What factors drove INTU's strong EPS performance in 2025?

Intuit Inc. (INTU) experienced a robust EPS performance in 2025, primarily driven by strong revenue growth across its business segments and efficient cost management: 1. **Revenue Growth**: Intuit's revenue increased by 17% year-over-year, reaching $3.96 billion in Q2 fiscal 2025. This growth was particularly notable in the Global Business Solutions Group, which grew by 19%, and Credit Karma, which saw a 36% increase in revenue. The expansion of its Global Business Solutions segment and the strength of Credit Karma's credit card, personal loan, and auto insurance verticals contributed significantly to the revenue surge. 2. **Operating Income Surge**: The company's operating income surged by 61% in the same period, indicating efficient cost management and revenue conversion. This reflects Intuit's ability to translate revenue growth into bottom-line results, which is a testament to its strong operational performance and market positioning. 3. **Strategic Investments**: Intuit's strategic investments in AI and platform capabilities have positioned the company for sustained future growth. The company's focus on AI-driven innovation and platform enhancements has not only strengthened its competitive position but has also led to higher payment conversion rates and increased customer engagement. 4. **Market Position and Brand Recognition**: Intuit's market leadership and brand recognition in the financial software market, particularly with its flagship products QuickBooks and TurboTax, have allowed it to maintain a majority market share in its core segments. This dominant position enables the company to generate consistent revenue and profit from its core business. In summary, Intuit's strong EPS performance in 2025 was driven by robust revenue growth, particularly in its Global Business Solutions segment and Credit Karma, combined with efficient cost management and strategic investments in AI and platform capabilities. The company's market leadership and brand recognition also contributed to its strong financial performance.