Nike, Inc. - Class B (NKE)
NIKE, Inc. (NKE) Q4 2026 Earnings Call Transcript
NIKE, Inc. (NKE) Q4 2026 Earnings Call Transcript
Nike: At $40, The Stock Is Still Not Cheap (Earnings Review)
Nike exemplifies a strong franchise whose stock has sharply declined post-pandemic, now trading about 75% below its peak. Despite beating Q3 earnings, NKE shares fell 9%, highlighting extremely negative investor sentiment. The persistent downtrend suggests that even positive financial results are insufficient to reverse market pessimism.
Nike Q4: The Discount Still Isn't Big Enough
Nike (NKE) delivered a mixed Q4, with modest top-line outperformance and a one-off-driven EPS beat, but underlying growth remains fragile. NKE's North America segment grew 3% YoY and wholesale returned to growth, yet China sales declined 12% and consolidated revenue fell 1%. Margins remain pressured, with underlying net income margin below 2% absent one-offs, and valuation is not compelling relative to peers.
Compared to Estimates, Nike (NKE) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Nike (NKE) give a sense of how the business performed in the quarter ended May 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Nike (NKE) Q4 Earnings and Revenues Top Estimates
Nike (NKE) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.14 per share a year ago.
Do These Beaten Down Stocks Deserve a Closer Look?
Several well-known athletic apparel companies, namely NIKE NKE and lululemon LULU, have seen an extended period of poor share performance, both widely underperforming relative to the general market over the past year.
Breaking Down Nike's Better-Than-Expected Results
Nike reported better-than-expected results last quarter, a sign that CEO Elliott Hill's turnaround efforts are gaining some traction. Bloomberg Intelligence's Poonam Goyal has more on "Bloomberg The Close.
Nike's Sales Continue to Decline as China Weakness Persists
The sneakers and apparel company said the results were in line with its expectations, despite facing what it called an increasingly challenging operating environment where sell-through remains under pressure.
Nike earnings crushed Wall Street's estimates, but there's a catch
Nike's profit and gross margins were buoyed by a tariff refund.
Does NIKE's International Momentum Outrun North America Weakness?
NKE's international markets are driving growth, but overseas strength offsets sluggishness in North America and supports a broader recovery.
Nike is set to report earnings after the bell. Here's what to expect
Nike will report its fiscal fourth-quarter earnings after the bell on Tuesday. Wall Street is expecting earnings per share of 13 cents and revenue of $10.86 billion.
Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat
I keep hitting the buy button on Nike (NYSE:NKE | NKE Price Prediction), and every fresh leg down only makes the case stronger to me.
