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Nike Reports After the Bell Tonight — Analyst Consensus EPS of $0.12, Down Sharply YoY

Nike reports Q4 FY2026 after the bell tonight — the Street's $0.12 EPS consensus has been slashed 45.5% in three months. Constellation Brands also drops Q1 FY2027 results on June 30.

OurAlpha

29 Jun 2026 — 2 min read

Nike's EPS consensus for the quarter has been cut 45.5% over three months, from $0.22 to $0.12.

Nike (NKE) reports Q4 FY2026 results after market close on June 30.
Per Alphastreet, 23 analysts set a consensus EPS of $0.12 and revenue of $10.85B.
Wide spread among analysts: EPS range of $0.07–$0.16, revenue range of $10.74B–$11.02B.
Three months ago the EPS consensus stood at $0.22 — it has since been cut 45.5%.
Constellation Brands (STZ) also reports Q1 FY2027 on June 30.
Per Zacks, STZ consensus: EPS $3.28 (YoY +~1.9%), revenue $2.4B (YoY -~3.9%).

Nike (NKE) and Constellation Brands (STZ) both drop earnings on June 30. Nike reports Q4 FY2026 after the bell; Constellation Brands follows with Q1 FY2027 results. The two companies operate in very different lanes — Nike dominates global athletic footwear and apparel, while Constellation Brands plays in wine, spirits, and beer. Below is a rundown of analyst consensus estimates ahead of each print. All figures are Street estimates, not actuals.

Nike Reports Q4 FY2026 After the Bell

Per Alphastreet, 23 analysts have weighed in on Nike's quarter. The consensus^[^Alphastreet^]:

EPS consensus: $0.12
Revenue consensus: $10.85B
Print time: after market close, June 30

This is the final quarter of Nike's fiscal year 2026. Nike's fiscal calendar doesn't align with the calendar year, so "Q4 FY2026" refers to the period covered in this upcoming report.

Wide Spread Among Analysts

Estimates vary considerably, signaling real disagreement on how Nike's near-term earnings power will hold up. Per data from Alphastreet and TradingKey^[^TradingKey^]:

EPS range: $0.07–$0.16
Revenue range: $10.74B–$11.02B
The $0.12 consensus sits roughly in the middle of that EPS band

The high-to-low EPS spread is more than 2x. The revenue range is also unusually wide. Analysts are far from aligned on what Nike will deliver this quarter^[^Alphastreet^].

Consensus Cut 45.5% in Three Months

The EPS bar has been lowered substantially heading into this print. Per TradingKey^[^TradingKey^]:

Three months ago, the EPS consensus stood at $0.22
Current consensus: $0.12
That's a ~45.5% cut in just three months

The downward revision reflects mounting concern on the Street about Nike's near-term profitability. Heading into the print, analysts have collectively reset expectations well below where they stood 90 days ago^[^TradingKey^].

Constellation Brands Also Reports on June 30

Constellation Brands (STZ) reports Q1 FY2027 on the same day. Per Zacks consensus^[^{Globe and Mail/Zacks}^]:

EPS consensus: $3.28 (YoY +~1.9%)
Revenue consensus: $2.4B (YoY -~3.9%)

The Street sees STZ growing EPS modestly even as revenue pulls back — implying analysts expect margins to hold up well enough to lift per-share earnings despite the top-line headwind^[^{TradingView/Zacks}^].

Estimates at a Glance

A side-by-side look at pre-release consensus estimates for both companies. All figures are Street estimates:

Nike (NKE) — Q4 FY2026: EPS consensus $0.12, revenue consensus $10.85B; EPS range $0.07–$0.16, revenue range $10.74B–$11.02B^[^Alphastreet^].
Constellation Brands (STZ) — Q1 FY2027: EPS consensus $3.28 (YoY +~1.9%), revenue consensus $2.4B (YoY -~3.9%)^[^{Globe and Mail/Zacks}^].

These are pre-release Street estimates only. Official results drop June 30. Given how wide the analyst spread already is on Nike in particular, it will be worth comparing the actuals to consensus once both companies report.