Intuit (INTU) Earnings Date & Reports

Key Takeaways

• Intuit is scheduled to report its fourth-quarter and full-year fiscal 2026 results on August 25, 2026, after the market closes.
• Wall Street consensus calls for non-GAAP (adjusted) earnings per share (EPS) of roughly $3.59 on revenue of about $4.27 billion.
• Management's own guidance points to non-GAAP EPS of $3.56 to $3.62 and revenue of $4.2 billion to $4.3 billion for the quarter.
• The quarter caps Intuit's fiscal year, which ends July 31, and captures the final stretch of the U.S. tax season.
• Investors will focus on TurboTax Live growth, QuickBooks momentum, and Intuit's AI-driven product strategy.
• Shares have fallen sharply this year, trading near $362 with a forward price-to-earnings (P/E) multiple around 13 times.

Earnings Context and Why It Matters

Intuit's fourth-quarter report serves as the company's fiscal year-end scorecard and sets the tone for the year ahead. Because Intuit's fiscal year ends July 31, this print captures the tail end of the U.S. tax season while also offering a fresh read on small-business software demand. The results land just weeks before Intuit's Investor Day on September 17, making the commentary and guidance especially consequential. With the stock down sharply from its 52-week high, investors are looking for evidence that Intuit's artificial intelligence (AI) investments and subscription businesses can sustain growth despite a more cautious environment for small-business spending.

Earnings Expectations

Analysts expect Intuit to deliver non-GAAP EPS near $3.59 on revenue of approximately $4.27 billion, which would mark roughly 30% and 11.5% growth, respectively, versus the prior-year period. These figures sit near the top of management's guidance, which called for non-GAAP EPS of $3.56 to $3.62 and revenue between $4.2 billion and $4.3 billion.

For the full fiscal year, Intuit's guidance implies revenue growth of 13% to 14%, reaching $21.34 billion to $21.37 billion, with non-GAAP EPS of $23.80 to $23.85. Key operating metrics in focus include the growth of TurboTax Live, QuickBooks Online subscribers, Credit Karma, and Mailchimp. Intuit has now posted four consecutive quarterly earnings beats, and investors will watch whether that streak continues as the company closes out the year.

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Market Reaction and Investor Sentiment

Sentiment heading into the report is cautiously optimistic. Intuit shares rallied about 7.5% in the five trading days before the announcement as buyers positioned for a potential beat, though the stock remains down roughly 42% year to date after tumbling from a 52-week high of about $705. Analysts maintain a "Moderate Buy" consensus rating, with an average price target near $390. Key risk factors include a softer macroeconomic backdrop for small-business spending, heightened competition in tax and accounting software, and whether Intuit's AI investments are translating into tangible revenue growth. The guidance for fiscal 2027 will likely matter as much as the reported quarter.

Forward Outlook and Key Factors to Monitor

Beyond the headline numbers, investors will parse Intuit's initial guidance for fiscal 2027, which begins August 1, 2026. The company's ability to sustain double-digit revenue growth while converting AI product launches into paying users is a central theme.

Small-business demand is another area to watch. QuickBooks subscription trends and Mailchimp's performance offer insight into whether entrepreneurs are holding back on spending amid economic uncertainty. Meanwhile, tax-season results for TurboTax Live will show how well Intuit is competing in assisted tax preparation.

Costs and margins also deserve attention. Intuit has been investing heavily in AI infrastructure and go-to-market efforts, and investors will look for evidence that these expenditures are moderating rather than pressuring profitability. Finally, the September 17 Investor Day could reshape the narrative, making management's commentary on long-term strategy and capital allocation a key catalyst after earnings.

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