NYSE$NKE

NIKE · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

NIKE, Inc. reported fiscal 2025 second quarter results with revenues down and diluted earnings per share decreased.

NIKE, Inc. reported second quarter fiscal 2025 revenues of $12.4 billion, a decrease of 8 percent compared to the prior year. Diluted earnings per share was $0.78, down 24 percent. The company is taking actions to reposition its business and reignite brand momentum through sport.

  • Second quarter revenues were $12.4 billion, down 8 percent on a reported basis.
  • NIKE Direct revenues were $5.0 billion, down 13 percent on a reported basis.
  • Diluted earnings per share was $0.78, a decrease of 24 percent.
  • Gross margin decreased 100 basis points to 43.6 percent.

Headline financials

Total Revenue

$12.4B

Previous: $13.4B-7.7%
EPS

$0.78

Previous: $1.03-24.3%
Gross Margin

43.6%

Previous: 44.6%-2.2%
Demand Creation Expense

$1.12B

Previous: $1.11B+0.7%
Operating Overhead Expense

$2.88B

Previous: $3.03B-4.9%
Effective Tax Rate

17.9%

Previous: 17.9%+0.0%
Capital Expenditures

-$249M

Previous: -$458M+45.6%
Free Cash Flow

$914M

Previous: $1.12B-18.4%
Net Income

$1.16B

Previous: $1.58B-26.3%
Operating Income

$1.38B

Previous: $1.83B-24.2%
Gross Profit

$5.39B

Previous: $5.97B-9.7%
Cash & Equivalents

$7.98B

Previous: $7.92B+0.8%
Total Assets

$38B

Previous: $37.2B+2.0%
Stock-Based Comp

$192M

Previous: $206M-6.8%

Revenue & EPS history

Nike · Revenue · Quarterly

$12.4B

Q2 2025-7.7%vs Q2 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Nike · $13.4B total across 2 segments · Q2 2024

  • NIKE Brand
    $12.9B+1.2%
  • Converse
    $519M-11.4%

Forward guidance

NIKE is taking immediate action to reposition its business and reignite brand momentum through sport. They are focusing on returning sport to the center of everything they do and driving long-term shareholder value.

Tailwinds

  • Repositioning the business to focus on sport.
  • Reigniting brand momentum.
  • Driving long-term shareholder value.
  • Team is ready to execute strategy.
  • Focus on returning sport to the center of everything they do.

Headwinds

  • Second quarter revenues down 8 percent.
  • NIKE Direct revenues down 13 percent.
  • Diluted earnings per share down 24 percent.
  • Gross margin decreased 100 basis points.
  • NIKE Brand Digital revenues decreased 21 percent.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.5%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+1.3%

Avg return

30 days after

56%

40 / 72 earnings

Positive

+25.8%

Q3 2020

Best reaction

-19.9%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-6.0%-6.4%
Q2 2026-5.3%-8.6%-1.9%
Q1 2026+4.9%+2.1%-7.4%
Q4 2025+0.2%+2.8%+6.9%
Q3 2025-5.5%-8.5%-22.4%
Q2 2025+0.1%-0.1%-7.9%
Q1 2025-6.0%-7.0%-12.7%
Q4 2024-19.9%-19.2%-22.9%
Q3 2024-6.4%-7.7%-5.7%
Q2 2024-11.0%-11.0%-16.2%
Q1 2024+6.9%+6.3%+9.6%
Q4 2023-2.4%-3.5%-3.9%
Q3 2023-1.4%-0.4%+2.7%
Q2 2023+12.4%+12.8%+20.8%
Q1 2023-15.8%-10.2%-4.9%
Q4 2022-9.0%-10.4%-4.5%
Q3 2022+1.4%+1.9%+3.5%
Q2 2022+3.3%+2.7%-10.1%
Q1 2022-5.0%-7.7%+3.8%
Q4 2021+16.0%+17.2%+25.0%
Q3 2021-5.1%-5.3%-7.3%
Q2 2021+2.5%+0.9%+0.2%
Q1 2021+12.1%+9.6%+14.7%
Q4 2020-6.4%-2.0%-1.6%
Q3 2020+25.8%+32.5%+39.1%
Q2 2020-0.6%-0.4%+3.9%
Q1 2020+3.6%+5.3%+4.3%
Q4 2019+1.7%+2.9%+6.0%
Q3 2019-5.2%-3.8%+2.9%
Q2 2019+4.9%-1.3%+16.6%
Q1 2019-0.7%+0.5%-13.3%
Q4 2018+11.7%+6.9%+7.8%
Q3 2018-2.6%-0.3%-0.4%
Q2 2018-0.5%+0.1%+5.7%
Q1 2018-1.1%-2.6%+6.7%
Q4 2017+10.6%+9.9%+10.0%
Q3 2017-8.1%-4.0%-3.9%
Q2 2017+2.9%+2.1%+4.1%
Q1 2017-2.1%-3.2%-4.6%
Q4 2016+6.2%+7.2%+6.9%
Q3 2016-3.5%
Q2 2016-0.8%
Q1 2016+8.3%
Q4 2015+3.3%
Q3 2015+4.6%
Q2 2015+0.4%
Q1 2015+10.7%
Q4 2014+1.6%
Q3 2014-5.0%
Q2 2014-1.6%
Q1 2014+6.8%
Q4 2013+2.9%
Q3 2013+8.6%
Q2 2013+7.5%
Q1 2013-0.6%
Q4 2012-10.5%
Q3 2012-2.7%
Q2 2012+3.2%
Q1 2012+3.4%
Q2 2011-1.0%
Q4 2011-1.0%
Q3 2011+0.2%
Q1 2011-0.4%
Q4 2010+1.5%
Q3 2010+0.1%
Q3 2009+0.1%
Q2 2009+0.4%
Q2 2010+0.4%
Q1 2010+0.3%
Q4 2009+0.3%
Q4 2008+0.3%
Q1 2009+0.3%

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