INTU · Full Picture

INTUIT INC. — the full picture

Earnings window · 2026-05-20 to 2026-09-24 · 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. Guidance / Outlook · Guidance & outlookPriority 92
    +39.5% net_income; 3 sources (news, press_release, transcript); 25 forward row(s); quote_verified
    For Q1 fiscal 2027 Intuit anticipates total revenue between $4,294 million and $4,313 million.
  2. Revenue Performance and Mix · Revenue growth & mixPriority 90
    +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.
  3. Stock Repurchase Program · Buybacks & dividendsPriority 88
    -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 85
    +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. Competition and Pricing Pressure · Competition & market sharePriority 75
    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.
  6. Operating Expense Trends · Operating expenses (SG&A)Priority 73
    +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.
  7. Quarterly Dividend Declaration · Buybacks & dividendsPriority 71
    4 sources (news, press_release, sec_filing, transcript); 3 forward row(s); quote_verified
    Intuit declared a quarterly dividend of $1.20 per share.
  8. Capital Return Program · Buybacks & dividendsPriority 67
    2 sources (news, press_release); 2 forward row(s); quote_verified
    Intuit approved a new $8 billion share repurchase authorization.
  9. Headcount / Restructuring · Restructuring & impairmentPriority 67
    -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 63
    3 sources (news, press_release, transcript); quote_verified
    The Big Bets, assisted tax, money and mid-market collectively grew 34% and represented 30% of full year revenue.
  11. Non-GAAP Reporting Change · UnclassifiedPriority 62
    +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.
  12. Segment Profitability · Operating income & profitabilityPriority 62
    +37.1% operating_income (realized); 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%.

Threads by pillar

Revenue & Demand Priority 94 · 6 threads

Costs & Margins Priority 94 · 7 threads

Capital & Balance Sheet Priority 97 · 10 threads

Strategy & Portfolio Priority 78 · 10 threads

Legal, Regulatory & Policy Priority 44 · 4 threads

Guidance & Outlook Priority 92 · 1 thread

Macro & Market Conditions Priority 81 · 3 threads

Unclassified Priority 86 · 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+4.8%+4.8%+96.9%
margin+0.8%+0.8%—