Intuit (INTU) reported $4.65 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 17.4%. EPS of $4.15 for the same period compares to $3.32 a year ago.
The reported revenue represents a surprise of +2.75% over the Zacks Consensus Estimate of $4.53 billion. With the consensus EPS estimate being $3.66, the EPS surprise was +13.25%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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:
- Revenue- Consumer Segment- TurboTax: $581 million compared to the $566.21 million average estimate based on five analysts.
- Net revenue- Global Business Solutions: $3.2 billion versus the five-analyst average estimate of $3.11 billion.
- Net revenue- Global Business Solutions- Total Online Ecosystem: $2.5 billion versus $2.45 billion estimated by five analysts on average.
- Net revenue- Consumer: $1.5 billion compared to the $1.42 billion average estimate based on four analysts. The reported number represents a change of +194.7% year over year.
- Revenue- Consumer Segment- ProTax: $290 million versus the four-analyst average estimate of $277.42 million.
- Revenue- Consumer Segment- Credit Karma: $616 million versus the four-analyst average estimate of $569.41 million.
- Net revenue- Product and other: $779 million versus $755.9 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
- Net revenue- Service: $3.87 billion compared to the $3.77 billion average estimate based on three analysts. The reported number represents a change of +19.2% year over year.
View all Key Company Metrics for Intuit here>>>
Shares of Intuit have returned -29.2% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Intuit Inc. (INTU): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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