Intuit Earnings Release: INTU Q4 FY2026 Results, AI Strategy and 2026 Earnings Calendar

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Date correction: The supplied brief described August 25, 2026 as an Intuit Q3 earnings release. Intuit's official filing confirms that August 25 was the company's Q4 and full fiscal 2026 earnings release. The fiscal year ended July 31, 2026. Intuit had already reported Q3 fiscal 2026 on May 20, 2026. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

The latest Intuit earnings release reported full-year revenue of $21.4 billion, up 14% year over year. Fourth-quarter revenue also grew 14%. Intuit said its five Big Bets collectively grew 34% and represented 30% of full-year revenue. ([investors.intuit.com](https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance))

Table of Contents

• Intuit Earnings Date and Release Details
• INTU Earnings Calendar
• Intuit Q4 and FY2026 Results
• Global Business Solutions Performance
• QuickBooks and Online Ecosystem Growth
• TurboTax and Consumer Revenue
• Intuit AI Strategy
• Intuit FY2027 Guidance
• INTU Stock Earnings Analysis
• What Intuit Says About Software Spending
• Risks for INTU Investors
• Intuit Earnings Review Checklist
• Technical Glossary
• Author Profile
• Frequently Asked Questions
• Authoritative Sources

Intuit Earnings Date and Release Details

The latest Intuit earnings date was August 25, 2026. The company announced fourth-quarter and full-year fiscal 2026 results on that date.

Intuit's fiscal year ended July 31, 2026. The August report therefore covered the fourth quarter rather than the third quarter. The company's third-quarter fiscal 2026 results were released on May 20. ([investors.intuit.com](https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance))

Intuit scheduled its Q4 and fiscal-year 2026 earnings conference call for 1:30 p.m. Pacific Time on August 25. The company's investor-relations calendar lists the event at 4:30 p.m. Eastern Time. ([investors.intuit.com](https://investors.intuit.com/news-events/ir-calendar))

Investors searching Google Finance, Intuit, brokerage earnings calendars, or other financial databases should use the fiscal-quarter label when comparing reporting dates.

INTU Earnings Calendar

The official Intuit investor-relations calendar confirms the August 25 Q4 fiscal 2026 conference call. Intuit has also scheduled its annual Investor Day for September 17, 2026. ([investors.intuit.com](https://investors.intuit.com/news-events/ir-calendar))

Intuit Q4 and FY2026 Results

The August 25Intuitt earnings release reported full-year revenue of $21.4 billion, a 14% increase from fiscal 2025.

Fourth-quarter revenue also increased 14%. Intuit finished the fiscal year with growth across its business groups, including Global Business Solutions, the Online Ecosystem and Consumer products. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

Operating income also increased. GAAP operating income reached $5.9 billion, up 20%, while non-GAAP operating income reached $8.9 billion, up 18%. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

Global Business Solutions Performance

Global Business Solutions generated $12.9 billion in fiscal 2026 revenue, up 16%.

This group includes Intuit's business-focused products and services. QuickBooks remains the largest component of the business ecosystem, while Intuit continues to expand services around accounting, payments, payroll, workforce management, and financial operations.

The company reported that Global Business Solutions revenue excluding Mailchimp grew 18%. That figure provides a cleaner view of the underlying business after removing the Mailchimp contribution. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

For investors studying software stocks earnings, recurring business subscriptions and attached financial services deserve close attention. A software company can increase revenue through higher prices, more customers, additional services,s or greater usage per customer.

QuickBooks and Online Ecosystem Growth

The Online Ecosystem produced $9.9 billion in fiscal 2026 revenue, up 19%.

QuickBooks Online Accounting revenue increased 23% during the year. Online Services revenue grew 16%. Excluding Mailchimp, Online Services revenue increased 24%. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

QuickBooks Online Accounting growth gives investors a direct measure of demand for Intuit's cloud accounting platform. The 23% annual increase also exceeded total company revenue growth. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

TurboTax and Consumer Revenue

Consumer revenue increased 11% to $8.6 billion in fiscal 2026.

TurboTax revenue increased 7% to $5.3 billion. TurboTax Live revenue grew 37% and represented 53% of total TurboTax revenue. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

Credit Karma generated $2.6 billion in revenue, up 20%.

These figures give investors a useful split between Intuit's business software and consumer financial products.

The company also reported that total U.S. TurboTax federal units declined 2% to 39.0 million. Online units fell 2%, while desktop units fell 7%. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

Intuit AI Strategy

Artificial intelligence remains central to Intuit's product strategy.

The company describes its strategy as building an AI-driven expert platform that can automate parts of financial work for consumers, businesses, es and accountants. Intuit said its five Big Bets grew 34% in fiscal 2026 and represented 30% of full-year revenue. ([investors.intuit.com](https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance))

The company has also been expanding AI functions in QuickBooks, Mailchimp and other products.

On August 12, Intuit announced an expansion of its mid-market platform with conversational AI, enterprise-scale tools and workflows aimed at CFOs and accounting firms. ([investors.intuit.com](https://investors.intuit.com/news-events/press-releases))

For investors, the relevant question is not simply how much AI Intuit adds to its products. The financial test is whether AI increases customer acquisition, usage, retention,n or revenue per customer while keeping development and operating costs under control.

Intuit FY2027 Guidance

The August 25 release also provided first-quarter fiscal 2027 guidance.

Intuit's first-quarter fiscal 2027 revenue guidance implies 11% year-over-year growth. The company expects GAAP operating income growth of 34% to 37% and non-GAAP operating income growth of 26% to 28%. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

Management also disclosed that non-GAAP operating income guidance includes an estimated $521 million impact from share-based compensation expense. Non-GAAP diluted EPS guidance includes a $1.48 impact from share-based compensation expense. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

INTU Stock Earnings Analysis

INTU stock earnings analysis should begin with revenue growth, operating income, EPS, EPSPS, and forward guidance.

Intuit finished fiscal 2026 with 14% revenue growth and 20% GAAP EPS growth. That combination indicates that profit growth exceeded top-line growth during the year.

The next question is whether fiscal 2027 can maintain that relationship.

Investors should also compare Intuit's valuation with its expected earnings growth. A high valuation requires stronger future results to justify the share price. A lower valuation can tolerate slower growth without producing the same multiple pressure.

The market reaction to the August 25 report should therefore be judged against expectations, not the earnings figures alone.

What Intuit Says About Software Spending

Intuit's results provide one view of spending on financial software, accounting tools and business services.

QuickBooks Online Accounting revenue grew 23% during fiscal 2026. Global Business Solutions revenue grew 16%.

Those figures indicate that Intuit continued to add revenue from business customers despite the wider debate over corporate software budgets.

The data does not prove that all enterprise software companies are seeing the same demand. Intuit has a specific customer base and product mix.

Investors comparing software stocks' earnings should therefore examine customer type, subscription structure, pricing, usage, and product expansion separately.

Risks for INTU Investors

AI Development Costs

AI products require investment in computing infrastructure, data systems, software development, and product integration. Revenue growth from AI features must eventually justify those costs.

Competition

Intuit competes with accounting software providers, tax platforms, payroll companies, financial technology firms and specialized AI products. Competitive pricing or new product features can affect customer retention.

Tax Product Volatility

TurboTax revenue depends partly on tax-season activity and customer behavior. The decline in total U.S. TurboTax federal units during fiscal 2026 demonstrates why revenue growth should be evaluated alongside unit trends. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

Valuation Risk

Even strong earnings can produce weak returns if the market price already assumes aggressive future growth. Investors should compare the share price with expected earnings, free cash flow, and revenue growth.

Regulatory and Privacy Risk

Intuit handles financial and tax-related customer data. Changes in privacy requirements, cybersecurity incidents, or regulatory rules could affect operating costs and customer trust.

Intuit Earnings Review Checklist

1. Confirm the official Intuit earnings date.
2. Identify the fiscal quarter covered by the report.
3. Compare revenue with company guidance.
4. Check Global Business Solutions growth.
5. Review QuickBooks Online Accounting growth.
6. Check Consumer revenue and TurboTax trends.
7. Review Credit Karma revenue growth.
8. Compare GAAP and non-GAAP operating income.
9. Review diluted EPS growth.
10. Check first-quarter fiscal 2027 guidance.
11. Track AI-related product launches.
12. Compare INTU valuation with expected earnings growth.

Technical Glossary

EPS:

Earnings Per Share. It measures the amount of profit attributable to each diluted common share.

GAA:P

Generally Accepted Accounting Principles. These accounting rules govern Intuit's official U.S. financial reporting.

AI:

Artificial Intelligence. Software systems that perform tasks involving prediction, classification, language processing, ng or automated decisions.

FCF

Free Cash Flow. Cash generated after specified capital expenditures. Investors use it to assess the company's ability to generate discretionary cash.

IR

Investor Relations. The corporate function that communicates financial results, filings, earnings events,nts and other information to investors.

Frequently Asked Questions

1. What was the latest Intuit earnings date?

The latest Intuit earnings date was August 25, 2026. Intuit released fourth-quarter and full fiscal 2026 results on that date. The fiscal year ended July 31, 2026. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

2. Did Intuit release Q3 earnings on August 25, 2026?

No. The August 25 report covered Q4 and full fiscal 2026. Intuit released its Q3 fiscal 2026 results on May 20, 2026. ([investors.intuit.com](https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance))

3. How much revenue did Intuit report for fiscal 2026?

Intuit reported $21.4 billion in full-year fiscal 2026 revenue, up 14% from fiscal 2025. Fourth-quarter revenue also increased 14%. ([investors.intuit.com](https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance))

4. How fast did QuickBooks Online Accounting grow?

QuickBooks Online Accounting revenue increased 23% during fiscal 2026. This was faster than Intuit's 14% total company revenue growth. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

5. What was Intuit's FY2026 EPS?

GAAP diluted EPS increased 20% to $16.46. Non-GAAP diluted EPS also increased 20%, reaching $24.27. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

6. What is Intuit's Q1 FY2027 revenue guidance?

Intuit expects first-quarter fiscal 2027 revenue between $4.294 billion and $4.313 billion. The company expects approximately 11% revenue growth. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

7. What happened to TurboTax revenue?

TurboTax revenue increased 7% to $5.3 billion in fiscal 2026. TurboTax Live revenue grew 37% and represented 53% of total TurboTax revenue. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

8. How important is AI to Intuit's strategy?

AI is a major part of Intuit's current product strategy. The company said its five Big Bets grew 34% in fiscal 2026 and accounted for 30% of full-year revenue. Intuit is applying AI to financial workflows across consumer, business,iness and accounting products. ([investors.intuit.com](https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance))

9. When is the next Intuit earnings date?

The official Intuit investor-relations calendar does not yet list a confirmed Q1 fiscal 2027 earnings date in the sources reviewed. Investors should check the company's earnings calendar before using a date from a third-party platform. ([investors.intuit.com](https://investors.intuit.com/news-events/ir-calendar))

10. Is INTU a good stock for technology investors?

Intuit has strong recurring software businesses, double-digit revenue growth, nd increasing investment in AI products. That does not establish that INTU is undervalued. Investors should review valuation, earnings growth, free cash flow, competition, customer trends, and AI-related costs before making an investment decision.

Authoritative Sources

Intuit Investor Relations: Official Intuit Investor Relations. Use this source for current earnings releases, filings, and investor events. ([investors.intuit.com](https://investors.intuit.com/))

Intuit Q4 FY2026 Earnings Release: Official August 25, 2026 financial results. ([investors.intuit.com](https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance))

SEC Filing: Intuit FY2026 earnings filing. ([investors.intuit.com](https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-26-000029/fy26q4earningspressrelease.htm))

Intuit Earnings Calendar: Official Intuit IR Calendar. ([investors.intuit.com](https://investors.intuit.com/news-events/ir-calendar))

Intuit Q3 FY2026 Results: Official Q3 FY2026 release. ([investors.intuit.com](https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance))

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