Jul 2026 (Q4 FY26) — Aug 25, 2026
Intuit Q4 FY26 — Strategic Shift to Accelerate New Customer Growth
Read the full callIntuit earnings: last reported Tue, 25 Aug 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 4,354 | +13.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 10.9 | +2.1 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 363 | −4.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Guidance
41 of 41 judged targets kept · 27 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| GAAP diluted earnings per share | $10.56 to $10.62 | Jan 2026 | GAAP diluted earnings per share of $11.09 versus $10.02 a year ago | Achieved |
| Consumer Group revenue growth | 8% to 9% | Jul 2025 | overall Consumer Group revenue growth of approximately 10% | Revised Up |
| Annual EPS growth | at least mid-teens | Apr 2026 | We are committed to delivering annual EPS growth of at least mid-teens over the coming years | New |
27 of INTUIT INC.'s 68 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 65 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $670.77 on 22 Oct 2025 → $343.39. High $683.39 (27 Oct 2025), low $255.07 (25 Jun 2026).
Overview
Guidance
41 of 41 judged targets kept · 27 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| GAAP diluted earnings per share | $10.56 to $10.62 | Jan 2026 | GAAP diluted earnings per share of $11.09 versus $10.02 a year ago | Achieved |
| Consumer Group revenue growth | 8% to 9% | Jul 2025 | overall Consumer Group revenue growth of approximately 10% | Revised Up |
| Annual EPS growth | at least mid-teens | Apr 2026 | We are committed to delivering annual EPS growth of at least mid-teens over the coming years | New |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 68 tracked commitments, with each call’s wording and source.
Call summaries
Intuit Q4 FY26 — Strategic Shift to Accelerate New Customer Growth
Read the full callIntuit Q3 FY26 — Strong Growth Engines & Strategic Realignment
Read the full callIntuit Q2 FY26 — Strong Revenue Growth Driven by AI and HI Platform Innovation
Read the full callEvery analysed call
Financials
Net profit, year on year: −5% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 3,283 | 3,963 | 7,754 | 3,831 | 3,885 | 4,651 | 8,558 | 4,354 |
| Expenses | 3,012 | 3,370 | 4,034 | 3,492 | 3,351 | 3,796 | 4,538 | 3,879 |
| Operating profit | 271 | 593 | 3,720 | 339 | 534 | 855 | 4,020 | 475 |
| Operating margin | 8.3% | 15.0% | 48.0% | 8.8% | 13.8% | 18.4% | 47.0% | 10.9% |
| Profit before tax | 213 | 571 | 3,684 | 366 | 561 | 869 | 4,047 | 540 |
| Tax rate | 7.5% | 17.5% | 23.4% | −4.1% | 20.5% | 20.3% | 24.3% | 32.8% |
| Net profit | 197 | 471 | 2,820 | 381 | 446 | 693 | 3,064 | 363 |
| EPS ($ per share) | 0.70 | 1.68 | 10.09 | — | 1.60 | 2.49 | 11.10 | — |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 5,775 | 6,182 | 10,548 | 17,725 | 19,029 | 20,251 | 21,635 | 3 |
| Reserves | 9,621 | 10,885 | 12,296 | 13,581 | 15,067 | 16,989 | 19,668 | 19,046 |
| Total liabilities | 2,534 | 5,825 | 5,647 | 11,293 | 10,511 | 13,696 | 17,248 | 17,794 |
| Fixed assets | 780 | 734 | 780 | 888 | 969 | 1,009 | 961 | 1,023 |
| Total assets | 6,283 | 10,931 | 15,516 | 27,734 | 27,780 | 32,132 | 36,958 | 36,786 |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 2,324 | 2,414 | 3,250 | 3,889 | 5,046 | 4,884 | 6,207 | 8,838 |
| Cash from investing | -635 | -97 | -3,965 | -5,421 | -922 | -227 | -2,318 | -1,412 |
| Cash from financing | -965 | 2,034 | -3,176 | 1,732 | -4,269 | -397 | -1,510 | -7,689 |
| Net cash flow | 721 | 4,345 | -3,878 | 178 | -145 | 4,247 | 2,382 | -265 |
| Capital expenditure | -76 | -59 | -53 | -157 | -210 | -191 | -84 | -175 |
| Free cash flow | 2,248 | 2,355 | 3,197 | 3,732 | 4,836 | 4,693 | 6,123 | 8,663 |
Consumer grew from 5% to 21% of revenue over the last two years.
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Global Business Solutions | 77% | — | — | 79% | — | — | — | 79% | +13.6% |
| Consumer | 5% | 13% | 52% | 4% | 23% | 32% | 62% | 21% | +578.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Apr 2025 Q3 FY25 | Oct 2025 Q1 FY26 | Jan 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Customers | ~100MWe're fueling the financial success of approximately 100 million customers by automating everyday tasks, managing complex workflows and processes and solving challenges before they arise with predictive insights and taking actions.Source: earnings call transcript | — | <100MThat creates a powerful network effect that reinforces our competitive advantage with our nearly 100 million customers and a system of AI agents and AI-enabled experts fueling ARPC growth and margin expansion.Source: earnings call transcript | — |
| Customers Leveraging AI agents | — | 2.8MWe're continuing to see momentum with our virtual team of AI agent with 2.8 million customers leveraging these agents to do the work for them.Source: earnings call transcript | 3M+Over 3 million customers have leveraged agents to do the work for them with all-time repeat engagement of more than 85%.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
305 filings between Oct 30, 2025 and Oct 1, 2026.
Purchases
$541.7K
2 purchases by 1 insider
Sales
$357.74M
118 sales by 5 insiders
97% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| COOK SCOTT D | — | $327.54M | Dec 31, 2025 |
| Goodarzi Sasan K | — | $26.65M | Jan 7, 2026 |
| DALZELL RICHARD L | — | $1.65M | Sep 8, 2026 |
| Aujla Sandeep | — | $1.58M | Jan 5, 2026 |
| PRABHU VASANT M | $541.7K | — | May 26, 2026 |
| Hotz Lauren D | — | $314.3K | Aug 27, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Hotz Lauren D SVP, Chief Accounting Officer | Option exercise | 87 | $0 |
| Oct 1, 2026 | Hilliard Caryl Lyn EVP, People and Places | Option exercise | 150 | $0 |
| Oct 1, 2026 | Hanebrink Anton EVP, Corp Strategy and Dev | Option exercise | 190 | $0 |
| Oct 1, 2026 | Hotz Lauren D SVP, Chief Accounting Officer | Option exercise | 97 | $0 |
| Oct 1, 2026 | Aujla Sandeep EVP and CFO | Option exercise | 290 | $0 |
| Oct 1, 2026 | Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. | Option exercise | 94 | $0 |
| Oct 1, 2026 | Goodarzi Sasan K Chairman and CEO | Option exercise | 863 | $0 |
| Oct 1, 2026 | Goodarzi Sasan K Chairman and CEO | Option exercise | 802 | $0 |
| Oct 1, 2026 | Hilliard Caryl Lyn EVP, People and Places | Tax withheld | 178 | $49.1K |
| Oct 1, 2026 | Hotz Lauren D SVP, Chief Accounting Officer | Option exercise | 80 | $0 |
| Oct 1, 2026 | Aujla Sandeep EVP and CFO | Option exercise | 349 | $0 |
| Oct 1, 2026 | Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. | Option exercise | 70 | $0 |
| Oct 1, 2026 | Hotz Lauren D SVP, Chief Accounting Officer | Tax withheld | 735 | $202.6K |
| Oct 1, 2026 | Aujla Sandeep EVP and CFO | Tax withheld | 506 | $139.5K |
| Oct 1, 2026 | Goodarzi Sasan K Chairman and CEO | Option exercise | 31 | $0 |
| Oct 1, 2026 | Goodarzi Sasan K Chairman and CEO | Tax withheld | 1,258 | $346.9K |
| Oct 1, 2026 | Goodarzi Sasan K Chairman and CEO | Option exercise | 848 | $0 |
| Oct 1, 2026 | Hotz Lauren D SVP, Chief Accounting Officer | Option exercise | 1,132 | $0 |
| Oct 1, 2026 | Hilliard Caryl Lyn EVP, People and Places | Option exercise | 87 | $0 |
| Oct 1, 2026 | Hanebrink Anton EVP, Corp Strategy and Dev | Option exercise | 224 | $0 |
| Oct 1, 2026 | Hanebrink Anton EVP, Corp Strategy and Dev | Option exercise | 251 | $0 |
| Oct 1, 2026 | Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. | Tax withheld | 124 | $34.3K |
| Oct 1, 2026 | Aujla Sandeep EVP and CFO | Option exercise | 346 | $0 |
| Oct 1, 2026 | Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. | Option exercise | 87 | $0 |
| Oct 1, 2026 | Hilliard Caryl Lyn EVP, People and Places | Option exercise | 110 | $0 |
| Oct 1, 2026 | Hanebrink Anton EVP, Corp Strategy and Dev | Tax withheld | 345 | $95.1K |
| Sep 8, 2026 | DALZELL RICHARD L Director | Sale 10b5-1 plan | 285 | $92.7K |
| Sep 1, 2026 | Hotz Lauren D SVP, Chief Accounting Officer | Option exercise | 2,019 | $0 |
| Sep 1, 2026 | Goodarzi Sasan K Chairman and CEO | Tax withheld | 12,377 | $4.45M |
| Sep 1, 2026 | Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. | Tax withheld | 768 | $275.8K |
| Sep 1, 2026 | Aujla Sandeep EVP and CFO | Option exercise | 7,215 | $0 |
| Sep 1, 2026 | Goodarzi Sasan K Chairman and CEO | Option exercise | 26,189 | $0 |
| Sep 1, 2026 | Hanebrink Anton EVP, Corp Strategy and Dev | Option exercise | 5,247 | $0 |
| Sep 1, 2026 | Hanebrink Anton EVP, Corp Strategy and Dev | Tax withheld | 2,721 | $977.5K |
| Sep 1, 2026 | Hilliard Caryl Lyn EVP, People and Places | Option exercise | 2,166 | $0 |
| Sep 1, 2026 | Hilliard Caryl Lyn EVP, People and Places | Tax withheld | 958 | $344.2K |
| Sep 1, 2026 | Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. | Option exercise | 1,859 | $0 |
| Sep 1, 2026 | Aujla Sandeep EVP and CFO | Tax withheld | 3,705 | $1.33M |
| Sep 1, 2026 | Hotz Lauren D SVP, Chief Accounting Officer | Tax withheld | 1,063 | $381.9K |
| Aug 27, 2026 | Hotz Lauren D SVP, Chief Accounting Officer | Sale | 62 | $21.6K |
| Aug 27, 2026 | Hotz Lauren D SVP, Chief Accounting Officer | Sale | 845 | $292.7K |
| Aug 11, 2026 | Aujla Sandeep EVP and CFO | Option exercise | 120 | $0 |
| Aug 11, 2026 | Hanebrink Anton EVP, Corp Strategy and Dev | Option exercise | 194 | $0 |
| Aug 11, 2026 | Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. | Tax withheld | 56 | $18.8K |
| Aug 11, 2026 | Aujla Sandeep EVP and CFO | Tax withheld | 120 | $40.3K |
| Aug 11, 2026 | Hilliard Caryl Lyn EVP, People and Places | Tax withheld | 90 | $30.1K |
| Aug 11, 2026 | Hilliard Caryl Lyn EVP, People and Places | Option exercise | 104 | $0 |
| Aug 11, 2026 | Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. | Option exercise | 84 | $0 |
| Aug 11, 2026 | Hilliard Caryl Lyn EVP, People and Places | Option exercise | 109 | $0 |
| Aug 11, 2026 | Hanebrink Anton EVP, Corp Strategy and Dev | Tax withheld | 197 | $65.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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