Intuit FY2026: $21.45 billion revenue, $16.46 GAAP EPS
Intuit closed fiscal 2026 with $21.448 billion of revenue, up 14.0%, and GAAP earnings per share of $16.46, up 20.0%, but the details are uneven: TurboTax customer counts fell while prices rose, and fiscal 2027 guidance points to slower growth of 9.0% to 10.0%. Read the scorecards below in pairs, because this filing mixes full-year and fourth-quarter figures in the same tables.
1 · Expected vs. Actual
Free preview belowGAAP diluted earnings per share for fiscal 2026 were $16.46, up 20.0% from $13.67, and Intuit's own reconciliation puts full-year non-GAAP diluted EPS at $24.27, also up 20.0%. One caution: the $4.03 non-GAAP figure carried in the structured data is the fourth-quarter number, not the full year, and the same is true of the $1.34 quarterly GAAP EPS. The $7.81 gap between $16.46 and $24.27 is mostly share-based compensation of $7.42 per share and amortization of acquired intangibles of $2.38 per share.
Full-year fiscal 2026 revenue was $21.448 billion, up 14.0% from $18.831 billion a year earlier, and fourth-quarter revenue of $4.354 billion was also up 14.0%. The segment split shown for the quarter — $3.400 billion of Global Business Solutions plus $930 million of Consumer — adds to $4.330 billion, $24 million short of the reported total, so treat that split as approximate. Management's own framing is that the Big Bets grew 34.0% and represented 30.0% of full-year revenue.
For fiscal 2027 Intuit guides to revenue of $23.279 billion to $23.512 billion, or 9.0% to 10.0% growth, a clear step down from the 14.0% just delivered. GAAP diluted EPS guidance is $20.12 to $20.36 (22.0% to 24.0% growth) and non-GAAP is $22.88 to $23.12 (23.0% to 24.0%), but non-GAAP now includes share-based compensation, a $5.81 per share drag that was previously excluded. Mailchimp, newly reported as its own segment, is guided to $1.256 billion to $1.266 billion, or (1.0)% to 0.0% growth, and TurboTax is guided to just 2.0% to 3.0%.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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