INTU Intuit

Q1 2026 10-Q
Filed: Feb 26, 2026Period ending Jan 31, 2026
Information Technology
Services-Prepackaged SoftwareSEC EDGAR

Intuit (INTU) 10-Q quarterly report for Q1 2026, filed with SEC EDGAR on Feb 26, 2026 for the fiscal period ending Jan 31, 2026. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q1 2026 10-Q

Management Discussion & Analysis

  • Q2 FY26 revenue $4.65B, up $688M (+17%) YoY; H1 FY26 revenue $8.54B, up $1.3B (+18%) YoY
  • H1 operating income $1.39B, up 61% YoY; operating expenses grew only 13% vs revenue growth of 18%, indicating meaningful margin expansion
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Risk Factors

  • EU AI Act went into force Feb 2025; multiple US states (Utah, Colorado, California) enacting AI-specific frameworks, adding compliance costs and operational constraints
  • IRS free direct filing system suspended but advocacy continues; government-funded tax prep could displace Intuit's consumer tax revenue materially
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Quarterly Financial Summary
XBRL

Revenue

$4.7B

+17.4% YoY +19.7% QoQ

Net Income

$693M

+47.1% YoY +55.4% QoQ

Operating Margin

18.4%

+342bp YoY +464bp QoQ

Net Margin

14.9%

+302bp YoY +342bp QoQ

ROE

3.6%

+133bp QoQ

Total Assets

$34.3B

+3.3% QoQ

EPS (Diluted)

$2.47

+48.8% YoY +55.3% QoQ

Operating Cash Flow

$1.6B

+46.9% YoY +146.5% QoQ

Source: XBRL data from Intuit Q1 2026 10-Q filing on SEC EDGAR. All figures in USD.

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