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InsightsBLOGJuly 2, 20261 min read
Nike, Inc. (NKE) -- Q4 FY2026 Results
By alphaseeker84
Primary Source Material
Published via substack_alphaseeker84
The headline read on NKE’s Q4 FY2026 is an illusion. An unplanned $986 million IEEPA tariff refund inflated reported EPS to $0.72 and gross margin to 49.2%, obscuring an underlying print that delivered $0.20 per share on a 40.2% gross margin -- essentially flat with the prior year on both metrics. S...
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