Did Nike's earnings beat expectations?

Yes, Nike's earnings per share (EPS) beat analyst estimates.

Why did Nike stock fall after the report?

The stock fell due to concerns that CEO Elliott Hill's turnaround plan is taking longer than expected.

What are analysts' expectations for Nike's future performance?

Analysts expect continued challenges due to weak consumer demand and increased competition, with no formal guidance from the company.

Nike Fiscal Q4 2025: Earnings Beat, Revenue Falls 1.1% YoY

Nike (NKE) reported mixed fiscal fourth-quarter results, with earnings beating estimates but revenue declining 1.1% year-over-year. Morningstar senior equity analyst David Swartz commented that CEO Elliott Hill's turnaround strategy is taking longer than anticipated.

June 30, 2026

2 min read

Source: Yahoo Finance Video

Key Numbers

revenue change

-1.1% YoY

earnings vs estimates

topped estimates

Nike (NKE) reported mixed fiscal fourth-quarter results on Tuesday, with earnings surpassing analyst estimates while revenue declined 1.1% year-over-year. The stock moved lower in extended trading as investors digested the implications of the slow turnaround.

Key Financial Results

Metric	Q4 2025	YoY Change
Revenue	Not disclosed	-1.1%
EPS	Beat estimates	N/A

Highlights from the Report

Morningstar senior equity analyst David Swartz noted that the results fell short of his expectations, and that CEO Elliott Hill's turnaround plan is taking longer than initially hoped. He added that the current performance does not align with the anticipated timeline for recovery.

Guidance

Nike did not provide formal guidance for the upcoming quarter, but analysts expect continued challenges amid weak consumer demand and heightened competition.

Stock Impact

Nike shares declined in after-hours trading, reflecting investor concerns about the pace of the turnaround.

What This Means for Investors

Nike's results indicate that the turnaround is still in its early stages, and investors may need to be patient for Hill's strategy to yield tangible results.

Frequently Asked Questions

Nike's revenue declined 1.1% year-over-year in fiscal Q4, though the exact figure was not disclosed.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.