NIKE, Inc. · NKE · Next earnings

NIKE, Inc. reports Thursday, Oct 1, 2026

NKE reports after market close with consensus EPS at $0.44 and revenue at $11.34B. Last quarter: Nike Q4 FY2026: Tariff Recovery Boosts EPS, But FY27 Revenue Guidance Cut

Reports After market close11 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $0.44 Calendar consensus
Consensus revenue $11.34B Calendar consensus
Report date Oct 1, 2026 Thursday, date estimated
Session After market close 11 days away

Where NKE left off: FY2026 Q4

Full report

Nike Q4 FY2026: Tariff Recovery Boosts EPS, But FY27 Revenue Guidance Cut

EPS surprise +554.5% Reported $0.72 vs $0.11
Revenue surprise +1.1% Reported $10.97B vs $10.85B
Stock move +4.9% Event window
Subsequent drift -0.9% Up to 20 sessions

lowered

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Weak discretionary consumer spending amid a challenging macro environment could pressure demand.
  • Ongoing inventory and sell-through issues in sportswear and Jordan segments may persist longer than expected.
  • Uncertainty around future tariff rates, with potential incremental rates of 10%-15% through July and beyond.
  • Potential slowdown in North America wholesale growth in Q2 FY27.
  • Double-digit sell-through declines in sportswear and Jordan streetwear remain a significant drag.

Questions analysts left open

  • Depth of the sportswear and Jordan streetwear sell-through recovery.
  • Impact of tariff adjustments on cost structure and sustainability of the $986M recovery benefit.
  • Sustainability of North America wholesale growth momentum.
  • Inventory levels and promotion intensity across regions.

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Recent NKE quarters

All NKE earnings
+4.9%FY2026 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.