Compared to Estimates, Nike (NKE) Q4 Earnings: A Look at Key Metrics

Core Insights - Nike reported revenue of $11.1 billion for the quarter ended May 2025, a decrease of 12% year-over-year, with EPS at $0.14 compared to $1.01 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $10.72 billion by 3.56%, and the EPS surpassed the consensus estimate of $0.12 by 16.67% [1] Financial Performance - Nike's shares returned -1.5% over the past month, while the Zacks S&P 500 composite increased by 5.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Geographic Revenue Breakdown - Asia Pacific & Latin America: $1.58 billion, exceeding the estimate of $1.50 billion, with a year-over-year change of -7.6% [4] - Greater China: $1.48 billion, matching the estimate, with a year-over-year decline of -20.8% [4] - Europe, Middle East and Africa: $3 billion, surpassing the estimate of $2.84 billion, with a year-over-year change of -8.9% [4] - North America: $4.70 billion, above the estimate of $4.48 billion, reflecting a -10.9% year-over-year change [4] - Total Nike Brand: $10.76 billion, exceeding the estimate of $10.34 billion, with a year-over-year change of -11.4% [4] Segment Revenue Performance - Greater China Equipment: $30 million, below the estimate of $43.42 million, with a year-over-year decline of -34.8% [4] - Converse: $357 million, below the estimate of $428.77 million, with a year-over-year change of -25.6% [4] - Global Brand Divisions: $9 million, compared to the estimate of $11.51 million, with a year-over-year change of -18.2% [4] - Corporate: -$23 million, slightly worse than the estimate of -$21.23 million, with no year-over-year change [4] - Footwear: $7.19 billion, exceeding the estimate of $6.84 billion, with a year-over-year change of -12.8% [4] - Equipment: $567 million, above the estimate of $550.19 million, with a year-over-year change of -1.9% [4] - Apparel: $3 billion, surpassing the estimate of $2.94 billion, with a year-over-year change of -9.7% [4]