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NASDAQ: INTU INTUIT INC. 8-K

Intuit reports FY2026 revenue up 14% to $21.4B, EPS up 20%, declares $1.38 dividend

Filed August 25, 2026 · Period ending August 25, 2026 · ~1 min read

5 key changes 3 high relevance 3 sections

Key Changes

  • high

    Full-year fiscal 2026 revenue grew 14% to $21.4 billion, with GAAP EPS up 20% to $16.46 and non-GAAP EPS up 20% to $24.27.

    Exhibit 99.01 view on EDGAR →
  • high

    Intuit guided fiscal 2027 revenue to $23.279–$23.512 billion, implying 9–10% growth, a deceleration from FY2026's 14%.

    Exhibit 99.01 view on EDGAR →
  • high

    Intuit repurchased $5.5 billion of stock in FY2026, up 96% year-over-year, reducing diluted share count by 2%; $7.9 billion remains authorized.

    Exhibit 99.01 view on EDGAR →
  • medium

    Board declared a quarterly cash dividend of $1.38 per share, payable October 16, 2026 to holders of record October 8, 2026.

  • medium

    Starting August 1, 2026, share-based compensation will no longer be excluded from non-GAAP measures, lowering reported non-GAAP EPS and operating income.

    Exhibit 99.01 view on EDGAR →

Summary

Intuit announced strong fiscal 2026 results, with revenue up 14% to $21.4 billion and both GAAP and non-GAAP EPS up 20%. The company's 'Big Bets' grew 34% and now represent 30% of revenue, showing momentum in its strategic initiatives. Intuit also returned significant capital to shareholders, nearly doubling buybacks to $5.5 billion and declaring a $1.38 per share dividend.

Looking ahead, Intuit guided fiscal 2027 revenue growth of 9–10%, a deceleration from the prior year's 14%. The company also announced a change to its non-GAAP reporting, effective August 1, 2026, that will include share-based compensation expense, making non-GAAP results more conservative and affecting year-over-year comparisons. Retail investors should note the strong capital returns and the shift in non-GAAP metrics when evaluating future earnings.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~100 words

Intuit announced Q4 and fiscal 2026 results and forward guidance on August 25, 2026.

1 Added
Added Q4 and fiscal 2026 earnings release high

Added in current filing · verify on EDGAR →

On August 25, 2026, Intuit Inc. announced its financial results for the fiscal quarter and year ended July 31, 2026 and provided forward-looking guidance.

The 8-K discloses that Intuit announced its financial results for the fiscal quarter and year ended July 31, 2026, and provided forward-looking guidance. The press release with the detailed results is attached as Exhibit 99.01. The filing does not include the actual financial figures in the body of the 8-K.

Event · Item 8.01 — Other Events

~100 words

Item 8.01 — Other Events filed; see Key Changes for terms.

1 Added
Added Dividend declaration medium

Added in current filing · verify on EDGAR →

On August 25, 2026, Intuit also announced that its Board of Directors approved a cash dividend of $1.38 per share. The cash dividend will be paid on October 16, 2026 to shareholders of record as of the close of business on October 8, 2026.

Intuit's Board approved a quarterly cash dividend of $1.38 per share. The dividend is payable on October 16, 2026 to shareholders of record on October 8, 2026. Future dividends remain subject to Board approval.

Event · Exhibit 99.01

3 Added
Added FY2026 revenue high

Added in current filing · view on EDGAR →

Total revenue increased 14 percent to $21.4 billion.

Intuit's full-year fiscal 2026 revenue grew 14% to $21.4 billion, driven by its 'Big Bets' which collectively grew 34% and represented 30% of full-year revenue. This shows strong top-line momentum across the platform.

Added FY2026 EPS high

Added in current filing · view on EDGAR →

GAAP earnings per share increased 20 percent to $16.46, and non-GAAP earnings per share increased 20 percent to $24.27.

Both GAAP and non-GAAP diluted EPS rose 20% year-over-year, reflecting operating leverage and share repurchases. The non-GAAP figure excludes items like share-based compensation and restructuring charges.

Added Non-GAAP reporting change medium

Added in current filing · view on EDGAR →

Effective August 1, 2026, share-based compensation expense will no longer be excluded from Intuit’s non-GAAP financial measures.

Starting fiscal 2027, Intuit will include share-based compensation in non-GAAP results, aligning them more closely with GAAP. This will make non-GAAP EPS and operating income lower than under the old method, so year-over-year comparisons will be affected.

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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 30, 2026 · How we verify