INTU Q1 FY2027 Global Business Solutions long-term revenue CAGR 10-15%, Beat Guidance by +4.0 pts

Intuit reaffirmed all Q1 FY2027 and FY2027 guidance ranges at its Investor Day with no changes from the August 25, 2026 issuance.

Newly disclosed Global Business Solutions long-term revenue CAGR of 10-15% over the next three years implies a midpoint of ~12.5%, ~4 points above the prior implied guidance midpoint of ~11%.

FY2027 guidance: GAAP revenue $23,279-$23,512M (+9% to +10%), non-GAAP operating income $8,063-$8,145M (+17% to +18%), non-GAAP diluted EPS $22.88-$23.12 (+23% to +24%).

Consumer segment long-term CAGR target of 4-8% over the next three years and a long-term non-GAAP EPS growth target of at least high-teens annually.

FY2027 dividend per share of $1.38 reaffirmed, a 15% year-over-year increase.

Reporting changes effective August 1, 2026: Mailchimp reclassified as a separate reportable segment, and share-based compensation is no longer excluded from non-GAAP measures ($521M in Q1 FY2027 and $2,020M in FY2027).

Investor Day webcast was streamed live at investors.intuit.com/news-events beginning at 8:00 a.m. PT, with a replay available a few hours after the event.