Every material Form 8-K Intuit has filed with the SEC since November 04, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Intuit reported fiscal 2026 fourth-quarter revenue of $4.4 billion, up 14%, and full-year revenue of $21.4 billion, up 14%. Fourth-quarter GAAP operating income rose to $475 million from $339 million, but the company booked a $293 million restructuring charge and GAAP diluted EPS was $1.34 versus $1.35 a year earlier. The company also gave fiscal 2027 guidance for revenue of $23,279 million to $23,512 million, and its board approved a $1.38 quarterly dividend.
Q4 FY2026 total revenue was $4.4 billion, up 14%; full-year GAAP diluted EPS was $16.46, up 20%.
Q4 GAAP operating income was $475 million, including a $293 million restructuring charge; Q4 GAAP diluted EPS was $1.34 versus $1.35 a year earlier.
FY2027 GAAP revenue guidance is $23,279 million to $23,512 million; non-GAAP guidance now includes share-based compensation.
Quarterly dividend of $1.38 per share is payable October 16, 2026, to holders of record on October 8, 2026.
Intuit reported fiscal third-quarter 2026 revenue of $8.6 billion, up 10%, and GAAP diluted earnings per share of $11.09, up 11%, and raised its full-year fiscal 2026 revenue guidance. The company also announced a plan to cut its full-time workforce by approximately 17% and estimated $300 million to $340 million in charges, mainly in the fourth fiscal quarter, which will weigh on reported GAAP results.
Q3 revenue of $8.6 billion, up 10%; non-GAAP diluted EPS of $12.80, up 10%
Full-year fiscal 2026 revenue guidance raised to $21.341 billion to $21.374 billion
Workforce reduction of approximately 17%, with charges of $300 million to $340 million, primarily in the quarter ending July 31, 2026
Quarterly dividend of $1.20 per share, payable July 17, 2026, to holders of record on July 9, 2026
Intuit said Marianna Tessel will step down as Executive Vice President and General Manager of its Small Business Group effective May 31, 2026, and will stay on in an advisory role until July 2, 2026. Ashley Still, who leads the Mid-Market Group, will take on leadership of both the Mid-Market and Small Business groups at that time. The filing does not state a reason for the change or any financial effect.
Marianna Tessel steps down as EVP and General Manager, Small Business Group, effective May 31, 2026
Tessel remains employed in an advisory role until July 2, 2026
Ashley Still expands her role to lead both the Mid-Market Group and the Small Business Group
Intuit reported fiscal second-quarter 2026 results for the quarter ended January 31, 2026, with revenue of $4.7 billion, up 17%, and GAAP diluted earnings per share of $2.48, up 49%. The company reiterated its full-year fiscal 2026 guidance, issued third-quarter guidance, and declared a $1.20 per share quarterly dividend, which the filing says is a 15% increase from the same period last year.
Q2 revenue was $4.7 billion, up 17%; Global Business Solutions revenue rose 18% to $3.2 billion and Consumer revenue rose 15% to $1.5 billion.
GAAP diluted EPS was $2.48, up 49%; non-GAAP diluted EPS was $4.15, up 25%.
Full-year fiscal 2026 guidance was reiterated: revenue of $20.997 billion to $21.186 billion and non-GAAP diluted EPS of $22.98 to $23.18.
Third-quarter fiscal 2026 non-GAAP diluted EPS is expected at $12.45 to $12.51; the $1.20 dividend is payable April 17, 2026 to holders of record on April 9, 2026.
Intuit entered a $5.8 billion unsecured short-term revolving credit facility with JPMorgan Chase Bank as administrative agent, maturing March 31, 2026. The company may use borrowings only to fund its early tax refund offering, which provides eligible customers access to federal refunds up to five days before IRS settlement. The company has not borrowed under the facility to date.
At its January 22, 2026 annual meeting, Intuit stockholders elected eleven directors, approved executive compensation on an advisory basis, and ratified Ernst & Young LLP as auditor for the fiscal year ending July 31, 2026. The Board also approved an amended Non-Employee Director Compensation Program, effective January 22, 2026, which sets annual director equity and cash pay.
Eleven directors elected; Deborah Liu drew the most votes against, at 12,787,130
Advisory say-on-pay approved: 215,761,247 for and 15,861,617 against
Ernst & Young ratification: 228,967,607 for and 19,863,142 against
Stockholder proposal on diversity and inclusion ROI report failed: 1,753,458 for and 228,853,804 against; new director program sets $280,000 annual RSU grant value
Intuit entered a new $2.2 billion unsecured revolving credit agreement with JPMorgan Chase as administrative agent, replacing its February 2024 credit agreement. The facility can be increased by up to $4 billion, and the company said it expects to seek that increase for part of its 2026 fiscal year in connection with early refund processing or other products. The company has not borrowed under the facility yet, so the agreement adds borrowing capacity rather than current debt.
$2.2 billion unsecured revolving facility expires January 9, 2031
Incremental commitments of up to $4 billion, subject to lender discretion
Borrowings priced at SOFR plus a margin of 0.700% to 1.125%; no amounts borrowed as of filing
Credit agreement requires a maximum consolidated leverage ratio
Intuit reported fiscal first-quarter 2026 results for the quarter ended October 31, 2025, with revenue of $3.9 billion, up 18%, and GAAP diluted EPS of $1.59 versus $0.70 a year earlier. The company reiterated its full-year fiscal 2026 guidance and set second-quarter guidance, and its board approved a $1.20 per share quarterly dividend, up 15%.
Q1 GAAP operating income was $534 million, up 97%; non-GAAP operating income was $1.258 billion, up 32%.
Q1 non-GAAP diluted EPS was $3.34, up 34%; GAAP diluted EPS was $1.59, up 127%.
Full-year fiscal 2026 guidance was reiterated: revenue of $20.997 billion to $21.186 billion and non-GAAP diluted EPS of $22.98 to $23.18.
Second-quarter guidance calls for non-GAAP diluted EPS of $3.63 to $3.68; the $1.20 dividend is payable January 16, 2026 to holders of record on January 9, 2026.
Intuit reported fourth-quarter fiscal 2025 revenue of $3.8 billion, up 20%, and GAAP net income of $381 million, compared with a net loss of $20 million a year earlier. The company set fiscal 2026 revenue guidance of $20.997 billion to $21.186 billion, growth of about 12 to 13 percent, and its board approved a $1.20 per share cash dividend and a new $3.2 billion buyback authorization.
Q4 GAAP diluted EPS was $1.35 versus a loss of $0.07 a year earlier; non-GAAP diluted EPS was $2.75, up 38%.
Fiscal 2026 guidance: non-GAAP diluted EPS of $22.98 to $23.18, and first-quarter non-GAAP EPS of $3.05 to $3.12.
Board approved a $1.20 per share dividend payable October 17, 2025, to holders of record on October 9, 2025.
Intuit said its Executive Vice President and Chief People & Places Officer, Laura Fennell, will transition to a new role effective July 31, 2025, and remain an employee through September 1, 2027 under a transition agreement. Caryl Hilliard, currently Senior Vice President, People & Places, will become Chief People & Places Officer effective August 1, 2025.
Laura Fennell has served as Executive Vice President and Chief People & Places Officer since August 2018.
Fennell's base salary is $770,000 from August 1, 2025 to July 31, 2026, with a 50% target bonus, then $200,000 with a 30% target bonus through September 1, 2027.
Fennell's previously granted equity awards will continue to vest during the transition period.
Caryl Hilliard takes the Chief People & Places Officer role effective August 1, 2025.
Intuit reported revenue of $7.8 billion for the fiscal third quarter ended April 30, 2025, up 15 percent, and raised its full-year fiscal 2025 guidance across total company metrics. The company also declared a quarterly dividend of $1.04 per share.
Q3 revenue of $7.8 billion, up 15 percent; GAAP diluted EPS of $10.02, up 19 percent; non-GAAP diluted EPS of $11.65, up 18 percent
Fiscal 2025 revenue guidance of $18.723 billion to $18.760 billion, growth of about 15 percent, up from prior guidance of 12 to 13 percent
Fiscal 2025 non-GAAP diluted EPS guidance of $20.07 to $20.12, up from prior growth guidance of 13 to 14 percent
Dividend of $1.04 per share payable July 18, 2025, to holders of record as of July 10, 2025
Intuit reported fiscal second-quarter results for the period ended January 31, 2025, with total revenue of $4.0 billion, up 17 percent, and GAAP diluted earnings per share of $1.67, up 34 percent. The company reiterated its full fiscal 2025 guidance and declared a quarterly dividend of $1.04 per share, a 16 percent increase from the prior-year period.
Global Business Solutions Group revenue rose 19 percent to $2.7 billion; Credit Karma revenue rose 36 percent to $511 million.
Non-GAAP diluted EPS was $3.32, up 26 percent; GAAP operating income was $593 million, up 61 percent.
Full-year fiscal 2025 revenue guidance of $18.160 billion to $18.347 billion was reiterated; third-quarter revenue guidance is $7.550 billion to $7.600 billion.
The $1.04 dividend is payable April 18, 2025, to shareholders of record as of April 10, 2025.
Intuit entered a $4.5 billion unsecured short-term revolving credit facility with JPMorgan Chase Bank, N.A. as administrative agent, dated January 30, 2025. The filing says borrowings may only fund its TurboTax 5-Day Early refund offering, and the company had not borrowed under the facility at the time of filing.
Facility size is $4.5 billion, unsecured, scheduled to mature April 30, 2025
Borrowings may only be used for the TurboTax 5-Day Early refund offering
Interest is SOFR plus 1.125% per annum, or base rate plus 0.125%; commitment fee is 0.10% per annum on unused amounts
Facility is in addition to the commercial paper program and the February 2024 credit agreement
Intuit reported fiscal first-quarter 2025 results for the period ended October 31, 2024, with revenue up 10% to $3.3 billion while GAAP diluted earnings per share fell 18% to $0.70. Non-GAAP diluted EPS rose 1% to $2.50. The company reiterated its full fiscal 2025 guidance and approved a quarterly dividend of $1.04 per share, up 16% from a year earlier.
Revenue of $3.3 billion, up 10%; Global Business Solutions Group revenue of $2.5 billion, up 9%; Credit Karma revenue of $524 million, up 29%.
GAAP operating income fell 12% to $271 million, including a $9 million restructuring charge and a $42 million net loss on a private company investment.
Full fiscal 2025 guidance reiterated; second-quarter guidance calls for revenue of $3.812 billion to $3.845 billion and non-GAAP diluted EPS of $2.55 to $2.61.
Quarterly dividend of $1.04 per share payable January 17, 2025, to holders of record as of January 9, 2025.
Intuit's Board of Directors approved an amended Non-Employee Director Compensation Program on October 31, 2024, effective January 23, 2025. The filing attaches the revised program as Exhibit 99.01, and it sets the annual equity and cash pay for non-employee directors.
Annual Director Grant of restricted stock units valued at $280,000, or $350,000 for the Chair of the Board
Annual cash compensation for a non-employee director of $75,000, with $90,000 for the Chair of the Board
Directors must hold Intuit shares worth ten times the annual Board cash retainer within five years of joining the Board
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