Pulling SEC filings + quote and writing the call…

DICK'S SPORTING GOODS, INC.
Next earnings Aug 24, 2026 · consensus $3.77 EPS, $5.72B rev
Last earnings -6.0% on 2026-05-27
Strong DICK'S core, but the $2.5B Foot Locker deal is dilutive today (EPS -29%) and unproven; wait for integration proof.
Revenue (FY2026) $17.2B · FY2026
Middling fundamentals and a rich price (~63% above fair value) leave little margin of safety — a wait-and-see.
DICK'S Sporting Goods just made a transformative bet, completing its $2.5 billion acquisition of Foot Locker on September 8, 2025. The headline numbers reflect the deal more than organic momentum: FY2026 revenue surged 28.1% to $17.2B, but net income fell 27.1% to $849M and diluted EPS dropped 29.0% to $9.97. The dilution is squarely acquisition-driven — Foot Locker contributed $3.1B of net sales but a $60.0 million net loss for the partial period, and its pro forma comparable sales actually declined 3.3% (International down 8.1%) for the year.
The core DICK'S business remains high-quality and cash-generative: gross margin held at 32.9%, operating cash flow rose 17.2% to $1.54B, and the company returned capital via $347M of buybacks and $414M of dividends. Management cites secular tailwinds — sport-and-culture convergence, women's sports, the 2026 FIFA World Cup and 2028 Olympics — and is investing heavily (capex up 41.7% to $1.14B) in House of Sport experiential formats. Stockholders' equity jumped 73.2% to $5.54B as the balance sheet absorbed the deal.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:41 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $12.3B | $12.4B | $13.0B | $13.4B | $17.2B |
| Gross profit | $4.71B | $4.28B | $4.53B | $4.83B | $5.67B |
| Operating income | $2.03B | $1.46B | $1.28B | $1.47B | $1.10B |
| Net income | — | — | $1.05B | $1.17B | $849M |
| Diluted EPS | $13.87 | $10.78 | $12.18 | $14.05 | $9.97 |
| Net margin | — | — | 8.1% | 8.7% | 4.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0001089063, latest 10-Q filed 2026-06-04) · EODHD · Proprietary analysis · as of 6/21/2026, 8:41:21 PM.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
| 2026-06-24 | STACK EDWARD W Executive Chairman | Exercise | 958K @ $11.31 | $10.8M |
| 2026-06-24 | STACK EDWARD W Executive Chairman | Tax | 443K @ $236.93 | $105M |
| 2026-06-10 | Ralls-Morrison Desiree Director | Award | 838.00 | |
| 2026-06-10 | MATHRANI SANDEEP Director | Award | 838.00 | |
| 2026-06-10 | Fitzgerald Larry Jr. Director | Award | 838.00 | |
| 2026-06-10 | Fink Anne Director | Award | 838.00 | |
| 2026-06-10 | Eddy Robert W. Director | Award | 838.00 | |
| 2026-06-10 | CHIRICO EMANUEL Director | Award | 838.00 | |
| 2026-06-10 | COLOMBO WILLIAM J Director | Award | 838.00 |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1194 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.