Running, North America, and wholesale momentum is emerging, but Direct, China, tariffs, and margins remain significant constraints.
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2025-09-30 |
| Length | 60 minutes |
| EPS | $0.49 |
| EPS consensus | $0.27 |
| Revenue | $11.7B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY26 · Q3 FY26 · Q2 FY26
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.