# Intuit hits $4.4 billion Q4 revenue as AI-driven 'Big Bets' accelerate growth > Source: > Published: 2026-08-25 20:00:09+00:00 # Intuit hits $4.4 billion Q4 revenue as AI-driven 'Big Bets' accelerate growth **The fintech giant beat revenue expectations with double-digit growth while signaling a shift in accounting practices for fiscal 2027.** By [RuntimeWire Staff](/author/runtimewire-staff) · Published Primary source: [Intuit](https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance) ``` Intuit (INTU) — Q4 FY2026 Revenue: $4.4 billion Net income: $363 million EPS: GAAP earnings per share increased 20 percent to $16.46, and non-GAAP earnings per share increased 20 percent to $24.27 Guidance: Full Year Fiscal 2027: Total Revenue $23,279 to $23,512, Non-GAAP Operating Income $8,063 to $8,145, Non-GAAP Diluted Earnings Per Share $22.88 to $23.12; First Quarter Fiscal 2027: Total Revenue $4,294 to $4,313, Non-GAAP Operating Income $902 to $915, Non-GAAP Diluted Earnings Per Share $2.44 to $2.48 Full year fiscal 2026 revenue: grew 14 percent to $21.4 billion Global Business Solutions revenue: increased 16 percent to $12.9 billion Consumer revenue: increased 11 percent to $8.6 billion GAAP operating income: increased 20 percent to $5.9 billion ``` Intuit delivered a robust fourth quarter with **$4.4 billion** in revenue, representing a **14%** increase-over-year and beating the consensus estimate of **$4.27 billion**. The software giant saw non-GAAP earnings per share climb to **$24.27**, a **20%** jump from the previous year, comfortably outpacing the Street expectation of **$3.58–$3.59**. The performance was bolstered largely by the company's 'Big Bets' strategy, which management claims now accounts for **30%** of full-year revenue. Looking ahead, Intuit provided full-year 2027 guidance that expects total revenue to land between **$23,279 million** and **$23,512 million**, suggesting a growth deceleration to **9% to 10%** compared to the **14%** growth seen in fiscal 2026. The company also set the following for the upcoming 2027 period: - Q1 FY27 Revenue: **$4,294 million** to**$4,313 million** - Q1 FY27 Non-GAAP Operating Income: **$902 million** to**$915 million** - Q1 FY27 Non-GAAP EPS: **$2.44** to**$2.48** A significant structural change is arriving for the company's reporting: starting in fiscal 2027, Intuit will no longer exclude share-based compensation expense from its non-GAAP financial measures. This move reflects management's view of equity awards as a recurring cost. The FY27 guidance already factors in a **$2,020 million** impact on-GAAP operating income and a **$5.81** impact on diluted EPS. On the segment level, the business engine remains centered on Global Business Solutions, which generated **$12.9 billion** for the year, up **16%**. While QuickBooks Online Accounting saw a strong **23%** growth, the consumer side showed more modest momentum with TurboTax revenue increasing **7%** to **$5.3 billion**. Investors will be watching closely how the recently announced 17% workforce reduction and associated **$300 million–$340 million** in restructuring charges translate into long-term operating margin expansion in the coming fiscal year.