[8-K] Nike, Inc. Reports Material Event

Rhea-AI Filing Summary

Nike (NYSE:NKE) filed an 8-K under Item 2.02 to furnish its fiscal Q4 and full-year 2025 results for the period ended May 31 2025. The accompanying press release (Exhibit 99.1) provides detailed income-statement, balance-sheet and cash-flow information as well as management commentary.

The report is furnished, not filed, so it is protected by Reg FD safe-harbor provisions and is not automatically incorporated into registration statements. No other material items were disclosed. The document was signed by CFO Matthew Friend.

• Type: Current Report on Form 8-K
• Event date: June 26 2025
• Items reported: 2.02 Results of Operations and Financial Condition; 9.01 Exhibits
• Key exhibit: Press Release with FY25 results

Insights

Event Analyst

TL;DR: Nike released FY25 earnings; market impact hinges on metrics inside Exhibit 99.1.

The filing signals official dissemination of Nike's fourth-quarter and full-year 2025 performance. Because numerical details are confined to the press release, traders must review Exhibit 99.1 to gauge revenue trends, gross-margin trajectory and guidance. Management limited the 8-K strictly to Item 2.02, offering no incremental strategic commentary, so immediate price action will depend on whether the results beat or miss consensus. The "furnished" status invokes Reg FD protection, letting management discuss forward-looking points with reduced legal exposure. Until the exhibit’s figures are digested, the disclosure is informational rather than directional.

Portfolio Manager

TL;DR: Routine earnings release; await numbers before adjusting positions.

This 8-K alone does not alter Nike's investment thesis; it merely satisfies disclosure rules. My focus once Exhibit 99.1 is reviewed: year-over-year revenue growth versus athletic-wear peers, gross-margin resilience amid promotional pressure, and pace of share repurchases. The lack of additional items suggests business as usual. Depending on whether results exceed or trail sell-side forecasts, the stock could re-rate, but absent the data the filing’s impact is neutral. I assign a rating of 0 pending metric review.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

June 26, 2025

Date of Report (date of earliest event reported)

NIKE, Inc.

(Exact name of registrant as specified in its charter)

Oregon			1-10635						93-0584541
(State or other jurisdiction of incorporation)			(Commission File Number)						(I.R.S. Employer Identification No.)

ONE BOWERMAN DRIVE

BEAVERTON, OR 97005-6453

(Address of principal executive offices and zip code)

(503) 671-6453

Registrant's telephone number, including area code

NO CHANGE

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Class B Common Stock			NKE			New York Stock Exchange
(Title of each class)			(Trading Symbol)			(Name of each exchange on which registered)

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

☐

Item 2.02 Results of Operations and Financial Condition

Today NIKE, Inc. issued a press release disclosing financial results for the fiscal quarter and year ended May 31, 2025. The text of the release is furnished herewith as Exhibit 99.1.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits.

The following exhibits are furnished with this Form 8-K:

Exhibit No.						Exhibit
99.1						NIKE, Inc. Press Release dated June 26, 2025
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NIKE, Inc. (Registrant)
Date:			June 26, 2025			By:			/s/ Matthew Friend
									Matthew Friend
									Executive Vice President and Chief Financial Officer

FAQ

Why did NKE file an 8-K on June 26 2025?

Nike furnished a press release detailing its fiscal Q4 and full-year 2025 financial results under Item 2.02 (Results of Operations and Financial Condition).

Which exhibit contains Nike's FY25 earnings details?

Exhibit 99.1 includes the full press release with revenue, earnings and management commentary for the period ended May 31 2025.

Who signed Nike's June 26 2025 8-K filing?

The report was signed by Matthew Friend, Executive Vice President & Chief Financial Officer.

What items are covered in Nike's June 26 2025 8-K?

The filing addresses Item 2.02 Results of Operations and Financial Condition and lists exhibits under Item 9.01.

Is the information in this 8-K incorporated into Nike's registration statements?

No. Because it is furnished, not filed, the information is not automatically incorporated by reference into existing registration statements.