NKE 財報電話會與業績發布記錄

財報發布摘要 · 已披露

Nike（NKE）FY2026 Q4 財報發布摘要

這份財報的重點不是只看是否超預期，而是判斷：whether Nike can stabilize brand demand and product momentum after a weak Direct and China-driven quarter。$11.0B Q4 revenue, down 1% reported and down 4% currency-neutral；wholesale revenue was $6.6B, up 4%, while NIKE Direct revenue was $4.1B, down 7%；$0.72 diluted EPS, including a $0.52 benefit related to expected IEEPA tariff recovery, and gross margin of 49.2%；management framed fiscal 2027 around execution, profitability improvement, marketplace elevation, and top-line headwinds。