Intuit Inc. is set to report its fourth-quarter 2026 results on Aug. 25 after market close, with investors watching to see whether Intuit stock can extend a run of beats that has carried through the last four quarters. Revenue is expected to rise 11% to 12% from a year earlier, while adjusted earnings are projected at $3.56 to $3.62 per share.
The market’s benchmark is tight. The Zacks Consensus Estimate calls for $4.27 billion in revenue and $3.59 per share in earnings, and that earnings estimate has not moved in two months. That leaves the report squarely in focus today because the numbers already point to a solid quarter, yet the question is whether they will be strong enough to justify the recent strength in the shares.
By management’s own guide, the quarter should show a clear step up from last year. The company expects non-GAAP earnings of $3.56 to $3.62 per share, while GAAP earnings are seen at 73 cents to 79 cents per share. The wide gap reflects restructuring and other adjustments, a reminder that the headline figure and the accounting result will tell different stories when the report lands.
Growth is expected to have come from the same businesses that have carried Intuit through much of the year. Continued strength in QuickBooks and the broader Online Ecosystem, along with higher customer engagement, greater use of payments and payroll services, and expansion in money offerings, are expected to have done the heavy lifting. Credit Karma and TurboTax Live should also have helped, with personal loans and insurance supporting Credit Karma and assisted tax offerings still drawing users to TurboTax.
But the quarter is not a clean rerun of the last one. Softer tax-unit trends may have partly offset those gains, which is one reason the latest model does not point conclusively to another earnings beat even though Intuit has topped the Zacks Consensus Estimate in each of the trailing four quarters and has averaged a 6.87% surprise over that span. The setup is still constructive, but the margin for error looks thinner than the recent streak suggests.
The mix may be improved by Intuit’s AI-driven strategy and its expansion into mid-market solutions, both of which are expected to have added another layer of support. The Zacks Consensus Estimate for Global Business Solutions revenue is $3.39 billion, implying 12.4% growth, while Consumer revenue is seen at $884.5 million. That split shows where the company’s momentum is expected to be coming from, and where the softer tax trends may have been felt most.
Intuit shares have already gained 20.8% over the past month, outpacing the S&P 500, which has risen 3.7%, and even tracking ahead of the broader software group. H&R Block has rallied 26.9% over the same period, while Block has gained 1.2%. With expectations elevated and the stock already moving, Aug. 25 is less about whether Intuit can grow and more about whether it can clear a bar the market has already lifted.
