Intuit Inc. (INTU) SEC Filings & Earnings Calls
EquiReason read 16 Intuit Inc. SEC filings in the last 12 months. Latest: 10-K on 2026-09-09 — Intuit reported strong fiscal 2026 results with revenue up 14%, operating income up 20%, and cash from operations up 42%, driven by AI platform adoption and strong segment performa.
Source: SEC EDGAR filings · figures as of 2026-07-31 · read by EquiReason
- Market cap
- 91.8B
- P/E TTM
- 20.7
- Dividend yield
- 1.4%
- 52-week
- —
- Next earnings
- 18 Nov, in 25 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
9 Sep 202610-KIntuit reported strong fiscal 2026 results with revenue up 14%, operating income up 20%, and cash from operations up 42%, driven by AI platform adoption and strong segment performance.earningsopen
Figures in the filing · each found in the filing text
| Diluted net income per share · FY2026 | $16.46 | +20% y/y |
| Cash flow from operations · FY2026 | $8.84B | +42% y/y |
| Online Ecosystem average revenue per customer · Global Business Solutions · FY2026 | 15.0% | |
| Service revenue as % of total revenue · FY2026 | 88.0% | |
| International net revenue as % of total · FY2026 | 8.0% | |
| Dividends per share · FY2026 | $4.80 | +15% y/y |
| Share repurchase authorization remaining · FY2026 | $7.90B | |
| Employees (full-time) · FY2026 | 18,600 | |
| Seasonal employees (average) · FY2026 | 12,300 | |
| Restructuring charge · FY2026 | $293M |
Risks flagged
Intense competition and AI disruption
“We face intense competition in all of our businesses, and we expect competition to continue to intensify in the future. The rapid development and adoption of AI is increasing customer expectations and intensifying competition.”
Cybersecurity and data breach risk
“Security incidents, improper access to or disclosure of our data or customers’ data, or other cyberattacks on our systems could harm our reputation, business, and financial condition.” · word for word
Regulatory and compliance risk
“Increasing and changing regulation of our businesses may adversely affect our ability to operate or harm our operating results.” · word for word
Macroeconomic sensitivity
“Adverse global macroeconomic conditions could harm our business and financial condition.” · word for word
Tax business seasonality
“The results of operations of our tax business may fluctuate from period to period due to the seasonality of the business and other factors beyond our control.” · word for word
25 Aug 20268-K · 2.02, 8.01FY2026 revenue grew 14% to $21.4B; GAAP EPS up 20% to $16.46; non-GAAP EPS up 20% to $24.27; Big Bets grew 34% and represented 30% of revenue; dividend increased 15% to $1.38/share.earningsopen
Figures in the filing · each found in the filing text
| Total Revenue · Consolidated · FY2026 | $21.40B | +14% y/y |
| GAAP Operating Income · Consolidated · FY2026 | $5.90B | +20% y/y |
| Non-GAAP Operating Income · Consolidated · FY2026 | $8.90B | +18% y/y |
| GAAP Diluted EPS · Consolidated · FY2026 | $16.46 | +20% y/y |
| Non-GAAP Diluted EPS · Consolidated · FY2026 | $24.27 | +20% y/y |
| Global Business Solutions Revenue · Global Business Solutions · FY2026 | $12.90B | +16% y/y |
| Online Ecosystem Revenue · Online Ecosystem · FY2026 | $9.90B | +19% y/y |
| Consumer Revenue · Consumer · FY2026 | $8.60B | +11% y/y |
| TurboTax Revenue · Consumer · FY2026 | $5.30B | +7% y/y |
| Credit Karma Revenue · Consumer · FY2026 | $2.60B | +20% y/y |
Guidance
FY27 Total Revenue $23,279-23,512M (9-10% growth); GAAP Operating Income $7,408-7,490M (26-27% growth); Non-GAAP Operating Income $8,063-8,145M (17-18% growth); GAAP Diluted EPS $20.12-20.36 (22-24% growth); Non-GAAP Diluted EPS $22.88-23.12 (23-24% growth); Q1FY27 Total Revenue $4,294-4,313M (11% growth); GAAP Operating Income $716-729M (34-37% growth); Non-GAAP Operating Income $902-915M (26-28%
Strong FY27 guidance with 9-10% revenue growth, significant operating margin expansion (GAAP op income +26-27%), and 23-24% non-GAAP EPS growth; Q1 guidance also strong
Risks flagged
TurboTax unit volume declined 2% year-over-year, indicating potential market saturation or competitive pressure
“Total U.S. TurboTax Units declined 2% to 39.0 million; Online units down 2%, Desktop units down 7%”
Mailchimp revenue expected to decline 0-1% in FY27, indicating potential integration or competitive challenges
“FY27 Mailchimp revenue guidance $1,256-1,266M, change (1)% to 0%”
20 May 20268-K · 2.02, 2.05, 7.01, 8.01Released earnings results and quarterly financials; approved costs associated with restructuring, layoffs, or exit activitiesearningsopen
Risks flagged
Restructuring may cause operational disruptions and execution risk.
“Risks related to realizing anticipated benefits, delays, and potential disruptions to business or operations.”
16 Mar 20268-K · 7.01Share repurchase amount $1.80B (+40% y/y)open
Figures in the filing · each found in the filing text
| share repurchase amount · H1-FY2026 | $1.80B | +40% y/y |
Risks flagged
No material risk; insider plan termination reduces potential negative signal.
“Termination of pre-scheduled stock sales plans by founder/executives.”
26 Feb 20268-K · 2.02, 8.01Total revenue $4.65B (+17% y/y); GAAP operating income $855M (+44% y/y); Non-GAAP operating income $1.55B (+23% y/y); Guidance: FY2026 revenue $20.997B-$21.186B; non-GAAP EPS $22.98-$23.18earningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q2-2026 | $4.65B | +17% y/y |
| GAAP operating income · Q2-2026 | $855M | +44% y/y |
| Non-GAAP operating income · Q2-2026 | $1.55B | +23% y/y |
| GAAP diluted EPS · Q2-2026 | $2.48 | +49% y/y |
| Non-GAAP diluted EPS · Q2-2026 | $4.15 | +25% y/y |
| Global Business Solutions revenue · Global Business Solutions · Q2-2026 | $3.20B | +18% y/y |
| Online Ecosystem revenue · Online Ecosystem · Q2-2026 | $2.50B | +21% y/y |
| Consumer revenue · Consumer · Q2-2026 | $1.50B | +15% y/y |
| Credit Karma revenue · Credit Karma · Q2-2026 | $616M | +23% y/y |
| TurboTax revenue · TurboTax · Q2-2026 | $581M | +12% y/y |
Guidance
FY2026 revenue $20.997B-$21.186B; non-GAAP EPS $22.98-$23.18
Strong Q2 results; reiterated FY2026 guidance; management confident in double-digit revenue growth and margin expansion.
26 Feb 202610-QIntuit reported strong Q2 FY26 results with revenue up 17% YoY, operating income up 44% YoY, and diluted EPS up 49% YoY, driven by growth in Online Ecosystem and Credit Karma.earningsopen
Figures in the filing · each found in the filing text
| Total net revenue · Q2-2026 | $4.65B | +17% y/y |
| Net income · Q2-2026 | $693M | +47% y/y |
| Diluted net income per share · Q2-2026 | $2.48 | +49% y/y |
| Operating income · Q2-2026 | $855M | +44% y/y |
| Global Business Solutions segment revenue · Global Business Solutions · Q2-2026 | $3.16B | +18% y/y |
| Consumer segment revenue · Consumer · Q2-2026 | $1.49B | +15% y/y |
| Online Ecosystem revenue · Global Business Solutions · Q2-2026 | $2.47B | +21% y/y |
| QuickBooks Online Accounting revenue · Global Business Solutions · Q2-2026 | $1.25B | +24% y/y |
| Credit Karma revenue · Consumer · Q2-2026 | $616M | +23% y/y |
| Operating cash flow · H1-2026 | $2.21B | +54% y/y |
Risks flagged
Competitive pressure from free/low-cost offerings and government tax software
“We face intense competition in all of our businesses, and we expect competition to continue to intensify in the future.” · word for word
Cybersecurity and data privacy risks
“Our technologies, systems, and networks have been subject to, and are increasingly likely to continue to be the target of, cyberattacks... that have in the past, and could in the future, result in the unauthorized release... of sensitive and personal data.” · word for word
Macroeconomic sensitivity
“Adverse macroeconomic conditions... could negatively affect our business and financial condition.”
Seasonality of tax business
“Our tax offerings have significant seasonal patterns. Revenue from income tax preparation products and services has historically been heavily concentrated from November through April.” · word for word
30 Jan 20268-K · 1.01, 2.03Intuit entered a $5.8B unsecured short-term revolving credit facility maturing March 31, 2026, for early tax refund offering. No funds drawn yet. Interest based on SOFR plus 0.875% margin.open
Figures in the filing · each found in the filing text
| Revolving Credit Facility · total · point_in_time | $5.80B |
Risks flagged
Short-term facility matures March 31, 2026; refinancing risk if not renewed.
“scheduled to mature on March 31, 2026” · word for word
12 Jan 20268-K · 1.01, 2.03Intuit entered a $2.2B unsecured revolving credit facility expiring Jan 2031, with ability to increase up to $4B, replacing prior credit agreement. No borrowings drawn at signing.open
Figures in the filing · each found in the filing text
| Credit Facility Amount | $2.20B | |
| Incremental Facility Amount | $4.00B |
Risks flagged
Increased leverage capacity could lead to higher debt if drawn
“Facility is undrawn; no immediate risk”
26 Nov 2025DEF 14AIntuit filed its annual proxy statement (DEF 14A) for the 2026 Annual Meeting of Stockholders, disclosing executive compensation, governance practices, and fiscal 2025 performance.open
Figures in the filing · each found in the filing text
| Total Revenue · FY2025 | $18.80B | +16% y/y |
| GAAP Operating Income · FY2025 | $4.90B | +36% y/y |
| Non-GAAP Operating Income · FY2025 | $7.60B | +18% y/y |
| GAAP Diluted EPS · FY2025 | $13.67 | +31% y/y |
| Non-GAAP Diluted EPS · FY2025 | $20.15 | +19% y/y |
| Combined Platform Revenue · FY2025 | $14.90B | +19% y/y |
| Share Repurchases · FY2025 | $2.80B | |
| Dividend Per Share · FY2025 | $4.16 | +16% y/y |
| Online Ecosystem ARPC Growth · Online Ecosystem · FY2025 | 14.0% | |
| GAAP Operating Margin · FY2025 | 26.0% |
Risks flagged
True North Goals Shortfall
“The payout percentage was adjusted downward to recognize that, while we achieved some of our True North Goals, we fell short on others.” · word for word
Climate Goal Miss
“Reduced greenhouse gas emissions intensity in our value chain, but did not meet our interim fiscal 2025 goal of an absolute reduction of 10,000 metric tonnes.” · word for word
20 Nov 20258-K · 2.02, 5.02, 8.01Revenue $3.88B (+18% y/y); Global Business Solutions revenue $3.00B (+18% y/y); Online Ecosystem revenue $2.40B (+21% y/y); Guidance: Revenue $20.997B-$21.186B (12-13% growth), non-GAAP EPS $22.98-$23.18 (14-15% growth)earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $3.88B | +18% y/y |
| Global Business Solutions revenue · Global Business Solutions · Q1-2026 | $3.00B | +18% y/y |
| Online Ecosystem revenue · Online Ecosystem · Q1-2026 | $2.40B | +21% y/y |
| Consumer revenue · Consumer · Q1-2026 | $894M | +21% y/y |
| GAAP operating income · Q1-2026 | $534M | +97% y/y |
| GAAP diluted earnings per share · Q1-2026 | $1.59 | +127% y/y |
| Non-GAAP diluted earnings per share · Q1-2026 | $3.34 | +34% y/y |
| QuickBooks Online Accounting revenue growth · QuickBooks Online Accounting · Q1-2026 | 25.0% | |
| Credit Karma revenue · Credit Karma · Q1-2026 | $651M | +27% y/y |
| TurboTax revenue · TurboTax · Q1-2026 | $198M | +6% y/y |
Guidance
Revenue $20.997B-$21.186B (12-13% growth), non-GAAP EPS $22.98-$23.18 (14-15% growth)
Intuit reiterated full-year FY26 guidance with double-digit revenue growth and margin expansion, supported by strong Q1 results.
Risks flagged
No significant risk signals identified; strong performance and reaffirmed guidance.
20 Nov 202510-QIntuit reported strong Q1 FY2026 results with revenue +18% YoY, operating income +97% YoY, and EPS +127% YoY, driven by AI platform adoption and Credit Karma growth.earningsopen
Figures in the filing · each found in the filing text
| Diluted net income per share · Q1-2026 | $1.59 | +127% y/y |
| Operating cash flow · Q1-2026 | $637M | +76% y/y |
| Credit Karma revenue · Consumer · Q1-2026 | $651M | +27% y/y |
| Stock repurchases · Q1-2026 | $851M |
Risks flagged
Intense competition
“We face intense competition in all of our businesses, and we expect competition to continue to intensify in the future.” · word for word
Cybersecurity threats
“Our technologies, systems, and networks have been subject to, and are increasingly likely to continue to be the target of, cyberattacks...” · word for word
AI adoption risks
“The development, adoption, and use for GenAI technologies are still in their early stages, and ineffective or inadequate AI development or deployment practices by Intuit or third-party developers or vendors could result in unintended consequences.” · word for word
Macroeconomic sensitivity
“Adverse macroeconomic conditions, and perceptions or expectations about current or future conditions, such as volatility or distress in the financial markets, recession or inflationary pressures... could negatively affect our business and financial condition.” · word for word
20 Nov 20258-K · 8.01Disclosed a material event under other events (litigation, recall, contract loss, or major announcement); filed financial statements and exhibits with this reportopen
Risks flagged
No new risks identified; filing is purely administrative.
“No risk factors changed.”
Intuit Inc. — questions
- What did Intuit Inc. file recently?
- 16 SEC filings in the last 12 months. Latest: 10-K on 2026-09-09 — Intuit reported strong fiscal 2026 results with revenue up 14%, operating income up 20%, and cash from operations up 42%, driven by AI platform adoption and strong segment performance.
Every figure on this page comes from Intuit Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.