Intuit 2025 Q3 Earnings Strong Performance as Net Income Rises 18%

Intuit (INTU), ranking 58th by market capitalization, reported its fiscal 2025 Q3 earnings on May 22, 2025. Intuit exceeded analysts' expectations with reported revenue of $7.75 billion, surpassing the consensus estimate of $7.56 billion. The company also raised its full-year guidance, projecting revenue growth of approximately 15% and adjusted EPS of $20.07 to $20.12, both figures above previous estimates. This positive outlook reflects strong performance across multiple business segments, particularly during the tax season.

Revenue

Google Services led with 77.26 billion revenue, while YouTube′s ads section contributed an additional 8.93 Billion.

Earnings/Net Income

Intuit's EPS rose 18.3% to $10.09 in 2025 Q3 from $8.53 in 2024 Q3, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $2.82 billion in 2025 Q3, marking 18.0% growth from $2.39 billion in 2024 Q3. The EPS performance indicates a strong financial position.

Post-Earnings Price Action Review

The strategy of buying Intuit (INTU) shares after its revenue increase quarter-over-quarter on the financial report release date and holding for 30 days has consistently delivered strong returns over the past few years. This approach has achieved an overall return of 80.39%, outperforming the benchmark return of 45.97% by 34.42%. Although the strategy experienced a maximum drawdown of -26.43% and a Sharpe ratio of 0.65, which suggests some risk and moderate returns, the compound annual growth rate (CAGR) was 21.89%. This reflects the strategy's capacity to generate consistent returns, highlighting its effectiveness in capitalizing on Intuit's financial performance and market dynamics.

CEO Commentary

Sasan Goodarzi, CEO of Intuit, expressed confidence in the company's performance, stating, “We have exceptional momentum with outstanding performance across our platform.” He highlighted strong growth during the tax season, particularly in TurboTax Live revenue, which is expected to rise by 47% this fiscal year. Goodarzi emphasized Intuit's strategic focus on leveraging AI to enhance consumer and business success, positioning the company as a comprehensive solution provider in financial technology. He noted the robust results across their various segments, reinforcing a positive outlook for the future.

Guidance

Intuit expects full-year 2025 revenue to be between $18.72 billion and $18.76 billion, reflecting approximately 15% growth. The company anticipates GAAP diluted earnings per share of $13.19 to $13.24, an increase of about 26% to 27%. For the fourth quarter, projected revenue ranges from $3.72 billion to $3.76 billion, with non-GAAP diluted earnings per share anticipated between $2.63 and $2.68.

Additional News

Intuit recently announced a significant share buyback initiative, repurchasing $754 million of its stock during the third quarter, with $2.8 billion remaining authorized for future repurchases. This move underscores the company's commitment to returning value to shareholders. Additionally, Intuit's board has approved a quarterly dividend of $1.04 per share, marking a 16% increase compared to the same period last year, payable on July 18, 2025. These financial decisions highlight the company's robust cash flow and strong financial position, further instilling investor confidence in Intuit's long-term growth strategy.