Free · no account · quoted from the filing

What changed in NKE's 10-Q

Source: 10-Q filed 2026-04-01 · compared against 10-Q 2025-12-30. Every passage below is quoted verbatim from the filing itself.

Guidance

This filing
We expect negative impacts from Greater China to continue throughout fiscal 2027.

Margins

This filing
Gross margin for the third quarter of fiscal 2026 decreased 130 basis points to 40.2%

Legal

This filing
Total IEEPA tariffs paid as of the date of this report is approximately $1.0 billion.

Liquidity

This filing
approximately $0.7 billion and $1.1 billion, respectively, of outstanding supplier obligations confirmed as valid

Restructuring

This filing
For the three and nine months ended February 28, 2026, we recognized pre-tax charges of $230 million and $304 million, respectively

Segments

This filing
Converse 264 405 -35 %
What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.