8-K current report · filed Jun 30, 2026

Nike, Inc. (NKE) 8-K Current Report: June 30, 2026

Item 2.02Item EX-99.1NKE overview

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Nike, Inc. (NKE) filed an 8-K current report with the SEC on June 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Fiscal quarter and full-year results ended May 31, 2026.

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AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Fiscal quarter and full-year results ended May 31, 2026
  • Press release furnished as Exhibit 99.1 with detailed financial results
  • Earnings disclosure provides the period’s operating update for investor review

Item EX-99.1 · Exhibit EX-99.1

  • Fiscal 2026 revenue $46.4B, flat reported and down 2% currency-neutral, signaling persistent top-line weakness
  • Q4 NIKE Direct fell 7% reported and 9% currency-neutral, while wholesale rose 4%, highlighting channel-mix pressure
  • Q4 gross margin reached 49.2%, boosted approximately 900 basis points by expected $986M IEEPA tariff recovery
  • Q4 diluted EPS $0.72 included a $0.52 IEEPA benefit, making earnings strength materially nonrecurring
  • Greater China revenue declined 11% for fiscal 2026, while Converse fell 31%; turnaround execution remains central to valuation-relevant growth

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