Here's What Key Metrics Tell Us About Nike (NKE) Q2 Earnings

Nike (NKE) reported $12.43 billion in revenue for the quarter ended November 2025, representing a year-over-year increase of 0.6%. EPS of $0.53 for the same period compares to $0.78 a year ago.The reported revenue represents a surprise of +2.35% over the Zacks Consensus Estimate of $12.14 billion. With the consensus EPS estimate being $0.37, the EPS surprise was +43.24%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Nike performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Geographic Revenue- North America: $5.63 billion versus the seven-analyst average estimate of $5.2 billion. The reported number represents a year-over-year change of +8.8%.Geographic Revenue- Asia Pacific & Latin America: $1.67 billion versus the seven-analyst average estimate of $1.73 billion. The reported number represents a year-over-year change of -4.4%.Geographic Revenue- Greater China: $1.42 billion versus $1.55 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -16.8% change.Geographic Revenue- Europe, Middle East and Africa: $3.39 billion versus $3.39 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +2.7% change.Geographic Revenue- Greater China- Apparel: $442 million versus $439.73 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -6.4% change.Revenue- Converse: $300 million versus the seven-analyst average estimate of $351.92 million. The reported number represents a year-over-year change of -30.1%.Revenue- Total Nike Brand: $12.12 billion compared to the $11.88 billion average estimate based on six analysts. The reported number represents a change of +1.5% year over year.Revenue- Global Brand Divisions: $9 million compared to the $10.92 million average estimate based on six analysts. The reported number represents a change of -30.8% year over year.Revenue- Corporate: $3 million versus the six-analyst average estimate of $-21.42 million. The reported number represents a year-over-year change of -112%.Revenue- Footwear: $7.66 billion versus the four-analyst average estimate of $7.53 billion. The reported number represents a year-over-year change of +0.1%.Revenue- Apparel: $3.91 billion versus the four-analyst average estimate of $3.79 billion. The reported number represents a year-over-year change of +4.5%.Revenue- Equipment: $550 million compared to the $542.45 million average estimate based on four analysts. The reported number represents a change of +1.1% year over year.View all Key Company Metrics for Nike here>>>Shares of Nike have returned +4.9% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks Naming Top 10 Stocks for 2026Want to be tipped off early to our 10 top picks for the entirety of 2026? History suggests their performance could be sensational.From 2012 (when our Director of Research Sheraz Mian assumed responsibility for the portfolio) through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Now Sheraz is combing through 4,400 companies to handpick the best 10 tickers to buy and hold in 2026. Don’t miss your chance to get in on these stocks when they’re released on January 5. Be First to New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NIKE, Inc. (NKE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks