What drove INTU's operating profit surge in Q2 2025?

Intuit Inc.'s (INTU) operating profit surge in Q2 2025 can be attributed to several key factors:

1. **Revenue Growth**: The company reported a robust 17% revenue increase, reaching $3.96 billion, driven by strong performance across its business segments, including Global Business Solutions Group and Credit Karma. This growth surpassed market expectations and was fueled by strategic integrations and AI innovations.
2. **Segmental Performance**:
- **Global Business Solutions Group**: This segment experienced a 19% year-over-year revenue growth, with QuickBooks products showing particularly strong momentum. The Online Ecosystem revenue grew by 21% to $2.0 billion, highlighting the success of Intuit's AI-driven platform and strategic integrations.
- **Credit Karma**: Credit Karma delivered impressive 36% year-over-year growth, reaching $511 million. This growth was driven by strong performance in credit cards, personal loans, and auto insurance sectors.
- **Consumer Group**: Consumer Group sales increased by 3% to $509 million.
- **ProTax Group**: Despite challenges, the ProTax group revenue declined by 1% to $272 million.
3. **Operating Margin Improvement**: Intuit's adjusted operating margin expanded by 370 basis points to 31.8%, reflecting improved cost management and revenue conversion.
4. **Earnings Per Share (EPS) Growth**: The company reported a GAAP diluted EPS of $1.67, reflecting a 34% growth from the previous year. This increase in EPS contributed to the overall operating profit surge.
5. **Strategic Initiatives**: Intuit's execution of its AI-driven expert platform strategy and the integration of TurboTax and Credit Karma have yielded positive results, driving higher payment conversion rates and increased customer engagement. The company's focus on AI innovations and platform capabilities positions it for sustained future growth.

In summary, INTU's operating profit surge in Q2 2025 was driven by strong revenue growth across key segments, improved operating margins, and effective strategic initiatives.