Intuit Reports Fiscal Q4 2026 Revenue of $4.4 Billion, Up 14%, Adjusted EPS $4.03

Intuit reported fiscal fourth-quarter 2026 revenue of $4.4 billion, up 14% year over year. Adjusted earnings per share were $4.03. Global Business Solutions revenue increased 14% to $3.4 billion, or 15% excluding Mailchimp. Online Ecosystem revenue rose 17% to $2.6 billion, or 20% excluding Mailchimp. QuickBooks Online Accounting revenue grew 20%, driven by effective price increases, customer growth, and product mix changes. Online Services revenue increased 15%, or 21% excluding Mailchimp. On a constant-currency basis, total international online revenue grew 10%. Consumer revenue rose 14% to $930 million, with TurboTax revenue up 3% to $153 million, Credit Karma revenue up 16% to $743 million, and ProTax revenue up 6% to $34 million.

For the full fiscal year 2026, total revenue increased 14% to $21.4 billion. Global Business Solutions revenue grew 16% to $12.9 billion, Online Ecosystem revenue rose 19% to $9.9 billion, and Consumer revenue increased 11% to $8.6 billion. GAAP operating income grew 20% to $5.9 billion, while non-GAAP operating income rose 18% to $8.9 billion. GAAP earnings per share increased 20% to $16.46, and non-GAAP earnings per share grew 20% to $24.27.

As of July 31, 2026, the company held $7.2 billion in cash and investments and $7.7 billion in total debt. In June, Intuit issued $1.75 billion of senior notes to enhance liquidity ahead of fiscal 2027 debt maturities. During fiscal 2026, the company repurchased $5.5 billion of its stock, up 96% from 2025, which reduced weighted average diluted shares outstanding by 2%. Approximately $7.9 billion remained under the share repurchase authorization. The board approved a quarterly dividend of $1.38 per share, payable on October 16, 2026, representing a 15% increase from 2025.