Intuit Inc. · INTU · Next earnings

Intuit Inc. reports Thursday, Nov 19, 2026

INTU reports after market close with consensus EPS at $2.46 and revenue at $4.31B. Last quarter: Intuit Beats and Raises but Stock Plunges 20% as Revenue Growth Decelerates

Reports After market close60 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.46 Calendar consensus
Consensus revenue $4.31B Calendar consensus
Report date Nov 19, 2026 Thursday, date estimated
Session After market close 60 days away

Where INTU left off: FY2026 Q3

Full report

Intuit Beats and Raises but Stock Plunges 20% as Revenue Growth Decelerates

EPS surprise +1.8% Reported $12.80 vs $12.57
Revenue surprise +0.2% Reported $8.56B vs $8.54B
Stock move -20.0% Event window
Subsequent drift -16.1% Up to 20 sessions

Intuit raised full-year revenue and non-GAAP guidance, now targeting 13-14% top-line growth. This is an upgrade from Q2's maintained stance, where management had reaffirmed FY2026 guidance and expected double-digit revenue growth. The raise came despite revenue growth decelerating from 17% (Q2) to 10% (Q3), signaling confidence that assisted tax, mid-market, and money portfolio momentum can offset DIY tax weakness.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Revenue growth deceleration from 17% to 10% raises questions about the durability of the growth narrative
  • DIY tax segment weakness could intensify if value-based pricing fails to stabilize volumes
  • IRS filing volume declined approximately 30 basis points, pressuring total tax market size
  • 17% workforce reduction creates execution and morale risk during a major product transition
  • Mailchimp rightsizing may not restore the business to double-digit growth

Questions analysts left open

  • Why tax results lagged and whether AI can offset DIY segment weakness
  • Impact of the 17% workforce reduction on operations and morale
  • Details on Mailchimp performance and restructuring charges
  • Sustainability of assisted-tax growth and pricing strategy
  • Potential margin pressure from AI investment and competition

Ask FN2 about INTU next report

Transcript, numbers and history already loaded
What should I watch for in INTU's next earnings report?How did INTU guide last quarter, and is consensus above or below that?Give me the bull and bear case going into INTU earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the INTU recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent INTU quarters

All INTU earnings
-20.0%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.