By Vraj – September 18, 2025
Introduction
Intuit Inc. (NASDAQ: INTU), the powerhouse behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, has reaffirmed its fiscal 2026 outlook at its Investor Day event in Mountain View, California. The company projects solid revenue and earnings growth, fueled by artificial intelligence (AI) and its long-term investment strategy.
Key Highlights of Intuit’s 2026 Outlook
Revenue Growth Projections
- Full-Year Revenue (FY 2026):
- Expected growth: 12% – 13%
- Forecast range: $20.997B – $21.186B
- Segment Growth:
- Global Business Solutions: +14% to +15%
- Excluding Mailchimp: +15.5% to +16.5%
- Consumer Revenue: +8% to +9%
- TurboTax: +8%
- Credit Karma: +10% to +13%
- ProTax: +2% to +3%
Operating Income & EPS
- GAAP Operating Income: $5.782B – $5.859B (+17% to +19%)
- Adjusted Operating Income: $8.611B – $8.688B (+14% to +15%)
- GAAP EPS: $15.49 – $15.69 (+13% to +15%)
- Adjusted EPS: $22.98 – $23.18 (+14% to +15%)
First Quarter FY 2026 Guidance
- Revenue Growth: +14% to +15%
- GAAP EPS: $1.19 – $1.26
- Adjusted EPS: $3.05 – $3.12
CEO’s Statement on AI and Growth
Sasan Goodarzi, CEO of Intuit, emphasized the company’s commitment to AI and innovation:
“Our years of investment in data, data services, AI, and human expertise, coupled with strong execution, allow us to operate with the speed of a startup at a global scale. We are leading the AI disruption, generating prosperity for accountants, businesses, and consumers, and delivering sustained growth for years to come.”
Market Reaction
- Stock Performance: At the close on Thursday, Intuit shares rose +2.59% to $679.84.
- Analysts believe AI-driven products and TurboTax’s strong performance will continue to fuel long-term momentum.
Fiscal Q4 2025 Earnings Snapshot (Prior Update)
Reported Results
- Net Income: $381M
- GAAP EPS: $1.35 per share
- Adjusted EPS: $2.75 per share (beat Wall Street’s $2.65 estimate)
- Revenue: $3.83B (above Street forecast of $3.74B)
Annual FY 2025 Results
- Net Profit: $3.87B
- GAAP EPS: $13.67 per share
- Revenue: $18.83B
Conclusion
With its bold 2026 guidance, strong Q4 results, and a clear focus on AI-driven growth, Intuit has positioned itself as a leader in financial technology innovation. Investors appear optimistic, as reflected in the stock’s upward move, and the company looks set to continue generating value for businesses, consumers, and shareholders.