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Screener / SEC EDGAR /CIK 0000320187 /10-K filed Jul 15, 2026, compared with Jul 17, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
SBUXBBYNKEDHILENTJX
NYSE Consumer discretionary · Footwear

Nike, Inc. NKE

NKE quote by TradingView

NIKE, Inc. was incorporated in 1967 under the laws of the State of Oregon. 10-K, Item 1

Employees
73,000
Headquarters
Beaverton, OR
CEO
Elliott Hill
Next results
around Dec 17, 2026
Compare with peers Embed

Where each dollar of revenue went, FY2026

Revenue of $46.4B through the costs to a net profit of $3.1B · income statement of the 10-K

7% net margin
Revenue to Gross profit: $19.9BRevenue to Cost of revenue: $26.5BGross profit to Net profit: $3.1BGross profit to Costs, tax, other: $16.8B Revenue: $46.4B REVENUE $46.4B +0% Y/Y Gross profit: $19.9B · 43% margin GROSS PROFIT $19.9B 43% margin · +1% Y/Y Cost of revenue: $26.5B · 57% of revenue COST OF REVENUE $26.5B 57% of revenue Net profit: $3.1B · 7% margin NET PROFIT $3.1B 7% margin · −3% Y/Y Costs, tax, other: $16.8B · 36% of revenue COSTS, TAX, OTHER $16.8B 36% of revenue
Gross profit $19.9B 43% margin · +1% Y/Y
Net profit $3.1B 7% margin · −3% Y/Y
The full income statement, year by year

NKE among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 46 peers the company is above, not a score.

Compare
Revenue growth: 0.2%, above 15% of 46 peers (their median 5.9%) REVENUE GROWTH 0.2% · above 15% Gross margin: 43.1%, above 53% of 30 peers (their median 40.7%) GROSS MARGIN 43.1% · above 53% Net margin: 6.7%, above 28% of 46 peers (their median 11.0%) NET MARGIN 6.7% · above 28% FCF margin: 4.6%, above 23% of 44 peers (their median 9.5%) FCF MARGIN 4.6% · above 23%
NKE Peer median Below the median

What changed

5 new risk paragraphs and 2 accounting facts worth reading about. 10-K filed Jul 15, 2026 against Jul 17, 2025.

Risk factors
5 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Receivables growing faster than revenue
Receivables +25.7% vs revenue +0.2% (+25.5 pts)
10-K · XBRL
Cash from operations lower than net income
Cash from operations $2.9B vs net income $3.1B (FY ending May 31, 2026)
10-K · XBRL
Accounting checks
9 other checks clear, 2 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
1 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

2facts worth reading about the other 9 checks found nothing to note

  • Receivables growing faster than revenue
    Receivables +25.7% vs revenue +0.2% (+25.5 pts)
  • Cash from operations lower than net income
    Cash from operations $2.9B vs net income $3.1B (FY ending May 31, 2026)
  • Inventory +0.2% vs revenue +0.2% (-0.0 pts)
8 more checks with nothing to note
  • Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: Accounting for Income Taxes
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

5 paragraphs in Risk Factors that were not in the 10-K filed Jul 17, 2025. Quoted as filed.

All 5 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Jul 17, 2025 10-K, ITEM 1A
    Moreover, as we develop, deploy and integrate AI, including internally developed and third-party AI tools, into our operations, digital platforms and business processes, we may face increased cybersecurity, privacy, data governance, operational and compliance risks, including risks related to unauthorized use or misuse of AI tools, data…
  2. Item 1A · new paragraph · not in the 10-K filed Jul 17, 2025 10-K, ITEM 1A
    Because contract manufacturers make a majority of our products outside of our principal sales markets, our products must be transported by third parties over large distances. Delays in the shipment or delivery of our products due to the availability of

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$51.2B$51.4B$46.3B$46.4B
Net income$5.1B$5.7B$3.2B$3.1B
Operating cash flow$5.8B$7.4B$3.7B$2.9B
Free cash flow$4.9B$6.6B$3.3B$2.2B

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$46.4B ▲ 0.2% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

1 filing in the last 30 days · SEC EDGAR

All filings
  • OfficerNov 9, 2026
    CAO change (the “Company”) announced the appointment of Dan McKenzie as Vice President, Chief Accounting Officer, Finance Operations & Transformation, and the Company’s principal accounting officer, effective as of November 9, 2026 (the “Effective Date”).

About the company

Nike, Inc., Beaverton, OR · from the 10-K filed Jul 15, 2026

NIKE, Inc. was incorporated in 1967 under the laws of the State of Oregon. As used in this Annual Report on Form 10-K (this "Annual Report"), the terms "we," "us," "our," "NIKE" and the "Company" refer to NIKE, Inc. and its predecessors, subsidiaries and affiliates, collectively, unless the context indicates otherwise. Our principal business activity is the design, development and worldwide marketing and selling of athletic footwear, apparel, equipment, accessories and services. NIKE is the largest seller of athletic footwear and apparel in the world.

Headquarters
Beaverton, OR
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
May 31
Last results
Oct 1, 2026
Incorporated in
OR

Employees, at the top of the page: "As of May 31, 2026, we had approximately 73,000 employees worldwide, including retail and part-time employees" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed Jul 15, 2026 (open at SEC), compared with the 10-K filed Jul 17, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/NKE/export.csv") into a cell.