NIKE, Inc. · NKE · Next earnings

NIKE, Inc. reports Thursday, Dec 17, 2026

NKE reports after market close with consensus EPS at $0.34 and revenue at $11.13B. Last quarter: Nike’s performance categories grow as resets weigh on FY27 outlook

Reports After market close42 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $0.34 Calendar consensus
Consensus revenue $11.13B Calendar consensus
Report date Dec 17, 2026 Thursday, date estimated
Session After market close 42 days away

Where NKE left off: FY2027 Q1

Full report

Nike’s performance categories grow as resets weigh on FY27 outlook

EPS surprise +10.0% Reported $0.48 vs $0.44
Revenue surprise -0.9% Reported $11.21B vs $11.32B
Stock move -0.7% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment moved from lowered in the prior quarter to maintained in the current quarter; current analysis expects FY27 revenue to decline in the high single-digit range, with EBIT falling at a greater rate.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued declines in Sportswear, Jordan, and Greater China.
  • Inventory excess and discounting pressure on gross margin.
  • Execution and timing risk for the Pace transformation.
  • Consumer caution affecting lifestyle spending.
  • A slower-than-expected Chinese-market recovery.

Questions analysts left open

  • The size and profitability of Performance versus Sportswear and Jordan in the U.S.
  • The depth and timing of the Greater China revenue decline.
  • The timing and margin impact of the Pace cost-saving program.
  • Whether reduced supply could hurt market share.
  • The assumptions behind Q2 headwinds and FY27 gross margin.

Ask FN2 about NKE next report

Transcript, numbers and history already loaded
What should I watch for in NKE's next earnings report?How did NKE guide last quarter, and is consensus above or below that?Give me the bull and bear case going into NKE earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the NKE recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent NKE quarters

All NKE earnings
-0.7%FY2027 Q1+4.9%FY2026 Q4-15.5%FY2026 Q3-10.5%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

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.