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Andrei Niculescu
@andrei9868 · Aug 26

Intuit just dropped a solid FY2026 print 📈💪

Yesterday (Aug 25) $INTU reported Q4 + full-year results:

Full Year FY2026

- Revenue: $21.4B (+14%) 🚀

- Global Business Solutions: +16% to $12.9B

- Consumer: +11% to $8.6B

- GAAP operating income: $5.9B (+20%)

- GAAP EPS: $16.46 (+20%)

- Non-GAAP EPS: $24.27 (+20%)

Their big bets (Assisted Tax, Money, Mid-Market) grew 34% and now make up 30% of revenue 🔥

Q4

- Revenue $4.35B (2% beat)

- Non-GAAP EPS: $4.03 (12.3% beat)

Also returned serious capital: $5.5B in buybacks + 15% dividend hike to $1.38. 💰

FY2027 guide came in softer at $23.3–23.5B revenue (9–10% growth) as they invest for share gains and customer growth. Market didn’t love the deceleration, but the underlying momentum still looks strong.

As a core position, this is exactly the kind of durable growth + capital return combo I want to see. Still constructive long-term. 👀

#Intuit #INTU #Earnings #FinTech #Investing #PortfolioUpdate

A community member's personal view, not investment advice. Community Guidelines

KJ
Kryštof Jáně @krystofjane Aug 27

Am I right that net profit was below estimates and even nearly 5% lower year over year?

AN
Andrei Niculescu @andrei9868 Aug 27

You're right that GAAP net income came in weaker than some expected. My focus was on the stronger operating performance, 20% EPS growth, and the continued momentum in Intuit's strategic growth areas. The market seems more concerned with the FY2027 deceleration than the backward-looking quarter.

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