{"symbol":"INTU","fiscalQuarter":"Q3-2026","reportDate":"2026-05-20","reportTime":"AMC","status":"reported","company":{"name":"Intuit Inc.","sector":"Information Technology","industry":"Application Software"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/INTU/earnings/Q3-2026","estimates":{"consensusEps":12.5198,"consensusRevenue":8529.48,"epsLow":12.42,"epsHigh":13.03,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"Intuit Inc. is a technology company specializing in application software, known for products like TurboTax and QuickBooks. With a market cap of $112 billion, it plays a significant role in personal finance and small business management, benefiting from trends in digital finance and cloud computing.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a key indicator of profitability and helps investors gauge the company's financial health.","consensus":"$12.52"},{"name":"Revenue","why":"Revenue growth reflects the company's ability to expand its customer base and increase sales, which is crucial for long-term success.","consensus":"$8.5B"}],"lastQuarterRecap":{"summary":"In Q2-2026, Intuit reported an impressive EPS of $4.15, significantly exceeding expectations. The stock reacted positively, gaining 3.46% the following day.","promises":["Continued focus on enhancing product offerings.","Commitment to expanding customer engagement.","Plans to leverage AI for improved user experience."]},"wallStreetExpectations":{"summary":"Analysts expect Intuit to maintain its strong performance with a consensus EPS of $12.52 for Q3-2026. Investors are keen to see if the company can continue its trend of beating earnings estimates.","bullCase":"If Intuit exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its products and lead to a positive stock reaction.","bearCase":"Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about future growth and negatively impact the stock."},"optionsSignal":{"impliedMove":"9.57%","context":"The options market is pricing in a significant move around the earnings announcement, suggesting heightened uncertainty or anticipation."},"earningsTrackRecord":[{"quarter":"Q2-2026","epsSurprise":"+86.10%","reaction":"+3.46%"},{"quarter":"Q1-2026","epsSurprise":"+105.29%","reaction":"-2.03%"},{"quarter":"Q4-2025","epsSurprise":"+99.85%","reaction":"-0.20%"},{"quarter":"Q3-2025","epsSurprise":"+21.03%","reaction":"+0.92%"},{"quarter":"Q2-2025","epsSurprise":"+161.42%","reaction":"-2.05%"}],"pivotalQuestions":[{"question":"Will EPS exceed the consensus estimate of $12.52?","whyItMatters":"A beat on EPS would reinforce Intuit's strong performance track record and could lead to a positive market reaction."},{"question":"What guidance will management provide regarding future revenue growth?","whyItMatters":"Future revenue guidance will be crucial for assessing the sustainability of Intuit's growth and could influence investor sentiment."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $12.75 or higher would confirm the bull case, indicating strong operational performance.","bearTrigger":"An EPS below $12.30 would support the bear case, raising concerns about growth prospects.","context":"This quarter's performance is critical as it will either validate Intuit's growth trajectory or highlight potential weaknesses in its business model."},"scenarioPlaybook":{"beatAndRaise":"If Intuit beats expectations and raises guidance, history suggests a potential stock increase of around 0.31% on the following day.","inLineCautious":"If results are in line with expectations but management's commentary is cautious, the stock may react neutrally, reflecting uncertainty.","miss":"Should Intuit miss estimates, history indicates a potential decline of around 0.31% or more, which could raise concerns about future performance."},"whatTheStreetIsMissing":{"thesis":"The Street may underestimate Intuit's ability to leverage AI advancements in its products, which could drive higher user engagement and revenue growth.","supportingPoints":["Recent earnings surprises indicate strong operational efficiency that may not be fully reflected in current estimates.","Options pricing suggests a larger potential move than historical averages, indicating market uncertainty.","Management's focus on product innovation could lead to unexpected revenue streams."],"riskToConsensus":"If the company demonstrates significant growth in AI-driven products, it could challenge current revenue projections."},"whatToListenFor":["Any updates on AI integration in product offerings.","Details on customer acquisition and retention strategies.","Insights into competitive pressures in the application software market.","Management's outlook on macroeconomic factors affecting consumer spending.","Specifics on revenue growth from new product launches."],"metaDescription":"Intuit (INTU) reports Q3 2026 earnings May 20. Analysts expect $12.52 EPS on $8.5B revenue. Here's what to watch."},"postBrief":{"headline":"Intuit Beats on EPS, Stock Up 0.0%","keyNumbers":[{"metric":"EPS","actual":"$12.80","expected":"$12.52","surprise":"+14.99%"},{"metric":"Revenue","actual":"N/A","expected":"$8.5B","surprise":"N/A"}],"managementCommentary":{"tone":"Unknown","keyQuotes":[],"summary":"No transcript is on record, and the analysis is based solely on numerical results."},"guidanceChanges":{"summary":"No guidance data is available for this quarter.","changes":[]},"whatItMeans":"Intuit's strong EPS performance indicates better-than-expected profitability, which may reflect effective cost management or strong demand for its products. However, the stock reaction remained flat, suggesting that investors may have anticipated the earnings beat or are waiting for further guidance. The lack of revenue data and management commentary leaves some uncertainty about the overall business outlook.","metaDescription":"Intuit Inc. (INTU) Q3 2026 earnings: EPS beat by 14.99%, revenue not reported. Stock reaction flat at 0.0%. Full breakdown."}}