Intuit (NASDAQ: INTU) projected first-quarter adjusted earnings per share (EPS) between $2.44 and $2.48, significantly below the analyst estimate of $4.04. The software company also forecast sales ranging from $4.294 billion to $4.313 billion, falling short of the consensus expectation of $4.358 billion.

Guidance Overview

The company’s outlook indicates a substantial deviation from market expectations for both profitability and top-line growth. The lower bound of the EPS guidance represents a miss of approximately 40% against the street estimate.

What the Numbers Show

The divergence between the guided figures and analyst estimates is pronounced across both key metrics. While the revenue miss is relatively narrow—potentially missing by up to $64 million at the high end—the EPS miss is structural, suggesting either a significant margin compression or a one-time charge not reflected in the consensus model. The guidance implies that operational performance or non-recurring items will weigh heavily on bottom-line results for the quarter.

Intuit Inc (NASDAQ: INTU) issued full-year fiscal 2027 guidance that falls below Wall Street expectations for both earnings per share and revenue.

The tax-software giant projected adjusted earnings per share (EPS) between $22.88 and $23.12, missing the consensus analyst estimate of $27.31. Revenue guidance was set at $23.279 billion to $23.512 billion, also underperforming the expected $23.739 billion.

What the Numbers Show

The divergence between Intuit’s guidance and market consensus is significant across both top-line and bottom-line metrics. The company’s upper-end EPS estimate ($23.12) remains nearly 16% below the street’s expectation ($27.31), while the midpoint of its revenue range ($23.395 billion) trails the consensus by approximately 1.5%. This suggests a cautious outlook on profitability relative to revenue generation, as the EPS miss percentage exceeds the revenue miss percentage.