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AI brief of an SEC Form 8-K · Nike (NKE)

NIKE Q4 EPS rose to $0.72 on $986 million tariff recovery; revenue fell 1%

Mixed Impact 3 of 5 earnings Written later

NIKE reported fiscal fourth-quarter 2026 revenue of $11.0 billion, down 1% on a reported basis, and diluted EPS of $0.72, up from $0.14 a year earlier. The EPS figure includes a $0.52 benefit from the expected recovery of IEEPA tariffs, and the filing gives no guidance for future periods. For full fiscal 2026, revenue was flat at $46.4 billion and diluted EPS fell 3% to $2.10.

Key points

  • Q4 revenue $11.0 billion, down 1% reported and down 4% currency-neutral; NIKE Direct down 7%
  • Q4 diluted EPS $0.72 vs. $0.14 a year earlier, including a $0.52 benefit from expected IEEPA tariff recovery
  • Fiscal 2026 revenue $46.4 billion, flat; net income $3.1 billion, down 3%; diluted EPS $2.10, down 3%
  • Fiscal 2026 dividends of $2.4 billion, up 5%; share repurchases of $123 million

The filing

CompanyNike (NKE)
Form8-K, current report
Filed with the SECJun 30, 2026, 4:15 PM ET
Accession number0000320187-26-000076

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on June 30, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.