Back to top

Image: Bigstock

Intuit (INTU) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Read MoreHide Full Article

Intuit (INTU - Free Report) reported $4.35 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 13.7%. EPS of $4.03 for the same period compares to $2.75 a year ago.

The reported revenue represents a surprise of +1.91% over the Zacks Consensus Estimate of $4.27 billion. With the consensus EPS estimate being $3.59, the EPS surprise was +12.26%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Intuit performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net revenue- Consumer Segment- TurboTax: $153 million compared to the $137.73 million average estimate based on six analysts.
  • Net revenue- Global Business Solutions: $3.42 billion versus the six-analyst average estimate of $3.39 billion. The reported number represents a year-over-year change of +13.6%.
  • Net revenue- Global Business Solutions- Total Online Ecosystem: $2.6 billion versus $2.58 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +17.4% change.
  • Net revenue- Consumer: $930 million versus $884.54 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +578.8% change.
  • Net revenue- Consumer Segment- Credit Karma: $743 million compared to the $714.9 million average estimate based on five analysts.
  • Net revenue- Consumer Segment- ProTax: $34 million versus the five-analyst average estimate of $31.75 million.
  • Net revenue- Global Business Solutions- Total Desktop Ecosystem: $821 million versus $807.14 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
  • Net revenue- Global Business Solutions- Online Ecosystem- QuickBooks Online Accounting: $1.32 billion versus $1.32 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +19.6% change.
  • Net revenue- Product and other: $571 million versus $569.11 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.7% change.
  • Net revenue- Global Business Solutions- Online Ecosystem- Online Services: $1.28 billion versus $1.26 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +15.2% change.
  • Net revenue- Service: $3.78 billion versus $3.7 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +15% change.
  • Net revenue- Global Business Solutions- Desktop Ecosystem- QuickBooks Desktop Accounting: $530 million compared to the $527.14 million average estimate based on three analysts. The reported number represents a change of +3.5% year over year.

View all Key Company Metrics for Intuit here>>>

Shares of Intuit have returned +21.7% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Published in