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$40.73 -0.50 (-1.21%) At close · Aug 14
Customer concentration — top 3 customers 29% of revenue

3 customers — 29% of revenue (fiscal 2026)

“During fiscal 2026, our three largest United States customers accounted for approximately 29% of sales in the United States.”

3 customers — 16% of revenue (fiscal 2026)

“During fiscal 2026, NIKE's three largest customers outside of the United States accounted for approximately 16% of total non-U.S. sales.”
View the 10-K filed Jul 15, 2026
Market Cap
$60.42B
Shares
1.48B

NIKE, Inc. Earnings Call Transcripts

Every quarterly earnings call for NIKE, Inc. (NKE) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲17.2% $13.31B $1.33B '23 Q2 22-12-20 ▲14% $12.39B $1.24B '23 Q3 23-03-21 ▲4.8% $12.82B $1.03B '23 Q4 23-06-29 ▲2% $12.94B $1.45B '24 Q1 23-09-28 ▲0.5% $13.39B $1.58B '24 Q2 23-12-21 ▲0.3% $12.43B $1.17B '24 Q3 24-03-21 ▼1.7% $12.61B $1.50B '24 Q4 24-06-27 ▼10.4% $11.59B $1.05B '25 Q1 24-10-01 ▼7.7% $12.35B $1.16B '25 Q2 24-12-19 ▼9.3% $11.27B $794.00M '25 Q3 25-03-20 ▼12% $11.10B $211.00M '25 Q4 25-06-26 ▲1.1% $11.72B $727.00M '26 Q1 25-09-30 ▲0.6% $12.43B $792.00M '26 Q2 25-12-18 ▲0.1% $11.28B $520.00M '26 Q3 26-03-31 ▼1.1% $10.97B $1.07B '26 Q4 26-06-23 LATEST ▼1.1% $10.97B $1.07B '26 Q4 26-06-30
Earnings call
FY26 · Q4
2026-06-30
Q4 FY26 NIKE Inc., Earnings Call
Positive tone Win Now / sport offense operating model Running momentum and market share Gross margin stabilization and cost actions
Revenue
$10.97B*
▼ 1.1% YoY
Gross margin
49.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY26 · Q4
2026-06-23
NIKE, Inc. Q4 FY2026 Earnings Call
Positive tone Win Now / sport offense operating model Running momentum and market share Gross margin stabilization and cost actions
Revenue
$10.97B*
▼ 1.1% YoY
Gross margin
49.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY26 · Q3
2026-03-31
NIKE, Inc. Q3 FY2026 Earnings Call
Positive tone North America wholesale momentum Greater China and other lagging businesses Integrated marketplace and supply chain rewire
Revenue
$11.28B
▲ 0.1% YoY
Diluted EPS
$0.35
▼ 35.2% YoY
Gross margin
40.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2025-12-18
NIKE, Inc. Q2 FY2026 Earnings Call
Positive tone Wholesale and direct channel dynamics North America strength China turnaround
Revenue
$12.43B
▲ 0.6% YoY
Diluted EPS
$0.53
▼ 32.1% YoY
Gross margin
40.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-09-30
NIKE, Inc. Q1 FY2026 Earnings Call
Positive tone Sport Offense Reorganization Greater China Headwind NIKE Direct / Digital Marketplace Reset
Revenue
$11.72B
▲ 1.1% YoY
Diluted EPS
$0.49
▼ 30% YoY
Gross margin
42.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-06-26
NIKE, Inc. Q4 FY2025 Earnings Call
Balanced tone Win Now turnaround actions China marketplace recovery Sport offense reorganization
Revenue
$11.10B*
▼ 12% YoY
Gross margin
40.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-03-20
NIKE, Inc. Q3 FY2025 Earnings Call
Positive tone Wholesale and NIKE Direct marketplace Product innovation and portfolio diversification Win Now strategic priorities
Revenue
$11.27B
▼ 9.3% YoY
Diluted EPS
$0.54
▼ 29.9% YoY
Gross margin
41.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2024-12-19
NIKE, Inc. Q2 FY2025 Earnings Call
Revenue
$12.35B
▼ 7.7% YoY
Diluted EPS
$0.78
▼ 24.3% YoY
Gross margin
43.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-10-01
NIKE, Inc. Q1 FY2025 Earnings Call
Cautious tone Wholesale and partner engagement Running and performance wins Innovation pipeline and product launches
Revenue
$11.59B
▼ 10.4% YoY
Diluted EPS
$0.70
▼ 25.5% YoY
Gross margin
45.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-06-27
NIKE, Inc. Q4 FY2024 Earnings Call
Cautious tone Lifestyle weakness Innovation pipeline and Speed Lane NIKE Direct / Digital reset
Revenue
$12.61B*
▼ 1.7% YoY
Gross margin
44.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-03-21
NIKE, Inc. Q3 FY2024 Earnings Call
Revenue
$12.43B
▲ 0.3% YoY
Diluted EPS
$0.77
▼ 2.5% YoY
Gross margin
44.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2023-12-21
NIKE, Inc. Q2 FY2024 Earnings Call
Revenue
$13.39B
▲ 0.5% YoY
Diluted EPS
$1.03
▲ 21.2% YoY
Gross margin
44.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-09-28
NIKE, Inc. Q1 FY2024 Earnings Call
Revenue
$12.94B
▲ 2% YoY
Diluted EPS
$0.94
▲ 1.1% YoY
Gross margin
44.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-06-29
NIKE, Inc. Q4 FY2023 Earnings Call
Revenue
$12.82B*
▲ 4.8% YoY
Gross margin
43.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-03-21
NIKE, Inc. Q3 FY2023 Earnings Call
Revenue
$12.39B
▲ 14% YoY
Diluted EPS
$0.79
▼ 9.2% YoY
Gross margin
43.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2022-12-20
NIKE, Inc. Q2 FY2023 Earnings Call
Revenue
$13.31B
▲ 17.2% YoY
Diluted EPS
$0.85
▲ 2.4% YoY
Gross margin
42.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-09-29
NIKE, Inc. Q1 FY2023 Earnings Call
Revenue
$12.69B
▲ 3.6% YoY
Diluted EPS
$0.93
▼ 19.8% YoY
Gross margin
44.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-06-27
NIKE, Inc. Q4 FY2022 Earnings Call
Revenue
$12.23B*
▼ 0.9% YoY
Gross margin
45.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-03-21
NIKE, Inc. Q3 FY2022 Earnings Call
Revenue
$10.87B
▲ 5% YoY
Diluted EPS
$0.87
▼ 3.3% YoY
Gross margin
46.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2021-12-20
NIKE, Inc. Q2 FY2022 Earnings Call
Revenue
$11.36B
▲ 1% YoY
Diluted EPS
$0.83
▲ 6.4% YoY
Gross margin
45.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-09-23
NIKE, Inc. Q1 FY2022 Earnings Call
Revenue
$12.25B
▲ 15.6% YoY
Diluted EPS
$1.16
▲ 22.1% YoY
Gross margin
46.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-06-24
NIKE, Inc. Q4 FY2021 Earnings Call
Revenue
$12.34B*
▲ 95.5% YoY
Gross margin
45.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-03-18
NIKE, Inc. Q3 FY2021 Earnings Call
Revenue
$10.36B
▲ 2.5% YoY
Diluted EPS
$0.90
▲ 69.8% YoY
Gross margin
45.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2020-12-18
NIKE, Inc. Q2 FY2021 Earnings Call
Revenue
$11.24B
▲ 8.9% YoY
Diluted EPS
$0.78
▲ 11.4% YoY
Gross margin
43.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-09-22
NIKE, Inc. Q1 FY2021 Earnings Call
Revenue
$10.59B
▼ 0.6% YoY
Diluted EPS
$0.95
▲ 10.5% YoY
Gross margin
44.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-06-25
NIKE, Inc. Q4 FY2020 Earnings Call
Revenue
$6.31B*
▼ 38% YoY
Gross margin
37.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-03-24
NIKE, Inc. Q3 FY2020 Earnings Call
Revenue
$10.10B
▲ 5.1% YoY
Diluted EPS
$0.53
▼ 22.1% YoY
Gross margin
44.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2019-11-30
NIKE, Inc. Q2 FY2020 Earnings Call
Revenue
$10.33B
▲ 10.2% YoY
Diluted EPS
$0.70
▲ 34.6% YoY
Gross margin
44.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2019-08-31
NIKE, Inc. Q1 FY2020 Earnings Call
Revenue
$10.66B
▲ 7.2% YoY
Diluted EPS
$0.86
▲ 28.4% YoY
Gross margin
45.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–29 of 29 earnings calls
Key facts CIK 320187 CUSIP 654106103 13F (30d) 1567 filings 1514 filers Visit website Investor relations

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