Nike reported Q4 revenue of $10.97B, in line with consensus, and EPS of $0.20 versus $0.13 expected, boosted by a $986M one-time tariff recovery that masked flat full-year fiscal 2026 revenue. Running delivered roughly $1B in incremental sales across five straight double-digit quarters and gained share, while sportswear posted double-digit declines and is projected to remain negative through fiscal 2027, with the combined sportswear/Jordan segment representing half the business. Management cited wholesale growth of 4% and a restructured “sport offense” organization as foundational progress, yet flagged ongoing consumer pressure and deferred meaningful sportswear improvement to the back half of the year.

Company: NIKE, Inc. (NKE) — Q4 FY2026

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