Stock Analysis on Net

Nike Inc. (NYSE:NKE)

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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)

Microsoft Excel
May 31, 2026 Feb 28, 2026 Nov 30, 2025 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
Current portion of long-term debt
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-K (reporting date: 2026-05-31), 10-Q (reporting date: 2026-02-28), 10-Q (reporting date: 2025-11-30), 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).


The capital structure shows a transition from a liability-heavy position toward a higher proportion of shareholders' equity over the analyzed period. Total liabilities decreased from a peak of 72.27% in August 2020 to 61.30% by May 2026, while shareholders' equity rose from 27.73% to 38.70% during the same interval.

Debt and Long-Term Obligations
A significant downward trend is observed in long-term debt, excluding the current portion, which fell from 28.29% in August 2020 to 15.47% in May 2026. Conversely, the current portion of long-term debt remained negligible until May 2022 and subsequently increased, reaching 5.21% by May 2026. This pattern indicates a strategic reduction in long-term leverage and a shift toward maturing debt obligations.
Current Liability Trends
Current liabilities have exhibited volatility but generally trended upward in the latter half of the period, moving from 21.81% in August 2021 to 32.67% in May 2026. Accounts payable contributed to this increase, rising from 5.96% at the start of the period to peak at 10.10% in May 2025. Accrued liabilities remained relatively stable, fluctuating primarily between 13% and 17%.
Equity Composition and Retained Earnings
The growth in shareholders' equity was driven primarily by an increase in capital in excess of stated value, which rose from 26.14% to 39.46%. However, retained earnings followed a contradictory path; after peaking at 10.25% in August 2021, this figure declined steadily and entered negative territory, reaching as low as -1.99% in May 2025. This suggests that capital injections or share issuances have offset the depletion of retained earnings.
Other Non-Current Liabilities
Non-current liabilities overall decreased from 46.35% to 28.63%. Operating lease liabilities, excluding the current portion, remained relatively stable throughout the period, ranging between 6.55% and 8.90%, indicating a consistent approach to long-term leasing commitments relative to the total balance sheet.

Overall, the financial profile reflects a deleveraging process regarding long-term debt and an increasing reliance on contributed capital to maintain the equity base, despite a decline in accumulated retained earnings.