Intuit Closes Its Fiscal Year After Tonight's Bell. Its Own Fourth-Quarter Guide Spans $0.73 and $3.62.

by Leah Avraham · August 25, 2026

Previews Correspondent, Earnings Dispatch

Intuit will report fourth-quarter and full-year results for fiscal 2026 after the close of trading on Tuesday, August 25, with a conference call at 1:30 p.m. Pacific time. The company set the date in a release dated July 30, saying it would announce the results on August 25 "following the close of market." Its fiscal year ended July 31, 2026. Nothing in what follows describes results; they have not been published yet.

The number worth having in hand before the release lands is the company's own guidance, and it comes in two versions that are not close together. In its third-quarter release dated May 20, 2026, Intuit guided fiscal fourth-quarter revenue growth of approximately 11% to 12%, GAAP diluted earnings per share of $0.73 to $0.79, and non-GAAP diluted earnings per share of $3.56 to $3.62. The gap between the midpoints of those two ranges is roughly $2.83 a share — close to four times the GAAP midpoint itself, and more than forty times the six-cent width of the GAAP range.

The full-year guide the quarter will close out has the same shape. Intuit guided fiscal 2026 revenue of $21.341 billion to $21.374 billion, growth of approximately 13% to 14%; GAAP operating income of $5.705 billion to $5.725 billion and non-GAAP operating income of $8.784 billion to $8.804 billion, each described as growing about 16%; GAAP diluted earnings per share of $15.79 to $15.84, up about 16%; and non-GAAP diluted earnings per share of $23.80 to $23.85, up about 18%. Revenue is the one line where the GAAP and non-GAAP figures are identical.

That leaves a practical problem for anyone comparing tonight's print with a consensus figure. Kiplinger's weekly earnings calendar, accessed August 25, lists Intuit at $3.58 a share for the quarter, attributing its estimates to Refinitiv, an LSEG business, via Yahoo Finance and to S&P Global Market Intelligence via Briefing.com, but without saying whether the figure is compiled on a GAAP or an adjusted basis. A TipRanks article published August 21 and updated August 24 cites a revenue estimate of $4.27 billion, up 11.5% year over year, and earnings of $3.59 a share, describing the source only as analyst projections and naming no compiler. Neither figure is labelled GAAP or non-GAAP.

Both sit inside Intuit's non-GAAP range of $3.56 to $3.62 and roughly $2.80 above the top of its GAAP range. Whatever Intuit prints tonight, a headline that compares a GAAP result with $3.58 or $3.59 will be comparing two different measures. The two consensus figures also differ from each other by a penny, which is a small but concrete reminder that estimate providers do not publish the same number.

The third quarter, reported on May 20, gives the shape of the business heading into the close of the year. Revenue was $8.6 billion, up 10%. GAAP operating income was $4.0 billion and non-GAAP operating income $4.7 billion, each up 8%. GAAP diluted earnings per share were $11.09, up 11%, and non-GAAP diluted earnings per share $12.80, up 10%.

That single quarter is most of the year. Intuit's full-year GAAP guide of $15.79 to $15.84 exceeds the $11.09 the company earned in the third quarter alone by less than $4.80 a share — the amount the other three quarters of fiscal 2026 have to supply between them. The fourth quarter, which runs from May through July, sits after the U.S. tax filing season that drives the consumer business, and the small GAAP range Intuit guided to reflects that seasonality rather than any deterioration in the year.

The segment detail from the third quarter is where the growth was concentrated. Consumer revenue was $5.3 billion, up 8%, with TurboTax at $4.4 billion, up 7%, and Credit Karma at $631 million, up 15%. Global Business Solutions revenue was $3.3 billion, up 15%, with QuickBooks Online Accounting up 22% and the Online Ecosystem at $2.5 billion, up 19%.

Two forward-looking items are worth watching for in the release and on the call. The first is fiscal 2027 guidance, which Intuit has not yet issued; the third-quarter release carried guidance only through the fiscal year that has now ended. The second is whether any fiscal 2027 outlook is given on both bases, since a company whose GAAP and non-GAAP earnings differ by roughly $8 a share over a full year leaves a great deal riding on which version a reader picks up.

The company has also said it will hold an investor day at its Mountain View, California headquarters on September 17 at 8:00 a.m. Pacific time, three weeks after tonight's report. Whatever detail does not fit into a quarterly release has a scheduled venue.

None of the above is a forecast of what Intuit will report, and this article makes no recommendation about the shares. The one thing that can be said with confidence before the bell is procedural: check the basis of every earnings figure quoted tonight against the two ranges the company itself published in May.