Stock Analysis on Net

Nike Inc. (NYSE:NKE)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Nike Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

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Aug 31, 2025 May 31, 2025 Feb 28, 2025 Nov 30, 2024 Aug 31, 2024 May 31, 2024 Feb 29, 2024 Nov 30, 2023 Aug 31, 2023 May 31, 2023 Feb 28, 2023 Nov 30, 2022 Aug 31, 2022 May 31, 2022 Feb 28, 2022 Nov 30, 2021 Aug 31, 2021 May 31, 2021 Feb 28, 2021 Nov 30, 2020 Aug 31, 2020 May 31, 2020 Feb 29, 2020 Nov 30, 2019 Aug 31, 2019
Current portion of long-term debt
Notes payable
Accounts payable
Current portion of operating lease liabilities
Accrued liabilities
Income taxes payable
Current liabilities
Long-term debt, excluding current portion
Operating lease liabilities, excluding current portion
Deferred income taxes and other liabilities
Non-current liabilities
Total liabilities
Redeemable preferred stock
Common stock at stated value
Capital in excess of stated value
Accumulated other comprehensive income (loss)
Retained earnings (deficit)
Shareholders’ equity
Total liabilities and shareholders’ equity

Based on: 10-Q (reporting date: 2025-08-31), 10-K (reporting date: 2025-05-31), 10-Q (reporting date: 2025-02-28), 10-Q (reporting date: 2024-11-30), 10-Q (reporting date: 2024-08-31), 10-K (reporting date: 2024-05-31), 10-Q (reporting date: 2024-02-29), 10-Q (reporting date: 2023-11-30), 10-Q (reporting date: 2023-08-31), 10-K (reporting date: 2023-05-31), 10-Q (reporting date: 2023-02-28), 10-Q (reporting date: 2022-11-30), 10-Q (reporting date: 2022-08-31), 10-K (reporting date: 2022-05-31), 10-Q (reporting date: 2022-02-28), 10-Q (reporting date: 2021-11-30), 10-Q (reporting date: 2021-08-31), 10-K (reporting date: 2021-05-31), 10-Q (reporting date: 2021-02-28), 10-Q (reporting date: 2020-11-30), 10-Q (reporting date: 2020-08-31), 10-K (reporting date: 2020-05-31), 10-Q (reporting date: 2020-02-29), 10-Q (reporting date: 2019-11-30), 10-Q (reporting date: 2019-08-31).


Current Portion of Long-Term Debt
The percentage remained minimal through most of the periods, close to or at zero initially, but showed an increase beginning around early 2022, rising gradually from approximately 1.24% to about 2.65% by mid-2025. This indicates a growing portion of debt becoming due within the year.
Notes Payable
There was significant volatility in the percentage, with a high of over 1% in late 2019 followed by a sharp drop to almost negligible values for multiple quarters. From 2022 onwards, the figure stabilized at low levels around 0.01% to 0.04%, with a brief increase in early 2025. Overall, notes payable represent a minor component of the total liabilities and shareholders' equity.
Accounts Payable
A general downward trend was observed from 10.35% in mid-2019 to a low near 5.63% in mid-2021, followed by fluctuations and an upward movement toward about 10.1% by mid-2025. This suggests variations in operational payables behavior, possibly indicating changing supplier payment dynamics or purchasing activity.
Current Portion of Operating Lease Liabilities
The share remained relatively stable, fluctuating modestly between 1.42% and 1.63% from 2019 through 2020, gradually decreasing to around 1.04% in mid-2022, then slightly increasing again to about 1.37% by mid-2025. This reveals consistent short-term lease obligations with minor changes over time.
Accrued Liabilities
This item showed variability with a peak near 20.43% in early 2020, declining to roughly 14% to 16% in later periods. There was no clear long-term trend but rather oscillations indicating changing accrued expenses, which could be linked to operational or seasonal factors affecting accrued costs.
Income Taxes Payable
The ratio exhibited volatility, with values generally below 1% before 2021, but a distinct upward trend emerged from 2022, reaching nearly 2% by late 2024 and stabilizing thereafter. This increase suggests growing tax obligations relative to the company’s total liabilities and equity.
Current Liabilities
The proportion decreased from over 31% in early periods to roughly 21.81% in mid-2021, then gradually rose again to near 29.23% by mid-2025. This reflects fluctuations in short-term obligations, possibly linked to working capital management or short-term financing changes.
Long-Term Debt, Excluding Current Portion
A significant increase occurred around mid-2020, jumping from about 13% to over 30%, followed by a general decline to approximately 21% by 2024–2025. This pattern suggests a substantial issuance or reclassification of long-term debt around 2020, with subsequent repayments or restructuring reducing the relative amount.
Operating Lease Liabilities, Excluding Current Portion
The long-term lease obligations consistently declined from roughly 10.5% in early periods to about 6.8%–7% in recent years, demonstrating a reduction in long-term lease liabilities, possibly due to lease expirations or shifts in leasing policies.
Deferred Income Taxes and Other Liabilities
The share trended downward from over 10% in 2019 to approximately 6.5%–7% by 2025, indicating a decline in deferred tax liabilities and other non-current obligations relative to the company's total equity and liabilities.
Non-Current Liabilities
These experienced a marked increase in early 2020 from about 34% to nearly 48%, then decreased steadily to around 34.7% by mid-2025. The initial spike corresponds with the rise in long-term debt excluding current portion, indicating an increased leverage or deferred liabilities situation during that period with gradual normalization afterwards.
Total Liabilities
Overall liabilities as a portion of the total capital structure rose sharply to 74.3% in mid-2020, reflecting increased debt or other obligations, then declined to around 63.9% by mid-2025. This indicates a higher leveraging position starting in 2020, followed by a steady reduction but remaining elevated compared to pre-2020 levels.
Common Stock at Stated Value
This component was consistently minimal and stable across all periods at about 0.01%, reflecting no significant change in the par value portion of equity.
Capital in Excess of Stated Value
This equity component steadily increased from approximately 27.8% in 2019 to nearly 38.8% by mid-2025, indicating ongoing capital contributions or retained capital accumulation beyond par value, supporting growth or shareholder value enhancement.
Accumulated Other Comprehensive Income (Loss)
This metric fluctuated between gains and losses over the periods, with a negative low around -1.23% in 2020 and positive peaks of 1.55% in 2022. Recent values show minor losses or marginal gains near zero, suggesting variable other comprehensive income impacts such as foreign currency translation or pension adjustments.
Retained Earnings (Deficit)
Retained earnings displayed a decline over time, starting positive at about 6.56% in 2019, turning negative from early 2024 onward, reaching almost -1.99% by mid-2025. This trend indicates cumulative net losses or significant distributions reducing retained earnings relative to total capitalization.
Shareholders’ Equity
Equity fluctuated inversely with liabilities, declining sharply to about 25.7% in mid-2020 after which it recovered to around 38% by late 2021. Subsequently, the equity portion remained relatively stable between 36% and 38% through mid-2025, indicating a balanced capital structure despite fluctuations in retained earnings and liabilities.
Total Liabilities and Shareholders’ Equity
The sum consistently represents 100% by definition, serving as the base for the relative percentages of individual components analyzed.