Intuit's fourth quarter 2026 revenue of $4.4B significantly exceeded analyst expectations

Intuit reported fourth quarter revenue of $4.4 billion and non-GAAP earnings of $4.03 per share, significantly outperforming analyst estimates. The performance was driven by strong momentum in the Small Business and Self-Employed segment and expansion within the AI-driven 'Live' service ecosystem. Full-year 2026 revenue reached $21.4 billion, a 14% increase year-over-year.

Key Highlights

• Segment Growth: Global Business Solutions revenue grew 14% to $3.4 billion in the fourth quarter, while the Online Ecosystem sub-segment surged 17% to $2.6 billion.
• AI and Live Services: TurboTax Live revenue grew 37% for the full year, now representing 53% of total TurboTax revenue, signaling successful adoption of higher-value expert-assisted offerings.
• Credit Karma Recovery: Credit Karma revenue increased 16% to $743 million in the fourth quarter, fueled by strength in personal loans, auto insurance, and credit cards.
• Guidance and Accounting Changes: Management issued fiscal year 2027 revenue guidance of $23.3B to $23.5B. Notably, starting in fiscal 2027, Intuit will no longer exclude stock-based compensation from its non-GAAP financial measures.