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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Intuit (INTU) is 9/10.
Intuit delivered Q3 revenue of $8.6 billion, up 10% YoY, beating the high end of guidance across revenue, operating income, and EPS. TurboTax Live was the standout, with customers up 38% and revenue growing 36% to represent 53% of total TurboTax revenue, while mid-market QBO Advanced/IES online ecosystem grew 38%. Management raised full-year FY2026 guidance, lifting non-GAAP EPS to $23.80-$23.85 (~18% growth), reflecting continued AI-driven efficiencies and a 17% workforce reduction aimed at building a leaner organization. Price-sensitive DIY filers under $50k income remained a headwind, with management announcing a business model shift from complexity-based to value-based pricing to address the shortfall durably.
Scored from Intuit’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $3.28B | +10.2% | $0.70 | -17.6% | 8.3% | 6.0% | $329M |
| FY2025 Q2 | $3.96B | +17.0% | $1.67 | +33.6% | 15.0% | 11.9% | $1.04B |
| FY2025 Q3 | $7.75B | +15.1% | $10.02 | +19.1% | 48.0% | 36.4% | $4.36B |
| FY2025 Q4 | $3.83B | +20.3% | $1.35 | +2028.6% | 8.8% | 9.9% | $356M |
| FY2026 Q1 | $3.88B | +18.3% | $1.59 | +127.1% | 13.7% | 11.5% | $599M |
| FY2026 Q2 | $4.65B | +17.4% | $2.47 | +47.9% | 18.4% | 14.9% | $1.52B |
| FY2026 Q3 | $8.56B | +10.4% | $11.09 | +10.7% | 47.0% | 35.8% | $5.24B |
| FY2026 Q4 | $4.35B | +13.7% | $1.34 | -0.7% | 10.9% | 8.3% | $1.26B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2023 | $14.37B | +12.9% | $8.42 | +16.3% | 21.9% | 16.6% | $4.79B |
| FY2024 | $16.29B | +13.3% | $10.44 | +24.0% | 22.3% | 18.2% | $4.63B |
| FY2025 | $18.83B | +15.6% | $13.74 | +31.6% | 26.1% | 20.5% | $6.08B |
| FY2026 |
| $21.45B |
| +13.9% |
| $16.49 |
| +20.0% |
| 27.4% |
| 21.3% |
| $8.62B |