INTU Q1 2026 Earnings
Reported Nov 20, 2025 at 4:01 PM ET · SEC Source
Q1 26 EPS
$3.34
BEAT +7.99%
Est. $3.09
Q1 26 Revenue
$3.89B
BEAT +3.36%
Est. $3.76B
vs S&P Since Q1 26
-48.6%
TRAILING MARKET
INTU -39.2% vs S&P +9.4%
Market Reaction
Did INTU Beat Earnings? Q1 2026 Results
Intuit kicked off fiscal 2026 with a standout quarter, posting non-GAAP EPS of $3.34 against a consensus estimate of $3.09, a beat of roughly 7.99%, while revenue climbed 18.3% year-over-year to $3.88 billion, clearing the $3.76 billion estimate by 3… Read more Intuit kicked off fiscal 2026 with a standout quarter, posting non-GAAP EPS of $3.34 against a consensus estimate of $3.09, a beat of roughly 7.99%, while revenue climbed 18.3% year-over-year to $3.88 billion, clearing the $3.76 billion estimate by 3.36%. The engine behind the results was the Global Business Solutions segment, where QuickBooks Online Accounting revenue surged 25% on higher effective prices, customer growth, and favorable mix-shift, lifting Online Ecosystem revenue to $2.40 billion. Credit Karma delivered its own breakout performance, jumping 27% to $651 million on strength in personal loans, credit cards, and auto insurance. Following the results closely, analysts at multiple firms maintained bullish ratings, pointing to the company's AI-driven platform strategy as a durable competitive edge. Management reiterated full-year fiscal 2026 guidance, projecting revenue of $21.00 billion to $21.19 billion and non-GAAP EPS of $22.98 to $23.18, representing 12-13% and 14-15% growth, respectively.
Key Takeaways
- • QuickBooks Online Accounting revenue grew 25% driven by higher effective prices, customer growth, and mix-shift
- • Online Services revenue grew 17% driven by growth in money and payroll offerings
- • Credit Karma revenue grew 27% driven by strength in personal loans, credit cards, and auto insurance
- • Global Business Solutions Online Ecosystem revenue grew 21%
- • Consumer revenue grew 21%
INTU YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
INTU Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered an exceptional first quarter as we continue to execute on our AI-driven expert platform strategy. Intuit is creating a system of intelligence, leveraging data, data services, AI, and human intelligence to fuel the success of consumers, small and mid-market businesses, and accountants.”
— Sasan Goodarzi, Q1 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
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| 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 | +3.38% | $3.83B | +2.16% |
| 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% |