Intuit Beats Q4 Estimates but Soft Guidance Sends Shares Down 7.6% in After-Hours Trading

Intuit Inc released its fiscal fourth-quarter 2026 financial results after the market close on Tuesday. Here's a snapshot of the quarter's key metrics.

Intuit stock is in the spotlight. Where is INTU headed?

Intuit Q4 Highlights

Intuit reported fourth-quarter revenue of $4.35 billion, surpassing analyst expectations of $4.27 billion. The parent company of QuickBooks, Credit Karma, and TurboTax posted adjusted earnings per share of $4.03 for the quarter, beating the expected $3.58.

Total revenue grew 14% year-over-year. Here's the revenue breakdown by segment.

Global Business Solutions: $3.4 billion, up 14%

Consumer: $930 million, up 14%

Online Ecosystem: $2.6 billion, up 17%

Intuit ended the quarter with $7.2 billion in cash and investments and $7.7 billion in debt, having repurchased $5.5 billion of its common stock during the fiscal year. The company also had $7.9 billion remaining under its buyback authorization at quarter-end.

"Our strategy is to win as an AI-driven expert platform by creating a financial intelligence system that increasingly does the work for consumers, small businesses, and accountants, helping them achieve their most important goals," said Intuit CEO Sasan Goodarzi.

"Going forward, we are focused on scaling our priority investments, accelerating customer growth, and making deliberate choices that build a stronger foundation for sustainable long-term growth."

Intuit guided for first-quarter revenue of $4.29 billion to $4.31 billion, versus analyst expectations of $4.36 billion. The company expects first-quarter adjusted EPS of $2.44 to $2.48, compared to analyst estimates of $4.04.

Intuit projects fiscal 2027 revenue of $23.28 billion to $23.51 billion, versus analyst expectations of $23.74 billion. The company expects full-year adjusted EPS of $22.88 to $23.12, compared to analyst estimates of $27.31. The guidance includes a $5.81 impact from stock-based compensation expense, so the estimates may not be directly comparable. Intuit also noted that Mailchimp will become a separate reportable segment starting in fiscal 2027.

Intuit executives will further discuss the quarter's results during an earnings call scheduled for 4:30 PM ET.

INTU Stock Slips After Earnings

INTU Price Action: Intuit shares fell 7.60% in Tuesday's after-hours trading, trading at $331.07 at the time of writing.