Nike Q4 Revenue and EPS Beat Estimates, but Guidance Flags Tariff Hangover
- Nike reported fiscal Q4 revenue of $11.0B (down 1% reported) and diluted EPS of $0.72, both above Wall Street estimates of ~$10.85B, per company release and MarketWatch; results included a benefit from expected recovery of IEEPA tariffs.
- MarketWatch flagged a "catch": forward-looking guidance reflects ongoing margin pressure and uncertain China demand even as the quarter cleared a low bar (https://www.marketwatch.com/story/nike-earnings-crushed-wall-streets-estimates-but-theres-a-catch-83bf3e4a).
- Shares moved after the bell as investors weighed the beat against cautious commentary on FY27 demand and FX headwinds.