Intuit’s Strong Q4 Meets Slower FY 2027 Outlook, Sending Shares Tumbling

Intuit Inc. reported fourth-quarter fiscal 2026 revenue of $4.35 billion, surpassing the $4.27 billion consensus estimate and delivering adjusted earnings per share of $4.03, well above the $3.58 estimate. However, the company projected fiscal 2027 revenue of $23.28 billion to $23.51 billion—a 9%-10% growth rate that falls short of Wall Street’s roughly 11% expectation. The guidance triggered a sharp sell-off, with the stock falling about 10% in after-hours trading on August 26 and later sliding an additional 13% in extended trading on Tuesday.

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Intuit’s fiscal 2026 performance marked a 14% revenue increase to $21.4 billion for the year ended July 31, driven by double-digit growth across its core segments. Earlier in the year, the company announced a restructuring that cut 17% of its workforce—over 3,000 jobs—aimed at reducing management layers and integrating recent acquisitions such as TurboTax and Credit Karma. Analysts have repeatedly flagged the risk that generative-AI tools could erode demand for Intuit’s tax and accounting software, a concern that resurfaced after Anthropic’s Managed Agents launch in April 2026.

Intuit Stock Falls as Fiscal 2027 Forecast Signals Growth Slowdown

• Q4 2026 results: Revenue $4.35 billion (+13.6% YoY); adjusted EPS $4.03 (12.6% above estimate).

Intuit Q4 EPS beats estimates, shares slide on weak FY27 guidance

• FY 2026 full-year: Revenue $21.4 billion (+14% YoY); non-GAAP EPS $24.27 (up 20%).

Intuit Stock Falls as Fiscal 2027 Forecast Signals Growth Slowdown

• FY 2027 guidance: Revenue $23.28 billion-$23.51 billion (9%-10% growth); adjusted EPS $22.88-$23.12 (below the $27.32 consensus).

Intuit Q4 EPS beats estimates, shares slide on weak FY27 guidance

• Segment outlook: TurboTax revenue growth 2%-3% (down from 7% prior year); Mailchimp revenue $1.256 billion-$1.266 billion (flat to –1%).

Intuit Stock Falls as Fiscal 2027 Forecast Signals Growth Slowdown

• Balance sheet: Cash and investments $7.2 billion; debt $7.7 billion; share repurchases $5.5 billion in FY 2026, leaving $7.9 billion of buyback authorization.

Intuit Q4 EPS beats estimates, shares slide on weak FY27 guidance

• Dividend: Quarterly dividend increased 15% to $1.38 per share, payable Oct. 16 2026.

Intuit reports Q4 2026 earnings after stock’s 47% decline from peak

He noted that the company is prioritizing customer acquisition—through initiatives such as QuickBooks Free and QuickBooks Lite—while integrating AI across its product suite. Intuit also announced that Mailchimp will be reported as a separate operating segment beginning fiscal 2027, providing clearer visibility into its performance.

Intuit Stock Falls as Fiscal 2027 Forecast Signals Growth Slowdown

Intuit’s earnings call was held on August 25 2026, and the company is slated to host its annual Investor Day later this month, where management is expected to elaborate on its AI strategy, customer-growth initiatives, and long-term financial targets. Investors will watch for any updates to the FY 2027 outlook and for further commentary on the impact of AI on Intuit’s core product lines.

Intuit reports Q4 2026 earnings after stock’s 47% decline from peak