Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Thursday, October 1, 2026 — the Triple Check on that evening's after-hours reports.

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Nike beats on EPS but guides FY2027 revenue down high-single-digits as China slump deepens; shares sink ~6% after hours — Nike was the night's only major after-hours report. A modest EPS beat on margin expansion was overshadowed by a revenue miss and a gloomier-than-expected full-year outlook driven by a ninth straight quarterly decline in Greater China.

Reports covered

1 company reviewed.

NKE

Miss

EPS vs. Consensus

$0.48 actual vs $0.44 consensus (+9%)

Revenue vs. Consensus

$11.21B actual vs $11.35B consensus (-1.2%)

Forward Guidance

Guided FY2027 revenue to decline a high-single-digit percentage and adjusted EPS to $1.15-$1.35, a gloomier-than-expected outlook citing a deliberate pullback in Nike Sportswear and Jordan Brand plus continued Greater China weakness (-26%, 9th consecutive quarterly decline); management said pressure likely continues into FY2028

Price Reaction

-6.2% after hours (from $35.15 close to ~$32.96) on heavy volume

EPS beat came from gross margin expansion (+60bps to 42.8%) and North America returning to 2% growth, but revenue missed and the FY2027 guide for a high-single-digit revenue decline was worse than expected, driven by a 26% collapse in Greater China and intentional pullback in Jordan/Sportswear amid a thin new-product pipeline and heavier promotions; the market treated the weak guidance as outweighing the EPS beat.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

This job never places trades — it has no access to cash, holdings, or the trade ledger
Ideas here are commentary, not positions in the paper portfolio
It's fine, and common, for a quiet night (or week) to produce nothing to report

How reports are graded

The same rubric applied to every company reviewed.

Grade	Criteria	Typical reaction
Strong Beat	Beat EPS & revenue, raised guidance	Sharp gap up (+5% to +15%+)
Beat	Beat EPS & revenue, guidance unchanged	Moderate pop, can get sold off
In-Line / Soft Beat	EPS beat (often via cost-cutting), revenue missed or guidance lowered	Mixed to negative
Miss	Missed EPS or revenue, weak guidance	Sharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET

The market closes. Most companies that report today do so shortly after this, in the after-hours session.

~7:30 PM ET

This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Last night's earnings

Reports covered

What this is (and isn't)

How reports are graded

Timing

Archive