NKE
NIKE, Inc.
Overview
Nike designs, develops, and markets athletic footwear, apparel, equipment, and accessories globally under the Nike, Jordan, and Converse brands. The company sells products through its own retail stores and digital platforms, as well as to wholesale customers including sporting goods retailers and department stores worldwide.
NIKE, Inc is a Consumer Cyclical company operating in Footwear & Accessories with a $66.94B market cap.
Most recent reported earnings: Q2 FY2026 (Jun 29, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2025-09-306 Q&A exchanges
- Q4 FY2025Earnings2025-06-268 Q&A exchanges
- Q3 FY2025Earnings2025-03-206 Q&A exchanges
- Q2 FY2025Earnings2024-12-1911 Q&A exchanges
- Q1 FY2025Earnings2024-10-018 Q&A exchanges
- Q4 FY2024Earnings2024-06-277 Q&A exchanges
- Q3 FY2024Earnings2024-03-216 Q&A exchanges
- Q2 FY2024Earnings2023-12-217 Q&A exchanges
- Q1 FY2024Earnings2023-09-2810 Q&A exchanges
- Q4 FY2023Earnings2023-06-296 Q&A exchanges
- Q3 FY2023Earnings2023-03-218 Q&A exchanges
- Q2 FY2023Earnings2022-12-208 Q&A exchanges
- Q1 FY2023Earnings2022-09-297 Q&A exchanges
- Q4 FY2022Earnings2022-06-276 Q&A exchanges
- Q3 FY2022Earnings2022-03-218 Q&A exchanges
- Q2 FY2022Earnings2021-12-2010 Q&A exchanges
- Q1 FY2022Earnings2021-09-237 Q&A exchanges
- Q4 FY2021Earnings2021-06-2413 Q&A exchanges
- Q3 FY2021Earnings2021-03-1810 Q&A exchanges
- Q2 FY2021Earnings2020-12-188 Q&A exchanges
- Q1 FY2021Earnings2020-09-2319 Q&A exchanges
History
Earnings history
- Q2 FY20262026-06-29EPS— vs $0.12—Rev— vs ——EODHD
- Q1 FY20262026-03-30EPS$0.35 vs $0.28+25.0%Rev$11.28B vs ——EODHD
- Q4 FY20252025-12-17EPS$0.53 vs $0.38+39.5%Rev$12.43B vs ——EODHD
- Q3 FY20252025-03-19EPS$0.54 vs $0.28+92.9%Rev$11.27B vs ——EODHD
- Q2 FY20252024-12-18EPS$0.78 vs $0.63+23.8%Rev$12.35B vs ——EODHD
- Q1 FY20252024-09-30EPS$0.70 vs $0.52+34.6%Rev$11.59B vs ——EODHD
- Q4 FY20242024-06-26EPS$0.99 vs $0.83+19.3%Rev$12.61B vs ——EODHD
- Q3 FY20242024-03-20EPS$0.98 vs $0.76+28.9%Rev$12.43B vs ——EODHD
- Q2 FY20242023-12-20EPS$1.03 vs $0.85+21.2%Rev$13.39B vs ——EODHD
- Q1 FY20242023-09-27EPS$0.94 vs $0.76+23.7%Rev$12.94B vs ——EODHD
- Q4 FY20232023-06-28EPS$0.66 vs $0.68-2.9%Rev$12.82B vs ——EODHD
- Q3 FY20232023-03-20EPS$0.79 vs $0.54+46.3%Rev$12.39B vs ——EODHD
- Q2 FY20232022-12-19EPS$0.85 vs $0.66+28.8%Rev$13.31B vs ——EODHD
- Q1 FY20232022-09-28EPS$0.93 vs $0.92+1.1%Rev$12.69B vs ——EODHD
- Q4 FY20222022-06-26EPS$0.90 vs $0.81+11.1%Rev$12.23B vs ——EODHD
- Q3 FY20222022-03-20EPS$0.87 vs $0.72+20.8%Rev$10.87B vs ——EODHD
- Q2 FY20222021-12-19EPS$0.83 vs $0.63+31.8%Rev$11.36B vs ——EODHD
- Q1 FY20222021-09-22EPS$1.16 vs $1.12+3.6%Rev$12.25B vs ——EODHD
- Q4 FY20212021-06-23EPS$0.93 vs $0.51+82.3%Rev$12.34B vs ——EODHD
- Q3 FY20212021-03-17EPS$0.90 vs $0.75+20.0%Rev$10.36B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-06-29 | — | $0.12 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-03-30 | $0.35 | $0.28 | +25.0% | $11.28B | — | — | EODHD |
| Q4 FY2025 | 2025-12-17 | $0.53 | $0.38 | +39.5% | $12.43B | — | — | EODHD |
| Q3 FY2025 | 2025-03-19 | $0.54 | $0.28 | +92.9% | $11.27B | — | — | EODHD |
| Q2 FY2025 | 2024-12-18 | $0.78 | $0.63 | +23.8% | $12.35B | — | — | EODHD |
| Q1 FY2025 | 2024-09-30 | $0.70 | $0.52 | +34.6% | $11.59B | — | — | EODHD |
| Q4 FY2024 | 2024-06-26 | $0.99 | $0.83 | +19.3% | $12.61B | — | — | EODHD |
| Q3 FY2024 | 2024-03-20 | $0.98 | $0.76 | +28.9% | $12.43B | — | — | EODHD |
| Q2 FY2024 | 2023-12-20 | $1.03 | $0.85 | +21.2% | $13.39B | — | — | EODHD |
| Q1 FY2024 | 2023-09-27 | $0.94 | $0.76 | +23.7% | $12.94B | — | — | EODHD |
| Q4 FY2023 | 2023-06-28 | $0.66 | $0.68 | -2.9% | $12.82B | — | — | EODHD |
| Q3 FY2023 | 2023-03-20 | $0.79 | $0.54 | +46.3% | $12.39B | — | — | EODHD |
| Q2 FY2023 | 2022-12-19 | $0.85 | $0.66 | +28.8% | $13.31B | — | — | EODHD |
| Q1 FY2023 | 2022-09-28 | $0.93 | $0.92 | +1.1% | $12.69B | — | — | EODHD |
| Q4 FY2022 | 2022-06-26 | $0.90 | $0.81 | +11.1% | $12.23B | — | — | EODHD |
| Q3 FY2022 | 2022-03-20 | $0.87 | $0.72 | +20.8% | $10.87B | — | — | EODHD |
| Q2 FY2022 | 2021-12-19 | $0.83 | $0.63 | +31.8% | $11.36B | — | — | EODHD |
| Q1 FY2022 | 2021-09-22 | $1.16 | $1.12 | +3.6% | $12.25B | — | — | EODHD |
| Q4 FY2021 | 2021-06-23 | $0.93 | $0.51 | +82.3% | $12.34B | — | — | EODHD |
| Q3 FY2021 | 2021-03-17 | $0.90 | $0.75 | +20.0% | $10.36B | — | — | EODHD |
Source: EODHD. NKE reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks NKE's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.41 | $4.01 | -15.0% | +6.2% | +9.2% |
| Q4 FY2026 | $3.16 | $4.12 | -23.3% | -0.5% | -3.1% |
| Q3 FY2026 | $3.23 | $4.00 | -19.3% | -3.2% | -0.7% |
| Q2 FY2026 | $3.52 | $4.18 | -15.8% | +3.5% | +3.6% |
| Q1 FY2025 | $3.28 | $4.19 | -21.8% | +6.7% | +4.6% |
| Q4 FY2025 | $3.28 | $4.11 | -20.1% | +7.3% | +5.6% |
| Q3 FY2025 | $3.34 | $4.20 | -20.4% | +0.2% | -1.5% |
| Q2 FY2025 | $3.47 | $4.19 | -17.2% | +6.3% | +3.5% |
| Q1 FY2024 | $3.10 | $4.13 | -25.0% | +8.4% | +5.4% |
| Q4 FY2024 | $3.53 | $4.23 | -16.5% | +8.2% | +7.4% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Elliott HillCEO8 mo4 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Matthew FriendCFO6 mo21 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Amy MontagnePresident6 mono recorded callsCurrentSample
PRESIDENT since 2025 • 3/4 beats (75%) • last guidance raise Q1 FY2026
- Venkatesh AlagirisamyCOO6 mono recorded callsCurrentSample
COO since 2025 • 3/4 beats (75%) • last call held guidance Q2 FY2026
- Treasure HeinleEVP: CHIEF PEOPLE OFFICER8 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 1/4 beats (25%) • last guidance raise Q2 FY2026
- Robert LeinwandEVP: Chief Legal Officer8 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last call held guidance Q2 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for NKE.
$ curl https://api.spokenalpha.com/v1/companies/NKEFAQ
Frequently asked about NKE
Where can I find NIKE, Inc.'s (NKE) earnings call transcripts?
Spoken Alpha indexes NKE's earnings call transcripts at https://spokenalpha.com/companies/NKE. Each call links to attributed speakers and parsed analyst Q&A.
When was NIKE, Inc.'s most recent earnings call?
NIKE, Inc. (NKE) held its most recent earnings call on 2025-09-30, covering fiscal Q1 2026.
What sector is NKE in?
NIKE, Inc. (NKE) operates in the Consumer Cyclical sector (Footwear & Accessories industry).