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Intuit (INTU) earnings and revenue breakdown

Latest: Q4 FY26 · 10-K filed Sep 9, 2026 · Intuit (INTU) Q4 FY26 earnings results →

Q4 FY26 Revenue up 14% year over year to $4.4B · 8¢ of every $1 of revenue kept as net profit · operating margin 10.9%

Intuit made $4.4B in Q4 FY26 (+14% Y/Y): Service $3.8B, Product and other $571M. Operating margin 10.9%, net earnings $363M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-K filed Sep 9, 2026.

Revenue$4.4B
Year over year+14%
Operating margin10.9%
Net earnings$363M
Operating cash flow$1.3B

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Intuit Q4 FY26 revenue breakdown: Sankey diagram of revenue (Service, Product and other), costs, profit and cash flow
Intuit Q4 FY26 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $4.4B in Q4 FY26, up 14% year over year and down 49% from the previous quarter. Service was the largest line at 87% of revenue.

Operating profit was $0.47B, a 10.9% margin (up 2.1 points year over year). Of the extra revenue versus Q4 FY25, 26% reached operating profit, above the 9% margin then. Total costs grew 11% against revenue growth of 14%. The fastest-growing cost line was Other operating costs (+35%). Net earnings were $0.36B, down 5% year over year. The effective tax rate was 32.8%.

Operating cash flow was $1.3B (up 249% year over year), 367% of net earnings. Non-cash charges added back $0.17B of depreciation and amortization and $0.51B of share-based compensation. Working capital and other items added $0.29B. Capital expenditures of $0.03B left free cash flow of $1.3B.

Quarterly history

Intuit revenue by quarterIntuit revenue by quarter$4.0BQ2 FY25$7.8BQ3 FY25$3.8BQ4 FY25$3.9BQ1 FY26$4.7BQ2 FY26$8.6BQ3 FY26$4.4BQ4 FY26
Intuit net earnings by quarterIntuit net earnings by quarter$471MQ2 FY25$2.8BQ3 FY25$381MQ4 FY25$446MQ1 FY26$693MQ2 FY26$3.1BQ3 FY26$363MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY2610-KSep 9, 2026$4.4B+14%10.9%$363M$1.3B
Q3 FY2610-QMay 20, 2026$8.6B+10%47.0%$3.1B$5.3B
Q2 FY2610-QFeb 26, 2026$4.7B+17%18.4%$693M$1.6B
Q1 FY2610-QNov 20, 2025$3.9B+18%13.7%$446M$637M
Q4 FY2510-KSep 3, 2025$3.8B+20%8.8%$381M$381M
Q3 FY2510-QMay 22, 2025$7.8B+15%48.0%$2.8B$4.4B
Q2 FY2510-QFeb 25, 2025$4.0B+17%15.0%$471M$1.1B

Charts

Intuit: revenue growth, year over year and quarter over quarterIntuit: revenue growth, year over year and quarter over quarterY/YQ/Q+17%Q2 FY25+15%+96%Q3 FY25+20%-51%Q4 FY25+18%+1%Q1 FY26+17%+20%Q2 FY26+10%+84%Q3 FY26+14%-49%Q4 FY26
Latest (Q4 FY26): Y/Y +14%, Q/Q -49%.
Intuit: where the cash came from (+) and went (−), FY26Intuit: where the cash came from (+) and went (−), FY26Operating cash flow$8.8BBuybacks−$5.4BDividends−$1.3BOther investing−$1.2BTaxes on employees’ shares−$709MCash drawn (+) / kept (−)$265MNet borrowing (+) / repaid (−)−$230MCapital spending−$175MShares issued$14.0MOther financing−$5.0MExchange rates−$2.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Intuit: profit against cash, quarter by quarterIntuit: profit against cash, quarter by quarterNet incomeOperating cash flow$197M$362MQ1 FY25$471M$1.1BQ2 FY25$2.8B$4.4BQ3 FY25$381M$381MQ4 FY25$446M$637MQ1 FY26$693M$1.6BQ2 FY26$3.1B$5.3BQ3 FY26$363M$1.3BQ4 FY26
Latest (Q4 FY26): Net income $363M, Operating cash flow $1.3B.
Intuit: diluted shares by fiscal yearIntuit: diluted shares by fiscal year273MFY21284MFY22283MFY23284MFY24283MFY25277MFY26
+1.5% since FY21: more shares outstanding (issuance, stock pay).
Intuit: long-term debt falling due (FY26)Intuit: long-term debt falling due (FY26)$1.2B2027$400M2028$1.1B2029$720M2030$750M2031$3.5BLater
Cash $4.7B, short-term investments —, long-term debt $7.7B at 2026-07-31.
Intuit in its industry: growth against margin (192 companies, SIC 7372)Intuit in its industry: growth against margin (192 companies, SIC 7372)revenue growth, year over year →↑ operating marginmedian +12%median 0%MSFTORCLCRMADBEXYZNOWSHOPCRWVSNPSPLTRADSKElectronic Arts Inc.TEAMSSNCCDNSRBLXTWLOSNOWTTWOCRWDGENDDOGHUBSVEEVDOCUOKTANETMDBNTNXPTCTYLDBXUDTPAYCMBLYESTCPCTYZETARBRKACIWBSYGWREPATHPCORTDCOCTVFIGKVYOCOURBILLBOXCVLTDUOLSAILGTMMANHLIMEAPPFCCCYOUTTANBLKBSGTLBALRMTENBWKPRGSFRSHAPPNBANDNAVNBRZEQTWONTSKASANCXMVERXRPDSPSCBLFSLYVRNSQLYSFROGMQBBINTANCNOEVCMNABLVIAALKTAVPTSPTPDGDYNXPERAMPLDDDSKILCERTCCSICMRCMKTWHUCKCRNCPDFSWEAVSOUNINSEXZODHIIIVLiveperson IncAIMRDNMYPSUPLDKLTRBLZELAWDRTTFBBAIMAPSCCLDEXFYRDVTSSTIEGANNTWKRCATSNALFDCTSVCOMCHXAEYEZDGEADBTWFCFAISPDUOTIDNPDYNQUBTZSPCROCFATNAWRESMSIINLXBLINMSGMGEGSEGGMYSZCXAIGXAIPARAAITXBKYICYABAPCXSPAIDSNYEXYNIDAIATDSIVDAVPRBSKKYUMEWAIFFAUIDGlobal Arena Holding, Inc.ATHRVIDAQXLLIVGUPYYFNGRSVMBTransparentBusiness, Inc.SWMRAMSTTransit Pro Tech Inc.PXLWDNKCDPLSGYGYINTU (+14%, 11%)
Services-Prepackaged Software; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Intuit

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax , Credit Karma , QuickBooks , and Mailchimp , and Intuit Enterprise Suite , we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at Intuit.com and find us on social for the latest information about Intuit and our products and services.

In its own words, from its 8-K, filed Aug 25, 2026.

Intuit against its Services-Prepackaged Software peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +14% against the peers' median +19%. Operating margin: 10.9% against the peers' median 15.2%.

CompanyQuarterRevenueY/YOp. margin
INTU IntuitQ4 FY26$4.4B+14%10.9%
MSFT MicrosoftQ1 FY27$92.3B+19%49.8%
ORCL OracleQ1 FY27$19.3B+30%34.8%
CRM SalesforceQ2 FY27$11.3B+11%20.5%
ADBE AdobeQ3 FY26$6.8B+13%34.8%
XYZ BlockQ3 2026$6.7B+10%6.4%
NOW ServiceNowQ3 2026$4.1B+20%9.4%
SHOP ShopifyQ3 2026$3.7B+32%15.2%
CRWV CoreWeaveQ2 2026$2.6B+112%-1.9%

Source: Intuit 10-K on SEC EDGAR · CIK 896878 · Services-Prepackaged Software

Guidance and outlook

Intuit Revenue: guidance against what was reportedIntuit Revenue: guidance against what was reportedguided rangereported (above / within / below)FY24Q4 FY24Q2 FY25$4.0BQ3 FY25$7.8BFY25$18.8BQ4 FY25$3.8BFY26$21.4B
Met or beat 5 of 5 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Intuit GAAP operating income: guidance against what was reportedIntuit GAAP operating income: guidance against what was reportedguided rangereported (above / within / below)FY24FY25$4.9BFY26$5.9B
Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns INTU and who is buying

Largest holders of INTU (13F)Largest holders of INTU (13F)Vanguard Group$19.2BBlackRock$6.9BVanguard Capital Management LLC$4.7BState Street$3.5BInvesco$2.5BVanguard Portfolio Management LLC$2.2BGeode Capital Management, LLC$1.8BFIL$1.3BMorgan Stanley$1.3BArrowstreet Capital, Limited Part…$1.2B
Funds' net buying of INTU by quarter (13F)Funds' net buying of INTU by quarter (13F)−$1.7B2024-09$241M2024-12−$368M2025-03$3.8B2025-06−$1.4B2025-09$1.5B2025-12−$165M2026-03$1.6B2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on INTU

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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中文版:财捷(INTU)财报

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