Intuit Inc
Q4 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +2.45%.
Did INTU Beat Earnings? Q4 2025 Results
Intuit delivered a strong finish to fiscal 2025, <a href="https://247wallst.com/investing/2025/08/21/live-will-intuit-beat-q4-earnings-tonight/">beating fourth-quarter estimates</a> on both the top and bottom lines as non-GAAP EPS of $2.75 cleared the $2.66 consensus by 3.38% and revenue of $3.83 billion came in 2.16% ahead of the $3.75 billion Wall Street expected, rising 20.3% year over year. The results were powered in large part by Intuit's AI-driven strategy, with Credit Karma surging 34% in the quarter and TurboTax Live posting full-year revenue growth of 47%, collectively demonstrating the company's ability to monetize its consumer platform at scale. Despite the headline beat, shares retreated on guidance that some investors viewed as cautious; for fiscal 2026, Intuit projected revenue of $21.00 billion to $21.19 billion, representing 12% to 13% growth, alongside non-GAAP diluted EPS of $22.98 to $23.18, a 14% to 15% increase. The company also raised its quarterly dividend 15% to $1.20 per share and authorized an additional $3.20 billion in buybacks.
- TurboTax Live revenue grew 47% for the full year, representing 41% of Consumer Group revenue
- Credit Karma revenue grew 34% in Q4 driven by personal loans, credit cards, and auto insurance
- QuickBooks Online Accounting revenue grew 23% in Q4 driven by higher effective prices, customer growth, and mix shift
- Online Services revenue grew 19% in Q4 driven by growth in money and payroll
- TurboTax Live customers grew 24%
- TurboTax Online paying units grew 6% on share gains from higher ARPR filers
“We had an exceptional fiscal 2025 with 20 percent growth in the fourth quarter and 16 percent growth for the full year. Our virtual team of AI agents and AI-enabled human experts are powering success for consumers and businesses. We could not be more excited about the opportunity ahead.”
Intuit CEO, on the earnings call
Forward Guidance & Outlook
For fiscal year 2026, Intuit expects revenue of $20.997 billion to $21.186 billion (12-13% growth), GAAP operating income of $5.782 billion to $5.859 billion (17-19% growth), non-GAAP operating income of $8.611 billion to $8.688 billion (14-15% growth), GAAP diluted EPS of $15.49 to $15.69 (13-15% growth), and non-GAAP diluted EPS of $22.98 to $23.18 (14-15% growth). Segment guidance: Global Business Solutions growth of 14-15% (ex-Mailchimp 15.5-16.5%), Consumer growth of 8-9% (TurboTax 8%, Credit Karma 10-13%, ProTax 2-3%). For Q1 FY2026 (ending Oct. 31), the company expects revenue growth of approximately 14-15%, GAAP EPS of $1.19 to $1.26, and non-GAAP EPS of $3.05 to $3.12.
INTU YoY Financials
INTU Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.