacturing facility, resulting in its closure at the end of June. The facility opened in September and began ramping up production. While the facility’s current capacity is below our required level, we expect it to resume full production by the end of the calendar year.

We expect Q3 net sales between –5% to 0% year over year in constant currency. This range includes an estimated negative impact to net sales from the supplier incident of approximately $70 to $80 million. We expect the impact of the supplier incident to be largely resolved by Q4.

Our financial outlook for the third quarter of Fiscal Year 2027: