INTU · Full Picture

INTUIT INC. — the full picture

Earnings window · 2026-05-20 to 2026-11-09 · anchored on the 10-K report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 91
    +96.9% revenue (realized); 4 sources (news, press_release, sec_filing, transcript); 5 forward row(s); structured_verified
    Intuit's fiscal 2027 revenue forecast called for revenue growth of about 9-10%, a slowdown from 14% in the previous year.
  2. Guidance / Outlook · Guidance & outlookPriority 88
    +39.5% net_income; 3 sources (news, press_release, transcript); 26 forward row(s); quote_verified
    Intuit projects fiscal 2027 revenue between USD 23.28 billion and USD 23.51 billion.
  3. Stock Repurchase Program · Buybacks & dividendsPriority 85
    -21.4% cash; 4 sources (news, press_release, sec_filing, transcript); 3 forward row(s); structured_verified
    Intuit repurchased $2.1 billion of stock during the fourth quarter, an increase of 179% compared to the same period last year.
  4. Operating Income and Margins · Operating income & profitabilityPriority 81
    +27.4% operating_income (realized); 3 sources (news, press_release, transcript); 4 forward row(s); quote_verified
    INTUIT INC. full-year fiscal 2026 non-GAAP operating income guidance: $8.784 billion to $8.804 billion, growth of approximately 16 percent.
  5. Quarterly Dividend Declaration · Buybacks & dividendsPriority 73
    4 sources (news, press_release, sec_filing, transcript); 4 forward row(s); quote_verified
    Intuit's recent quarterly results showed adjusted EPS of $4.03 and revenue of $4.35 billion, a 13.7% year-over-year increase.
  6. Competition and Pricing Pressure · Competition & market sharePriority 71
    4 sources (news, press_release, sec_filing, transcript); 1 forward row(s); quote_verified
    SueWallSt reported a 20.02% single-day decline in INTU shares after the company reported lower TurboTax revenue growth and reduced its full-year guidance.
  7. Operating Expense Trends · Operating expenses (SG&A)Priority 70
    +0.8% margin; 3 sources (press_release, sec_filing, transcript); 3 forward row(s); quote_verified
    INTUIT INC. estimated adjustments for non-GAAP three months ending July 31, 2026 include share-based compensation expense of $536 million and restructuring charges of $300 million.
  8. Segment Profitability · Operating income & profitabilityPriority 68
    +37.1% operating_income (realized); 2 sources (news, sec_filing); structured_verified
    Operating income for the first nine months of fiscal 2026 (YTD Q3 FY26): $5,409 million; YTD Q3 FY25: $4,584 million; increase $825 million, or 18%.
  9. Headcount / Restructuring · Restructuring & impairmentPriority 64
    -5.0% operating_income; 2 sources (news, press_release); 5 forward row(s); quote_verified
    INTUIT INC. announced it is reducing its full-time workforce by 17 percent.
  10. AI Strategic Initiatives · Strategic & business-model shiftsPriority 62
    3 sources (news, press_release, transcript); 2 forward row(s); quote_verified
    The Big Bets, assisted tax, money and mid-market collectively grew 34% and represented 30% of full year revenue.
  11. Capital Return Program · Buybacks & dividendsPriority 61
    2 sources (news, press_release); 2 forward row(s); quote_verified
    Intuit approved a new $8 billion share repurchase authorization.
  12. Non-GAAP Reporting Change · UnclassifiedPriority 59
    +5.4% operating_income; 5 forward row(s); quote_verified
    Table E states that for the twelve months ending July 31, 2027 non-GAAP operating income adjustments include amortization of other acquired intangible assets of approximately $483 million, amortization of acquired technology of approximately $150 million, and restructuring charges of approximately $22 million.

Threads by pillar

Revenue & Demand Priority 94 · 6 threads

Costs & Margins Priority 92 · 8 threads

Capital & Balance Sheet Priority 96 · 10 threads

Strategy & Portfolio Priority 78 · 13 threads

Legal, Regulatory & Policy Priority 43 · 4 threads

Guidance & Outlook Priority 88 · 1 thread

Macro & Market Conditions Priority 78 · 3 threads

Unclassified Priority 87 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
net_income+36.7%+42.3%+11.2%
operating_income-24.9%+37.9%+53.8%
cash-21.8%+21.8%-37.6%
liability-5.4%+5.4%+4.5%
revenue+5.0%+5.0%+96.9%
margin+0.8%+0.8%—