Intuit Inc. (INTU)

Intuit topped expectations on both the top and bottom line in the fourth fiscal quarter of 2026 (period ended July 31, 2026; reported August 25, 2026), based on preliminary results, with adjusted EPS of $4.03 topping the $3.58 estimate (+12.6%) as revenue of $4.354 billion topped the $4.267 billion estimate (+2%). Revenue rose ~14% to about $4.4 billion (up from roughly $3.8 billion a year ago), spanning its Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect segments. Profitability came through at a gross margin of roughly 80% and an operating margin of ~11%, with gross profit of about $3.5 billion and operating income of roughly $475 million. Net income slipped ~5% year over year to about $363 million (down from roughly $381 million a year ago). The quarter generated operating cash flow of about $1.3 billion, and Intuit returned cash to shareholders through roughly $2.1 billion of share repurchases and about $332 million in dividends. For the next period, consensus calls for EPS of $4.04 on revenue of $4.353 billion.