NKE · News · 20261005N
Guidance and Outlook
NIKE, Inc. · 2026-10-05 · Importance 68 · Surprise 68 · In source text
Management expects NIKE’s fiscal 2027 revenue to decline at a high-single-digit rate. Reported commentary indicates EBIT is expected to fall faster than revenue, reflecting continued margin pressure. One report characterizes management’s outlook as signaling high-single-digit contraction through 2028, implying that the recovery may take several quarters.
Key facts
- NIKE, Inc.'s FY2027 guidance signals a high-single-digit revenue decline and a 40% drop in adjusted EPS, according to one report. source
- NIKE, Inc. management is guiding a high single-digit contraction through 2028. source
- NIKE, Inc. management expects FY27 revenue to decline at a high-single-digit rate. source
- NIKE, Inc.'s free cash flow no longer covers distributions, according to the report. source
- NIKE, Inc.'s dividend yield is now 4.8%. source
- NIKE, Inc. trades at 27x 2027 earnings guidance. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | contingent | — | NIKE, Inc.'s FY2027 guidance signals a high-single-digit revenue decline and a 40% drop in adjusted EPS, according to one report. |
| net_income | negative | contingent | — | NIKE, Inc.'s FY2027 guidance signals a high-single-digit revenue decline and a 40% drop in adjusted EPS, according to one report. |
| revenue | negative | probable | — | NIKE, Inc. management is guiding a high single-digit contraction through 2028. |
| revenue | negative | probable | — | NIKE, Inc. management expects FY27 revenue to decline at a high-single-digit rate. |