Intu Stock Surges 20% as Intuit Reports Strong Fiscal 2025 Earnings Growth

Intuit Inc. has reported a robust financial performance for the fourth quarter and the full fiscal year ending July 31, 2025, displaying a significant upward trajectory. The financial technology powerhouse, known for products such as TurboTax, QuickBooks, and Credit Karma, has showcased substantial revenue growth, which substantiates its strategic advancements and market positioning.

For the fourth-quarter fiscal 2025, Intuit's total revenue surged by 20 percent to reach $3.8 billion. This was largely fueled by a notable 18 percent increase in Global Business Solutions Group revenue, which amounted to $3.0 billion, and a 21 percent rise in Online Ecosystem revenue, which totaled $2.2 billion. Notably, when excluding Mailchimp, the revenue growth for both the Global Business Solutions Group and the Online Ecosystem accelerated further. Credit Karma, a pivotal segment of Intuit, also witnessed a remarkable 34 percent revenue increase, reaching $649 million in the quarter.

Full-year results for fiscal 2025 reflect a similar growth story, with total revenue climbing 16 percent to $18.8 billion. The Global Business Solutions Group saw its annual revenue increase by 16 percent to $11.1 billion, with the Online Ecosystem side contributing significantly with a 20 percent boost. Analyzing by segments, TurboTax played a prominent role, with its Live platform alone experiencing a 47 percent growth, highlighting an evolving consumer preference for interactive tax solutions. TurboTax Online paying units reported a 6 percent increase, ensuring enhanced market share gains from higher revenue per return filers, amidst a slight decrease in total units.

Further affirming Intuit's growing presence in the financial sector, Credit Karma's annual revenue amplified by 32 percent to $2.3 billion, driven by strong performances in personal loans, credit cards, and auto insurance sectors. The strategic synergy between the segments underscores Intuit's vision as it combines consumer-oriented operations into a single business platform beginning August 2025, fostering integrated growth in fiscal 2026.

Operating income also enjoyed significant enhancements, as GAAP operating income increased 36 percent year-over-year to $4.9 billion, while non-GAAP operating income rose by 18 percent to $7.6 billion. In terms of profitability, GAAP earnings per share climbed 31 percent to $13.67, coupled with a 19 percent rise in non-GAAP earnings to $20.15 per share, illustrating the company’s effective cost management and scalable operations.

Looking ahead, Intuit has issued promising guidance for fiscal 2026, projecting a revenue growth range of 12 to 13 percent. Specifically, anticipated revenues are set to fall between $20.997 billion and $21.186 billion. The operating income figures continue to exhibit growth with GAAP estimates ranging from $5.782 billion to $5.859 billion and non-GAAP forecasts aiming at $8.611 billion to $8.688 billion. Earnings per share are likewise expected to see positive growth, aligning with the broader financial trajectory.

Analysts predict that the Global Business Solutions segment will expand by 14 to 15 percent, underscoring Intuit’s strategic focus, while the Consumer segment, including TurboTax and Credit Karma, is anticipated to witness steady growth.

Intuit's fiscal strategy also includes a firm capital allocation plan. The company reported approximately $4.6 billion in cash and investments and approved a new stock repurchase authorization worth $3.2 billion, culminating in a total share repurchase capacity of $5.3 billion. Additionally, the Board approved a quarterly dividend increase of 15 percent, signifying confidence in sustained liquidity and operational strength.

The company continues to leverage AI to drive innovation, thereby enhancing its product offerings and consumer engagement. Intuit’s reinforced approach towards AI intertwines technological investment with market expansion, leveraging AI-enabled solutions that aid users in optimizing financial outcomes.

These fiscal achievements coincide with oversight from Intuit's management team, including CEO Sasan Goodarzi and CFO Sandeep Aujla, who continue to align the company’s strategies with macroeconomic realities and growth prospects.

In fiscal 2025, Intuit managed to excel, buoyed by strategic digital transformation initiatives and robust market demand, reflected in strong financial results. As the company carves a path forward, its fiscal 2026 objectives point towards consistent innovation and financial prudence, propelling Intuit to further enhance its market footprint and operational excellence within the fintech landscape.