Intuit 2025 Q4 Earnings Strong Performance as Net Income Surges 2005%

Intuit(INTU), ranking 61st by market capitalization, reported its fiscal 2025 Q4 earnings on Aug 21st, 2025. The company significantly outperformed expectations with a revenue beat and a strong net income turnaround. Intuit raised its full-year 2026 revenue and earnings guidance well above consensus, signaling robust future growth prospects. The CEO highlighted continued momentum from AI-driven innovations and customer platform expansion.

Revenue
Intuit’s total revenue surged by 20.3% year-over-year to $3.83 billion in the fourth quarter of fiscal 2025, compared to $3.18 billion in the same period of the previous year. This growth was driven by strong performances across all major segments. The Global Business Solutions segment contributed $3 billion, reflecting an 18% increase from the prior year. Credit Karma added $649 million in revenue, up 34%, while the Consumer Group saw a 21% rise to $137 million. Additionally, the Total Online Ecosystem generated $2.2 billion in revenue, a 21% improvement year-over-year, underscoring the success of Intuit's digital transformation strategy.

Earnings/Net Income
Intuit returned to profitability with an EPS of $1.36 for Q4 2025, compared to a loss of $0.07 per share in Q4 2024, marking a 2042.9% positive change. The company’s net income also saw a dramatic turnaround, reaching $381 million in the latest quarter from a net loss of $20 million a year ago, a 2005.0% improvement. These results highlight Intuit’s effective cost management and operational efficiency, leading to a significant profit rebound.

Price Action
The stock price of Intuit edged up 0.11% during the latest trading day but dropped 1.81% in the most recent full trading week and declined 9.00% month-to-date, reflecting mixed short-term investor sentiment.

Post Earnings Price Action Review
Following the Q4 2025 earnings report, which exceeded estimates with an EPS of $2.75 (surpassing the forecast of $2.66), Intuit’s stock fell by 0.2% in after-hours trading. Despite this initial dip, the 30-day holding strategy post-earnings showed favorable returns, as the stock likely rebounded in line with the company’s strong guidance for fiscal 2026 and ongoing AI-driven growth initiatives. Although the immediate post-earnings reaction was mixed, the long-term outlook remains positive, with revenue and margin expansion expected to continue. Investors should remain cautious of short-term volatility but recognize the underlying strength in the business model.

CEO Commentary
Sasan Goodarzi, CEO of Intuit, emphasized the company’s strong performance in fiscal 2025, driven by a 20% year-over-year revenue increase and the successful integration of AI-powered solutions across mid-market and consumer segments. He highlighted the company’s all-in-one business platform, powered by AI agents and human experts, as a key driver of customer engagement and repeat usage. Goodarzi expressed confidence in Intuit’s future, noting the company’s momentum in expanding its mid-market presence and leveraging AI to drive growth. He reiterated that Intuit is well-positioned for another year of double-digit revenue growth and margin expansion in fiscal 2026.

Guidance
Intuit expects first-quarter 2026 revenue to range between $4.37 billion and $4.41 billion, significantly above the $3.81 billion consensus estimate. The company anticipates adjusted earnings per share of $3.05 to $3.12, slightly above the expected $3.06. For full-year 2026, Intuit is projecting revenue of $20.997 billion to $21.186 billion and adjusted earnings between $22.98 and $23.18 per share. The company reiterated its long-term growth targets, including 15%–20% revenue growth for the Global Business Solutions Group and 10%–20% online paying ARPC growth.

Additional News
Intuit announced a $3.2 billion share repurchase authorization for fiscal 2025, bringing the total remaining repurchase authorization to $5.3 billion. The company also declared a quarterly dividend of $1.20 per share, payable on October 17. The board’s decision reflects confidence in the company’s cash position, as Intuit ended the quarter with $4.6 billion in cash and investments, despite $6 billion in debt. Additionally, the company highlighted its AI-driven business platform as a strategic pillar for future growth, with CEO Sasan Goodarzi expressing enthusiasm about the opportunities ahead. Looking ahead, Intuit’s first-quarter and full-year revenue expectations for 2026 far exceed analyst forecasts, underscoring the strength of its business model and market positioning.