Every material Form 8-K Intuit filed with the SEC in 2025, 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 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Intuit filing is on SEC EDGAR ↗. 8-K briefs of other companies →