{"symbol":"INTU","fiscalQuarter":"Q4-2026","reportDate":"2026-08-20","reportTime":"AMC","status":"upcoming","company":{"name":"Intuit Inc.","sector":"Information Technology","industry":"Application Software"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/INTU/earnings/Q4-2026","estimates":{"consensusEps":3.5886,"consensusRevenue":4268.92,"epsLow":3.49,"epsHigh":3.72,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"Intuit Inc. is a technology company that specializes in financial and business management software, including popular products like TurboTax and QuickBooks. With a market cap of $98 billion, Intuit plays a crucial role in helping individuals and small businesses manage their finances, especially in a climate where digital solutions are increasingly important.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a key indicator of profitability and will show how well Intuit has managed costs and revenue.","consensus":"$3.59"},{"name":"Revenue","why":"Revenue growth reflects the overall demand for Intuit's products and services, which is critical for assessing future performance.","consensus":"$4.3B"}],"lastQuarterRecap":{"summary":"In Q3-2026, Intuit reported an EPS of $12.80, significantly surpassing estimates by nearly 15%. Despite this strong performance, the stock fell 3.95% the following day, indicating market skepticism.","promises":["Continued focus on expanding product offerings.","Commitment to enhancing customer experience.","Investment in new technologies to drive growth."]},"wallStreetExpectations":{"summary":"Analysts expect Intuit to maintain its strong performance with an EPS of $3.59 this quarter. The company has a history of beating earnings expectations, which adds to investor optimism.","bullCase":"If Intuit exceeds the EPS estimate, it could signal robust demand for its products and a strong market position, potentially leading to a positive stock reaction.","bearCase":"Conversely, if Intuit misses expectations or provides weak guidance, it could raise concerns about future growth and lead to a negative market reaction."},"optionsSignal":{"impliedMove":"20.9%","context":"The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement."},"earningsTrackRecord":[{"quarter":"Q3-2026","epsSurprise":"+14.99%","reaction":"-3.95%"},{"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%"}],"pivotalQuestions":[{"question":"Will Intuit's EPS exceed the consensus estimate of $3.59?","whyItMatters":"A beat on EPS would reinforce confidence in Intuit's growth trajectory and ability to manage costs effectively."},{"question":"What guidance will Intuit provide for future revenue growth?","whyItMatters":"Future revenue guidance will be critical for assessing the company's outlook and could significantly impact investor sentiment."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $3.70 or higher would confirm the bull case, indicating strong operational performance.","bearTrigger":"An EPS below $3.49 would confirm the bear case, raising concerns about growth sustainability.","context":"This quarter's performance will be closely watched as it could set the tone for future growth expectations."},"scenarioPlaybook":{"beatAndRaise":"If Intuit beats expectations, history suggests a modest positive reaction, potentially around a 2.21% increase on the first day.","inLineCautious":"If results are in line with expectations but management is cautious, the stock may experience limited movement as investors reassess growth prospects.","miss":"A miss could lead to a significant decline, with historical patterns indicating an average drop of around 2.21% following disappointing results."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Information Technology","sampleSize":30,"fadeRate":"5 of 9 (56%)","insight":"This setup has occurred 30 times across Information Technology in the last 2 years. 5 of 9 faded and 4 held \u2014 no strong directional bias after the initial reaction. The average absolute 1-day move is 4.3%, with a raw directional average of -0.4% (modestly negative historical bias)."},"whatTheStreetIsMissing":{"thesis":"The consensus may be underestimating Intuit's ability to capitalize on new product innovations and market demand, especially given recent strong EPS surprises.","supportingPoints":["Intuit has consistently beaten EPS estimates, suggesting stronger-than-expected operational performance.","The options market is pricing a larger move than historical averages, indicating heightened expectations.","Recent trends in consumer spending may favor Intuit's product offerings."],"riskToConsensus":"If revenue growth falls below $4.3B, it could challenge the optimistic outlook and lead to a reassessment of the stock."},"whatToListenFor":["Any updates on new product launches and their expected impact on revenue.","Management's commentary on customer acquisition and retention rates.","Insights into competitive pressures in the financial software market.","Discussion of any macroeconomic factors affecting consumer spending.","Guidance on future revenue growth and strategic initiatives."],"metaDescription":"Intuit (INTU) reports Q4 2026 earnings August 20. Analysts expect $3.59 EPS on $4.3B revenue. Here's what to watch."}}