Intuit Q4 Earnings Exceed Expectations, Focusing on AI Growth

Intuit's Q4 earnings beat estimates with adjusted EPS of $2.75 and revenue of $3.83 billion. The company is focusing on AI growth drivers and CFO Sandeep Aujla expressed pride in the company's execution last year. Intuit is the parent company of TurboTax and Credit Karma.

Intuit Inc. (NASDAQ: INTU) reported its fiscal 2025 Q4 earnings on Aug 21, 2025, with adjusted EPS of $2.75 and revenue of $3.83 billion, exceeding market expectations. The company attributed its strong performance to AI innovations and platform expansion [1].

Intuit's revenue surged by 20.3% year-over-year to $3.83 billion, driven by robust 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 [1].

The company 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 [1].

Intuit’s stock price 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. Following the Q4 2025 earnings report, which exceeded estimates, 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 [1].

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 [1].

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 [1].

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 [1].

Intuit's Q4 earnings report underscores the company's strong financial performance and growth prospects, driven by AI innovations and platform expansion. The company's focus on AI-driven solutions and mid-market growth is expected to continue, with robust revenue and margin expansion anticipated for fiscal 2026.

References:
[1] https://www.ainvest.com/news/intuit-2025-q4-earnings-strong-performance-net-income-surges-2005-2508/
[2] https://www.mitrade.com/insights/news/live-news/article-8-1059875-20250822