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INTUIT INC. (INTU) Form 10-K — Sep 9, 2026

$INTUForm 10-KFiled Sep 9, 2026, 4:12 PM ET0000896878-26-000037Original filing

Intuit's fiscal 2026 Form 10-K reports total revenue of $21.4 billion, up 14% year over year, with Global Business Solutions at $12.9 billion (up 16%) and the newly combined Consumer segment at $8.6 billion (up 11%). Total service revenue reached $18.9 billion, or 88% of total revenue. Profitability strengthened across the board: operating income rose 20% to $5.9 billion, net income rose 18% to $4.6 billion, diluted EPS rose 20% to $16.46, and cash flow from operations jumped 42% to $8.8 billion. In May 2026 management launched a restructuring plan (the 2026 Plan) to make the company faster, leaner and more focused, cutting full-time headcount and closing certain sites.

Key figures

Eps
$16.46 diluted (up 20% YoY)
Revenue
$21.4 billion (fiscal 2026)
Net Income
$4.6 billion (up 18% YoY)
Revenue Yoy
14%
Shares Outstanding
267236000
Employees
approximately 18,600 plus ~12,300 average seasonal employees
Service Revenue
$18.9 billion (88% of total revenue)
Customers Served
approximately 93 million
Operating Income
$5.9 billion (up 20% YoY)
Q4 Buyback Shares
6806714
Dividends Fiscal2026
$4.80 per share, $1.3 billion total
Q4 Buyback Average Price
$304.31
Cash Flow From Operations
$8.8 billion (up 42% YoY)
Segment Revenue Consumer
$8.6 billion (up 11% YoY, 40% of total)
Non Affiliate Market Value
$135.6 billion as of January 30, 2026 at $498.92 per share
Remaining Buyback Authorization
$7.9 billion as of July 31, 2026
Restructuring Charge Fiscal2026
$293 million
Restructuring Estimated Total Cost
approximately $315 million
Buyback Authorization Increase May2026
$8.0 billion
Quarterly Dividend Declared August2026
$1.38 per share, payable October 16, 2026
Segment Revenue Global Business Solutions
$12.9 billion (up 16% YoY, 60% of total)

Price after filing

1 day: -0.4%7 days: +1.3%30 days: -3.2%

Close on the filing date to close N calendar days later (from $313.94). Historical, not a forecast.

AI analysis

Red flags5 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    INTUIT INC. (INTU) Form 10-K — Sep 9, 2026: AI Analysis | Signal8