Nike
Designs performance and lifestyle footwear, apparel and equipment across Nike, Jordan and Converse.
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Profile
Designs and markets athletic footwear, apparel and equipment under the Nike, Jordan and Converse brands, selling through wholesale partners, owned stores and digital platforms worldwide. Footwear is the core category, while nearly all production is outsourced to contract manufacturers concentrated in Asia.
Designs athletic footwear, apparel, equipment and accessories across the Nike, Jordan and Converse brands. Footwear spans running, basketball, football, training and sport-inspired lifestyle products; Jordan focuses on performance and streetwear, while Converse sells casual sneakers and apparel. Products reach consumers worldwide through wholesale partners, owned stores and digital platforms, with North America the largest geography and a majority of sales generated outside the United States.
Combines sport-specific research, athlete wear testing and proprietary cushioning and textile technologies to create and market coordinated product collections. Nearly all production is outsourced, and footwear manufacturing is concentrated in Vietnam, Indonesia and China. Demand depends on product innovation, changing sport and fashion preferences, athlete and league relationships, wholesale execution and access to cross-border manufacturing and logistics.
Company facts
Categories
Key statistics
Year to date −37.4% · Average volume (30d) 23.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Truist Financial | Target | $69 | $42 | ||
| Aug 25, 2026 | RBC Capital | Reiterate | Sector Perform | $50 | $45 | |
| Aug 4, 2026 | JP Morgan | Downgrade | Neutral | Underweight | ||
| Jul 29, 2026 | Bernstein | Reiterate | Outperform | $72 | $68 | |
| Jul 3, 2026 | Berenberg Bank | Target | $49 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 30, 2026Q4 FY26 | $0.11 | $0.20 | +81.8% | $10.85B | $10.97B | +1.1% | +4.90% |
| Mar 31, 2026Q3 FY26 | $0.29 | $0.35 | +20.4% | $11.23B | $11.28B | +0.4% | −15.51% |
| Dec 18, 2025Q2 FY26 | $0.37 | $0.53 | +41.4% | $12.21B | $12.43B | +1.8% | −10.54% |
| Sep 30, 2025Q1 FY26 | $0.27 | $0.49 | +80.1% | $10.99B | $11.72B | +6.6% | +6.41% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $11.27B | $11.10B | $11.72B | $12.43B | $11.28B | $10.97B | |
| Gross profit | $4.68B | $4.47B | $4.94B | $5.05B | $4.53B | $5.39B | |
| Operating income | $788.0M | $321.0M | $927.0M | $1.01B | $553.0M | $1.31B | |
| Net income | $794.0M | $211.0M | $727.0M | $792.0M | $520.0M | $1.07B | |
| Diluted EPS | $0.54 | $0.14 | $0.49 | $0.54 | $0.35 | $0.72 | |
| Gross margin | 41.5% | 40.3% | 42.2% | 40.6% | 40.2% | 49.2% | |
| Operating margin | 7.0% | 2.9% | 7.9% | 8.1% | 4.9% | 12.0% |
Fiscal years (4-quarter sums)FY22 $46.71B · FY23 $51.22B · FY24 $51.36B · FY25 $46.31B · FY26 $46.40B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, May 31, 2026Cash & short-term investments $9.03B · Total debt $11.03B · Total assets $38.41B · Shareholders' equity $14.87B
Dividends
Raised for 34 straight years — most recently to $0.41 from $0.40 in Dec 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1 | Jul 1 | $0.41 | |
| Mar 2, 2026 | Mar 2 | Apr 1 | $0.41 | |
| Dec 1, 2025 | Dec 1 | Jan 2 | $0.41 | raised from $0.40 |
| Sep 2, 2025 | Sep 2 | Oct 1 | $0.40 | |
| Jun 2, 2025 | Jun 2 | Jul 1 | $0.40 | |
| Mar 3, 2025 | Mar 3 | Apr 1 | $0.40 | |
| Dec 2, 2024 | Dec 2 | Jan 2 | $0.40 | raised from $0.37 |
| Sep 3, 2024 | Sep 3 | Oct 1 | $0.37 |
Ownership
Shares outstanding 1.48B · Float 1.18B · 79.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 81.81M | 5.53% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 78.31M | 5.29% | 13F | Aug 13, 2026 |
| Capital World Investors | 72.06M | 4.87% | 13F | Aug 12, 2026 |
| State Street Corp | 63.60M | 4.30% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 45.78M | 3.09% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Amy Montagne | officer: PRESIDENT, NIKE | −4,867 | $42.05 |
| Aug 5, 2026 | Matthew Friend | officer: EVP: CFO | −2,463 | $41.60 |
| Aug 5, 2026 | Philip McCartney | officer: EVP: CHIEF INN,PROD&DSG OFCR | −524 | $41.60 |
| Aug 5, 2026 | Venkatesh Alagirisamy | officer: EVP: CHIEF OPERATING OFFICER | −890 | $41.60 |
| Aug 5, 2026 | Robert Leinwand | officer: EVP: Chief Legal Officer | −821 | $41.60 |
Peers
- On
Premium running disruptor capturing Nike's performance running share with CloudTec.
- Deckers Brands
HOKA's maximalist cushioning disrupted Nike's running-specialty dominance.
- Lululemon Athletica
Dominant premium athleisure brand contesting Nike's apparel in women's and men's.
- Under Armour Class A
US performance athletic rival in a multi-year turnaround; apparel-first threat.
- VF
North Face and Vans contest Nike in outdoor apparel, lifestyle footwear, streetwear.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Nike | $39.55 | −0.10% | $58.60B | 18.9 | 23.3 | 1.3 | −1.1% |
| On | $28.93 | +0.24% | $9.62B | 19.6 | 14.7 | 2.4 | +11.6% |
| Deckers Brands | $88.07 | +0.36% | $11.95B | 12.5 | 11.5 | 2.2 | +5.7% |
| Lululemon Athletica | $121.20 | +0.33% | $13.72B | 9.8 | 11.2 | 1.2 | +4.3% |
| Under Armour Class A | $5.13 | +1.18% | $2.17B | — | 64.3 | 0.4 | −3.2% |
| VF | $13.77 | +0.68% | $5.37B | 19.8 | 12.1 | 0.6 | −5.2% |
| Median | 16.0 | 12.1 | 1.2 | +4.3% |