Intuit Reports Strong Q4 2025 Profit and Positive Earnings Outlook

Intuit (INTU.US) reported strong financial results for the fourth quarter and full fiscal year 2025, with non-GAAP diluted earnings per share of $2.75, exceeding analyst estimates of $2.65. Total revenue for the fourth quarter grew 20% year-over-year to $3.8 billion. For the full fiscal year 2025, revenue increased by 16% to $18.8 billion, and non-GAAP earnings per share grew 19% to $20.15. These results highlight a period of significant growth for the company.

Segment Performance Drives Growth

The Global Business Solutions Group was a key contributor to Intuit's performance, with revenue growing 18% for the quarter to $3.0 billion and 16% for the year to $11.1 billion. Within this segment, Online Ecosystem revenue increased 21% for the quarter and 20% for the year, reaching $2.2 billion and $8.3 billion respectively. Excluding Mailchimp, Online Ecosystem revenue demonstrated even stronger growth, rising 26% for the quarter and 25% for the year.

The Consumer Group also showed robust growth, with revenue up 21% to $137 million for the quarter and 10% to $4.9 billion for the year. TurboTax Live revenue saw a substantial 47% increase for the year, accounting for 41% of total Consumer Group revenue, and customer growth of 24%. Credit Karma continued its strong trajectory, with revenue growing 34% for the quarter to $649 million and 32% for the year to $2.3 billion, driven by personal loans, credit cards, and auto insurance.

Positive Fiscal 2026 Outlook

Intuit provided an optimistic outlook for the full fiscal year 2026, projecting revenue between $20.997 billion and $21.186 billion, representing growth of approximately 12% to 13%. Non-GAAP operating income is anticipated to grow between 14% and 15%, reaching $8.611 billion to $8.688 billion. Furthermore, non-GAAP diluted earnings per share are forecasted to be in the range of $22.98 to $23.18, an increase of approximately 14% to 15%.

For the first quarter of fiscal year 2026, the company expects revenue growth of approximately 14% to 15%, with non-GAAP diluted earnings per share projected between $3.05 and $3.12. The company also announced a new $3.2 billion share repurchase authorization and an increase in its quarterly dividend by 15% to $1.20 per share, demonstrating confidence in future performance and a commitment to shareholder returns.