Q4 FY2026 EarningsFY26 Q4 results significantly missed consensus expectations on the top and bottom lines, with revenue of $46.4B vs. $46.3B mean (but -2% YoY currency-neutral) and Diluted EPS of $2.10 vs. $1.51 expected. While the $986M IEEPA tariff recovery provided a non-recurring boost to cost of sales, core operations were hampered by a 13% currency-neutral revenue decline in Greater China and a 32% collapse at Converse. Management guidance warns of continued headwinds in these segments through FY27, signaling a prolonged recovery period.
Financial report interval: 2026.03.03 - 2026.05.31
Overview: Nike(NKE) the Revenue is 10.97 B (-1.13%), Beat estimate;the EBIT is 325 M (+1.25%), Beat estimate;the EPS is 0.72 (+414.3%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
10.97B1.13%
10.85B2.23%
+0.12B1.10%
EBITExceed expectations
0.33B1.25%
0.24B25.52%
+0.09B26.77%
EPSExceed expectations
0.72414.29%
0.12729.16%
+0.5928423.45%
Upcoming earnings report - Q1 FY2027
Available dateOct 1, 2026
Estimate Revenue$11.34 B
Estimate EBIT$813.34 M
Estimate EPS$0.4462
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EBIT
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EPS
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