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Q3 26 EPS
$12.80
BEAT +1.84%
Est. $12.57
Q3 26 Revenue
$8.56B
BEAT +0.25%
Est. $8.54B
vs S&P Since Q3 26
-34.4%
TRAILING MARKET
INTU -35.6% vs S&P -1.2%
Market Reaction
Did INTU Beat Earnings? Q3 2026 Results
Intuit posted a clean beat across both top and bottom lines in fiscal Q3 2026, with earnings per share of $12.80 topping the $12.57 consensus estimate by 1.84%, extending the company's streak of beating EPS expectations to four consecutive quarters. … Read more Intuit posted a clean beat across both top and bottom lines in fiscal Q3 2026, with earnings per share of $12.80 topping the $12.57 consensus estimate by 1.84%, extending the company's streak of beating EPS expectations to four consecutive quarters. Revenue of $8.56 billion edged past the $8.54 billion consensus and grew 10.4% year over year, anchored by a surge in Credit Karma revenue to $631 million, up 15%, and TurboTax revenue of $4.40 billion, up 7%, as a robust U.S. Tax season validated the strength of Intuit's consumer franchise. The quarter's headline-grabbing development, however, was a 17% reduction in full-time workforce, with CEO Sasan Goodarzi framing the restructuring as essential to building a faster, leaner organization; the company expects $300 million to $340 million in related charges, primarily in Q4. Despite that overhang, Intuit raised its full-year FY2026 revenue guidance to $21.34 billion to $21.37 billion and lifted its non-GAAP diluted EPS outlook to $23.80 to $23.85, signaling sustained confidence in its AI-driven growth strategy.
Key Takeaways
- • QuickBooks Online Accounting revenue grew 22% driven by higher effective prices, customer growth, and mix-shift
- • Credit Karma revenue grew 15% driven by strength in personal loans, auto insurance, and home loans
- • Online Services revenue grew 15% driven by growth in money and payroll offerings
- • TurboTax Live revenue expected to grow 36% for full year, representing approximately 53% of total TurboTax revenue
- • TurboTax ARPU expected to increase approximately 11% as more customers chose assisted offerings and faster access to refunds
- • Global Business Solutions revenue excluding Mailchimp grew 17%, Online Ecosystem excluding Mailchimp grew 22%
INTU Forward Guidance & Outlook
Intuit raised full-year FY2026 revenue guidance to $21.341–$21.374 billion (13–14% growth), non-GAAP operating income to $8.784–$8.804 billion (approximately 16% growth), and non-GAAP diluted EPS to $23.80–$23.85 (approximately 18% growth). Segment guidance was also raised: Global Business Solutions growth to approximately 16%, and Consumer growth to approximately 10% (TurboTax ~7%, Credit Karma ~19%, ProTax ~4%). For Q4 FY2026, the company expects revenue growth of approximately 11–12%, GAAP diluted EPS of $0.73–$0.79 (including $300 million in restructuring charges), and non-GAAP diluted EPS of $3.56–$3.62. Full-year TurboTax Live revenue is expected to grow 36% to $2.8 billion, representing approximately 53% of total TurboTax revenue.
INTU YoY Financials
Q3 2026 vs Q3 2025, source: SEC Filings
INTU Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered strong third-quarter results, driven by our AI-driven expert platform strategy. We have ignited significant growth engines across the company including disrupting the assisted tax segment, expanding our money portfolio and serving mid-market businesses that are growing north of 30 percent.”
— Sasan Goodarzi, Q3 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% |