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CLAIM #32833 · Intuit Inc (INTU) · 2026Q1 earnings call · Nov 20, 2025

Our guidance includes Global Business Solutions Group revenue growth of 14% to 15%, up 15.5% to 16.5% revenue growth excluding Mailchimp.

Sandeep Aujla · CFO

Verdict
PENDING
Direction
up
Magnitude
14–15 pct
Due
Jul 31, 2026
Metric
company_kpi
Intensity
expects

How to check this claim

Look at: Global Business Solutions Group revenue growth, fiscal year 2026, year-over-year

It came true if: Reported GBSG revenue growth between 14% and 15% (or 15.5% to 16.5% excluding Mailchimp)

Where: Company fiscal 2026 10-K / Q4 FY2026 earnings release (segment revenue disclosure)

Knowable after: 2026-08-31

In context

building to wealth building, while driving monetization for Intuit Inc. Shifting to our balance sheet and capital allocation, our financial principles guide our decisions that remain our long-term commitment and are unchanged. We finished the quarter with $3.7 billion in cash and investments and $6.1 billion in debt on our balance sheet. We repurchased $851 million of stock during the first quarter. Depending on market conditions and other factors, our aim is to be in the market each quarter. The board approved a quarterly dividend of $1.20 per share payable on January 16, 2026. This represents a 15% increase versus last year. Moving on to guidance, we are reaffirming our fiscal 2026 guidance. This includes total company revenue of $20.997 billion to $21.186 billion, growth of 12% to 13%. Our guidance includes Global Business Solutions Group revenue growth of 14% to 15%, up 15.5% to 16.5% revenue growth excluding Mailchimp. Our guidance also includes overall Consumer Group revenue growth of 8% to 9%, including TurboTax growth of 8%, Credit Karma growth of 10% to 13%, and Protex growth of 2% to 3%. GAAP diluted earnings per share of $15.49 to $15.69, growth of 13% to 15%, and non-GAAP diluted earnings per share of $22.98 to $23.18, growth of 14% to 15%. We expect a GAAP tax rate of approximately 23% in fiscal 2026. Our guidance for 2026 includes total company revenue growth of 14% to 15%, GAAP earnings per share of $1.76 to $1.81, and non-GAAP earnings per share of $3.63 to $3.68. You can find our full fiscal 2026 and Q2 guidance details in our press release and on our fact sheet. Before I turn it over to Sasan, I want to share that Kimberly Anderson Watkins has made the decision to leave Intuit Inc. to pursu

Verify independently

SEC filings for INTU · Quote is verbatim from the 2026Q1 earnings call.