Nike (NKE) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Nike (NKE) reported $11.72 billion in revenue for the quarter ended August 2025, representing a year-over-year increase of 1.1%. EPS of $0.49 for the same period compares to $0.70 a year ago.The reported revenue represents a surprise of +6.49% over the Zacks Consensus Estimate of $11.01 billion. With the consensus EPS estimate being $0.27, the EPS surprise was +81.48%.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: $5.02 billion versus $4.63 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +4% change.Geographic Revenue- Asia Pacific & Latin America: $1.49 billion versus the seven-analyst average estimate of $1.42 billion. The reported number represents a year-over-year change of +1.9%.Geographic Revenue- Europe, Middle East and Africa: $3.33 billion versus the seven-analyst average estimate of $3.1 billion. The reported number represents a year-over-year change of +6%.Geographic Revenue- Greater China: $1.51 billion versus the seven-analyst average estimate of $1.42 billion. The reported number represents a year-over-year change of -9.2%.Geographic Revenue- Total Nike Brand: $11.36 billion versus $10.6 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.Geographic Revenue- North America- Equipment: $327 million compared to the $288.28 million average estimate based on four analysts. The reported number represents a change of +15.6% year over year.Revenue- Converse: $366 million versus $452.28 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -27% change.Revenue- Global Brand Divisions: $9 million versus $13.4 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -35.7% change.Revenue- Corporate: $-8 million compared to the $-22.02 million average estimate based on six analysts. The reported number represents a change of -65.2% year over year.Revenue- Footwear: $7.41 billion versus the four-analyst average estimate of $7.02 billion. The reported number represents a year-over-year change of -0.7%.Revenue- Equipment: $630 million versus the four-analyst average estimate of $605.02 million. The reported number represents a year-over-year change of +4.5%.Revenue- Apparel: $3.31 billion versus the four-analyst average estimate of $2.95 billion. The reported number represents a year-over-year change of +9.3%.View all Key Company Metrics for Nike here>>>Shares of Nike have returned -10.1% over the past month versus the Zacks S&P 500 composite's +3.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.7 Best Stocks for the Next 30 DaysJust released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >>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