NKE · NYSE · ·
Next earnings: October 1, 2026 · after the close
$35.84-1.5%Sep 29 close
Designs and sells athletic shoes, clothes, and sports gear under Nike, Jordan, and Converse brands.
NIKE, Inc. is scheduled to report next on October 1, 2026, after the close. The date comes from Nasdaq’s earnings calendar, and companies sometimes move it.
The quarter ending May 31, 2026, against the same quarter a year earlier.
| Measure | 3 months toMay 31, 2026 | 3 months toMay 31, 2025 | Change |
|---|---|---|---|
| Total Revenue | $11B | $11.1B | -1.13% |
| Profit | $1.1B | $211M | +406.64% |
| Profit per share | $0.72 | $0.14 | +414.29% |
| Free Cash Flow | $1.5B | $363M | +312.95% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
“We delivered fourth quarter results in line with our expectations, demonstrating financial discipline in an increasingly challenging operating environment, where sell-through remains challenged,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land after the close or before the open, so the move is the session that follows.
NIKE, Inc., based near Beaverton, Oregon, is the world's leading designer, marketer and distributor of authentic athletic footwear, apparel, equipment and accessories for a wide variety of sports and fitness activities. Converse, a wholly-owned NIKE, Inc. subsidiary brand, designs, markets and distributes athletic lifestyle footwear, apparel and accessories.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from NIKE, Inc.’s Item 2.02 8-K filed June 30, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
A short summary of each call — what the quarter showed, what management expects and whether they delivered on what they said last time — with the full transcript underneath.
NKE’s latest call summary is open to everyone as an example. Summaries of earlier calls are part of Pro.
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro. See Pro
Summaries of earlier calls are part of Pro. See Pro
Summaries of earlier calls are part of Pro. See Pro
Q4 FY2026 gross margin rose to 49.2%, including tariff recovery, but revenue fell 1% as NIKE Direct weakened.
Q4 FY2026 revenue was $10.97B, down 1% year over year; net income was $1.07B, versus $211M in Q4 FY2025. Q4 FY2026 reported gross margin was 49.2%, but excluding tariff recovery it was 40.2%, down 10 basis points. The main question is whether inventory cleanup and tighter retailer shipments can support margins without extending revenue declines; management expects Q1 FY2027 margin expansion and lower revenue through Q2 FY2027.
Full-year FY2026 revenue was $46.40B, up 0.2%.
Our figuresQ4 FY2025 net income was $211M.
Our figuresFull-year FY2026 free cash flow was $2.18B, down 33.2%.
Our figuresExcluding tariff recovery, Q4 FY2026 margin was 40.2%, down 10 basis points.
Q4 FY2026 callWholesale grew while digital and store revenue declined.
Q4 FY2026 callHigher units were offset by product mix.
10-K for May 31, 2026In-season trends improved sequentially, but marketplace cleanup continued.
Q4 FY2026 call| Measure | Outlook | Against the last outlook |
|---|---|---|
| RevenueQ4 FY2026 through Q2 FY2027 (cumulative outlook) | Down low to mid single digits | Lowered |
| EarningsQ4 FY2026 through Q2 FY2027 (cumulative outlook) | Flattish, excluding tariff-recovery benefit | Maintained |
| RevenueQ1 FY2027 | Reported revenue down low to mid single digits | — |
| Gross marginQ1 FY2027 | Slightly positive | Raised |
| SG&A dollarsQ1 FY2027 | Flat | — |
Written by AI on Sep 23, 2026 from this call’s transcript, the call before it, the company’s report for the same period and our own figures from SEC filings. Each item names its sources, and every quote the summary relied on was checked against the text — figures can still contain errors.
A summary of what was said and filed, not a recommendation to buy or sell anything. Summaries are written in English.
| Tax rateFY2027 | Low 20% range | — |
| Incremental tariff ratesThrough the end of July, then thereafter | 10% through the end of July and 15% thereafter | Maintained |
| Measure | Guided | Actual | Result |
|---|---|---|---|
| Revenue | Q4 FY2026: down 2%–4% | Q4 FY2026 reported revenue: down 1% | Above |
| Greater China revenue | Q4 FY2026: down approximately 20% | Q4 FY2026: down 17% | Above |
| Gross margin | Q4 FY2026: down approximately 25–75 basis points | Q4 FY2026 reported gross margin: up 890 basis points, including tariff recovery | Above |
| SG&A dollars | Q4 FY2026: flat to down slightly | Q4 FY2026: down 2% on a reported basis | Within |