INTUIntuit
Intuit is a global financial technology platform with a mission to power prosperity around the world. 10-K, Item 1
- Employees
- 18,600
- Headquarters
- Mountain View, CA
- CEO
- Sasan K. Goodarzi
- Next results
- around Nov 19, 2026
The biggest changes in the 10-K filed 2026-09-09, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.
Cash from operations
+42.4% Big change FY to 2026-07-31 vs 2025-07-31The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Net income
+18.0% Big change FY to 2026-07-31 vs 2025-07-31“The increase in net income was due to the increase in operating income described above and an increase in interest and other income, partially offset by an increase in income tax expense.”
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“Diluted net income per share increased 20% to $16.46 for fiscal 2026, due to the increase in net income and decrease in our weighted shares outstanding as a result of our increased share repurchase activity.”
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Revenue
+13.9% Big change FY to 2026-07-31 vs 2025-07-31“Our Global Business Solutions segment revenue increased 16% due to growth in our Online Ecosystem revenue from growth in QuickBooks Online Accounting, money, and payroll.”
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“Consumer segment revenue increased 11% due to strength in our Credit Karma personal loan, credit card, and insurance verticals and growth in assisted tax and our consumer money offerings, partially offset by a decrease in revenue due to fewer TurboTax federal units.”
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Operating margin
26.1% → 27.4% (+1.3 pts) Big change FY to 2026-07-31 vs 2025-07-31“Global Business Solutions segment operating income increased $1.4 billion, or 17%, in fiscal 2026 compared with fiscal 2025 due to the increase in revenue described above, partially offset by increases in QuickBooks Capital cost of revenue of $115 million due to increased loan volume, online payments cost of revenue of $80 million, staffing expenses of $70 million, and outside services expenses of $51 million.”
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“Consumer segment operating income increased $548 million, or 10%, in fiscal 2026 compared with fiscal 2025 due to the increase in revenue described above, partially offset by an increase in marketing expenses of $191 million and sales-related expenses of $44 million.”
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Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗
Work on INTU in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/INTU/export.csv") into a cell.