Nike Earnings
NKE · Sportswear
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Nike reports again in September. Get the plain-English breakdown the evening it drops.
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Earnings Breakdowns
MIXEDJune 2026
→Nike Q4 FY2026 Earnings
Nike posted EPS of $0.72 vs ~$0.11 expected, but roughly $0.52 was a one-time tariff refund. Revenue still fell, Nike Direct dropped 9%, Converse fell 30%+, and the stock slipped. Elliott Hill's turnaround is showing early green shoots.
Revenue: $11.0B (exp. $10.9B)
EPS: $0.72 (incl. $0.52 one-time) (exp. $0.11)
BEATMarch 31, 2026
→Nike Q3 FY2026 Earnings Explained | Ask AYO
Nike beat estimates on EPS and revenue. North America is growing. But China is still declining and tariffs are eating margins. Here's what the turnaround actually looks like.
Revenue: $11.28B (exp. $11.24B)
EPS: $0.35 (exp. $0.28)
December 19, 2025
→Nike Q2 FY2026 Earnings Explained: Beat Estimates, Stock Still Dropped 10%
Nike beat expectations but the stock dropped 10%. Why? China revenue crashed 17%, and tariffs ate into margins. CEO says they're in the "middle innings" of a turnaround.
