Q2 26 EPS
$4.15
BEAT +12.69%
Est. $3.68
Q2 26 Revenue
$4.65B
BEAT +2.62%
Est. $4.53B
vs S&P Since Q2 26
-38.7%
TRAILING MARKET
INTU -31.7% vs S&P +6.9%
Market Reaction
Did INTU Beat Earnings? Q2 2026 Results
Intuit posted a standout fiscal second quarter, delivering results that cleared Wall Street's bar on both the top and bottom lines as its AI-driven platform strategy translated into broad revenue momentum. The company reported non-GAAP diluted EPS of… Read more Intuit posted a standout fiscal second quarter, delivering results that cleared Wall Street's bar on both the top and bottom lines as its AI-driven platform strategy translated into broad revenue momentum. The company reported non-GAAP diluted EPS of $4.15, beating the consensus estimate of $3.68 by 12.69%, while revenue of $4.65 billion topped expectations by 2.62% and rose 17.4% year over year. The primary engine behind the beat was the Global Business Solutions segment, where QuickBooks Online Accounting revenue surged 24%, fueled by higher effective pricing, customer growth, and a mix-shift toward premium subscription tiers. Credit Karma also stood out, climbing 23% to $616 million on strength in personal loans and auto insurance. Shares rallied sharply following the report, with analysts pointing to discounted valuations and accelerating AI monetization as reasons for optimism. Management reiterated full-year fiscal 2026 guidance, targeting revenue of $21.00 billion to $21.19 billion and non-GAAP diluted EPS of $22.98 to $23.18, signaling confidence in continued double-digit growth.
Key Takeaways
- • QuickBooks Online Accounting revenue grew 24% driven by higher effective prices, customer growth, and mix-shift
- • Online Services revenue grew 18% driven by growth in money and payroll offerings
- • Credit Karma revenue grew 23% driven by strength in personal loans, credit cards, and auto insurance
- • TurboTax revenue grew 12%
- • Global Business Solutions excluding Mailchimp grew 21%
INTU YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
INTU Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered an outstanding second quarter, driven by disciplined execution. We are defining a new category at the intersection of AI and human intelligence, one that delivers autonomous, done-for-you experiences, disrupts the traditional assisted tax segment, and provides mid-market enterprises with the AI-native ERP platform they need to win. We're accelerating execution and innovation to deliver even greater impact for our customers.”
— Sasan Goodarzi, Q2 2026 Earnings Press Release
INTU Earnings Trends
INTU vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
INTU EPS Trend
Earnings per share: estimate vs actual
INTU Revenue Trend
Quarterly revenue: estimate vs actual
INTU Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 BEAT | $12.57 | $12.80 | +1.84% | $8.56B | +0.25% |
| Q2 26 BEAT | $3.68 | $4.15 | +12.69% | $4.65B | +2.62% |
| Q1 26 BEAT | $3.09 | $3.34 | +7.99% | $3.89B | +3.36% |
| Q4 25 BEAT FY | $2.66 | $2.75 | +3.40% | $3.83B | +2.27% |
| FY Full Year | $20.10 | $20.15 | +0.27% | $18.83B | +0.43% |
| Q3 25 BEAT | $10.91 | $11.65 | +6.77% | $7.75B | +2.54% |