Intuit Inc. (INTU) FY2026 8-K Filings and Company Events

Filings that contain financial statements

• 8-K, accession 0000896878-26-000029 (filed August 25, 2026), Exhibit 99.01 press release furnishes GAAP and non-GAAP results tables for the fourth quarter and full fiscal year ended July 31, 2026, plus a condensed balance sheet, income statement, and cash flow data, and full-year fiscal 2027 and first-quarter fiscal 2027 guidance.
• 8-K, accession 0000896878-26-000024 (filed May 20, 2026), Exhibit 99.01 press release furnishes results tables for the fiscal quarter and nine months ended April 30, 2026.
• 8-K, accession 0000896878-26-000012 (filed February 26, 2026), Exhibit 99.01 press release furnishes results tables for the fiscal quarter and six months ended January 31, 2026.
• 8-K, accession 0000896878-25-000046 (filed November 20, 2025), Exhibit 99.01 press release furnishes results tables for the fiscal quarter ended October 31, 2025.
• 8-K, accession 0000896878-25-000050 (filed November 20, 2025), Exhibit 99.01 furnishes recast Business, Properties, MD&A, and full consolidated financial statements (income statement, balance sheet, cash flow statement) for fiscal 2023, 2024, and 2025, restated only to reflect Intuit's new two-segment structure (Consumer and Global Business Solutions) effective August 1, 2025. This is not a restatement of previously issued GAAP results, it is a recast of the same audited figures onto the new segment lines, with an accompanying auditor consent (Exhibit 23.01) from Ernst & Young LLP.
• 8-K, accession 0000896878-25-000031 (filed August 21, 2025), Exhibit 99.01 press release furnishes results tables for the fourth quarter and full fiscal year ended July 31, 2025.
• 8-K, accession 0000896878-25-000020 (filed May 22, 2025), Exhibit 99.01 press release furnishes results tables for the fiscal quarter ended April 30, 2025.
• 8-K, accession 0000896878-25-000013 (filed February 25, 2025), Exhibit 99.01 press release furnishes results tables for the fiscal quarter ended January 31, 2025.

Earnings and guidance

Fourth quarter and full fiscal year 2026 (accession 0000896878-26-000029, filed August 25, 2026). Full-year revenue grew 14 percent to $21.4 billion, surpassing $20 billion for the first time, with Global Business Solutions revenue up 16 percent to $12.9 billion and Consumer revenue up 11 percent to $8.6 billion. Full-year GAAP operating income rose 20 percent to $5.9 billion and GAAP diluted EPS rose 20 percent to $16.46. Fourth-quarter revenue grew 14 percent to $4.4 billion. Effective August 1, 2026, Intuit began managing Mailchimp as a separate operating segment from Global Business Solutions, with Mailchimp becoming a separate reportable segment beginning in fiscal 2027, and it also changed its non-GAAP presentation so that share-based compensation expense will no longer be excluded from non-GAAP measures going forward. Intuit issued full fiscal year 2027 guidance of $23.3–$23.5 billion in revenue (9–10 percent growth) and GAAP diluted EPS of $20.12–$20.36, plus first-quarter fiscal 2027 guidance of $4.29–$4.31 billion in revenue. The board approved a quarterly cash dividend of $1.38 per share (a 15 percent increase), payable October 16, 2026.

Third quarter fiscal 2026 (accession 0000896878-26-000024, filed May 20, 2026). Revenue grew 10 percent to $8.6 billion; GAAP diluted EPS grew 11 percent to $11.09. Intuit raised its full fiscal year 2026 guidance, moving total revenue guidance up to $21.341–$21.374 billion (13–14 percent growth) and raising segment growth guidance for both Global Business Solutions and Consumer. The same 8-K disclosed a plan to reduce Intuit's full-time workforce by approximately 17 percent and consider closing certain sites, with estimated restructuring charges of $300–$340 million, concentrated in the fiscal fourth quarter ended July 31, 2026, and substantially completed by the first quarter of fiscal 2027. The board approved a quarterly dividend of $1.20 per share (a 15 percent increase), and the board approved a new $8 billion share repurchase authorization.

Second quarter fiscal 2026 (accession 0000896878-26-000012, filed February 26, 2026) and first quarter fiscal 2026 (accession 0000896878-25-000046, filed November 20, 2025) reported results for the respective periods and declared quarterly dividends of $1.20 per share each, continuing the cadence established earlier in the fiscal year.

Fourth quarter and full fiscal year 2025 (accession 0000896878-25-000031, filed August 21, 2025), third quarter fiscal 2025 (accession 0000896878-25-000020, filed May 22, 2025), and second quarter fiscal 2025 (accession 0000896878-25-000013, filed February 25, 2025) each reported quarterly results. The August 21, 2025 filing declared a quarterly dividend of $1.20 per share, up from the $1.04 per share declared in the May and February 2025 filings.

Restructuring

On May 20, 2026, Intuit announced a plan to simplify its organizational structure, reducing its full-time workforce by approximately 17 percent and considering the closure of certain sites. The company estimated $300 million to $340 million in charges, primarily cash severance and benefits costs, concentrated in the fiscal fourth quarter ended July 31, 2026, with substantially all actions expected to be completed by the first quarter of fiscal 2027 ending October 31, 2026 (accession 0000896878-26-000024). Chairman and CEO Sasan Goodarzi's email to employees announcing the plan was furnished as Exhibit 99.02 to the same filing. Intuit's fiscal 2026 Form 10-K (accession 0000896878-26-000037, Note 15) subsequently reported total estimated 2026 Plan costs of approximately $315 million, of which $293 million was charged during fiscal 2026, with only $4 million paid in cash by July 31, 2026.

Capital markets and financing activity

• Senior notes offering (accession 0001193125-26-267866, filed June 11, 2026). Intuit issued $750 million of 4.950% Senior Notes due 2031 and $1.0 billion of 5.500% Senior Notes due 2036 ($1.75 billion aggregate), for net proceeds of approximately $1.74 billion, under an existing shelf registration. Intuit said proceeds may be used for general corporate purposes, including refinancing its $750 million of 5.250% Senior Notes due 2026 and $500 million of 1.350% Senior Notes due 2027. The notes were issued under a supplemental indenture to Intuit's June 2020 base indenture with U.S. Bank Trust Company as trustee; Gibson, Dunn & Crutcher LLP opined that the notes are legal, valid, and binding obligations of Intuit.
• $5.8 billion short-term revolving credit facility (accession 0000896878-26-000008, filed January 30, 2026). Intuit entered into an unsecured revolving credit agreement with JPMorgan Chase Bank, N.A. as administrative agent, maturing March 31, 2026, usable only to fund Intuit's early tax-refund offering (advancing customers their federal refunds ahead of IRS settlement). As of the filing, no funds had been borrowed under the facility, which supplements Intuit's commercial paper program and its separate January 9, 2026 credit agreement.
• $2.2 billion revolving credit agreement (accession 0000896878-26-000004, filed January 12, 2026). Intuit entered into a new unsecured revolving credit facility with JPMorgan Chase Bank, N.A. as administrative agent, expiring January 9, 2031, replacing a prior credit agreement dated February 5, 2024. The facility can be increased by up to $4 billion at lenders' discretion and is intended in part to support early tax-refund processing during fiscal 2026. No funds had been borrowed as of the filing.
• On March 16, 2026, Intuit disclosed that its founder and executive leadership team terminated all outstanding pre-scheduled Rule 10b5-1 stock sale plans, and reiterated its intent to substantially accelerate share repurchases, using up to $3.5 billion of remaining board authorization as of January 31, 2026. Intuit said it had repurchased $1.8 billion of shares in the first half of fiscal 2026, a 40 percent increase year over year (accession 0000896878-26-000017).
• Intuit repurchased $5.5 billion of stock during fiscal year 2026, up 96 percent year over year, and had $7.9 billion remaining under its repurchase authorization as of July 31, 2026 (accession 0000896878-26-000029). Total debt was $7.7 billion and cash and investments totaled $7.2 billion as of that date.

Segment reporting changes

Effective August 1, 2025, Intuit combined its Consumer, Credit Karma, and ProTax businesses into a single Consumer reportable segment alongside Global Business Solutions, and recast its prior-year financial statement disclosures accordingly (accession 0000896878-25-000050, filed November 20, 2025). This was explicitly not a restatement of previously issued audited results. Effective August 1, 2026, Intuit further began managing Mailchimp as a distinct operating segment separate from Global Business Solutions, with Mailchimp becoming a separate reportable segment starting in fiscal 2027 (disclosed in the fourth-quarter fiscal 2026 earnings release, accession 0000896878-26-000029). Also effective August 1, 2026, Intuit changed its non-GAAP measures to stop excluding share-based compensation expense.

Board, management, and governance

• On April 28, 2026, Intuit announced that Marianna Tessel, EVP and General Manager of the Small Business Group, will step down effective May 31, 2026 (remaining in an advisory role through July 2, 2026), with Ashley Still, EVP and General Manager of the Mid-Market Group, expanding her role to lead both groups (accession 0000896878-26-000020).
• On January 22, 2026, at its Annual Meeting, Intuit stockholders elected eleven directors, approved executive compensation on an advisory basis, and ratified Ernst & Young LLP as independent auditor for fiscal 2026; a stockholder proposal on diversity and inclusion program reporting was not approved. The board also approved an amended Non-Employee Director Compensation Program effective the same day (accession 0000896878-26-000006).
• On November 18, 2025, Intuit's board appointed Adena Friedman and Bill McDermott as directors, both effective August 1, 2026 (accession 0000896878-25-000046).
• On June 16, 2025 (announced), Intuit disclosed that Laura Fennell, EVP and Chief People & Places Officer, will transition to a new advisory role effective July 31, 2025, remaining employed through September 1, 2027 under a transition agreement, with Caryl Hilliard becoming Chief People & Places Officer effective August 1, 2025 (accession 0000896878-25-000027).

Acquisitions and divestitures

Intuit's fiscal 2026 SEC filings do not disclose any newly signed or closed acquisition or divestiture. Intuit's fiscal 2026 Form 10-K (accession 0000896878-26-000037) reports $0 spent on business acquisitions during the twelve months ended July 31, 2026, versus $184 million spent on a single (unnamed in these filings) business acquisition during fiscal 2025, which had also been reported net of cash acquired in the earnings releases furnished during fiscal 2025. Intuit's routine risk-factor disclosures reference acquisition and divestiture activity generally as an ongoing part of its growth strategy, but no specific pending or completed deal is named in its fiscal 2026 8-Ks, 10-K, or 10-Q.

Dividends

Intuit paid or declared quarterly cash dividends throughout the period covered: $1.04 per share (February and May 2025), $1.20 per share (August 2025 through May 2026, each declaration representing a 15 percent increase over the year-earlier rate), and $1.38 per share (August 2026, also a 15 percent increase year over year), consistent with the earnings releases cited above.