DICK'S SPORTING GOODS, INC. (DKS) Earnings History

DICK'S SPORTING GOODS, INC. - Q4 FY2025 Earnings

Filed at: Mar 12, 2026, 8:03 AM EDT|Read from source

EXECUTIVE SUMMARY

DICK'S Sporting Goods reported a strong fourth quarter and full year 2025, driven by robust performance in the DICK'S Business, which saw comparable sales growth and margin expansion. The company is integrating the recently acquired Foot Locker Business and provided a positive outlook for 2026, expecting continued growth in sales and profitability across both segments.

POSITIVE HIGHLIGHTS

  • •

    DICK'S Business comparable sales grew 3.1% in Q4 and 4.5% for the full year 2025, driven by increases in average ticket and transactions.

    positive
  • •

    Full year 2025 non-GAAP operating margin for the DICK'S Business was over 11%, with gross margin expansion reported.

    positive
  • •

    The company declared a quarterly dividend of $1.25 per share, representing a 3% increase and an annualized dividend of $5.00 per share.

    positive
  • •

    Full year 2026 outlook projects growth in both net sales and profitability for the consolidated company and for both the DICK'S and Foot Locker Businesses.

    positive

CONCERNS & RISKS

  • •

    Consolidated GAAP net income decreased by 57% to $128 million in Q4 FY2025 compared to $300 million in the prior year.

    negative
  • •

    Consolidated GAAP net income decreased by 27% to $849 million for full year 2025 compared to $1,165 million in the prior year.

    negative
  • •

    Inventories increased by 47% to $4.9 billion as of January 31, 2026, compared to $3.35 billion in the prior year.

    negative
  • •

    Operating income for the DICK'S Business decreased significantly to $184.5 million in Q4 FY2025 from $387.0 million in the prior year, a 52.3% decrease.

    negative
  • •

    The Foot Locker Business reported a segment loss of $5.9 million in Q4 FY2025 and $52.2 million for the full year 2025.

    attention
  • •

    The Foot Locker Business segment profit margin is projected to be between 1.3% and 1.9% for full year 2026, significantly lower than the DICK'S Business segment profit margin of 11.0% to 11.2%.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$6.23B
+59.9%
Prior year: $3.89B
Annual (YTD)
$17.22B
N/A
Prior year: $13.44B
Net Income
Quarterly
$128.34M
-57.2%
Prior year: $299.97M
Annual (YTD)
$849.24M
N/A
Prior year: $1.17B
EPS (Diluted)
Quarterly
$1.41
-61.0%
Prior year: $3.62
Operating Income
Quarterly
$184.51M
-52.3%
Prior year: $386.99M
Annual (YTD)
$1.10B
N/A
Prior year: $1.47B
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
28.4%
Prior Year
35.0%
YoY Change
-653 bps
Operating Margin
Current Quarter
3.0%
Prior Year
9.9%
YoY Change
-698 bps
Net Margin
Current Quarter
2.1%
Prior Year
7.7%
YoY Change
-564 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
DICK'S Business
0.0%
N/A
Foot Locker Business
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
DICK'S Business
N/A———
Foot Locker Business
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

Net sales
$22100000.0B—$22400000.0B
Mid-point: $22250000.0B
Comparable sales (DICK'S Business)
$0.0M—$0.0M
Mid-point: $0.0M
Comparable sales (Foot Locker Business)
$0.0M—$0.0M
Mid-point: $0.0M
"Proforma basis"
Operating income
1,710,000,000—1,830,000,000
Mid-point: 1,770,000,000
"GAAP basis"
Operating income
1,680,000,000—1,810,000,000
Mid-point: 1,745,000,000
"Non-GAAP basis"
EPS
$13.70—$14.70
Mid-point: $14.20
"GAAP basis"
EPS
$13.50—$14.50
Mid-point: $14.00
"Non-GAAP basis"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q4 FY2025
Foot Locker acquisition-related costs (inventory write-down and merger/integration costs)
Includes $217.9M for inventory write-down and $17.6M for merger and integration costs.
+$235.5M
FY2025
Foot Locker acquisition-related costs (inventory write-down, merger/integration costs, deferred financing amortization)
Includes $217.9M for inventory write-down, $164.2M for merger and integration costs, and $7.9M for deferred financing amortization.
+$390M
FY2025
Asset impairment charge
Non-cash asset write-down following abandonment of a technology service contract.
+$13.4M
FY2025
Investment gains
Non-cash gains from non-operating investment in Foot Locker equity securities.
$42.2M
Total Impact
+$596.7M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

2025 was another strong year for the DICK'S Business, with growth in comps and EPS exceeding our expectations.

— DICK'S SPORTING GOODS, INC., Q4 FY2025 2025 Earnings Call

We've now owned the Foot Locker Business for about six months and our excitement and our conviction in the long‑term opportunity continue to grow.

— DICK'S SPORTING GOODS, INC., Q4 FY2025 2025 Earnings Call

We’re very encouraged by what we’re seeing with our Fast Break initiative, the evolution of our 11-store Foot Locker pilot, which we plan to rapidly scale in 2026.

— DICK'S SPORTING GOODS, INC., Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Stores
3.2K
locations

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

Related Research

Analysis

DKS 10-K Analysis: DICK'S EPS Grew 3.8% — Consolidated EPS Fell 29%