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INTU Q3 FY2026 non-GAAP diluted EPS $12.80, Beat Guidance by +$0.32

INTU beat prior Q3 FY2026 non-GAAP diluted EPS guidance by +$0.32. Revenue grew 10% year-over-year to $8.558 billion. Intuit also announced a 17% workforce reduction plan with estimated restructuring charges of $300-$340 million. For Q4 FY2026, non-GAAP diluted EPS guidance is $3.56-$3.62 (midpoint $3.59).

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Guidance comparison

Q3 FY2026 non-GAAP diluted EPSQ3 FY2026
$12.80Guide $12.48 | beat | +$0.32 | +2.6%
Q3 FY2026 GAAP diluted EPSQ3 FY2026
$11.09Guide $10.59 | beat | +$0.50 | +4.7%

Forward guidance

Full-year FY2026 revenueFY2026
$21.341 billion - $21.374 billion+13% to +14%
Full-year FY2026 GAAP operating incomeFY2026
$5.705 billion - $5.725 billion+16%
Full-year FY2026 non-GAAP operating incomeFY2026
$8.784 billion - $8.804 billion+16%
Full-year FY2022026 GAAP diluted EPSFY2026
$15.79 - $15.84+16%
Full-year FY2026 non-GAAP diluted EPSFY2026
$23.80 - $23.85+18%
Q4 FY2026 GAAP diluted EPSQ4 FY2026
$0.73 - $0.79

Key takeaways

  • Q3 FY2026 non-GAAP EPS of $12.80 beat guidance by +$0.32 (+2.6%); GAAP EPS of $11.09 beat by +$0.50 (+4.7%)

  • Revenue grew 10% YoY to $8.558 billion, with Global Business Solutions up 15% and Consumer segment up 8%

  • Full-year FY2026 revenue guidance raised approximately $441-$474 million at midpoint to $21.341-$21.374 billion (13-14% growth); non-GAAP EPS raised to $23.80-$23.85 (approximately 18% growth)

  • Company announced 17% workforce reduction with estimated restructuring charges of $300-$340 million in Q4 FY2026

  • Board approved new $8 billion share repurchase authorization; increased quarterly dividend 15% to $1.20 per share payable July 17, 2026

  • Q4 FY2026 outlook: revenue growth 11-12%, non-GAAP diluted EPS $3.56-$3.62 (midpoint $3.59)

  • Segment growth guidance for FY2026: Global Business Solutions +16%, Consumer +10%, Credit Karma +19%, TurboTax +7%, ProTax +4%

Key metrics

Total revenueQ3 FY2026
$8,558 million+10%
Consumer segment revenueQ3 FY2026
$5,300 million+8%
Global Business Solutions revenueQ3 FY2026
$3,300 million+15%
GAAP diluted earnings per shareQ3 FY2026
$11.09+11%
Non-GAAP diluted earnings per shareQ3 FY2026
$12.80+10%
GAAP operating incomeQ3 FY2026
$4,020 million+8%
Non-GAAP operating incomeQ3 FY2026
$4,680 million+8%
Cash and investments balanceAs of April 30, 2026
$6,800 million

Primary source

TickerStar generated this brief from an official company, investor-relations, earnings-call, or regulatory source. Review the primary material before making an investment decision.

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