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IntuitINTU

Legal name
Intuit Inc.
Sector
Technology
Industry
Services-Prepackaged Software
Exchange
Nasdaq

Stock Price $INTU

Latest filings

You are here#37 of 88 in Technology by market cap

Filing record · 2016–202610-K1110-Q328-K101

INTU filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 101 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Feb ’16Feb ’16
  2. FY2019 annual report10-K · Aug ’19Aug ’19
  3. Leadership change8-K · Jan ’22Jan ’22
  4. Leadership change8-K · Nov ’25Nov ’25

01—Key figures

Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026

Revenue Trend

Year-over-year comparison from 10-K annual reports

  19. $21.45B
YoY changeLargest recent move+32.1%in FY22Latest +13.9%

Latest bar from 10-KFY2026Click a bar to open its SEC filing

View full history →
All INTU Financial Metrics61 metrics

Income Statement16

Balance Sheet25

Cash Flow15

Per Share5

02—Overview

Intuit Financial Overview 2022–2026

Updated Nov 3, 2026

Intuit's stock fell from $785.13 at the close of FY2025 to $316.07a at the close of FY2026, a 60% drop, while EPS rose from $13.67 to $16.46. The business kept compounding; the multiple collapsed. The P/E went from 57.4x to 19.2x, and market cap shrank from $219.2B to $84.8B. The thesis: earnings power is climbing steadily, and the valuation reset, not operating weakness, drove the damage.

The long-term arc is clear. Revenue grew from $12.7 billion in FY2022 to $21.4 billionb in FY2026. Diluted EPS more than doubled, from $7.28 to $16.46. Growth did not fade as the base got bigger: revenue rose 16% in FY2025 and 14% in FY2026. Operating income climbed 20% to $5.9 billion in FY2026, outrunning the top line. Cash flow from operations jumped 42% to $8.8 billion.

Capital allocation leaned hard into the selloff. Intuit bought back $5.5 billionc of stock in FY2026, up 96%, and ended the year with $7.9 billion of authorization left. The dividend rises 15% to $1.38 per quarter. Not everything is smooth. FY2027 guidance calls for revenue growth of just 9–10%, a clear deceleration, and the company announced a restructuring in Q3 2026 that cuts about 17% of the workforce. Slower growth explains part of the de-rating, but a 19.2x multiple on 20% EPS growth is a very different price than 57.4x.

Recent Developments (Q3 and Q4 2026)

Q3 brought a $8.56 billiond quarter, up 10%, with Global Business Solutions up 15% and QuickBooks Online Accounting up 22%. Consumer grew 8%, and Credit Karma rose 15% to $631 million. Q4 revenue grew 14% to $4.4 billion. Management raised guidance in Q3 and then announced $300–340 million of restructuring charges, mostly in Q4. In June, Intuit issued $1.75 billion of senior notes, possibly to refinance 2026 and 2027 debt. Beginning August 1, 2026, share-based compensation (about $2.0 billion a year) counts in non-GAAP measures, which cuts comparability. Mailchimp becomes its own segment in fiscal 2027, with revenue guided flat to down 1%.

The bull case: Big Bets grew 34% and made up 30% of revenue, and FY2027 non-GAAP EPS is guided up 23–24%. The bear case: TurboTax federal units dipped, ProTax was flat, and AI-driven competition could pressure the core. At 19.1x earnings as of September 8, 2026, the stock looks cheap against that guidance, though that multiple reflects the filing date, not today.

What to watch: Mailchimp segment results against flat guidance; non-GAAP EPS under the new definition

03—Filings

Recent SEC Filings

  1. 8-KIntuit 8-K Report, Financial Results (Aug 25, 2026)Intuit (INTU) reported fiscal Q4 and full-year 2026 results (quarter ended July 31, 2026) with total revenue up 14% to $21.4 billion for the year and 14% to $4.4 billion in the fourth quarter. Growth was led by Global Business Solutions (+16% full year to $12.9 billion) and Online Ecosystem (+19% to $9.9 billion), with management highlighting the 'Big Bets' portfolio growing 34% and representing 30% of full-year revenue. GAAP operating income rose 20% to $5.9 billion and GAAP diluted EPS rose 20% to $16.46, though Q4 GAAP operating income was depressed by a $293 million restructuring charge. Intuit also repurchased $5.5 billion of stock (up 96%) and declared a quarterly dividend of $1.38 per share, up 15% year over year. The bigger news for investors is guidance and reporting changes. Effective August 1, 2026, share-based compensation (about $2.0 billion annually) will no longer be excluded from non-GAAP measures, and Mailchimp becomes a separate operating segment starting in fiscal 2027. Because of these changes, the company's new fiscal 2027 non-GAAP figures are not directly comparable to prior non-GAAP results. On the revised basis, FY27 revenue is guided to $23.3 to $23.5 billion (9% to 10% growth), non-GAAP operating income to $8.06 to $8.15 billion (17% to 18% growth), and non-GAAP diluted EPS to $22.88 to $23.12 (23% to 24% growth). Mailchimp revenue is guided flat to down 1% for FY27, and Q1 FY27 revenue is guided to $4.29 to $4.31 billion (11% growth). The balance sheet reflects $7.2 billion in cash and investments against $7.7 billion of total debt as of July 31, 2026, with a $1.75 billion senior notes issuance in June to address fiscal 2027 maturities. Investors should note that the company is leaning into investment in its Big Bets and customer growth, and that the 8-K provides a press release furnished under Item 2.02 and 8.01 rather than a filed document. Intuit will host its Investor Day on September 17, 2027 (per the release).
  2. 8-KIntuit 8-K Report, Corporate Update (Jun 11, 2026)Intuit Inc. (INTU) has announced the successful issuance of $1.75 billion in aggregate principal amount of senior notes through an underwriting agreement dated June 8, 2026. This offering includes $750 million of 4.950% Senior Notes due 2031 and $1.0 billion of 5.500% Senior Notes due 2036. The net proceeds, approximately $1.74 billion after deducting expenses, are intended for general corporate purposes. A significant portion of these proceeds may be used to refinance existing debt, specifically $750 million of 5.250% Senior Notes due 2026 and $500 million of 1.350% Senior Notes due 2027.
  3. 8-KIntuit 8-K Report, Financial Results (May 20, 2026)Intuit (INTU) reported fiscal Q3 2026 results (quarter ended April 30, 2026) that beat on growth and raised its full-year revenue guidance. Total revenue rose 10% to $8.56 billion, GAAP diluted EPS rose 11% to $11.09, and non-GAAP diluted EPS rose 10% to $12.80. Global Business Solutions grew 15% to $3.3 billion, with Online Ecosystem revenue up 19%, while Consumer grew 8% to $5.3 billion, led by TurboTax Live and Credit Karma. Management raised FY26 revenue growth to roughly 13-14% and non-GAAP EPS to $23.80-$23.85, though guidance for the June quarter and the Q4 GAAP figures reflects the restructuring charge. The company also announced a restructuring plan to cut about 17% of its full-time workforce, close certain sites (including Reno and Woodland Hills), and wind down investment in Mailchimp. Management expects $300 million to $340 million in charges, mostly in the fiscal Q4 ending July 31, 2026, largely severance and benefits, with substantially all actions completed by October 31, 2026. The company also declared a quarterly dividend of $1.20 per share, up 15% year over year, payable July 17, 2026, and received board approval for a new $8 billion buyback authorization after repurchasing $1.6 billion of stock in the quarter. For investors, the key questions are whether the restructuring delivers the promised margin expansion and whether growth at TurboTax (ProTax flat, TurboTax Online units expected to decline about 2%) holds up against the strong Online Ecosystem and Credit Karma results. The filing's forward-looking risk factors, including the preliminary nature of the restructuring estimate and execution risk, warrant attention.
  4. 8-KIntuit 8-K Report, Executive Changes (Apr 28, 2026)Intuit Inc. (INTU) has announced a significant leadership transition within its executive team. Effective May 31, 2026, Marianna Tessel will be stepping down as Executive Vice President and General Manager of the Small Business Group. This move is part of a broader organizational adjustment where Ashley Still, currently leading the Mid-Market Group, will assume expanded responsibilities, incorporating leadership of the Small Business Group as well. Ms. Tessel will continue to contribute to Intuit in an advisory capacity until July 2, 2026, ensuring a smooth handover. This leadership change within a critical segment of Intuit's business warrants investor attention as it may signal shifts in strategic focus or operational priorities for the Small Business Group. Investors should monitor the integration of these two key divisions under Ms. Still's expanded purview.
  5. 8-KIntuit 8-K Report, Regulation FD Disclosure (Mar 16, 2026)Intuit Inc. announced on March 16, 2026, that its founder and executive leadership team have terminated all pre-scheduled stock sale plans under Rule 10b5-1. This action signals strong conviction in the company's future prospects and a commitment to holding shares. Additionally, Intuit reiterated its intention to accelerate share repurchases, aiming to utilize the remaining $3.5 billion under its board authorization. This aggressive buyback strategy, coupled with a 40% year-over-year increase in repurchases during the first half of the fiscal year, underscores management's confidence in the company's value and its focus on returning capital to shareholders. These announcements suggest a proactive management approach to capital allocation and shareholder value enhancement. The termination of planned sales by insiders can be interpreted as a positive signal, indicating their belief that the stock is not overvalued and may appreciate further. The accelerated share repurchase plan further reinforces this sentiment, demonstrating a significant commitment to reducing outstanding shares and potentially boosting earnings per share. Investors should monitor Intuit's subsequent filings for details on the execution of these plans and the impact on its financial performance.
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04—See also

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