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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for NIKE, Inc. (NKE) is 5/10.
Nike reported revenue flat on a reported basis with EPS of $0.35, as North America continued growing and a $230 million severance charge reset the cost base while innovation platforms launched with NIKE MIND and AeroFit. Management extended visibility from 90 days to nine months for the first time since the CEO returned, guiding Q4 revenue down 2-4% and flagging a gross margin inflection expected in Q2 FY2027 as tariff impacts began lapping, while Greater China profitability inflected early.
Scored from NIKE, Inc.’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $11.59B | -10.4% | $0.70 | -25.5% | 45.4% | 10.4% | 9.1% | $274M |
| FY2025 Q2 | $12.35B | -7.7% | $0.78 | -24.3% | 43.6% | 11.2% | 9.4% | $920M |
| FY2025 Q3 | $11.27B | -9.3% | $0.54 |
| -29.9% |
| 41.5% |
| 7.0% |
| 7.0% |
| $1.71B |
| FY2025 Q4 | $11.10B | -12.0% | $0.14 | -85.9% | 40.3% | 2.9% | 1.9% | $363M |
| FY2026 Q1 | $11.72B | +1.1% | $0.49 | -30.0% | 42.2% | 7.9% | 6.2% | $15M |
| FY2026 Q2 | $12.43B | +0.6% | $0.54 | -30.8% | 40.6% | 8.1% | 6.4% | $386M |
| FY2026 Q3 | $11.28B | +0.1% | $0.35 | -35.2% | 40.2% | 4.9% | 4.6% | $284M |
| FY2026 Q4 | $10.97B | -1.1% | $0.72 | +414.3% | 49.2% | 11.9% | 9.7% | $1.50B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $51.22B | +9.6% | $3.23 | -14.1% | 43.5% | 11.5% | 9.9% | $4.87B |
| FY2024 | $51.36B | +0.3% | $3.73 | +15.5% | 44.6% | 12.3% | 11.1% | $6.62B |
| FY2025 | $46.31B | -9.8% | $2.16 | -42.1% | 42.7% | 8.0% | 7.0% | $3.27B |
| FY2026 | $46.40B | +0.2% | $2.10 | -2.8% | 42.9% | 8.2% | 6.7% | $2.18B |