10-KRubber & Plastics Footwear

NIKE, Inc.

NKE · Period ending 2026-05-31 · Filed 2026-07-15

Valuation

Rubber & Plastics Footwear
Live · Yahoo Finance

Price

$40.99

52-Week Range

$40.00$40.99 now$80.17

Decision Context

Scores are balanced across the six engines. No single dimension dominates — this is consistent with a stable, mid-tier quality business.

Based on filing period ending May 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

NKE vs

Macro Context

Fed Funds Rate

3.63%

Accommodative

10-Year Treasury

4.47%

2026-06-01

Unemployment

4.2%

Near full employment

CPI Index

332.6

2026-06-01

M2 Money Supply

$23.1T

2026-05-01

The Federal Funds rate stands at 3.63% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.47%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.2%; Industrial production index is at 102.6; M2 money supply is $23.1T; CPI index stands at 332.6.

SWOT Analysis — NKE

Inflationary Boom
Macro lens (Inflationary Boom): Rising costs and tighter margins amplify financial risks in this regime.

Strengths

  • Total Assets: $38.4B (+5.0% YoY) — Total assets grew 5% — the company's resource base expanded.

Weaknesses

  • Operating Cash Flow: $2.9B (-22.4% YoY) — Operating cash flow fell 22% but remained positive.

  • Net Income: $3.1B (-3.4% YoY) — Profit fell 3% but remained positive.

  • EPS (Diluted): $2.10 (-2.8% YoY) — Earnings per share fell 3%.

Opportunities

  • Gross Profit: $19.9B (+0.6% YoY) — Gross profit rose 1% — the spread between revenue and direct costs improved.

Threats

  • Stock is within 10% of its 52-week low (40.00) — the market may be pricing in significant risk or sector weakness.

Financial Charts

Revenue vs Net Income

Gross Profit vs Operating Income

Margin Trend

Quarter-over-Quarter Comparison

2026-02-282026-05-31
Metric2026-02-282026-05-31Change
Revenue$46.3B$46.4B
0.2%
Gross Profit$19.8B$19.9B
0.6%
Net Income$3.2B$3.1B
3.4%
EPS (diluted)$2.16$2.10
2.8%
Operating CF$3.7B$2.9B
22.4%

Risk factor changes vs prior filing

NEW

Stock is within 10% of its 52-week low (40.00) — the market may be pricing in significant risk or sector weakness.

REMOVED

Revenue declined 10% year-over-year — the company brought in less from its core business than the prior year.

REMOVED

Net income dropped 44% year-over-year — a significant compression in profitability.

Year-over-Year Changes

Operating Cash Flow

$2.9B

was $3.7B

−22.4%

Operating cash flow fell 22% but remained positive.

Total Assets

$38.4B

was $36.6B

+5.0%

Total assets grew 5% — the company's resource base expanded.

Net Income

$3.1B

was $3.2B

−3.4%

Profit fell 3% but remained positive.

EPS (Diluted)

$2.10

was $2.16

−2.8%

Earnings per share fell 3%.

Gross Profit

$19.9B

was $19.8B

+0.6%

Gross profit rose 1% — the spread between revenue and direct costs improved.

Risk Flags

0 high · 1 medium · 0 low
  • Medium

    Stock is within 10% of its 52-week low (40.00) — the market may be pricing in significant risk or sector weakness.

Price History

Technical Signals

Daily closes · 1-year data

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Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.