Q4 FY2026 电话会
于 2026年6月30日 举行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.
关键数字
Revenue
$10.97B
Down 1.1% year over year · Q4 FY2026, ended May 31, 2026
Full-year FY2026 revenue was $46.40B, up 0.2%.
我们的数据Net income
$1.07B
Up 406.6% year over year · Q4 FY2026, ended May 31, 2026
Q4 FY2025 net income was $211M.
我们的数据NKE 最新一场电话会的摘要作为示例向所有人开放。此前电话会的摘要属于 Pro 内容。