耐克第三季度财报:收入和每股收益双双超预期,库存减少2% — “我们正走在正确的道路上”

财报速递
03-21
耐克公司(纽约证券交易所代码:NKE)周四收盘后公布了2025财年第三季度财务业绩。以下是具体结果。 第三季度业绩:耐克报告第三季度营收为112.7亿美元,超出分析师预期的110.1亿美元。根据Benzinga Pro的数据显示,这家运动鞋和运动服公司公布第三季度每股收益为0.54美元,超出分析师预期的0.28美元。 总收入同比下降9%。按地区来看,销售情况如下: 北美:下降4% 大中华区:下降17% 欧洲、中东和非洲:下降10% 亚太和拉丁美洲:下降11% 第三季度耐克直营业务收入为47亿美元,同比下降12%。耐克品牌总收入为109亿美元,同比下降9%;批发业务收入下降7%至62亿美元。 季度末库存总额为75亿美元,同比下降2%。公司在季度结束时拥有104亿美元的现金、等价物和短期投资。 耐克总裁兼首席执行官埃利奥特·希尔表示:“我们在90天前承诺的‘立即获胜’战略优先事项上所取得的进展增强了我对我们正走在正确道路上的信心。” “令人鼓舞的是,耐克通过运动员故事、性能产品和重大体育事件在本季度取得了领先地位。” 耐克首席财务官马修·弗兰德表示,公司对2025财年下半年展望与上季度言论保持一致。预期将在下午5点通过电话会议提供前瞻性指引。 NKE股价走势:据Benzinga Pro数据显示,截至周四发布时,耐克股价盘后上涨2.62%,交易价为73.60美元。 图片来源:Shutterstock。

以上内容来自Benzinga Earnings专栏,原文如下:

Nike Inc (NYSE:NKE) reported financial results for the third quarter of fiscal 2025 after market close on Thursday. Here’s a rundown of the results.

Q3 Earnings: Nike reported third-quarter revenue of $11.27 billion, beating analyst estimates of $11.01 billion. The athletic footwear and apparel company reported third-quarter earnings of 54 cents per share, beating analyst estimates of 28 cents per share, according to Benzinga Pro.

Total revenue was down 9% year-over-year. Here’s a look at sales by region:

  • North America: down 4%
  • Greater China: down 17%
  • Europe, Middle East & Africa: down 10%
  • Asia Pacific and Latin America: down 11%

Nike Direct revenues were $4.7 billion in the quarter, down 12% year-over-year. Nike Brand revenues totaled $10.9 billion, down 9%, and Wholesale revenues fell 7% to $6.2 billion.

Inventories totaled $7.5 billion at the quarter’s end, down 2% on a year-over-year basis. The company ended the quarter with $10.4 billion in cash, equivalents and short-term investments.

“The progress we made against the ‘Win Now’ strategic priorities we committed to 90 days ago reinforces my confidence that we are on the right path,” said Elliott Hill, president and CEO of Nike.

“What’s encouraging is NIKE made an impact this quarter leading with sport — through athlete storytelling, performance products and big sport moments.”

Hill, a longtime Nike veteran, took over for former CEO John Donahoe in October.

Nike CFO Matthew Friend said the company’s outlook for the second half of fiscal 2025 remains consistent with commentary from last quarter. Nike is expected to provide forward guidance on its earnings call, which is set for 5 p.m. ET

NKE Price Action: Nike shares were up 2.62% after-hours, trading at $73.60 at the time of publication Thursday, according to Benzinga Pro.

Check This Out: Wall Street Holds Steady As Buffett’s Berkshire Hathaway Notches Record Highs: What’s Driving Markets Thursday?

Photo: Shutterstock.

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