Every material Form 8-K Intuit filed with the SEC in 2026, 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
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 →